智通财经5月13日电，美股延续涨势，标普500指数涨超3%，纳指涨超4%，道指涨2.58%。 ...

美股期货走高，纳斯达克100指数期货涨4%，道指期货涨2.44%，标普500指数期货涨3.1%。 ...

智通财经5月12日电，美股期货走高，纳斯达克100指数期货涨3.5%，道指期货涨2.2%，标普500指数期 货涨近3%。 ...

Core Viewpoint - U.S. stock index futures have expanded gains, with the Nasdaq 100 index futures rising by 2% [1] Group 1 - The Nasdaq 100 index futures show a significant increase, indicating positive market sentiment [1]

智通财经5月12日电，美股股指期货涨幅扩大，其中，纳斯达克100指数期货涨2%。 ...

Group 1 - The recent market rebound is seen as the end of the 2025 bear market, but this bull market will be characterized by slow and volatile progress rather than sharp increases [1] - The strategist Julian Emanuel compares the current market turmoil to the panic during the 1998 Long-Term Capital Management crisis, noting that the rapid recovery seen then is unlikely due to persistent inflation and the Federal Reserve's cautious stance [1] - The S&P 500 index is projected to reach 5600 by year-end, contingent on final tariff rates remaining between 15%-17%, which is still high compared to historical standards [1] Group 2 - A tactical investment strategy is recommended, focusing on buying quality laggard stocks in communication services, consumer discretionary, and technology sectors while reducing exposure to high-momentum stocks lacking profit support [1] - The team suggests using a September SPY options collar strategy to hedge risks, indicating a cautious approach to new investments [2] - Key sentiment indicators show signs of capitulation among investors, with 81% of clients believing a recession is imminent, which often signals a market turning point [2] Group 3 - The "anti-gravity stocks" list includes high-momentum, low-repurchase, and sentiment-sensitive stocks that are recommended for reduction at high prices, such as Tesla, Boeing, and Realty Income [3]

Group 1 - Spot gold prices fell significantly by over 40 dollars, currently reported at 3282 dollars per ounce [1] - US stock index futures opened higher by over 1%, with Nasdaq futures up by 1.5% and S&P 500 index futures up by 1.27% [1]

美股三大股指期货高开逾1%，纳指期货涨1.5%，标普500指数期货涨1.4%。 ...

Core Viewpoint - The U.S. stock market has experienced an unexpected strong rebound, with the S&P 500 index rising 14% in just one month since hitting a low on April 8 [1]. Group 1: Market Dynamics - The recent rally has been primarily driven by retail investors who are aggressively "bottom-fishing," while institutional investors have largely exited the market due to concerns over economic slowdown and trade tensions [3][6]. - Retail investors have been net buyers of stocks for 21 consecutive weeks as of May 2, marking the longest buying streak since 2008 [6]. - Institutions are facing pressure to re-enter the market as they have missed out on the rally, leading to a potential "short squeeze" scenario [7]. Group 2: Institutional Investor Sentiment - Many institutional investors remain cautious, holding approximately 40% cash, and are only reluctantly starting to buy undervalued stocks [6][7]. - The volatility in the market has decreased, which may compel institutions to increase their market exposure despite their cautious stance [7]. - Concerns about the Federal Reserve's monetary policy path remain a significant worry for institutional investors, contributing to a divided outlook on the sustainability of the current rebound [9]. Group 3: Technical Analysis - The S&P 500 index is still 7.9% below its historical high from February 19, and it needs to recover above 6000 points to regain a key upward trend line established since October 2022 [10]. - Analysts suggest that if the S&P 500 reaches 5800 points, it could trigger short-term buying from trend-following funds [8].

公司回购也不少， 在4月进行了2338亿美元的回购， 创下自1984年有数据以来的第二高的数值。 根据美国银行的数据， 散户 已连续21周净买入，创下有史以来最长买入记录，是2021年和2022年的两倍左右。在过去的4周里，散户买了创纪录的20亿美 元股票。 先说说美股。 昨夜美股高开低走，道指跌了0.29%，标普和纳斯达克基本上没动。本周来看，三大指数都呈现微跌不到一个点的走势。 美股的ETF基本都在疯狂赎回，前四周被赎回的资金达248亿美元，是近两年来的最大规模，机构卖的很多。 一周内， 对冲基金 就卖出了15亿美元， 保险公司等机构 已经抛售了27亿美元，是历史上第二高的单周抛售量。 因为机构的信心很低，主要是大家觉得美国经济大概率还是要衰退的。对于"美国是否处于衰退中"，这个话题的谷歌搜索量达到有史以来第二高水平，仅 次于实际衰退期间。 这种程度的抛盘，本来是可以造成美股的暴跌的。 那谁又抄底了呢？ 答案很简单：美国散户+企业回购。 川普一句"buy stocks now"，直接明示散户"现在赶紧买股票"。 美国企业回购，是因为怕自己家的股票跌得太惨，而且也表示自己看好股票未来的涨势，但是买着买着也就 ...