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  【相关阅读】林毅夫:美股大跌导致全球金融市场波动,希望美国吸取这次教训  

  美股反弹,纳斯达克中国金龙指数大涨3.69%  

  作为近期美股的典型走势,在特朗普政府对近期一系列冲突发表缓和立场的言论后,三大股指迎来集体上涨的一天。

  截至收盘,标普500指数涨2.51%,报5287.76点;纳斯达克综合指数涨2.71%,报16300.42点;道琼斯工业平均指数涨2.66%,报39186.98点。

  作为收盘后的最新进展,美国总统特朗普在盘后SEC新任主席保罗·阿特金斯的宣誓就职仪式上一本正经地表示,自己无意解雇美联储主席鲍威尔,都是媒体在炒作。同时特朗普也对贸易冲突发表了一些软化立场的言论。

  作为背景,白宫国家经济委主任哈塞特上周五刚表示,特朗普正在研究他是否有能力解雇鲍威尔。而且特朗普本人也多次在媒体面前谈论“是否有权力开除鲍威尔”。

  周二早些时候,美国财长贝森特也在闭门会议期间,对一群投资者表示“贸易冲突的现状不可持续”,这也是美股全天走高的原因。

  需要强调的是,引发市场动荡的原因正是特朗普与他的幕僚们。所以目前并不清楚,他们下次转变立场会发生在什么时候。唯一可以确定的是,美股市场这种一两个人讲几句话,就会引发市场上蹿下跳的状况,在可预见的时间里还会继续下去。

  对于特朗普政府的言论,TSLombard的首席美国经济学家史蒂文·布利茨认为,这是他们为了稳住市场而传递的信息,而贝森特只是在陈述一个显而易见的事实罢了。

  热门股表现

  在市场情绪复苏的背景下,美股科技巨头集体反弹。苹果涨3.41%、微软涨2.14%、亚马逊涨3.5%、英伟达涨2.04%、谷歌-A涨2.57%、特斯拉涨4.6%、Meta涨3.22%、超威半导体涨0.82%。

  中概股也表现亮眼,截至收盘,纳斯达克中国金龙指数涨3.69%。其中阿里巴巴涨5.20%、京东跌1.15%、百度涨1.63%、拼多多涨4.22%、哔哩哔哩涨3.15%、蔚来涨4.17%、网易涨2.44%、富途控股涨6.38%、理想汽车涨2.46%、小鹏汽车涨4.78%、亿航智能涨6.67%。

  公司消息

  【特斯拉财报数据糟糕但市场欢庆马斯克重新聚焦生意】

  周二盘后,深陷政治漩涡的特斯拉发布了一份核心业绩完全逊于预期的一季报。由于汽车交付量的骤减,公司营收、利润等核心财务指标全部大幅低于预期。

  市场最关注的事情,则是马斯克在财报电话会议上表示,将显著减少花在“政府效率部”上的时间,引发股价盘后猛烈上涨。马斯克表示:“我认为可能从下个月,也就是五月开始,我在DOGE上的时间投入会大幅减少。”

  马斯克预测自己仍会在“总统剩余任期内”保持一定程度的参与,但很快会将更多时间分配给特斯拉。他也表示将继续倡导降低关税。受此影响,截至发稿,特斯拉盘后涨超3%。

  【苹果美国官网应要求撤下AI功能“现已推出”字样】

  当地时间周二,美国广告业自律组织全国广告部(NAD)发布公告,详细说明了对苹果AI广告的调查结果。简而言之,该机构认定苹果公司存在误导性宣传,并提出修改建议。苹果公司回应称,虽然公司不同意相关的调查结论,但感谢与NAD合作的机会,并遵循其建议调整了相关页面,包括撤下苹果智能“现已推出”的字样。

  【OpenAI有兴趣买下谷歌Chrome浏览器】

  OpenAI的ChatGPT负责人尼克·特利周二在出席谷歌垄断案的法庭听证时表示,若法院下令拆分谷歌,OpenAI有意收购谷歌的Chrome浏览器。

  【波音百亿美元出售数字航空解决方案业务】

  波音公司周二宣布,已同意将其部分数字航空解决方案业务出售给收购公司ThomaBravo,交易金额为105.5亿美元。波音希望通过这笔交易专注于其核心业务,并缓解巨额亏损压力。

  【Meta正式上线剪映竞品Edits】

  Meta周二宣布,正式推出对标剪映(CapCut)的视频创作应用Edits。该应用的所有功能在初期均可免费使用,不过后续可能会增加付费项目。

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