市场摘要：美股市场连续第四天上涨，五月的强劲开局仍在继续。上周五以来的积极情绪仍在，而交易时段传出以色列和哈马斯谈判并可能停火的消息，更是进一步提振了市场情绪。交易平静，标普 500 和纳斯达克 100 缓慢而吃力地上攀，当天收盘涨幅略超 1%。个股方面，热门技术股仍然是关键驱动因素（Facebook 和 Instagram 母公司 Meta，以及 AI 芯片制造商英伟达都涨超 3% ）。

亚洲夜盘，韩国和日本市场因儿童节休市，中国香港和中国大陆市场较日间收盘变化不大。

美国财报季已过大半，近期也没有待发布的重磅经济数据，本周很可能是风平浪静的一周。但正如以往，平静中往往积蓄着可能被意外事件突然引爆的市场情绪。

Market Highlights The strong start to May continued, as US markets posted their fourth consecutive winning day. Markets were still supported by Friday’s positive sentiment, as during the trading session news of negotiations and a possible cease fire between Israel and Hamas further boosted stocks. In a quiet session, both the S&P 500 and Nasdaq 100 had a slow and grinding uptrend to end the day with gains of just over 1%. Individually, as has been the case more often, the popular technology names were key drivers as today Facebook and Instagram parent Meta as well as AI chipmaker Nvidia both gained over 3%.

In Asian night futures trading, both Kospi and Nikkei were closed for Chien’s Day, with the Hong Kong, China and the mainland of China markets little changed from their daytime session closing prices.

With most of the US earnings season behind us and few interesting economic releases on the agenda, this may well be a quiet week. But as the past has shown, the quiet weeks are the ones where an unexpected event may quickly turn market sentiment around.

主要股指：标普500涨1.03%至5,180.74；道琼斯涨0.46%至38,852.27；纳斯达克100涨1.13%至18,093.57。

美市个股：苹果跌0.91%至181.71美元；特斯拉涨1.97%至184.76美元；英伟达涨3.77%至921.40美元。

亚洲指数自各市场收盘后：日本、韩国市场因假期休市；恒生指数期货涨17点至18,541（涨0.09%）；恒生国企指数期货涨4点至6,590（涨0.06%）；富时中国A50期货跌19点至12,738（跌0.15%）。

利率与预期：10年期美国国债利率跌2基点至4.49%；2年期美国国债利率涨2基点至4.83%；6月12日FOMC会议的降息概率变化不大（为9%），其他降息预期有所下降，7月会议后降息的概率为31%，至少降息一次的预期主要集中在9月18日会议（概率为64%）。

外盘商品：原油期货涨0.56%至78.55美元；天然气期货涨2.52%至2.196美元；黄金期货涨0.98%至2,342.36美元。

波动率：VIX现货收于13.47（跌0.02点）；VIX期货（合约期5月）收于14.20（跌0.39点）；标普500指数1个月平价隐含波动率收于11.8%（基于相同行权价无变化）；纳斯达克100指数1个月平价隐含波动率收于15.8%（基于相同行权价跌0.4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。】

$TRUE PARTNER(HK|08657)$

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数据源自芝加哥时间2024年5月6日下午16时Bloomberg (平价波动率数据源自True Partner）。