市場匯評

Global equity indexes are trading mostly down currently ahead of US unemployment claims report at 14:30 CET today after US stocks closed higher on Wednesday before US President Donald Trump’s sweeping tariff announcements. Tesla shares surged 5.74% outperforming market after reports that president Trump has told members of his Cabinet and other close contacts that his ally Elon Musk, CEO of the electric vehicle maker, will soon step back from his government role, Meta shares slid 0.35% on Wednesday as Bank of America reiterated its “Buy” rating on Meta stock and maintained the $765 target price.

Global equity indexes are trading in opposite directions currently ahead of Trump’s tariffs announcement at 21:00 CET today after Wall Street ended mixed second session in a row on Tuesday amid weak data. Tesla shares surged 3.6% outperforming market ahead of first quarter delivery report today, Amazon shares gained 1.0% on Tuesday.

Global equity indexes are trading in different directions currently after Wall Street closed mixed on Monday. Apple shares rallied 1.94% outperforming market despite French Competition Authority's €150 Million fine of iPhone maker as it ruled Apple’s App Tracking Transparency (ATT) system unfairly penalized third-party app developers while boosting its own ad business and, Microsoft shares slid 0.9% on Monday amid reports billionaire Stanley Druckenmille, one of the most successful hedge fund managers in American history, sold his entire stake in the software giant in the fourth quarter.

在美国股市周五大幅收低并再次录得周跌幅后，全球股指目前大多下跌。Nvidia股价下滑1.58%，Alphabet股价周五大跌4.89%，表现逊于大盘。此前，谷歌母公司同意支付1亿美元和解一起集体诉讼案，该诉讼案指控谷歌向使用其AdWords平台（现称谷歌广告）的广告客户多收费用，没有实行承诺的折扣，并对预定地理区域以外的广告点击收费。

继美股周四再次收低后，在美联储首选通胀指标个人消费支出（PCE）报告于欧洲中部时间13:30公布之前，全球股指目前大多回落。有报道称首席法务官最近出售了价值约196万美元的公司C类股票，Alphabet股价周四下跌1.83%，跑输大市，Meta股价周四下跌1.37%。

尽管报告疲软，但华尔街周二连续第三个交易日收盘走高，目前全球股市指数走势相反。微软股价上涨 0.53%，原因是 Piper Sandler 重申对这家科技巨头的 “增持 ”评级，并将其目标股价稳定在 520.00 美元；谷歌母公司 Alphabet 股价上涨 1.68%，跑赢大盘，原因是 Cantor Fitzgerald 维持对 Alphabet 的 “增持 ”评级，并将其目标股价稳定在 200.00 美元。

尽管报告疲软，但华尔街周二连续第三个交易日收盘走高，目前全球股市指数走势相反。微软股价上涨 0.53%，原因是 Piper Sandler 重申对这家科技巨头的 “增持 ”评级，并将其目标股价稳定在 520.00 美元；谷歌母公司 Alphabet 股价上涨 1.68%，跑赢大盘，原因是 Cantor Fitzgerald 维持对 Alphabet 的 “增持 ”评级，并将其目标股价稳定在 200.00 美元。

在标普全球报告（S&P Global repots）显示美国私营部门活动增长回升的背景下，美国股市周一再次大幅收高，目前全球股指交投方向各异。特斯拉股价周一上涨 11.9%，跑赢大盘；微软股价周一上涨 0.47%，尽管该科技巨头近期表现不佳，但杰富瑞仍将其列为 “最受欢迎的大盘股 ”之一。

在美国股市周五收高并创下周涨幅后，全球股市指数目前大多上涨。英伟达（Nvidia）股价下跌 0.7%，跑输大市；特斯拉（Tesla）股价周五大涨 5.27%，此前特斯拉首席执行官埃隆-马斯克（Elon Musk）在周四晚的全体员工大会上告诉工人们 “坚持持有你们的股票”。

在美股周四恢复回落之后，纽约联邦储备银行行长约翰-威廉姆斯（John Williams）将于欧洲中部时间今天下午 14:05 发表讲话，在此之前，全球股市目前大多下跌。Alphabet股价下滑0.7%，谷歌母公司仍处于正式的熊市区域，股价从2月份的历史高点下跌了20%以上，Meta股价周四上涨0.33%，跑赢大盘，而这家社交网络巨头股价成为 “华丽七雄 ”中本周最后一只失去年初至今涨幅的股票。