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非农数据显示不降息,利空!为何道指、标普500惊现6连阳?
Sou Hu Cai Jing·2025-07-04 01:43

Group 1 - The US stock market is experiencing a strong bull run, with the Nasdaq and S&P 500 indices reaching historical highs, while the Dow Jones index is close to its historical peak, indicating a bullish trend with six consecutive days of gains for both the S&P 500 and Dow [1] - The positive momentum in the US stock market is attributed to improving US-China relations, with expectations of increased cooperation, particularly in technology, benefiting large US tech companies [1] - Strong non-farm payroll data has not led to a decline in the stock market; instead, it has contributed to a bullish sentiment, with the unemployment rate slightly decreasing to 4.1%, signaling a robust economic outlook [3] Group 2 - The market's focus has shifted, with the lack of interest rate cuts being perceived less negatively due to the positive outlook for large tech companies, which has led to a strong performance in the US stock market [4] - The positive effects of US-China cooperation are also reflected in the A-share market, with significant gains in the ChiNext index, suggesting a favorable outlook for both markets [4]