科技股大反攻!美光科技AMD涨超5%,金银冲高回落,美国称将保障波斯湾油运安全
第一财经·2026-03-04 23:35

Market Overview - Major U.S. stock indices rose on Wednesday, with the Dow Jones up 238.14 points (0.49%) to 48739.41, the Nasdaq up 1.29% to 22807.48, and the S&P 500 up 0.78% to 6869.50, driven by easing tensions in the Middle East and a reduction in concerns over U.S. economic slowdown [3][4]. Technology Sector Performance - The technology sector supported the market, particularly the semiconductor segment, with Micron Technology and AMD both rising over 5%. Broadcom and NVIDIA increased by 1.18% and 1.66%, respectively [4]. Individual Stock Movements - Tesla shares rose by 3.44% after Bank of America reinstated a "Buy" rating on the electric vehicle manufacturer [5]. - Amazon increased by 3.88%, while Meta and Microsoft saw gains of 1.93% and 0.31%, respectively. In contrast, Apple shares fell by 0.47% following the launch of its new MacBook Neo priced at 4599 RMB, marking a significant move into the low-end laptop market [6][7]. Economic Data and Market Sentiment - Positive economic data boosted investor confidence, with the U.S. private sector adding 63,000 jobs in February, the highest since July of the previous year. The ISM services PMI rose from 53.8 to 56.1, exceeding market expectations [9][10]. - The Federal Reserve's Beige Book indicated an optimistic economic outlook, with most regions expecting modest growth in the coming months, despite rising economic uncertainties and consumer spending constraints [10]. Oil Market Dynamics - Oil prices stabilized, with WTI crude near $74.66 per barrel and Brent crude at $81.40 per barrel. The U.S. government announced measures to ensure the safety of oil transport in the Gulf, contributing to the stabilization of oil prices after initial volatility due to geopolitical tensions [11]. Investment Trends - The total assets in U.S. money market funds reached a record high of $8.271 trillion, reflecting a significant inflow of approximately $49 billion in the week ending March 3, as investors sought safe-haven assets amid geopolitical uncertainties [10].

科技股大反攻!美光科技AMD涨超5%,金银冲高回落,美国称将保障波斯湾油运安全 - Reportify