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刚刚,特朗普又整大活了!
Ge Long Hui· 2025-06-07 06:41
Group 1: U.S. Stock Market Performance - The U.S. stock indices closed higher on Friday, with the non-farm employment data for May exceeding expectations, alleviating recession fears [1] - The S&P 500 index surpassed the 6000-point mark for the first time since February 26, with year-to-date gains of 2.02% for the S&P 500, 1.13% for the Nasdaq, and 0.51% for the Dow Jones [2] Group 2: Diverging Opinions on Market Outlook - Morgan Stanley's chief equity strategist, Lakos Bujas, reversed his previous bearish outlook, now predicting the S&P 500 will close at 6000 points this year, citing a potential short squeeze and increased buying from institutional investors [5] - Bank of America strategist Michael Hartnett issued a warning that the global stock market, after reaching new highs, is approaching a technical "sell" signal, indicating a potential market correction [5][6] Group 3: Global Capital Flows and Asian Market Attraction - In May, foreign investors bought approximately $10.6 billion worth of Asian stocks, marking the largest net inflow in 18 months [12][13] - Goldman Sachs raised its earnings growth forecast for the Asia-Pacific region, excluding Japan, to 9%, driven by stronger macroeconomic growth in China and the U.S. [14] - Major financial institutions, including Morgan Stanley, JPMorgan, Goldman Sachs, and HSBC, are optimistic about China, citing valuation advantages and low investor positioning in Chinese stocks [15][16][17][18]