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美股连续第二个交易日上涨,中国资产表现亮眼
Xin Lang Cai Jing· 2025-04-24 01:46
当地时间4月24日,美股强势反弹,主要指数连续第二个交易日上涨,市场对贸易紧张局势缓和的预期推升了投资者情 绪。 道琼斯工业平均指数上涨419.59点,涨幅1.07%,收于39,606.57点;标普500指数上涨1.67%,至5,375.86点;纳斯达 克综合指数大涨2.50%,收盘报16,708.05点。 尽管如此,三大指数均未能维持盘中高点,盘中一度涨幅更为显著,其中道指最多上涨逾1100点,标普一度上涨 3.44%。 个股方面,特斯拉涨5.3%,此前特斯拉首席执行官马斯克表示,他将大幅减少在美国政府效率部的工作时间,投入更 多时间经营公司。这家电动汽车制造商公布的季度净利润暴跌71%。 明星科技股中,亚马逊涨4.2%,Meta Platforms涨4.0%,英伟达涨3.6%,谷歌涨2.5%,苹果涨2.2%,微软涨1.9%。 中国资产方面,万得中概股科技龙头指数上涨2.4%,纳斯达克中国金龙指数上涨2.9%。阿里巴巴涨2.7%,拼多多涨 2.2%,网易涨1.6%,京东跌0.3%。 投资者之所以情绪明显改善,源于有关贸易政策可能缓和的积极信号。美国财政部长在当天表示,当前形势下,有望达 成一项"重大的贸易协 ...
市场情绪回暖,美股持续反弹
Wind万得· 2025-04-23 22:29
Market Overview - The US stock market experienced a strong rebound, with major indices rising for the second consecutive trading day, driven by expectations of easing trade tensions [1] - The Dow Jones Industrial Average increased by 419.59 points, or 1.07%, closing at 39,606.57 points; the S&P 500 rose by 1.67% to 5,375.86 points; and the Nasdaq Composite surged by 2.50% to close at 16,708.05 points [1][2] - Despite the gains, all three indices failed to maintain their intraday highs, with the Dow at one point up over 1,100 points and the S&P up 3.44% [1] Trade Policy Impact - Investor sentiment improved significantly due to positive signals regarding trade policy, with the US Treasury Secretary indicating the potential for a "significant trade agreement" [6][9] - President Trump announced plans to "substantially reduce" tariffs on Chinese goods, which was echoed by Treasury Secretary Becerra, suggesting that high tariffs on Chinese goods are unsustainable [11][10] - The easing of trade tensions has led to a recovery in stocks with high external exposure, particularly among major tech companies, with Apple rising over 2% and Nvidia increasing by more than 3% [9] Monetary Policy Stability - The market also received support from expectations of stability in monetary policy, as President Trump stated he had no intention of replacing Federal Reserve Chairman Powell, enhancing confidence in future monetary policy independence [9][11] - Analysts noted that the market is highly sensitive to any signs of easing tensions, as ongoing policy confrontations have pressured global supply chains and corporate earnings [9] Tesla's Performance - Tesla's stock surged over 5% following CEO Elon Musk's announcement that he would dedicate more time to the company, alleviating investor concerns about his divided attention [13] - Tesla reported a significant decline in Q1 net profit to $409 million, down 71% year-over-year, attributed to competitive pressures and reputational impacts from Musk's role in the Trump administration [15] - The company's revenue for Q1 was $19.335 billion, a 9.2% decrease year-over-year, falling short of market expectations [15]