美元指数短线小幅走低约10点，现报100.79。美股期货短线小幅拉升，纳斯达克100指数期货跌幅收窄至0.5%。美国10年期国债收益率 短线走低，现报4.513%。现货黄金短线波动不大，现报3182.88美元/盎司。 | 交易中,2025-05-15 20:09:58(北京时间 | | --- | 美国10年期国债收益率 (US10YR) 4.513 -0.015 (-0.33%) 交易中，2025-05-15 20:09:58 (北京时间) 3182.88 +5.56 (+ 0.17%) 交易中, 2025-05-15 20:32:00(北京时间) 概览 图表 15m 30m 1H 4H 1D 1W 1M 1m 5m N 3185.00 3180.00 3175.00 18:34 18:51 19:08 19:25 19:42 19:59 20:16 20:3 昨收:3177.32 最高: 3192.50 52周最高: 3499.83 今开: 3179.28 爵低: 3120.64 52周蜀低：2287.37 +加自选 +加自选 □ 概览 图表 15m 30m 1H 4H 1D 1W 1M W 1m 5m ...

Group 1 - The core sentiment among stock options traders has shifted from fear to greed, with a significant increase in bullish positions betting on a continued rebound in the U.S. stock market [1] - The volume ratio of call options to put options in U.S. exchanges is at its highest level since February 18, coinciding with the previous all-time high of the S&P 500 index [1] - Susquehanna International Group indicates growing confidence that the S&P 500 index will reach a new high of 6150 points in September [1] Group 2 - The Chicago Board Options Exchange Volatility Index (VIX) has dropped from 40 to below 20 in just 21 trading days, marking the fastest decline in history [3] - Historical data shows that in the past four instances where VIX fell below 20 within 100 trading days, the S&P 500 experienced gains over the following 1, 3, 6, and 12 months [3] - Despite the current optimism, there are concerns about the sustainability of this sentiment due to ongoing trade negotiations and low corporate earnings guidance [3] Group 3 - Systematic hedge fund buying is expected to support the stock market in the coming weeks, as these funds have been waiting for buy signals [4] - The decrease in panic levels over the past month is likely to encourage investors to re-enter the market [4]

Group 1 - The core viewpoint of the article highlights Bridgewater Associates' cautious investment strategy amid global economic volatility, as evidenced by significant adjustments in their portfolio during the first quarter of the year [1][3] - As of March 31, Bridgewater's total assets amounted to $21.55 billion, reflecting a strategic shift in their investment focus [1] - Bridgewater drastically reduced its holdings in the SPDR S&P 500 ETF by nearly 60%, decreasing its proportion in the portfolio from 22% at the end of the previous quarter to less than 9% [3] Group 2 - In contrast to the reduction in U.S. equities, Bridgewater significantly increased its investment in Chinese assets, notably purchasing over 5.4 million shares of Alibaba, which became the largest individual stock in their portfolio with a 21-fold increase in holdings [3] - Alibaba's stock price rose over 50% in the first quarter, contributing to substantial returns for Bridgewater [3] - Additionally, Bridgewater increased its positions in Baidu and Pinduoduo, and initiated a new investment in JD.com during the same period [3] Group 3 - Bridgewater also made a substantial investment in gold ETFs, acquiring 110.6 thousand shares of the SPDR Gold ETF, making it the sixth-largest holding in their portfolio [3] - The rising gold prices during the first quarter provided significant returns for Bridgewater's investment portfolio [3]

富达国际的一位基金经理表示，本周她增加了美股敞口，理由是中美贸易谈判后市场重新燃起了乐观情 绪。 ...

美股三大指数收盘涨跌不一，纳指涨0.72%，标普500指数涨0.1%，道指跌0.21%。大型科技股多数上 涨，特斯拉、英伟达涨超4%。 ...

瑞银全球财富管理的美国股票主管David Lefkowitz将对美股的评级从"有吸引力"下调至"中性"。 Lefkowitz在5月13日的报告中写道，投资者似乎"已经计入贸易摩擦的大幅缓和"，认为美股的风险回报 更趋平衡，标普500指数目前高于4月2日的水平。由于美股近期的上行催化剂似乎"不那么普遍"，并且 尽管不确定性有所降低，经济仍需适应更高的关税水平，未来几个月经济数据"似乎将趋于疲软"。虽然 Lefkowitz将美股评级下调至中性，但他仍然认为牛市"完好无损，明年股市可能会进一步上涨"。"但经 济将必须适应更高的关税，这可能会导致一段时期的经济数据疲软，这可能会对股市造成温和阻力"。 (智通财经) ...

Group 1 - The ETF market showed mixed performance at midday, with the Saudi ETF (159329) leading gains at 5.57% [1] - The Nasdaq Technology ETF (159509) increased by 3.64%, while the S&P Consumer ETF (159529) rose by 3.40% [1] - The photovoltaic ETF index fund (159618) was the biggest loser, declining by 2.36%, followed by the E Fund Photovoltaic ETF (562970) down 2.32% and the Photovoltaic ETF Fund (516180) down 2.29% [1] Group 2 - A-share accounts can now participate in US stocks, providing low-threshold opportunities for T+0 trading in the US market [1]

Group 1 - The three major US stock indices closed mixed, with the Nasdaq rising by 1.61% and the S&P 500 increasing by 0.72%, while the Dow Jones fell by 0.64% [1] - Nvidia's stock surged over 5%, reaching a closing high not seen since February 27 [1]

Core Viewpoint - The U.S. stock market exhibited mixed performance, with the S&P 500 index rising by 1%, the Nasdaq increasing by 1.8%, while the Dow Jones experienced a slight decline of 0.23% [1] Group 1 - The S&P 500 index showed a positive trend, reflecting investor confidence and market resilience [1] - The Nasdaq's significant rise of 1.8% indicates strong performance in technology and growth stocks [1] - The Dow Jones's decline of 0.23% suggests a divergence in sector performance, potentially influenced by economic factors [1]

金十数据5月13日讯，美股周二上涨，标普500指数抹去了今年迄今的跌幅，低于预期的通胀数据为股市 涨势增添了动力。股市走势延续了过去一个月的反弹势头，使标普500指数今年上涨了0.1%。在特朗普 4月2日宣布 "解放日"关税之前，贸易紧张局势加剧已经对美股造成了伤害，投资者抛售美国资产并下 调了对经济增长的预期，导致该指数最高暴跌15%。但4月9日在特朗普暂停对大多数国家征收对等关税 后，交易员重新涌入股市。Putnam Investments股票基金经理Shep Perkins说，"过去几个月的主要趋势瞬 间发生了逆转。中美贸易协议是一个巨大的利好惊喜。" 标普500指数抹去年内跌幅 美股涨势延续 ...