中美贸易缓和，全球股市狂飙！“Buy America”风潮再起

Group 1 - The core viewpoint of the articles highlights a significant rebound in U.S. stock markets driven by a renewed "Buy America" sentiment following positive developments in U.S.-China trade talks, leading to a bullish outlook for global markets [1][3][4] - The S&P 500 index surged by 3.3%, marking its first close above the 200-day moving average in over 30 trading days, indicating a potential shift towards a bullish market trend [7][5] - The "Magnificent 7" tech giants, including Apple, Amazon, Nvidia, and Tesla, experienced substantial stock price increases, contributing to the overall market rally [4][5] Group 2 - The easing of U.S.-China trade tensions has provided a clearer bullish signal for global investors, with expectations that the U.S. economy can avoid stagnation and recession [3][4] - Market participants have adjusted their expectations for Federal Reserve interest rate cuts, now anticipating only two cuts by 2025 instead of four, reflecting a more optimistic economic outlook [3][9] - The recent trade consensus suggests a significant reduction in tariffs on Chinese goods, with new tariffs dropping from 145% to 30%, which could alleviate pressure on U.S. companies reliant on Chinese markets [9][10][13] Group 3 - The articles indicate a collective retreat from risk aversion, with safe-haven assets like gold and the Japanese yen experiencing declines, while the euro also saw its worst single-day performance of the year [9][12] - Despite the positive market sentiment, some investors remain cautious due to the lack of detailed agreements and the potential for renewed trade tensions between the U.S. and China [10][11] - Companies like UPS, Ford, and Mattel have retracted their 2025 earnings guidance due to uncertainties surrounding tariffs, highlighting the ongoing impact of trade policies on corporate performance [13][14]