美股异动 | 纳指大涨 1.45% 明星科技股普涨 英特尔涨超 4%
On Monday, the three major U.S. stock indexes opened higher, with the Nasdaq rising 1.45%. Star tech stocks saw widespread gains, with Intel up over 4%, Tesla, NVIDIA, and Google A up over 2%, and Apple and Microsoft up over 1%. In terms of news, the U.S.-China economic and trade consultations reached a basic consensus, and the U.S. Treasury Secretary stated that there are no longer plans to impose a 100% tariff on China. Additionally, expectations for a Federal Reserve interest rate cut have increased, with the market generally anticipating a 25 basis point cut this week. Huaxi Securities believes that under the influence of multiple positive factors such as recent progress in U.S.-China economic and trade consultations, the Russia-Ukraine ceasefire, and the 20th Central Committee's fourth plenary session, global capital risk appetite is warming up, leading to a rally in the Chinese stock market. Structurally, "big tech" remains the main line in the medium to long term. This week, A-share listed companies and U.S. tech giants will release their earnings reports intensively. Against the backdrop of an accelerating global AI arms race, the capital expenditure guidance of tech giants in AI will become the focus, ushering in a window period for the global tech AI market
According to Zhitong Finance APP, on Monday, the three major U.S. stock indexes opened higher, with the Nasdaq rising 1.45%. Star tech stocks saw widespread gains, with Intel (INTC.US) up over 4%, Tesla (TSLA.US), NVIDIA (NVDA.US), and Google A (GOOGL.US) up over 2%, and Apple (AAPL.US) and Microsoft (MSFT.US) up over 1%. On the news front, a basic consensus was reached in the China-U.S. economic and trade consultations, and the U.S. Treasury Secretary stated that there are no longer plans to impose a 100% tariff on China. In addition, expectations for a Federal Reserve interest rate cut have increased, with the market generally anticipating another 25 basis point cut this week.
Huaxi Securities believes that under the multiple favorable factors such as recent progress in China-U.S. economic and trade consultations, the Russia-Ukraine ceasefire, and the Fourth Plenary Session of the 20th Central Committee, global capital risk appetite is warming up, leading to a rally in the Chinese stock market. Structurally, "big tech" remains the main line in the medium to long term. This week, A-share listed companies and U.S. tech giants will release their earnings reports intensively. Against the backdrop of an accelerating global AI arms race, the AI capital expenditure guidance from tech giants will become the focus, marking a window period for the global tech AI market
