美股暴力反彈,「七巨頭」市值激增超1.8萬億,全球市場已恢複平穩?

老虎資訊
10 Apr

周三,关税大战现戏剧性转折,美股上演暴力反弹!其中纳指涨超12%,创史上第二大单日涨幅。

“七巨头”大部分涨幅上双,市值一夜暴增超过1.8万亿美元。其中, 苹果涨15.33%,市值一日大涨约3973亿美元。重回全球“市值第一”;

微软涨10.13%,市值涨约2669亿美元;

英伟达涨18.72%,市值涨约4387亿美元;

亚马逊涨11.98%,市值涨约2161亿美元;

谷歌C涨9.88%,市值涨约1708亿美元;

Meta Platforms涨14.76%,市值涨约1911亿美元;

特斯拉涨22.69%,市值一日大涨约1620亿美元。

那么,全球市场是否已经平稳?

Vital Knowledge创始人Adam Crisafulli评论道,90天的关税暂停令引发了美股市场强劲反弹,推迟实施无疑会消除市场的巨大压力。但是关税并没有完全消失。

BMO私人财富管理公司首席市场策略师卡罗尔·施莱夫表示:“市场正在告诉我们——只要有关关税的乐观消息,场外就会有买家迅速进场。尽管估值已经重新调整,但投资者仍不确定这一轮调整是否到了合理的位置。我们现在手上并没有可以参考的剧本——特朗普相当于重新定义了一整套游戏规则,而作为玩家的投资者,并没有获得这场新游戏的说明书。”

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