惠誉突然下调评级：“恶化”！纳指与标普500指数再创新高，贵金属板块涨幅居前！黄金、白银大涨

Market Performance - The three major US stock indices closed mixed, with the Dow Jones down 0.04%, the Nasdaq up 0.38%, and the S&P 500 up 0.14% [1][3] - The S&P 500 and Nasdaq indices reached new historical highs, driven by gains in major stocks like Google [1][3] Sector Performance - Among the 11 sectors in the S&P 500, the telecommunications sector rose by 1.9%, while the energy sector fell by 0.96% [3] - In the ETF market, the network stock index ETF increased by 0.65%, and the technology sector ETF rose by approximately 0.1% [3] Notable Stock Movements - Major tech stocks showed mixed results, with Google up 2.72%, Amazon up 1.43%, and Meta up 1.23%, while Tesla and Nvidia saw declines of 0.35% and 0.60%, respectively [3][4] - Chinese concept stocks had varied performances, with Huya surging 16% and NIO rising nearly 3%, while Li Auto fell over 4% [6][8] Earnings Season Insights - The current earnings season is seeing strong performance, with over 85% of the 62 S&P 500 companies that have reported so far exceeding expectations [8] - Goldman Sachs predicts a 10% increase in the S&P 500 index over the next 12 months, driven by strong earnings and investor focus on long-term growth [8][9] Economic Outlook - Goldman Sachs notes that the weakening dollar is beneficial for S&P 500 earnings, with a projected 2% to 3% increase in earnings per share if the dollar declines by 10% [9] - Fitch Ratings has downgraded the outlook for 25% of US industries to "negative," citing increased uncertainty and economic slowdown [10]