鲍威尔多年隐忍后与特朗普硬刚！“卖出美国”重返，美股为何收于历史新高？

Group 1 - The U.S. stock market reached a new historical high on January 13, driven by investor "buying the dip" despite concerns regarding the independence of the Federal Reserve [1] - The S&P 500 index rose by 0.2% to close at 6,977.32 points, while the Dow Jones Industrial Average also increased by 0.2% to 49,590.20 points, both marking record closing highs [1] - The Nasdaq Composite index saw a 0.3% increase, coming within 0.9% of its historical closing high from late October of the previous year [1] Group 2 - Concerns about the Federal Reserve's independence were reignited, with Fed Chair Jerome Powell stating that threats of criminal charges against him were "unprecedented" [1] - Powell indicated that public service sometimes requires standing firm in the face of threats, suggesting political pressure aimed at influencing monetary policy [1] - Morgan Stanley's Andrew Slimmon noted that the rise in U.S. stocks is fundamentally driven and is expected to continue until 2026, indicating a healthy part of a sustained bull market [3] Group 3 - The tension in the market led to a temporary resurgence of the "sell America" trade theme, particularly affecting the dollar and long-term U.S. Treasury yields [2] - Strong demand was observed in the 3-year and 10-year U.S. Treasury auctions, alleviating upward pressure on bond yields, with the 3-year yield at 3.604% and the 10-year yield at 4.184% [2] - Despite concerns, foreign investors bought more U.S. Treasuries than they sold last year, indicating a "hedge against America" strategy rather than a core concern for the year [2]