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美股全线大涨,特斯拉市值一夜增超5400亿元
21世纪经济报道·2025-05-27 23:49

Core Viewpoint - The article discusses the recent performance of the US stock market, highlighting the impact of President Trump's decision to delay tariffs on EU goods, which led to significant gains in major indices and tech stocks like Tesla [1][3][6]. Group 1: Stock Market Performance - On May 27, the US stock market saw a notable increase, with the Dow Jones rising by 1.78%, the S&P 500 by 2.05%, and the Nasdaq by 2.47% [1]. - Major tech stocks experienced substantial gains, with Tesla's stock price increasing by nearly 7%, adding approximately $75.9 billion (around ¥546.1 billion) to its market capitalization [3][4]. Group 2: Economic Outlook - The US economy has been developing in an environment of high interest rates, high growth, and elevated inflation, leading to increased financing costs for companies [6]. - Analysts predict that the return rate of US stocks may decline from the previous range of 15%-20% to 5%-10% over the next five years due to high valuations and potential shifts in investor preference towards other assets [6][7]. - Current valuations of US stocks are above 21 times earnings, which is considered high compared to other countries, suggesting limited short-term upside unless trade negotiations progress [6][7]. Group 3: Investor Sentiment - A survey conducted at the JPMorgan Global Markets Conference indicated that 36% of investors expect European markets to outperform by 2025, while only 17% favor the US market [7]. - Emerging markets are anticipated to enter a "new bull market," driven by a weaker dollar, peak US bond yields, and a recovering Chinese economy [7].