投资者关注贸易会谈进展、消化美联储政策及第一季度财报数据。美股周五开盘上涨，道指、标普小幅收跌，本周均下跌。特斯拉一度涨超7.8%，台积电盘初涨约3%后收窄至不足1%，Lyft因扭亏为盈且预订量增长，股价飙升28%。中概指数本周累跌1.4%。美元指数一度跌超0.5%后企稳于100上方。加密货币再涨，比特币市值升至全球第五，以太坊24小时涨幅一度达29%。黄金终结两连跌，美油盘中涨近2.6%。
隔夜乐观情绪一度支撑美股开盘上涨，但投资者等待本周末中美经贸高层会谈进展，同时消化美联储政策及第一季度财报季数据，美股三大指数尾盘走低。美债收益率下行，黄金价格告别两日连跌，比特币市值排名升至全球第五。
三大美股指数收盘大多小幅收跌，本周均下跌：
美股盘前，英美就关税协议达成一致后，投资者对关税前景乐观的情绪延续至开盘。周五美股早盘，三大指数齐涨，其中纳指一度涨超0.7%，特斯拉涨近8%。Lyft因扭亏为盈且预订量增长，开盘大涨超10%。以太坊大涨近14%。
此前央视新闻报道，国务院副总理何立峰于5月9日至12日访问瑞士，与瑞士领导人及有关方面举行会谈。访瑞期间，何立峰副总理作为中美经贸中方牵头人，将与美方牵头人美国财政部长贝森特举行会谈。
In early trading on the USA stock market, with China-US trade talks imminent, investors are cautiously awaiting, and trading sentiment is waning. All three major US stock indices declined, with Tesla's gains narrowing to less than 6%. The USD index stabilized at the 100 mark, Gold ended a two-day losing streak, and Ethereum's gains receded to 7% by the end of trading in New York.
On Friday, after opening higher, the three major US stock indices fell, and all recorded declines for the week, while Small Caps saw a slight increase. Tesla once rose over 7.8%, reaching its highest level since February 26. Taiwan Semiconductor continued to see accelerated revenue growth in April, with a significant year-on-year increase of 48.1%. Initially, Taiwan Semiconductor rose about 3%, but the gains then fluctuated and narrowed to less than 1%. The China Concept Index weakened, with a cumulative decline of about 1.4% this week.
The three major U.S. stock indices:
The S&P 500 Index closed down 4.03 points, a decline of 0.07%, closing at 5659.91 points, with a cumulative drop of 0.47% for the week.
The Dow Jones Industrial Average closed down 119.07 points, a decline of 0.29%, closing at 41249.38 points, with a cumulative drop of 0.16% for the week.
The Nasdaq closed up 0.78 points, a change of 0.00%, closing at 17928.92 points, with a cumulative drop of 0.27% for the week.
The NASDAQ 100 Index closed down 2.12 points, a decline of 0.01%, closing at 20061.45 points, with a cumulative drop of 0.20% for the week.
The E-mini Russell 2000 Index closed down 0.16%, closing at 2023.07 points, with a cumulative increase of 0.12% for the week.
The panic index VIX closed down 2.71% at 21.87, with a cumulative decline of 3.57% this week.
U.S. stock Industry ETFs:
The USA HT-PB CSI PTVT IDT ETF rose 3.27%, the Oil & Gas ETF increased by 1.59%, the Chip ETF went up 1.15%, and the S&P Energy rose by 1.00%.
The S&P Health Care ETF, Consumer Staples ETF, AI Siasun Robot&Automation ETF, and Regional Banks decreased by up to 1.07%.
The "Magnificent 7" is performing exceptionally well:
The index of the seven giants of US Technology stocks (HK&S HOTELS 7) rose by 0.12%, closing at 148.95 points, with a cumulative decline of 0.64% this week.
Tesla closed up 4.72%, Apple rose by 0.53%, Amazon increased by 0.51%, Microsoft went up by 0.13%, while NVIDIA closed down 0.61%, Meta dropped by 0.92%, and Google A fell by 0.99%.
