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深夜,大涨!
证券时报·2025-05-12 14:24

Group 1 - Major stock indices in the US saw significant gains, with the Dow Jones up 2.35%, S&P 500 up 2.78%, and Nasdaq up 3.88% [3] - The technology sector led the gains, with the "Big Seven" tech stocks rising over 4%, and Amazon increasing by 8% [4] - European markets also experienced positive movement, with the Stoxx 50 index up 1.28% and notable gains in companies like ASML and Infineon [6] Group 2 - Optimism in the market is attributed to a consensus reached between China and the US regarding trade issues, which is expected to reignite risk appetite for stocks [9] - The likelihood of the Federal Reserve maintaining interest rates has increased, with futures indicating a 90% chance of no rate cuts by mid-year [11] - Concerns remain regarding the potential for stagflation due to Trump's policies, but the easing of trade tensions may lead to a more stable dollar [12]