隔夜美股全覆盤(03.19) | 俄烏停火在望！中美元首通話傳達積極信號，中概重啟漲勢，三大股指持續走高
01 大盤
昨夜美股三大股指低開高走。截至收盤，道指漲 0.8%，納指漲 2.05%，標普漲 1.17%。美國十年國債收益率跌 1.78%，收報2.153%，相較兩年期國債收益率差21個基點。恐慌指數VIX收跌 7.01%。WTI和布倫特原油均漲超 1%。現貨黃金收跌 1.12%，報1920.58美元/盎司。美元指數維持高位，收報98.215。
據悉，俄烏雙方在在核心議題上的立場已最大限度地接近。同時，中美兩國元首視頻通話，就中美關係和烏克蘭局勢等共同關心的問題坦誠深入交換了意見，傳達出了”國家關係不能走到兵戎相向這一步，衝突對抗不符合任何人的利益，和平安全才是國際社會最應珍惜的財富“的積極信號，拜登也表示願同中方溝通，防止事態升級。另外，儘管週五為3.5萬億美元期權衍生品集中到期日“四巫日”，且多位美聯儲官員表示支持加息50個基點以阻止通脹失控，並傾向於在下次或下下次會議上開始縮表，但美股並未像以往一樣大漲大跌，波動率明顯下降，中概重啟漲勢，三大股指盤中轉漲，並持續走高。
02 行業&個股
行業板塊方面，除能源和公用事業收跌外，標普其餘9大板塊悉數收漲：高科技、通訊分別漲2.05%、1.31%，醫療、原料、工業、房地產、金融、日常消費收漲0.5%左右。費城半導體指數SOXX漲 2.05%。
概念板塊方面，在線教育大漲14.11%，航空ETF收漲1.48%，旅行服務板塊漲2.67%，高端酒店萬豪收跌 0.03%，愛彼迎漲 6%，挪威郵輪漲 1.07%。太陽能板塊漲0.92%。金融科技板塊方面，PayPal漲5.89%，巴菲特概念股NU大漲5.65%。
中概股重啟漲勢，KWEB漲7.29%。經濟日報頭版：穩字當頭規範發展平台經濟。阿里漲 7.9%，京東漲 5.15%，拼多多漲 8.2%。蔚來漲 10.84%，理想漲 12.31%，小鵬漲 15.22%。滴滴漲59.77%，其餘熱門中概股多數收漲超7%。
大型科技股多數收漲。Wedbush表示加息靴子落地，現在是持有超賣科技股的時候了。蘋果漲 2.09%，郭明錤稱，蘋果MacBook引入OLED時間主要取決於iPad。微軟漲 1.76%，微軟將在芬蘭投建區域數據中心。谷歌漲 1.64%，亞馬遜漲 2.55%，特斯拉漲 3.88%，特斯拉一週內三次漲價，其調價速度堪比油價；同時，有傳聞特斯拉上海工廠已恢復生產。Meta漲 4.16%。
03 成交額異動：
特斯拉成301.41億美元，排名第二，收漲 3.88%，年初至今累跌14.33%。
英偉達成交200.16億美元，排名第五，收漲 6.81%，年初至今累跌10.04%。
AMD成交119.71億美元，排名第八，收漲 1.58%，年初至今累跌21.15%。
阿里巴巴成交90.24億美元，排名第十，收漲 7.9%，年初至今累跌8.83%。
SQ成交52.83億美元，排名第十五，收漲 9.91%，年初至今累跌20.77%。
PayPal成交37.1億美元，排名第二十，收漲5.89%，年初至今累跌37.02%。
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