
美国股市小幅走高,逼近又一历史高点。标普500指数周三早盘上涨0.2%,逼近数周前创下的历史高点。道琼斯工业平均指数在前一日刷新纪录后再涨127点,纳斯达克综合指数攀升0.3%。科技股重拾涨势,超微半导体(AMD)股价大涨,此前该公司首席执行官表示,预计未来3至5年营收年复合增长率将超过35%。人工智能芯片领域龙头企业英伟达(Nvidia)股价同样走高。
美国政府停摆结束。科技股在本周经历剧烈震荡后,似乎重拾涨势。
标普500指数期货上涨0.4%,道琼斯工业平均指数期货上涨0.3%,以科技股为主的纳斯达克指数期货上涨0.6%。
这场美国历史上持续时间最长的联邦政府停摆,已对本就承压的美国经济造成冲击。
自10月1日以来,超百万联邦政府工作人员未能领到薪水;数千架航班被取消,即便政府恢复运作,预计本周这一趋势仍将持续;众多食品援助领取者的补贴也已中断。
美国国会预算办公室(CBO)估计,为期六周的停摆将导致今年第四季度经济增速下降约1.5个百分点。
此外,政府停摆还导致失业率、通胀率、零售支出等经济数据的发布中断,而这些数据是美联储监测经济健康状况的重要依据。这可能意味着美联储在12月会议上不会实施第三次降息——政府停摆前,市场普遍预期美联储将采取降息举措。
美联储主席杰罗姆·鲍威尔(Jerome Powell)表示,美联储利率制定委员会在是否下调基准利率问题上存在严重分歧,部分原因在于当前经济状况异常不明朗。
近期科技股遭遇抛售,如今该板块似乎已趋于平稳,但市场对其股价过高的顾虑日益加深。英伟达今年累计上涨44%,但本周股价已下跌5%。
英伟达的紧密合作伙伴CoreWeave周二股价暴跌17%——该公司未来一年的业绩预期令习惯了高速增长的人工智能投资者失望。CoreWeave于3月上市,周三早盘股价上涨3%。
今年股价翻倍的超微半导体隔夜上涨5%,原因在于该公司预测,受人工智能需求推动,其数据中心业务将实现巨额营收增长。
当前市场的关键问题是:投资者是否会进一步推高人工智能股热潮。
尽管就业市场放缓、通胀高企,但人工智能股的惊人涨幅仍是美国股市屡创新高的主要原因之一。不过,其股价已飙升至高位,批评人士称这让人联想到2000年的互联网泡沫——当时泡沫最终破裂,导致标普500指数暴跌近半。
其他市场方面,欧洲股市午盘时段,法国CAC40指数和德国DAX指数均上涨1.2%,英国富时100指数持平。
亚洲交易时段,日本日经225指数上涨0.4%,收于51063.31点;
香港恒生指数上涨0.9%,收于26922.73点,上证综合指数微跌不足0.1%,收于4000.14点。
澳交所200指数下跌0.2%,收于8799.50点。韩国Kospi指数上涨1.1%,收于4150.39点。
能源市场方面,美国基准原油期货下跌65美分,报每桶60.39美元;国际基准布伦特原油期货下跌66美分,报每桶64.50美元。(*)
译者:中慧言-王芳
美国股市小幅走高,逼近又一历史高点。标普500指数周三早盘上涨0.2%,逼近数周前创下的历史高点。道琼斯工业平均指数在前一日刷新纪录后再涨127点,纳斯达克综合指数攀升0.3%。科技股重拾涨势,超微半导体(AMD)股价大涨,此前该公司首席执行官表示,预计未来3至5年营收年复合增长率将超过35%。人工智能芯片领域龙头企业英伟达(Nvidia)股价同样走高。
美国政府停摆结束。科技股在本周经历剧烈震荡后,似乎重拾涨势。
标普500指数期货上涨0.4%,道琼斯工业平均指数期货上涨0.3%,以科技股为主的纳斯达克指数期货上涨0.6%。
这场美国历史上持续时间最长的联邦政府停摆,已对本就承压的美国经济造成冲击。
自10月1日以来,超百万联邦政府工作人员未能领到薪水;数千架航班被取消,即便政府恢复运作,预计本周这一趋势仍将持续;众多食品援助领取者的补贴也已中断。
美国国会预算办公室(CBO)估计,为期六周的停摆将导致今年第四季度经济增速下降约1.5个百分点。
此外,政府停摆还导致失业率、通胀率、零售支出等经济数据的发布中断,而这些数据是美联储监测经济健康状况的重要依据。这可能意味着美联储在12月会议上不会实施第三次降息——政府停摆前,市场普遍预期美联储将采取降息举措。
美联储主席杰罗姆·鲍威尔(Jerome Powell)表示,美联储利率制定委员会在是否下调基准利率问题上存在严重分歧,部分原因在于当前经济状况异常不明朗。
近期科技股遭遇抛售,如今该板块似乎已趋于平稳,但市场对其股价过高的顾虑日益加深。英伟达今年累计上涨44%,但本周股价已下跌5%。
英伟达的紧密合作伙伴CoreWeave周二股价暴跌17%——该公司未来一年的业绩预期令习惯了高速增长的人工智能投资者失望。CoreWeave于3月上市,周三早盘股价上涨3%。
今年股价翻倍的超微半导体隔夜上涨5%,原因在于该公司预测,受人工智能需求推动,其数据中心业务将实现巨额营收增长。
当前市场的关键问题是:投资者是否会进一步推高人工智能股热潮。
尽管就业市场放缓、通胀高企,但人工智能股的惊人涨幅仍是美国股市屡创新高的主要原因之一。不过,其股价已飙升至高位,批评人士称这让人联想到2000年的互联网泡沫——当时泡沫最终破裂,导致标普500指数暴跌近半。
其他市场方面,欧洲股市午盘时段,法国CAC40指数和德国DAX指数均上涨1.2%,英国富时100指数持平。
亚洲交易时段,日本日经225指数上涨0.4%,收于51063.31点;
香港恒生指数上涨0.9%,收于26922.73点,上证综合指数微跌不足0.1%,收于4000.14点。
澳交所200指数下跌0.2%,收于8799.50点。韩国Kospi指数上涨1.1%,收于4150.39点。
能源市场方面,美国基准原油期货下跌65美分,报每桶60.39美元;国际基准布伦特原油期货下跌66美分,报每桶64.50美元。(*)
译者:中慧言-王芳
U.S. stocks are ticking higher and approaching another record. The S&P 500 rose 0.2% early Wednesday and neared the all-time high it set a couple weeks ago. The Dow Jones Industrial Average added 127 points after setting its own record the day before, while the Nasdaq composite climbed 0.3%. Technology stocks swung back upward. Advanced Micro Devices rallied after its CEO said the chip company is expecting better than 35% annual compounded growth in revenue over the next three to five years. Nvidia, the dominant player in chips used for artificial-intelligence technology, also rose.
