深夜！全线大涨！

Core Viewpoint - The article discusses the recent rebound in the US stock market, driven by expectations of interest rate cuts by the Federal Reserve, and highlights specific company performances and market trends. Group 1: Market Performance - On Monday, the US stock market saw a collective rebound, with the Nasdaq rising by 1.60% and the S&P 500 increasing by over 1% [1][4] - Major tech stocks such as Microsoft, Google, and Tesla rose by over 2%, while Apple and Nvidia increased by nearly 2% [1][4] - CommScope's stock surged over 80% after announcing a $10.5 billion cash deal to sell its connectivity and cable solutions division to Amphenol [4] Group 2: Interest Rate Expectations - There is a growing expectation for the Federal Reserve to cut interest rates in the coming months, with UBS strategists suggesting this could offset negative impacts from tariffs [2][10] - The likelihood of a rate cut in the September meeting has risen to 85%, according to the CME FedWatch Tool [6] - Analysts indicate that the US labor market is losing momentum, which may compel the Fed to lower rates multiple times if upcoming employment data continues to disappoint [7] Group 3: Investment Opportunities - Morgan Stanley's strategist Michael Wilson advises investors to view any market pullbacks as buying opportunities, citing strong profit outlooks for next year [9][10] - The second-quarter earnings reports have exceeded expectations, with S&P 500 companies projected to see a profit growth of 9.1%, significantly higher than the anticipated 2.8% [9] - UBS strategists predict that despite potential declines in August, these dips should be seen as opportunities to buy, as the Fed is likely to cut rates in response to deteriorating economic data [10]