节点:下游(终端消费/应用)位置:下游情绪:利好参考度:6/10


美东时间周一,美股三大指数集体收高。纳指涨超1%,道琼斯指数涨0.50%报47740.80点,标普500指数涨0.83%报6795.99点,纳斯达克指数涨1.38%报22695.95点。

美国总统特朗普在接受哥伦比亚广播公司(CBS)采访时称,相关冲突基本结束,美国进展远超初始四到五周时间表,还表示考虑接管霍尔木兹海峡。消息传出后,油价一度跌至接近84美元/桶。此前隔夜交易中,油价曾突破100美元/桶并升至119美元以上,为2022年以来首次。

华尔街认为100美元/桶是经济关键临界点,若冲突未快速结束且油价回落,或对经济产生严重影响。Aptus Capital Advisors投资组合经理兼固定收益主管John Luke Tyner表示,局势正朝更好方向发展;近期油价小幅波动既不够严重也持续时间不足,难以打乱经济增长和企业盈利;若能源基础设施未被大量破坏,油价或很快回落至65-75美元/桶区间,此为相对理想的平衡区间。

热门股表现方面,大型科技股普遍上涨:英伟达涨2.72%,苹果涨0.94%,谷歌涨2.70%,微软涨0.11%,亚马逊涨0.13%,Meta涨0.39%,特斯拉涨0.49%,博通涨4.62%,AMD涨5.33%,美光科技涨5.14%,英特尔涨4.97%;甲骨文跌0.92%,奈飞跌0.71%。

热门中概股普涨,纳斯达克中国金龙指数涨1.76%:阿里巴巴涨1.41%,京东涨1.63%,拼多多涨0.66%,蔚来汽车涨3.35%,小鹏汽车涨6.52%,理想汽车涨3.90%,哔哩哔哩涨6.04%,百度涨2.88%,腾...

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