探底回升后依然谨慎，截至收盘导致上涨0.66%，纳指下跌0.03%，标指上涨0.19%。盘面上，银行股普 涨，科技股延续分化，中概股大爆发，黄金冲高回落。 中概股高开高走后强势爆发，截至收盘中国金龙上涨4.38%，其中百度大涨15.03%，哔哩哔哩上涨 7.24%，网易上涨7.22%，阿里巴巴上涨6.25%，腾讯控股、爱奇艺等股涨幅均在5%上方。 COMEX黄金冲高回落，盘中一度大涨1.91%，截至收盘微涨0.02%报4341.9美元/盎司，盘中最低报4340 美元/盎司，最高报4414.8美元/盎司。 理财就是一场修行，有人修有人度，结果就是看谁踩准了点，把握住了机会。 银行股普涨，其中高盛大涨4.02%，摩根士丹利上涨2.46%，美国银行、花旗集团、摩根大通、齐昂银 行、阿莱恩斯西部银行等股涨幅均在1%上方。 科技股持续分化，其中英特尔大涨6.72%，超威公司上涨4.35%，英伟达、高通等股涨幅均在1%上方； 奈飞逆势大跌3.95%，特斯拉下跌2.59%，微软下跌2.21%，亚马逊、META等股跌幅均在1%上方。 ...

Group 1: Market Overview - The S&P 500 and Nasdaq reached new historical highs, with the S&P 500 achieving five consecutive record-breaking days, indicating a strong market performance [1][3] - The upcoming week is critical with the Federal Reserve meeting and earnings season for over 150 S&P companies, including major players like Meta and Apple [4] Group 2: Technology Sector Insights - Microsoft reached a historical high of $513.71, driven by its cloud and AI business, maintaining a strong performance since April [3] - Google saw a significant weekly increase of 4.4%, benefiting from both advertising and cloud services, marking a rare growth streak [3] - Intel's stock plummeted by 8.5% following disappointing earnings, losing market share to AMD and facing challenges in its wafer fabrication projects [3] Group 3: Economic Indicators and Predictions - The market anticipates that the Federal Reserve may keep interest rates unchanged, but there is a 60% probability of a rate cut in September due to pressure from former President Trump [4] - Analysts predict that Q2 earnings for technology stocks will contribute to a 7.7% growth in the market, making the upcoming earnings reports crucial [4] Group 4: Commodities and Global Market Trends - The Nasdaq Golden Dragon Index fell by 0.9%, with mixed performances among Chinese stocks, indicating cautious investor sentiment due to policy risks [5] - Gold and oil prices experienced declines, with oil dropping below $65, while the dollar index rose to 97.64, suggesting a shift in investment towards equity markets [5] Group 5: Investment Strategy Insights - The technology sector is experiencing a divergence, with AMD gaining market share from Intel and Google outperforming Tesla, highlighting the competitive landscape [6] - The upcoming week is pivotal for interest rate speculation, which could impact high-valuation tech stocks positively if a rate cut is indicated [6] - Companies with poor cash flow and unclear strategies, like Intel, should be approached with caution despite potential strong earnings [6]