Wall Street is on track to open higher Wednesday with an end to the U.S. government shutdown appearing closer, and technology stocks appeared to regain their footing after wild swings this week.
Futures for the S&P 500 rose 0.4% while futures for the Dow Jones Industrial Average were up 0.3%. Futures for the technology-heavy Nasdaq index rose 0.6%.
The longest federal government shutdown in U.S. history could be over as soon as Wednesday, but not without having tripped up an economy already under stress.
More than a million federal workers haven’t been paid since Oct. 1. Thousands of flights have been canceled, a trend that’s expected to continue this week even if the U.S. government re-opens. Many food aid recipients have seen their benefits interrupted.
The Congressional Budget Office estimated that a six-week shutdown will reduce growth in this year’s fourth quarter by about 1.5 percentage points.
Additionally, the government shutdown cut off the flow of economic data on unemployment, inflation, and retail spending that the Federal Reserve depends on to monitor the economy’s health. That could mean that the Fed will not deliver a third interest rate cut at its December meeting, which was widely expected before the shutdown.
Fed Chair Jerome Powell said the Fed’s interest-rate setting committee is deeply divided over whether to reduce its key rate, partly because the economy’s health is unusually cloudy.
The technology sector appears to have settled down after recent sell-offs, with concerns growing that share prices have grown too expensive. Nvidia, up 44% this year, is down 5% this week.
CoreWeave, a close partner to Nvidia, tumbled 17% Tuesday after its expectations for the year ahead disappointed AI investors who have grown used to red-hot growth. The company went public in March. Its shares are up 3% early Wednesday.
Advanced Micro Devices, whose shares have doubled this year, rose 5% overnight after the chipmaker forecast enormous revenue growth in its data center business due to AI demand.
A big question has been whether investors will push the craze for AI stocks further.
Their sensational growth has been one of the top reasons the U.S. market has hit records despite a slowing job market and high inflation. But their prices have shot so high that critics say they’re reminiscent of the 2000 dot-com bubble, which ultimately burst and dragged the S&P 500 down by nearly half.
Elsewhere, in Europe at midday, France’s CAC 40 Germany’s DAX each surged 1.2%. Britain’s FTSE 100 was unchanged.
In Asian trading, Japan’s benchmark Nikkei 225 added 0.4% to finish at 51,063.31.
Hong Kong’s Hang Seng rose 0.9% to 26,922.73, while the Shanghai Composite edged down less than 0.1% to 4,000.14.
Australia’s S&P/ASX 200 shed 0.2% to 8,799.50. South Korea’s Kospi added 1.1% to 4,150.39.
In energy markets, benchmark U.S. crude declined 65 cents to $60.39 a barrel. Brent crude, the international standard, lost 66 cents to $64.50 a barrel.
