
美國股市週二全面收高,標普500指數與那斯達克指數雙雙創下歷史收盤新高。原油價格趨穩、美債殖利率回落及科技股領漲推動大盤走高,台股ADR多收低,台積電ADR下跌0.72%。
AI-generated summary
原油價格此前因伊朗戰爭爆發而大幅上漲,市場擔心能源價格上升將轉化為廣泛價格壓力。美國公債殖利率近期曾上升,困擾投資人。
原油價格趨穩、美國公債殖利率回落,加上科技股領漲,美國股市週二(6日)全面收高,標普500指數與那斯達克指數雙雙創下歷史收盤新高。(路透)
〔即時新聞/綜合報導〕原油價格趨穩、美國公債殖利率回落,加上科技股領漲,美國股市週二(6日)全面收高,標普500指數與那斯達克指數雙雙創下歷史收盤新高。台股ADR多收低。台積電ADR下跌0.72%。
隨著伊朗戰爭爆發,油價大幅上漲,市場擔心能源價格上升可能進一步轉化為更廣泛的價格壓力。不過七大工業國集團(G7)達成協議,決定釋放緊急柴油與原油庫存,讓供應疑慮有所緩解,也幫助近月WTI原油期貨與布蘭特原油期貨價格趨於穩定。
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加上美國公債殖利率回落,緩解了近幾週困擾投資人的部分疑慮,也讓市場重新將注意力轉向即將到來的第三季財報季。
AI投資熱潮依然強勁,「科技七巨頭」中有6家公司股價上漲,進一步推動大盤走高,小型股表現則落後大型股。費城半導體指數也維持漲勢。標普500指數與那斯達克指數均創下歷史收盤新高,且標普500更首次收在7800點之上。道瓊工業指數則仍比8月5日創下的歷史收盤高點低逾5%。
雖然美國商務部數據顯示,美國貿易逆差擴大13.7%,進口額升至歷史新高,可能進一步加劇通膨壓力,但金融市場目前對聯準會(Fed)在本月政策會議上連續第二次升息的預期已明顯降低。
第三季財報季將於下週正式拉開序幕,多家受到市場高度關注的金融機構預計將在下週二公布財報。
道瓊指數上漲 253.38 點,或 0.49%,收 51,521.28 點。
那斯達克指數上漲 122.48 點,或 0.45%,收 27,599.79點。
S&P 500 指數上漲 44.98 點,或 0.58%,收 7,818.93 點。
費城半導體指數上漲 45.09 點,或 0.34%,收 13,217.82點。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
第三季財報季將於下週正式拉開序幕,多家受到市場高度關注的金融機構預計將在下週二公布財報。
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SpaceX is seeking to raise $40 billion to buy Huida wafers. The deal is led by Apollo Global Management, with Pimco involved in loan negotiations. It is expected to be completed in 2027, which will further strengthen the relationship between the two parties and counter the competitive pressure faced by Huida.

The U.S. Department of Commerce announced that the trade deficit reached US$105.6 billion in August, a month-on-month increase of 13.7%, exceeding market expectations. The expansion of the deficit is mainly affected by the increase in imports of AI infrastructure-related goods and the uncertainty of tariff policies. Although import growth reflects strong domestic demand, the trade deficit is still expected to drag down third-quarter GDP, prompting Goldman Sachs and the Atlanta Fed to lower their GDP growth forecasts.

Chen Zhengwen, chairman of Nanqiao Investment Holdings, said that rice crackers and room-temperature rice produced by Nanqiao in Thailand continue to be in short supply. In the next three years, it is estimated that another 2.5 to 3 billion baht will be invested in expanding production lines and warehousing. It is estimated that Nanqiao's annual revenue this year is expected to reach 4.5 billion baht.

In July 2026, the price of Arabica coffee futures soared 18% to $3.57 per pound, setting the largest single-day increase in 26 years, and then fell sharply the next day. The market is worried that the El Niño phenomenon will intensify and excessive rainfall in Brazil will affect coffee supply, and ICE stocks have fallen to a 26-year low. At the same time, the Peruvian anchovy fishery has been affected by rising sea temperatures, with catches declining sharply and the price of fishmeal and fish oil more than doubling. Global cocoa, palm oil, sugar and other agricultural products are also facing climate pressure and supply uncertainty is increasing.

According to data from the German Federal Statistical Office, after seasonal and calendar adjustments, new industrial orders in Germany fell by 10.6% month-on-month in August, the largest decline of the year. The decline followed three consecutive months of growth, mainly due to a 61.5% decrease in large orders for manufacturing military vehicles, aircraft and other transportation equipment. Excluding large orders, the month-on-month decrease was only 0.1%. Both domestic and foreign orders fell, with domestic orders down 17.3% and foreign orders down 5.4%. The industry is worried about weak domestic demand, but some economists believe that the overall positive situation has not changed.

EU Trade Commissioner Sefcovic will fly to Beijing from the 8th to the 9th to conduct trade negotiations described as "final negotiations." The EU has previously pressured China to propose specific measures to improve its trade deficit before October, otherwise it will use all available means. The report pointed out that the EU's trade deficit with China has expanded to an average of 1.18 billion euros per day. Europe is worried that the influx of cheap Chinese goods is threatening its industrial base and employment. If negotiations break down, a trade war may break out between the two sides.