市场摘要：美国财报季登台，中东局势退居幕后，美股市场继续复苏之旅。PMI数据走低进一步缓解了对通胀的担忧，开盘后市场持续走高，收复了本月的部分失地。由“七巨头”领涨，纳斯达克 100 再次跑赢大盘。人工智能芯片制造商英伟达、 Facebook和Instagram 的母公司 Meta 涨幅强劲。后者的表现，可能受益于其竞争对手TikTok仍在对抗来自美国国会的威胁。高盛（Goldman Sachs）股价创下自2021年以来的历史新高，可见市场情绪之乐观。埃隆·马斯克的特斯拉在收盘后公布财报，虽然盈利低于预期，但股价强劲上涨。音乐流媒体平台Spotify股价也因财报利好而上涨。
亚洲夜盘，各市场继日间交易时段的强劲表现后均有上涨（日本日经指数期货涨势突出）。
Market Highlights Markets continued their recovery as the situation in the Middle East was relegated to the background again, amidst a strong US earnings season. A low reading in the PMI further eased inflation fears and markets had a continued grind higher from the open onwards, further recouping part of this month’s losses. The Nasdaq 100 was again the outperformer, led by the Magnificent Seven technology names as AI chipmaker Nvidia and Facebook / Instagram parent Meta had strong gains. For the latter, it may have helped that competitor TikTok continues to face threats from the US Congress. Telling of the positive sentiment was Goldman Sachs which reached its first all-time high since 2021. Elon Musk’s Tesla reported after the close and while the earnings were below expectations, shares had strong gains. Streaming service platform Spotify also rose on the back of strong earnings.
In Asian night futures trading, all markets had gains adding to a strong session during Asian daytime trading hours, with particular strength in Japan’s Nikkei.
主要股指：标普500涨1.20%至5,070.55；道琼斯涨0.69%至38,503.69；纳斯达克100涨1.51%至17,471.47。
美市个股：苹果涨0.64%至166.90美元；特斯拉涨1.85%至144.68美元（财报公布前）；英伟达涨3.65%至824.23美元。
亚洲指数自各市场收盘后：日经225期货涨380点至37,930（涨1.01%）；韩国Kospi200期货涨2.78点至361.28（涨0.77%）；恒生指数期货涨48点至16,925（涨0.28%）；恒生国企指数期货涨12点至5,983（涨0.20%）；富时中国A50期货涨18点至12,234（涨0.15%）。
利率与预期：10年期美国国债利率跌1基点至4.60%；2年期美国国债利率跌4基点至4.94%；降息预期上调，6月12日FOMC会议降息的概率为16%，7月会议降息的概率为45%，首个明确的降息预期仍指向9月18日会议（概率为71%）。
外盘商品：原油期货涨1.77%至83.35美元；天然气期货涨2.85%至1.842美元；黄金期货跌0.22%至2,322.10美元。
波动率：VIX现货收于15.69（跌1.25点）；VIX期货（合约期5月）收于15.80（跌0.67点）；标普500指数1个月平价隐含波动率收于13.5%（基于相同行权价跌0.3点）；纳斯达克100指数1个月平价隐含波动率收于18.2%（基于相同行权价跌0.2点）。
【注：此处的任何内容均不构成购买证券的要约或要约邀请。】
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数据源自芝加哥时间2024年4月23日下午16时Bloomberg (平价波动率数据源自True Partner）。
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