美国30年期国债 (US30Y) 加自选

美国股市周二延续涨势，标准普尔500指数上涨0.3%，道琼斯指数上涨180点，纳斯达克指数上涨0.8%，这三个指数在普遍预期的美联储周三降息25个基点之前均创下历史新高。反弹主要集中在人工智能和大型科技股，此前两家公司的发展重新确立了增长预期，微软与OpenAI达成了一项具有里程碑意义的协议，该协议重塑了生成人工智能的商业道路，上涨了2.3%，英伟达在宣布对诺基亚进行10亿美元的战略投资以加强对芯片和网络设备的需求后飙升了6.1%。科技以外的收益也支撑了风险偏好，UPS因业绩强于预期而上涨8.1%，联合健康在上调2025年利润前景后上涨1.6%。亚马逊证实，约有14000家公司裁员，这增加了整体风险，但并没有破坏这一进展，增加了1.4%。交易员们仍然关注本周繁重的盈利日历，其中包括Alphabet、亚马逊、苹果、Meta和微软，以及美联储的指引。

US stocks extended gains on Tuesday with the S&P 500 up 0.3%, the Dow rising 180 points and the Nasdaq advancing 0.8% as all three renewed record highs ahead of a widely expected 25bp Fed cut on Wednesday. The rally was concentrated in AI and mega cap tech after two corporate developments reanchored growth expectations, Microsoft jumped 2.3% on a landmark deal with OpenAI that reshapes the commercial path for generative AI and Nvidia surged 6.1% after announcing a $1bn strategic investment in Nokia that strengthens demand for chips and networking gear. Earnings outside tech also supported risk appetite with UPS up 8.1% on stronger than expected results and UnitedHealth rising 1.6% after raising its 2025 profit outlook. Amazon confirmed about 14,000 corporate job cuts which added headline risk but did not derail the advance, adding 1.4%. Traders remain focused on a heavy earnings calendar this week that includes Alphabet, Amazon, Apple, Meta and Microsoft and on Fed guidance.