04:01:46
美国 United States
美国财政部长斯科特·贝森特表示,特朗普总统和Xi总统本周有一个“非常成功的框架”可供讨论,标准普尔500指数上涨1.3%,纳斯达克指数上涨1.9%,道琼斯指数上涨350点,美国股市上涨至新高。潜在的一揽子计划包括推迟中国的稀土限制,可能避免计划中的100%关税,以及重新开始购买中国大豆。芯片股领涨,英伟达和博通分别上涨2.1%和2.4%,高通股价飙升9.5%,此前该公司推出了针对数据中心工作负载的新型人工智能处理器,这一产品转向使股价创下新高,因为投资者重新定价了其可寻址市场和近期收入潜力。特斯拉上涨4.2%,苹果上涨1.3%,而投资者也为本周繁重的日历做好了准备,Alphabet、亚马逊、苹果、Meta和微软的第三季度业绩以及普遍预期的美联储周三降息25个基点。
US stocks rallied to fresh highs after Treasury Secretary Scott Bessent said a "very successful framework" exists for Presidents Trump and Xi to discuss this week, with the S&P 500 up 1.3%, the Nasdaq up 1.9% and the Dow adding 350 points. The potential package included a delay to China’s rare-earth curbs, the likely avoidance of the planned 100% tariffs and a restart of Chinese soybean buying. Chip names led the session, Nvidia and Broadcom rose 2.1% and 2.4% and Qualcomm surged 9.5% after unveiling new AI processors aimed at data-center workloads, a product pivot that sent the stock to fresh highs as investors repriced its addressable market and near-term revenue potential. Tesla gained 4.2% and Apple added 1.3%, while investors also prepared for a heavy calendar this week with Q3 results from Alphabet, Amazon, Apple, Meta and Microsoft and a widely expected 25 bps Fed cut on Wednesday.