相關個股：光罩(2338)

美國q1 gdp二次估值qoq年率 -1.5%差預期、平減指數8.1%高預期、首申失業救濟210k符預期、4月待完成屋銷售-3.9%差預期、南非4月ppi mom 1.8%高預期、星4月工生mom 2.2%顯低預期
美元跌至101.78/十年債升至2.76%/油漲3.4%
美銀估fed九月暫停升息、黑田東彥：日銀會訂制一套撤出超寬鬆貨幣政策機制
盤後：Autodesk季報及展望優預期漲1.5%、Dell Technologies季報優漲5%、 Marvell Technology季報優(idc強)漲5.6% 、The Gap降展望跌13% 、Costco Wholesale季報優但不調高會員費跌2.6%

broadcom(漲3.6%)以610億美元提議併vmw(漲3%)
亮點：Macy's季報佳及調高展望漲19%/ Williams-Sonoma季報佳漲13%/ Dollar Tree季報佳漲22%、Zscaler季報佳並升展望漲7% 、Alibaba Group上季季報意外優預期漲14%
事件：半導體及面板光罩廠Photronics季報優預期漲12%、Ulta Beauty,季報優預期漲7%、

Dow以波音漲4.7%/nike漲4.4%表現佳、merck跌1.5%/verizon跌0.5%表現差；nasdaq 100以Dollar Tree Inc漲21%及百度漲14%表現佳、Kraft Heinz Company跌7%/okta跌1.7%表現差；s&p次產業以多元零售漲11%/汽車零件漲7%表現佳、類股以權衡消費漲4.8%及科技漲2.45%表現佳；費半以Wolfspeed Inc漲7.8%及amd漲6.6%表現佳、台積漲0.65%表現最差
Etf：黃金跌2%、ProShares Online Retail ETF漲6.4%/ First Trust NASDAQ Clean Edge Green Energy Index Fund漲5.4%/航空漲5%

強勢股：Apyx Medical漲52%/ SciSparc漲41%/ EBET漲31%/ Alpha Tau Medical漲26%/ Baozun Inc. ADR漲25%/ Modine Manufacturing漲25%/ Dollar Tree漲22%/ Affirm Holdings Inc. Cl A 漲22%/ Insignia Systems漲22%/ Charah Solutions漲21%/ Enochian Biosciences漲20%
創高且>10%：Mesa Royalty Trust/ Lulu's Fashion Lounge Holdings Inc./ Photronics Inc.