环球下周看点：关税风暴叠加美伊博弈英伟达能否再救AI牛市？

Market Overview - The US stock market rebounded this week, with all three major indices recording weekly gains, including the S&P 500 and Dow Jones both rising over 1% [2] - The market sentiment was boosted by the US Supreme Court ruling that the Trump administration's large-scale tariff measures lacked clear legal authority [2] - However, uncertainty arose as Trump announced plans to increase the import tax rate on global goods from 10% to 15% and indicated that new legally permissible tariff measures would be announced in the coming months [2] Economic and Corporate Events - German Chancellor Merz is scheduled to visit Washington for talks with Trump regarding tariffs, aiming to present a unified EU stance [2] - The risk of military conflict between the US and Iran is increasing as negotiations stall, with officials from both countries and some Gulf and European diplomats indicating heightened tensions [2] - Trump's upcoming State of the Union address may address military actions in Iran, although the White House has not confirmed this [2] Earnings Reports and Market Sentiment - Earnings reports are crucial for determining the sustainability of market trends, with Oppenheimer expecting results to exceed market expectations [3] - Nvidia's performance is highly anticipated, but there are concerns that the market's expectations may make it difficult for the company to deliver surprises [3] - The importance of earnings reports in the software sector has increased due to the impact of AI, with BakerAvenue emphasizing the need for companies to adapt and innovate [4] Upcoming Economic Events - Key economic events next week include speeches from Federal Reserve officials and various economic indicators such as factory orders and consumer confidence [4] - Notable dates include Trump's State of the Union address and the release of the US PPI year-on-year data [4]