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标普500、纳指均创历史新高,纳指科技ETF、纳指ETF、标普500ETF上涨
Ge Long Hui·2025-09-16 07:41

Market Overview - The three major US stock indices closed higher on Monday, with the S&P 500 and Nasdaq reaching all-time highs [1] - Large tech stocks generally rose, with Alphabet's market capitalization surpassing $3 trillion, making it the fourth US company to achieve this milestone [1] - Tesla shares increased by 3.6% following Elon Musk's purchase of 2.57 million shares, totaling approximately $1 billion, marking his largest public market buy [1] Company Performance - Alphabet reported Q2 2025 total revenue of $96.4 billion, a 14% year-over-year increase, exceeding market expectations [5] - Meta's Q2 2025 revenue reached $47.5 billion, up 22% year-over-year, also surpassing market forecasts [5] - Microsoft achieved Q4 FY2025 revenue of $76.4 billion, an 18% increase year-over-year, exceeding expectations [6] - Nvidia's Q2 FY2026 revenue was $46.7 billion, a remarkable 56% year-over-year growth, surpassing market expectations [6] - Tesla's Q2 2025 revenue was $22.5 billion, a 12% decline year-over-year, slightly below market expectations [7] Investment Trends - ETFs tracking the Nasdaq 100 and S&P 500 indices have seen significant gains, with the Nasdaq tech ETF up over 20% year-to-date [1] - Investors are closely watching the upcoming Federal Reserve meeting, with expectations of a 25 basis point rate cut due to recent weak employment data [2] AI and Economic Outlook - The AI boom, coupled with anticipated Fed rate cuts and strong earnings momentum in tech stocks, is driving the continued rise of US equities [8] - OpenAI's chairman compared the current AI wave to the internet bubble, suggesting that while there may be significant winners, there will also be substantial losses [8]