道指首次触及48000点，英伟达市值突破5万亿美元，中概股上涨

Group 1 - U.S. stock market opened high with the Dow Jones reaching a record high of 48,000 points and the Nasdaq touching 24,000 points before narrowing gains [1] - Nvidia's stock rose 3.2%, making it the first company to surpass a market capitalization of $5 trillion, with CEO Jensen Huang's wealth exceeding $180 billion [1] - Nvidia's revenue for the first half of 2025 was $90.8 billion, a 61.9% increase year-over-year, with net income at $45.2 billion, up 43.58% [2] Group 2 - Nvidia's quarterly revenue reached $46.743 billion, a 56% increase year-over-year, with data center revenue at $41.1 billion, also up 56% [2] - The consumer confidence index in the U.S. dropped to a six-month low of 94.6, raising concerns about short-term employment opportunities [2] - Goldman Sachs reported that Nvidia's expected sales of $500 billion significantly exceed Wall Street's consensus of $447 billion, indicating strong market performance [1][2] Group 3 - Concerns about the U.S. government shutdown, which has lasted 22 days, are rising, with potential implications for market stability [2][3] - Analysts warn that the S&P 500 index appears overvalued compared to historical standards, despite strong financials from companies driving the index [3][4] - The upcoming earnings reports from tech stocks are seen as a critical test for the market, with potential volatility if results are disappointing [4][5]