This week, Google A had a cumulative decline of 6.88%, Apple fell by 3.32%, Meta dropped 0.76%, Microsoft rose by 0.79% for three consecutive weeks, Amazon increased by 1.62%, NVIDIA rose by 1.88% for three consecutive weeks, and Tesla jumped by 3.85%.
Chip stocks:
The PHLX Semiconductor Index rose by 0.81%, closing at 4466.50 points, with a total increase of 1.58% this week.
AMD rose by 1.12%, while Taiwan Semiconductor's ADR increased by 0.74%—totaling a drop of 1.54% this week.
AI concept stocks:
Tempus AI fell by 5.9%, and Super Micro Computer closed down by 0.37%.
Applovin closed down by 3.23% on Friday, with a total increase of 9.70% this week.
China Concept Stocks:
The Nasdaq Golden Dragon China Index closed down by 0.5%, with a total drop of about 1.4% this week.
China Concept Stocks had a mixed performance, with Xiaoma Zhixing rising approximately 4.8%, New Oriental up 2%, Xiaomi up 1%, while Alibaba, JD.com, Baidu, Tencent ADR, Bilibili, Li Auto, and NetEase fell between 0.3% and 2.9%.
Other stocks:
Berkshire Hathaway B shares, owned by Buffett, rose by 0.1%.
Coinbase fell nearly 3.5% after the company's first-quarter earnings report fell short of expectations.
There was a frenzy among high-performing stocks, with Lyft's share price soaring by 28%. The ride-hailing company unexpectedly turned a profit on Thursday evening, with total bookings in the first quarter achieving double-digit growth. TTD surged over 18%, surpassing expectations for Q1 performance.
The European STOXX 600 Index rose by about 0.3% this week, with the Auto Parts, Banks, and Oil & Gas sectors leading the way with gains of up to 2.9%. The German stock index hit a record closing high, rising about 1.8% this week. The DAX has become so popular among investors that it is now relatively expensive, with its premium compared to European peers reaching the highest level since 2009.
Pan-European European Stocks:
The European STOXX 600 Index closed up 0.44% at 537.96 points, with a cumulative increase of 0.29% this week.
The Eurozone STOXX 50 Index closed up 0.39%, at 5309.74 points, with a cumulative increase of 0.46% this week.
National Indices:
The German DAX 30 Index closed up 0.63%, at 23499.32 points, climbing to 23543.27 points shortly before the US stock market opened, reaching an intraday all-time high, with a cumulative increase of 1.79% this week.
The French CAC 40 Index closed up 0.64%, at 7743.75 points, with a cumulative decline of 0.34% this week.
The UK FTSE 100 Index closed up 0.27%, at 8554.80 points, with a cumulative decline of 0.48% this week (market closed on Monday).
Among other European countries, the Italian FTSE MIB Index increased by 2.72% this week, the Netherlands AEX Index rose by 0.90% this week, and the Danish OMX Copenhagen 20 Index declined by 1.96%.
European stock sectors:
In terms of sectors, the STOXX 600 Autos & Parts Index increased by 2.93%, the Banks Index rose by 2.45%, the Oil & Gas Index increased by 2.33%, and the Travel & Leisure Index rose by 1.96%.
The 10-Year U.S. Treasury yield remained stable on Friday, with traders holding light positions over the weekend, accumulating a rise of 7.01 basis points this week, showing a V-shape trend overall. The 10-Year German Treasury yield rose about 3 basis points on both Friday and this week.
US Treasury:
At the New York close, the yield on the U.S. 10-Year benchmark Treasury held steady at 4.3785%, with an accumulation of 7.01 basis points this week, overall demonstrating a V-shape trend, with a trading range of 4.2577%-4.3961%.
The 2-Year U.S. Treasury yield rose by 1.91 basis points, reaching a daily high of 3.8931%, with an accumulation of 6.70 basis points this week.
European bonds:
At the European market close, the German 10-Year Treasury yield increased by 2.7 basis points, reported at 2.562%, with a cumulative increase of 2.9 basis points this week.
