深夜!中国资产,全线爆发!
券商中国·2025-05-29 15:31

Core Viewpoint - The article highlights the positive impact of Nvidia's strong earnings report and the court's decision to block Trump's tariff policy, leading to a rise in U.S. stock indices and Chinese assets [1][3]. Group 1: Nvidia's Performance - Nvidia's latest earnings report for Q1 FY2026 showed revenue of $44.1 billion, a 69% year-over-year increase, surpassing analyst expectations of $43.29 billion [3]. - Nvidia's CEO Jensen Huang indicated that the AI computing market is expected to experience exponential growth [3]. - Following the earnings report, Nvidia's stock price surged over 6%, making it the highest-valued publicly traded company, surpassing Microsoft [3]. Group 2: U.S. Stock Market Reaction - The U.S. stock market saw all three major indices rise, with the Dow Jones up 0.17%, Nasdaq up 0.91%, and S&P 500 up 0.56% [3]. - Other major tech stocks also experienced gains, with Tesla and Amazon rising over 1%, while Microsoft, Apple, Google, and Meta saw slight increases [5]. Group 3: Chinese Assets Performance - The Nasdaq Golden Dragon China Index rose over 1.6%, with leveraged ETFs for Chinese stocks increasing by more than 2% [5]. - Notable Chinese stocks such as Futu Holdings surged over 7%, while JD.com, Xpeng Motors, and others rose by more than 3% [5]. Group 4: Tariff Policy Developments - The U.S. International Trade Court blocked Trump's tariff policy announced on April 2, ruling that he overstepped his authority [5]. - Trump's administration has indicated plans to appeal the court's decision, suggesting ongoing uncertainty regarding trade policies [7][9]. - Analysts believe that the court's ruling may only be a temporary setback for Trump's trade agenda, with potential alternative taxation routes being considered [8][9].