您浏览新闻网站、阅读报纸或观看电视新闻时都无法避开美国新冠疫情，报道聚焦于（为遏制疫情）暂停重启经济或再次发布限制命令，以及无处不在的不确定性。
正如我们无数次被告知的那样，股市讨厌不确定性。因此，如果我们将今早的股市表现作为指引，我们可以说股市确信疫情的不确定性将会消失。
继周五现货市场大涨后，标普500指数期货上涨21点，交易价格高于公允价值0.8%，纳斯达克100指数期货上涨99点，交易价格高于公允价值1.0%，道琼斯工业平均指数期货上涨182点，交易价格高于公允价值0.8%。
故事的逻辑大体相同。
上周五，市场受到吉利德科学公司公布消息的提振，该公司公布了其冠状病毒治疗药物瑞德西韦更多积极的临床数据。今天，市场对辉瑞和BioNTech合作研发的两个新冠候选疫苗获得FDA快速试验批准而兴奋不已。
上周五，花旗集团和高盛分别上调了亚马逊和奈飞的目标价。今天科恩公司将亚马逊的目标价上调至全华尔街最高的3700美元（由该公司此前给出的2750美元上调），Wedbush将苹果公司的目标价从此前的425美元上调至450美元。
上周五美国单日新增确诊病例创新高。疫情的趋势今天仍未改变，不过今天的市场交易趋势并未改变，这种情况是基于一种信念：冠状病毒的治疗方法和/或疫苗可能会在接下来的六个月内出现，并且绝大多数冠状病毒患者可以痊愈。
部分人可能同意或不同意这一观点，但是这是为何确诊病例增加而股市没有崩溃的简洁理由。
今天早上其他支撑市场的因素源于市场并购活动等消息，包括AnalogDevices以210亿美元收购MaximIntegrated Products，高盛给予迪士尼公司买入评级，以及百事公司的公布的第二季度财报好于预期。
第二季度财报季将于本周正式揭幕。银行板块将是本周财报的重点，摩根大通、花旗集团与富国银行将于周二开盘前公布财报。
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