美股收盘：科技狂飙！贵金属原油齐飞，美联储降息预期再升温

Group 1: Market Performance - The U.S. stock market experienced a strong rebound, with technology stocks leading the gains, pushing the Nasdaq up nearly 1% and the Dow Jones reaching a new all-time high [1] - Major tech stocks saw significant increases, with Oracle soaring over 9%, Microsoft, Broadcom, and AMD rising over 3%, and Nvidia, Meta, and Tesla increasing over 1% [1] - Alphabet, Google's parent company, issued $20 billion in bonds, with demand exceeding $100 billion, indicating strong market confidence in tech giants [1] Group 2: Commodity Market Trends - The precious metals market saw a surge, with COMEX gold futures rising over 2% to $5084.2 per ounce, and COMEX silver futures skyrocketing 8% to $83.05 per ounce [1] - Oil prices also continued to strengthen, with WTI crude oil futures increasing by 1.27% to $64.36 per barrel, and Brent crude oil futures rising by 1.45% to $69.04 per barrel [1] - Analysts noted that the weakening U.S. dollar was a key driver behind the simultaneous rise in risk assets and commodities [1] Group 3: Technology Sector Outlook - Despite recent market volatility, institutions remain optimistic about the technology sector's prospects, with expectations for revenue growth at multi-decade highs [3] - Morgan Stanley's strategist highlighted that the valuation drop due to short-term fluctuations provides an attractive entry point for investors [3] - CFRA analysts project earnings per share growth for the tech sector of 32% and 20% in 2026 and 2027, respectively, significantly outpacing the S&P 500 index [3] Group 4: Geopolitical Risks - The U.S. issued safety guidelines for ships passing through the Strait of Hormuz, advising U.S.-flagged vessels to avoid Iranian waters, raising concerns about potential disruptions in global oil supply [4] - Analysts believe that any conflict leading to the closure of the Strait could significantly tighten global oil supply, impacting short-term oil price volatility [4]