市场无惧美联储独立性风险 道指、标普指数再创新高 中概股普涨

Market Performance - The three major U.S. indices closed higher, with the Dow Jones reaching an intraday high of 49,633.35 points and the S&P 500 hitting 6,986.33 points, both marking intraday historical records [1] - The Dow Jones increased by 86.13 points, or 0.17%, closing at 49,590.20 points; the Nasdaq rose by 62.56 points, or 0.26%, to 23,733.90 points; and the S&P 500 gained 10.99 points, or 0.16%, finishing at 6,977.27 points [1] - The Nasdaq Golden Dragon China Index rose by 4.2%, with notable gains from Bilibili (BILI.US) up 9%, Alibaba (BABA.US) up 10%, and Xpeng Motors (XPEV.US) up 8% [1] European Market - The German DAX30 index rose by 168.97 points, or 0.67%, closing at 25,426.64 points; the UK FTSE 100 increased by 13.71 points, or 0.14%, to 10,138.31 points; while the French CAC40 index fell by 3.33 points, or 0.04%, to 8,358.76 points [2] Cryptocurrency and Forex - Bitcoin continued to oscillate in the range of 90,000 to 92,000; Ethereum decreased by 0.67%, closing at $3,102.83 [3] - The U.S. Dollar Index fell by 0.27%, ending at 98.862, with the Euro and Pound both appreciating against the dollar [3] Commodities - Light crude oil futures for February delivery rose by $0.38, closing at $59.50 per barrel, a 0.64% increase; Brent crude oil futures for March delivery increased by $0.53, closing at $63.87 per barrel, a 0.84% rise [4] Macro News - President Trump announced a 25% tariff on goods from countries doing business with Iran, effective immediately, although details on the scope of the tariff were not provided [5] - The small-cap Russell 2000 index achieved a historical high, extending its winning streak against large-cap stocks to seven consecutive trading days, the longest in seven years [5] Company News - Apple (AAPL.US) will collaborate with Google (GOOG.US, GOOGL.US) to provide AI support for upcoming products, including Siri, utilizing Google's Gemini model and cloud technology [8] - Meta (META.US) announced a strategic plan called Meta Compute, aiming to build a computing infrastructure of several tens of gigawatts over the next decade, with capital expenditures projected to reach $72 billion by 2025 [8] Analyst Ratings - Barclays lowered the target price for Microsoft (MSFT.US) from $625.00 to $610.00 while maintaining an overweight rating [9] - Citigroup upgraded Palantir (PLTR.US) from "neutral" to "buy," raising the target price from $210 to $235 [9]