美股昨夜大涨！创新高

Market Overview - US stock markets experienced an increase, driven by positive economic data and corporate earnings reports, with the S&P 500 index rising by 0.45% and the Dow Jones Industrial Average increasing by nearly 200 points, or 0.4% [1] - Approximately 50 companies within the S&P 500 have reported earnings, with 88% exceeding analyst expectations, boosting investor confidence [1] Economic Indicators - The US Department of Labor reported that initial jobless claims for the week ending July 12 were 221,000, a decrease of 7,000 from the previous week, indicating a robust job market [1] - Retail sales in June increased by 0.6% month-over-month, significantly above the Dow Jones estimate of 0.2%, alleviating concerns about declining consumer spending [1] Corporate Performance - PepsiCo's stock surged nearly 7% following better-than-expected earnings [3] - Oracle's stock rose over 3%, reaching a market capitalization of $700 billion, marking a 50% increase year-to-date [5] - Nvidia and Microsoft stocks both increased by approximately 1%, achieving new all-time highs with market capitalizations of $422 billion and $380 billion, respectively [5] Sector Highlights - Technology stocks led the market rally, with TSMC's stock rising by 3% due to optimistic forecasts, enhancing market confidence in global AI spending [4] - Strong retail sales data suggests that consumer spending remains robust, which is crucial for economic expansion and corporate profit growth [1]