特朗普讲话期间，美股涨幅收窄，道指现涨0.13%、纳指涨0.23%、标普500指数接近转跌。 ...

智通财经5月8日电，美股短线拉升，道指涨超1%，纳指张0.65%，标普500指数涨0.56。 美股短线拉升 道指涨超1% ...

智通财经5月8日电，美联储利率决议公布后，美股快速下挫，纳指跌幅扩大至1%，标普500指数跌 0.5%。 美股快速下挫 纳指跌幅扩大至1% ...

Core Viewpoint - Major industry ETFs in the US experienced an upward trend, with global airline, banking, and regional banking ETFs rising over 1% [1] Industry Summary - **Global Airline ETF**: Current price at 21.09, increased by 1.35% (+0.28), with a trading volume of 73,832 shares. Year-to-date performance shows a decline of 16.80% [2] - **Banking ETF**: Current price at 52.25, increased by 1.10% (+0.57), with a trading volume of 86,539 shares. Year-to-date performance shows a decline of 5.13% [2] - **Regional Banking ETF**: Current price at 56.03, increased by 1.03% (+0.57), with a trading volume of 961,200 shares. Year-to-date performance shows a decline of 6.54% [2] - **Consumer Discretionary ETF**: Current price at 198.99, increased by 0.73% (+1.44), with a trading volume of 186,600 shares. Year-to-date performance shows a decline of 11.06% [2] - **Financial Sector ETF**: Current price at 49.47, increased by 0.63% (+0.31), with a trading volume of 1,695,900 shares. Year-to-date performance shows an increase of 2.73% [2] - **Biotechnology ETF**: Current price at 119.34, increased by 0.63% (+0.74), with a trading volume of 76,627 shares. Year-to-date performance shows a decline of 9.65% [2] - **Healthcare ETF**: Current price at 134.99, increased by 0.49% (+0.66), with a trading volume of 543,500 shares. Year-to-date performance shows a decline of 1.50% [2] - **Semiconductor ETF**: Current price at 215.97, increased by 0.17% (+0.38), with a trading volume of 528,200 shares. Year-to-date performance shows a decline of 10.82% [2] - **Technology Sector ETF**: Current price at 213.85, increased by 0.08% (+0.18), with a trading volume of 338,600 shares. Year-to-date performance shows a decline of 7.87% [2] - **Utilities ETF**: Current price at 80.57, increased by 0.06% (+0.05), with a trading volume of 916,600 shares. Year-to-date performance shows an increase of 7.20% [2] - **Global Technology ETF**: Current price at 78.66, increased by 0.04% (+0.03), with a trading volume of 4,057 shares. Year-to-date performance shows a decline of 7.19% [2] - **Consumer Staples ETF**: Current price at 81.38, increased by 0.04% (+0.03), with a trading volume of 936,200 shares. Year-to-date performance shows an increase of 4.07% [2] - **Internet ETF**: Current price at 236.53, increased by 0.03% (+0.07), with a trading volume of 6,753 shares. Year-to-date performance shows a decline of 2.73% [2] - **Energy Sector ETF**: Current price at 80.47, decreased by 0.06% (-0.05), with a trading volume of 1,009,000 shares. Year-to-date performance shows a decline of 5.33% [2]

Key Points - The Federal Reserve is expected to maintain interest rates in May, with a 95% probability of no change, due to the resilience of the US economy and limited impact from tariffs on employment and inflation [1] - Current economic data shows signs of moderate weakening but no recession indicators, with significant layoffs in April not reflected in non-farm payroll data and strong PMI figures [1] - The focus will be on how Fed Chair Powell assesses the economic situation during the press conference, as any slowdown in employment and consumption could lead to recession risks [1] Outlook - The relationship between the White House and the Federal Reserve has eased, increasing the likelihood of the Fed sending positive signals [2] - Following strong non-farm payroll and PMI data, expectations for rate cuts have been delayed, and the Fed may have more room to stabilize market and economic expectations [2] - The upcoming FOMC meeting aims to provide a relatively positive signal to maintain market recovery since late April, reducing the potential for future interference from the Trump administration [2] Market Impact - The Fed's positive signals could lead to an increase in the probability of rate cuts if economic data weakens in the future [2] - The 10-year US Treasury yield and short-term rates are expected to trend downward, with US stocks entering a consolidation phase after volatility decreases [2] - It is suggested to gradually invest in US stocks, particularly in small-cap growth sectors, which may have greater upside potential compared to large-cap indices like the Dow and Nasdaq [2]

智通财经APP获悉，亿万富翁对冲基金经理保罗·都铎·琼斯(Paul Tudor Jones)周二表示，即使美国总统特 朗普放缓对中国的关税政策，股市仍可能创下新低。 他表示："对我来说，这很明确。特朗普坚定不移地推进关税政策，而美联储又坚定不移地不降息。对 股市而言，这可不是好消息。"他进一步指出："即便特朗普把对中国的关税力度降到50%，我们大概率 还是会跌到新低。" 琼斯的悲观言论正值全球市场高度动荡之际。上个月，特朗普宣布对中国进口商品征收自上世纪60年代 以来最高的关税，引发市场剧烈震荡。标普500指数一度大幅下挫，近期有所反弹，但仍较历史高点低 8%左右。 今年以来，美国对中国进口商品的关税已累计提升至145%，中国则反击性地对美国产品征收了125%的 报复性关税。 琼斯指出："特朗普或许会把关税降到50%甚至40%，但即便如此，这仍是自上世纪60年代以来最大规 模的税收增加。由此可以预期，美国经济增速将削弱2%到3%。" 作为都铎投资公司的创始人兼首席投资官，琼斯认为，在宏观经济环境持续恶化的背景下，股市尚未触 底。他指出，美联储自去年12月以来一直将联邦基金利率维持在4.25%至4.5%的区间。 ...

现货黄金短线拉升逾10美元，现报3390.74美元/盎司，日内涨1.7%。 ...

智通财经5月1日电，美股低开高走，道指率先转涨。 ...

美股跌幅收窄，道指最新下跌0.6%，标普500指数下跌1.0%，纳指跌1.4%。 ...

①美股三大股指全线收涨，道指涨300.03点，涨幅为0.75%，报40527.62点；纳指涨95.18点，涨幅为 0.55%，报17461.32点；标普500指数涨32.08点，涨幅为0.58%，报5560.83点； ⑧伦敦基本金属多数下跌，LME铝涨1.42%报2470.00美元/吨，LME铜涨0.44%报9446.50美元/吨，LME 铅跌0.10%报1975.00美元/吨，LME锌跌0.13%报2650.50美元/吨，LME锡跌0.26%报32065.00美元/吨， LME镍跌0.35%报15630.00美元/吨； ⑨美债收益率全线走低，2年期美债收益率跌4.08个基点报3.6499%，3年期美债收益率跌2.53个基点报 3.6428%，5年期美债收益率跌3.63个基点报3.7695%，10年期美债收益率跌2.89个基点报4.1755%，30年 期美债收益率跌3.04个基点报4.6499%； ⑩芝加哥期货交易所农产品期货主力合约收盘全线下跌，大豆期货跌0.94%报1052.50美分/蒲式耳，玉 米期货跌2.59%报470.75美分/蒲式耳，小麦期货跌1.22%报524.50美分/蒲式耳。 责编:李文玉 ...