On July 23rd, the two markets fluctuated downward, and the S&P 500 index rose by 1.08%. As of 10:35, Nvidia rose 4.76% overnight, and the S&P 500 ETF fund (513650.SH) rose by 1.93%.
According to analysis by China Galaxy Securities, as of the week of July 21, under the guidance of weakening real estate and employment data, the dovish attitude of the Fed has rapidly raised the market's interest rate cut expectations. However, considering that Trump's support rate has increased significantly after the assassination attempt, his economic philosophy of 'low interest rates and taxes' has caused market concerns about inflation risks. The dual impact of Trump's trade and interest rate cut expectations has exacerbated the volatility of major asset prices. On the one hand, if Trump is successfully elected, it will be bullish for traditional energy, utilities, banks, and other sectors. In addition, if Trump promotes the resolution of geopolitical risks and increases the development of traditional energy, it may suppress crude oil prices. On the other hand, the interest rate cut expectation will be bullish for gold and US bonds, and the increase in market liquidity combined with the improvement of risk appetite will be beneficial to the stock market. Looking ahead, it is recommended to pay attention to the configuration opportunities of the S&P 500 ETF fund (513650. SH).
标普500ETF基金(513650.SH)涨1.93%，英伟达隔夜收涨4.76%
The S&P 500 ETF fund (513650.SH) rose 1.93%, while Nvidia rose 4.76% overnight.
Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
Hot News
Updated