高盛TMT日报0527
Goldman Sachs·2025-05-27 14:20
Market Insights 市场洞察 GS TMT TODAY 5.27.25 ⾼盛科技媒体 电信今⽇简报 2025 年 5 ⽉ 27 ⽇ Futures bid solidly across the board (NDX +150ps / SPX +140bps / RTY +160bps) with Treasuries rallying (10yr rate back below 4.50% / 30yr rate below 5%) after Japan signaled changes to its debt sale plans, fueling speculation that demand for US bonds could rise. Additionally, Trump is delaying his 50% EU tariffs from June 1st to July 9th after a phone call with EU Commission President Von Der Leyen (Trump said it was a "good" call). In ...