At the European market close, the UK 10-Year Treasury yield was reported at 4.567%, overall reflecting a V-shaped reversal, with a cumulative rise of 5.9 basis points this week (four trading days).
This week, the France 10-Year Treasury Notes Yield accumulated an increase of 1.6 basis points, reported at 3.265% at the European market close on Friday, rebounding after a drop to 3.191% at the beginning of the European stock market on May 8.
The Italy 10-Year Treasury Notes Yield has cumulatively dropped by 2.8 basis points, reported at 3.609%, overall showing an M-shaped trend, with European stocks dropping to 3.537% on May 8.
This week, the USD has risen over 0.3%. Bitcoin Futures have risen over 6% this week, holding steady at $0.1 million, while Ethereum Futures have risen over 27%.
USD:
At the end of trading in New York, the ICE USD Index reported 100.365 points, cumulatively increasing by 0.33% this week.
The Bloomberg USD Index has cumulatively increased by 0.23%, reported at 1227.37 points, with an overall trading range of 1216.34-1232.75 points.
Non-USD currencies:
This week, the Euro has cumulatively dropped by 0.42% against the USD, the British Pound has cumulatively increased by 0.24% against the USD, and the USD has cumulatively increased by 0.54% against the Swiss Franc.
Among commodity currencies, the Australian Dollar has cumulatively dropped by 0.34% against the USD, the New Zealand Dollar has cumulatively dropped by 0.64% against the USD, and the USD has cumulatively increased by 0.90% against the Canadian Dollar.
Yen:
In New York's late trading, the USDJPY is at 145.37 yen, up 0.28% for the week.
The EURJPY has cumulatively decreased by 0.17%, while the GBPJPY has cumulatively increased by 0.57%.
Offshore Renminbi:
In New York's late trading, the offshore RMB is at 7.2403 against the USD, up 26 points from Thursday's New York close, trading overall this week in the range of 7.1845-7.2528.
Cryptos:
In New York's late trading, the CME-Bitcoin Futures main contract is reported at $0.104 million, up 6.29% for the week.
The CME-Ethereum Futures main contract has risen by 27.54%, reported at $2350.00.
US crude oil futures rose about 4.7% this week, while New York Henry Hub Natural Gas increased over 5.6% on Friday. The CFTC report shows that for the week ending May 6, speculators' net long positions in NYMEX WTI crude oil decreased by 10,094 contracts to 143,938 contracts.
Crude Oil:
WTI June crude oil futures settled up $1.11, an increase of more than 1.85%, at $61.02 per barrel, with a cumulative increase of over 4.68% this week.
Brent July crude oil futures settled up $1.07, an increase of more than 1.70%, at $63.91 per barrel, with a cumulative rise of over 4.27% this week.
Natural Gas:
NYMEX June Henry Hub Natural Gas futures settled up 5.65%, at $3.7950 per million British thermal units, with a cumulative decline of over 1.04% this week.
New York gold futures rose 0.8%, and the Philadelphia Gold and Silver Index increased by over 3.4%. The US CFTC report indicates that bullish sentiment for gold has reached a 14-month low.
Gold:
In New York's late trading, spot Gold rose by 0.64% to $3326.18 per ounce, with a cumulative increase of 2.70% this week.
COMEX Gold Futures rose by 0.82% to $3333.00 per ounce, with a cumulative increase of 2.80% this week.
Silver:
In New York's late trading, spot Silver rose by 0.86% to $32.7437 per ounce, with a cumulative increase of 2.23% this week.
COMEX Silver Futures rose by 0.84% to $32.890 per ounce, with a cumulative increase of 1.94% this week.
Other Metals:
In New York's late trading, COMEX Copper Futures rose by 1.10% to $4.6545 per pound, with a cumulative decline of 0.92% this week.
LME Copper Futures closed up by $14 at $9446 per ton, with a weekly increase of 0.78%.
LME Aluminum Futures closed up 5 dollars, at 2418 dollars per ton, with a weekly decline of 0.56%.
Editor/lambor
