$腾讯控股 (00700.HK)$ 所有机构都在大量做空美国市场。结果糟糕吗？

2 weeks ago, the market was on a significant pullback with the S&P 500 down almost 5% from its peak.
But in the blink of an eye, positive big tech earnings have revived the rally to bring the market to its best week since Oct 2023.
How fast things changed uh?
Seems like the market is temporarily ignoring the various hot inflation data (PCE, CPI, PPI).
$超微电脑 (SMCI.US)$ $台积电 (TSM.US)$ $星巴克 (SBUX.US)$ $Pinterest (PINS.US)$   $高盛 (GS.US)$ $Grab Holdings (GRAB.US)$ $Spotify Technology (SPOT.US)$ $Snap Inc (SNAP.US)$ $美国10年期国债收益率 (US10Y.BD)$ $ARK Innovation ETF (ARKK.US)$ $Tradr 2X Short Innovation Daily ETF (SARK.US)$ $阿里巴巴 (BABA.US)$ $蔚来 (NIO.US)$ $百度 (BIDU.US)$