納指反彈!特斯拉Nvidia領Tech股牛市回歸




科技股重返牛市,輝達和特斯拉股價飆升

美國與中國達成貿易協議,雙方同意在未來90天內降低關稅,令納斯達克100指數在周一進入牛市。納斯達克100指數一度大漲4%,推動該指數從4月8日的低點上漲21%,回到今年2月下旬的水平。牛市的定義是從最近的低點上漲20%。

周一的股市普遍上漲,道瓊斯工業平均指數和標準普爾500指數也大幅上漲。但市場對關稅減讓的熱情在大型科技股中表現得尤為明顯,被稱為「七巨頭」的股票領漲。

以下是周一早晨主要科技股的漲幅:

* 亞馬遜:+9.6%
* 特斯拉:+8%
* Meta:+7%
* 蘋果:+6.5%
* 輝達:+5%
* 谷歌:+2.86%
* 微軟:+1.6%

周末宣布的美國對中國關稅從145%降至30%,有效期為90天,這對許多在中國有供應鏈或客戶的大型科技公司來說是個好消息。蘋果公司尤其受到影響,中國是其主要的製造業中心和設備銷售市場。

在最近幾周,科技股也因即將到來的關稅休戰而上漲,大型科技股推動了第一季度的盈利增長。高盛表示,「七巨頭」科技股的盈利增長了28%,而標準普爾500指數的其他股票僅增長了9%。

輝達是人工智慧交易的頂級半導體股票,將於5月28日發布業績。該股票在上周因美國特朗普政府將取消拜登政府時代的晶片出口限制而上漲。

作為編輯,我認為這篇文章揭示了美國與中國之間的貿易協議對科技股的重大影響。雙方同意降低關稅,給予科技行業一個暫時的喘息機會。同時,這也反映出美國政府對科技行業的重視,以及對中國市場的依賴。然而,這種貿易協議的影響是短期的,長期的影響仍有待觀察。此外,文章也提到了「七巨頭」科技股的強勁表現,但也需要注意到市場的波動性和風險。

總的來說,這篇文章提供了有價值的資訊,幫助讀者了解當前科技股市場的動向和美國與中國之間的貿易協議的影響。同時,也提醒讀者需要關注市場的變化和風險。

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