美股反弹道指收复46000，热门中概股分化，黄金尾盘跳水

Core Viewpoint - The article discusses the stabilization of the U.S. stock market, driven by President Trump's moderate comments on tariffs and strong quarterly earnings from major banks, alleviating credit risk concerns [3][4][5]. Market Overview - U.S. stock indices showed positive performance, with the Dow Jones up 238.37 points (0.52%) to 46,190.61, the Nasdaq up 0.52% to 22,679.97, and the S&P 500 up 0.53% to 6,664.01. All three indices recorded weekly gains, with the Dow up 1.6%, Nasdaq up 2.1%, and S&P 500 up 1.7% [3]. - The Chicago Board Options Exchange Volatility Index (VIX) decreased by 6.1% to 23.74 points, indicating reduced market volatility [3]. Earnings Reports - Major banks, including JPMorgan Chase, reported strong earnings, setting an optimistic tone for the third-quarter earnings season. Analysts now expect S&P 500 companies' earnings to grow by 9.3%, up from the previous estimate of 8.8% [5]. - American Express shares rose by 7.3% due to increased credit card user spending and an upward revision of its annual earnings forecast [7]. Sector Performance - Regional bank stocks rebounded after a significant drop, with the S&P Composite 1500 Regional Bank Index rising by 1.5% after a nearly 6% decline. The S&P 500 Financial Sector Index increased by 0.8% [6]. - Concerns about credit quality were downplayed, with analysts suggesting that issues are limited to specific cases rather than systemic problems [6]. Commodity Prices - WTI crude oil near-month contract rose by 0.14% to $57.54 per barrel, while Brent crude oil increased by 0.38% to $61.29 per barrel. However, both contracts experienced weekly declines of 2.31% and 2.30%, respectively [8]. - International gold prices saw a slight decline, with COMEX gold futures dropping by 2.11% to $4,189.80 per ounce, although it achieved a nine-week consecutive gain with a weekly increase of 5.38% [9].