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Back美股週四小幅上漲,受美債殖利率回落及通膨數據弱於預期提振
美股週四小幅上漲,受美債殖利率回落及通膨數據弱於預期提振
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自由时报1 hour agoBusiness1 min readChinaView translation

美股週四小幅上漲,受美債殖利率回落及通膨數據弱於預期提振

Quick Look

週四美股收盤小幅上漲,標普500指數漲0.19%,那斯達克指數漲0.04%,道瓊指數漲0.04%。美債殖利率從多年高點回落,聯準會副主席傑佛遜暗示可能保持耐心,週三通膨數據弱於預期降低10月升息預期。西德州原油期貨漲2.7%,美光股價因財測優於預期及客戶財務承諾增加漲3%,輝達漲1.09%,AMD漲0.65%。費城半導體指數漲1.59%,台積電ADR漲0.66%。

AI-generated summary

Why It Matters

美股在週三因通膨數據弱於預期而受壓,週四開盤初續跌,但隨著美債殖利率從多年高點回落及聯準會副主席傑佛遜暗示可能在升息後保持耐心,市場風險偏好回升,帶動股指收復失地並小幅收高。

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週四美股小漲。(路透)

〔即時新聞/綜合報導〕10月首個交易日,因美國公債殖利率從20多年來的高點回落等因素,美股收復早盤跌幅,終場小幅上漲,標準普爾500指數上漲0.19%,那斯達克指數上漲0.04%,道瓊工業指數上漲0.04%、20.51點,費城半導體指數上漲1.59%,台積電ADR漲3.01美元、0.66%,收在459.20美元。

綜合外媒報導,10年期美國公債殖利率盤中一度觸及5.344%,達到2002年以來最高,30年期公債殖利率也升至24年來最高,但隨後走低,在聯準會副主席傑佛遜暗示央行在9月升息1碼後可能會保持耐心,殖利率進一步下降。週三公布的通膨數據弱於預期,也削弱市場對10月升息的預期。根據芝商所(CME)的Fedwatch數據顯示,目前預期聯準會升息至少1碼的可能性僅28.2%。

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西德州中質原油期貨上漲2.7%,收於每桶92.87美元,市場正等待美國總統川普在伊朗衝突的下一步行動,及是否會在期中選舉後再採取更多軍事行動。

美光受財測優於預期,及客戶在長期供應協議下的財務承諾金額增加至320億美元,股價強漲3%,增強市場對AI產業的信心。輝達上漲1.09%,AMD漲0.65%。

道瓊工業指數上漲20.51點或0.04%,收50926.56點。

標普500指數上漲14.91點或0.19%,收7666.45點。

那斯達克指數上漲10.54點或0.04%,收26871.60點。

費城半導體指數上漲200.38點或1.59%,收12829.00點。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 聯準會將在11月利率會議上維持利率不變

    Likely · Within weeks

Open Questions

  • 聯準會是否會在11月維持利率不變?
  • 伊朗衝突是否會導致中東地緣局勢進一步升級,影響全球能源供應?
  • 美光的長期供應協議是否會帶動其他半導體廠商的訂單增加?

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