市场动态显示，STOXX 600指数微涨0.2%，科技板块领跑涨幅。英伟达宣布将恢复向中国销售AI芯片，华尔街期货小幅上扬。Jefferies分析指出，近期市场反弹主要受股票定位超卖及场外现金推动，但当前定位正步入中性区间。该机构经济学家Mohit Kumar强调，美国风险资产定位在4月中旬触及2014年以来最低点，随后市场强势攀升。标普500指数、德国DAX指数和英国富时指数均创历史新高。然而，Kumar称利率市场定位信号模糊，反映市场缺乏坚定信念，预示未来数月利率或区间震荡。
市场动态显示，STOXX 600指数微涨0.2%，科技板块领跑涨幅。英伟达宣布将恢复向中国销售AI芯片，华尔街期货小幅上扬。Jefferies分析指出，近期市场反弹主要受股票定位超卖及场外现金推动，但当前定位正步入中性区间。该机构经济学家Mohit Kumar强调，美国风险资产定位在4月中旬触及2014年以来最低点，随后市场强势攀升。标普500指数、德国DAX指数和英国富时指数均创历史新高。然而，Kumar称利率市场定位信号模糊，反映市场缺乏坚定信念，预示未来数月利率或区间震荡。
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