连续四日创下新高！“动物精神”正在主宰全球股市

Group 1 - Global stock markets are experiencing a strong rally driven by optimism regarding easing inflation pressures, resilient corporate earnings, and expectations of upcoming interest rate cuts in the U.S. [1][3] - The MSCI global index, tracking over 2,500 stocks, has set new records for four consecutive trading days, while the S&P 500 index has reached historical highs [1][3]. - The recent decline in the U.S. Producer Price Index (PPI) has fueled expectations for interest rate cuts, with a 92% probability of a 25 basis point cut at the upcoming Federal Reserve meeting [3][4]. Group 2 - Strong corporate fundamentals are providing a solid foundation for the stock market's rise, with robust economic growth and corporate earnings supporting returns across major markets, including the U.S., Europe, Japan, and Asia [5][6]. - Oracle's impressive performance, particularly its optimistic outlook on AI-related revenues, has significantly boosted its stock price, adding $244 billion to its market capitalization in a single day, marking its best performance since 1992 [6]. Group 3 - Market sentiment has shifted rapidly from earlier concerns about persistent inflation and geopolitical risks to a more optimistic outlook [7]. - Analysts are closely monitoring the upcoming U.S. Consumer Price Index (CPI) data, as a surprising decline could further support the case for larger interest rate cuts [7]. - Potential risks remain, particularly regarding the impact of U.S. tariff policies, which may become more apparent in the coming months [7].