标普纳指连日反弹、盘中涨超1%，特斯拉财报前止住七连跌，PMI逊色美债跳涨
上周英伟达为首的科技巨头惨跌后，一些投资者选择抄底。新近公布的经济数据利好美联储降息预期。主要美股指本周连日反弹。
美股进入财报季最繁忙的一周，部分龙头企业公布的一季度业绩向好，被视为经济晴雨表的物流巨头之一UPS财报优于预期。评论称，股市上涨的希望取决于蓝筹科技股能否证明AI热潮催生的高估值合理。特斯拉在临发布财报前止住一周多来连跌的势头。英伟达继续领涨科技巨头“七姐妹”，超微电脑（SMCI）等多只AI概念股大涨。
周二公布的标普全球美国4月PMI初值全线均低于3月和预期值，制造业、服务业和综合PMI初值分别处于四个月、五个月和四个月来低位，制造业PMI还跌破荣枯分水岭50进入收缩区间。美国企业活动扩张速度放缓至四个月最慢，可能增加美联储今年降息几率。
PMI公布后，美国国债价格盘中跳涨，收益率掉头下行并刷新日低，基准十年期美债收益率迅速下破4.60%，对利率敏感的两年期美债收益率未继续徘徊5.0%一线，告别周一突破5.0%后所创的五个月来高位；美元指数加速下跌至一周多来低位，连续两日盘中创1990年来新低的日元兑美元迅速转涨，但仍接近155.00这一可能触发日本政府干预汇市的关口。
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