-- 美国基准股指盘中走高,投资者消化了最新一批企业财报,而油价则有所下跌。 周四午盘过后,道琼斯工业平均指数上涨1.5%,至49,601.7点;标普500指数上涨0.7%,至7,187.1点;纳斯达克综合指数上涨0.5%,至24,800.9点。除科技板块外,所有板块均上涨,其中通信服务板块领涨,涨幅达3.5%。 公司方面,卡特彼勒(CAT)股价盘中飙升10%,成为道琼斯指数中表现最佳的股票,也是标普500指数中涨幅最大的股票之一。这家重型设备制造商上调了全年销售预期,此前其第一季度业绩超出市场预期。 礼来(LLY)也上调了全年业绩预期,这家制药商公布的第一季度业绩也高于市场预期。该股上涨10%。 由于Facebook母公司Meta Platforms (META)上调了全年资本支出预期(主要原因是零部件价格上涨),该公司股价暴跌9.2%,成为标普500指数中跌幅最大的股票之一。 微软(MSFT)股价下跌5.8%,成为道琼斯指数中表现最差的股票。这家科技巨头表示,其2026年的资本支出将约为1900亿美元,同时其第三财季业绩超出市场预期。 iPhone制造商苹果公司(AAPL)计划在市场收盘后发布季度财报。 油价在前一交易日飙升后回落,布伦特原油下跌3.5%至每桶113.94美元,盘中一度突破每桶126美元。西德克萨斯中质原油下跌2.5%至每桶104.22美元。 经济新闻方面,由于通胀压力导致支出放缓,美国第一季度经济增长低于华尔街预期。经济学家表示,通胀压力可能会持续给消费者带来压力。 牛津经济研究院首席美国经济学家迈克尔·皮尔斯在发给的电子邮件中表示:“(第一季度)经济核心依然稳健,这主要得益于人工智能的建设和减税政策开始显现的成效。这些因素将在今年余下的时间里继续推动经济增长,但能源价格的飙升将给原本强劲的经济表现蒙上一层阴影。” 受中东冲突导致能源价格飙升的影响,美国3月份的个人消费支出价格指数(PCEPI)增速加快,达到2022年年中以来的最快水平。 道明经济研究院经济学家克谢尼娅·布什梅涅娃在一份报告中指出:“通胀压力持续存在。” “能源危机形势依然不明朗,天然气价格可能在一段时间内维持高位。” 周三,美联储维持基准利率不变,称伊朗战争加剧了美国经济前景的不确定性。 美国国债收益率盘中走低,10年期国债收益率下跌3.8个基点至4.40%,2年期国债收益率下跌6.9个基点至3.90%。 黄金价格上涨1.3%至每盎司4620美元,白银价格上涨2%至每盎司73.51美元。
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