涨着进业绩

Group 1 - The core viewpoint of the article highlights a shift in market sentiment towards a "risk on" environment, driven by easing trade tensions between the US and Europe, and a reduction in long-term bond issuance by Japan, which has led to a rebound in US stock markets, particularly in TMT and M7 sectors [1] - The article discusses the impact of recent political developments, particularly Trump's tariff decisions, which have led to a desensitization of the market to such news, as evidenced by the limited market reaction to tariff announcements [1] - A significant change in fiscal policy is noted, with a shift towards fiscal easing, suggesting that GDP growth will outpace debt growth, which may lead to regulatory rollbacks and tax cuts in the coming years [1] Group 2 - The sentiment analysis indicates that momentum factors like CRWV are amplifying the "profit effect" among growth stocks, with positive feedback from events like ComputeX contributing to a more optimistic outlook on production yields and capacity for GB200 cabinets [2] - Demand-side factors are also highlighted, including strong performances from Google I/O and increased capital expenditures from CSPs, which have helped alleviate various risks in the market over the past two weeks [2] - The article raises a question regarding NVIDIA's inventory provisions, suggesting that the $5.5 billion inventory or $15 billion revenue may have been over-provisioned, which could impact future quarters but not the current one [2]