中国资产爆发，阿里巴巴涨近6%，蔚来涨7%，美股大涨

Market Performance - US stock markets experienced significant gains, with the Nasdaq Composite Index rising nearly 2% and both the Dow Jones and S&P 500 indices increasing over 1% [1][2] - The Nasdaq China Golden Dragon Index surged over 3%, with notable increases in stocks such as NIO (up over 7%), Alibaba (up nearly 6%), and Baidu (up nearly 5%) [2][3] Sector Highlights - The semiconductor sector saw substantial gains, with Nvidia rising 2.7%, Broadcom increasing over 10%, and TSMC up 7.6% [2] - Precious metals, particularly gold, reached a new high of $4,103.90 per ounce, marking a daily increase of over 2% and a year-to-date rise of over 56% [3][8] Investment Strategies - Analysts suggest a cautious approach to US equities, recommending incremental purchases of US and Chinese stocks near key support levels, focusing on defensive growth stocks [6][8] - The recommendation includes increasing holdings in US inflation-protected securities to hedge against potential long-term inflation risks [7] Economic Outlook - The US stock market faces profit-taking pressures due to high valuations and uncertainties surrounding trade policies, which may lead to continued market volatility [5][6] - Despite concerns, analysts believe that the market has adapted to trade tensions, supported by strong policy expectations and the rapid application of artificial intelligence [8]