点击蓝字，关注我们 中美贸易共识引发"Buy America"风潮再度席卷全球，美股强势反弹，纳斯达克步入牛市， 美元上涨超过1%，创下11 月 6日以来的最佳单日涨幅。 随着美国华尔街以及全球股市再次迎来新一轮强劲涨势，金融市场的整体表现仿佛唐纳德·特朗普 的"解放日"关税冲击从未发生过。最新统计数据显示，"Buy America"(买入一切美国资产)的风潮 再度席卷全球，周一美股市场以及美国WTI原油等大宗商品可谓"喜迎"中美贸易会谈积极进展，中 美经贸高层经瑞士日内瓦经贸会谈后谈达成积极共识，宣布将大幅降低双边关税水平。 截至周一美股收盘，标普500指数大涨3.3%，有着"全球科技股风向标"称号的纳斯达克100指数重 新进入牛市行情。自4月以来遭遇持续抛售的美元也出现积极反弹，美元指数上涨逾1%，创下自11 月6日特朗普在美国总统选举中获胜以来的最大单日涨幅。美国国债价格则下跌，随着美联储官员们 持续释放维系当前利率的信号， 交易员们在4月CPI与PPI等经济数据出炉前下调今年美联储降息预 期 。 中美贸易紧张局势的超预期缓和， 为全球投资者们提供了迄今最清晰的看涨信号 ， 显示出掀起新 一轮全球贸易战 ...

Group 1 - The easing of US-China trade tensions has provided a clear bullish signal for global investors, indicating a shift towards a more moderate approach from the Trump administration regarding tariffs [3][11] - The S&P 500 index surged by 3.3% to close at 5844.19 points, breaking above the critical 200-day moving average for the first time in over 30 trading days [7][10] - The "Magnificent 7" tech giants, including Apple, Amazon, Nvidia, and Tesla, saw significant stock price increases following the positive trade consensus, leading the market rally [3][4] Group 2 - Market expectations for Federal Reserve interest rate cuts have shifted, with traders now anticipating only two cuts by 2025, down from four previously expected [3][10] - The recent trade consensus is projected to reduce the effective tariff rate on Chinese goods from 145% to approximately 30%, significantly impacting US-China trade dynamics [10][11] - Major US companies, including UPS and Ford, have withdrawn their 2025 earnings guidance due to uncertainties surrounding tariffs and economic conditions [16] Group 3 - The bullish sentiment in the US stock market has led to a collective decline in safe-haven assets such as gold, yen, and Swiss franc, indicating a shift in investor sentiment [10] - The performance of the S&P 500 index historically shows positive returns after similar technical patterns, with a median increase of 4.1% over the next three months [7][9] - The market's current rally is characterized by a significant shift in sentiment, with many investors feeling the pressure of missing out on the rebound [17]