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- 彭光秀彭光秀
  ·2025-05-14
  🇺🇸 今天美国股市增加了 2.2 万亿美元。这仅仅是个开始吗？🚀 多么糟糕的一天啊！华尔街交易的疯狂时期。如此巨大的波动——一天2.2万亿美元可不是闹着玩的。显然，看涨势头已经全面复苏。你觉得怎样？
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- 彭光秀彭光秀
  ·2025-05-14
  据报道，美国正在考虑让阿联酋购买超过 100 万块 Nvidia $NVDA GPU，该协议允许阿联酋在 2027 年之前每年进口 50 万块最先进的芯片。其中 20% 将分配给阿联酋的 G42，其余部分将分配给在该国建设数据中心的美国科技公司。
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- 彭光秀彭光秀
  ·2025-05-14
  特朗普最新发言：利好股市，利空债市主要观点： 1. 对伊朗政策：特朗普表示希望与伊朗达成协议，但若伊朗拒绝和谈，美国将采取“最大压力”策略，将伊朗石油出口降至零。 2. 股市展望：特朗普预测美股将大幅上涨，释放强烈乐观信号。 3. 减税法案：国会正推进“史上最大规模”的减税法案，进展顺利。特朗普称该法案将如“火箭”般推动美国经济增长。 4. 关税政策：对征收关税的国家加征报复性关税，维护美国利益。利空美债的原因： • 石油价格上涨：若伊朗石油出口归零，全球油价可能飙升，加剧通胀压力。 • 持续关税战：加征关税将推高进口成本，进一步刺激通胀。 • 减税加剧赤字：大规模减税将显著增加美国财政赤字，推高美债收益率，利空债券市场。利好美股的因素：特朗普再次喊话“买入”，提振市场信心。然而，需警惕美债收益率快速上升的潜在风险，若收益率持续飙升，可能对美股涨势构成威胁。
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