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标普500指数连续第六周上涨,在科技股领涨的行情中创下新高。

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-- 本周,标普500指数上涨2.3%,再创新高,科技板块受益于并购交易和盈利增长而走高。 标普500指数周五收于7398.93点,创下历史新高。该指数盘中一度触及7401.50点,创下新高,连续第六周上涨。今年以来,该指数累计上涨8.1%。 本周科技板块的强劲上涨主要得益于并购交易的传闻以及好于预期的盈利。据《华尔街日报》援引知情人士报道,这些并购交易包括一项初步协议,根据该协议,英特尔(INTC)将为苹果(AAPL)设备生产部分芯片。 此外,美国劳工统计局公布的就业数据显示,4月份美国新增就业岗位数量超出预期。这有助于缓解人们对劳动力市场放缓的担忧。投资者也认为这些数据可能使美联储维持其当前的政策立场。 4月份非农就业人数增加11.5万人,远高于彭博社汇总调查中预期的6.5万人增幅。美国劳工统计局(BLS)报告称,4月份私营部门就业人数增幅从上月的19万人放缓至12.3万人,但仍高于市场普遍预期的7.5万人增幅。4月份失业率维持在4.3%不变,与华尔街的预期一致。 科技板块本周上涨7%,通信服务板块上涨1.9%,非必需消费品板块上涨1.8%。材料、工业和房地产板块也小幅走高。 Akamai Technologies (AKAM) 和 Datadog (DDOG) 领涨科技板块,股价均飙升42%。 Akamai第一季度财报显示盈利略超预期,首席执行官汤姆·莱顿表示,一家总部位于美国的云基础设施服务提供商已承诺在未来七年内投资18亿美元,用于该公司的云基础设施服务。彭博社援引知情人士的话报道称,这家合作伙伴是亚马逊(AMZN)支持的人工智能初创公司Anthropic。 Datadog股价飙升,此前这家软件制造商公布了高于预期的第一季度业绩,并上调了全年业绩预期。 华特迪士尼(DIS)的股票是通信服务板块表现最佳的股票,本周上涨4.8%,原因是这家媒体和娱乐公司第二财季的业绩超出市场预期,所有业务的收入均有所增长。迪士尼还重申了下半年增长将加速的预期。 特斯拉(TSLA)领涨非必需消费品板块。这家电动汽车制造商的股价上涨了9.6%,此前有报道称,该公司在中国生产的电动汽车销量连续第六个月同比增长。 另一方面,能源板块下跌5.4%,公用事业板块下跌4%,金融板块下跌1.4%,医疗保健板块下跌1.2%。必需消费品板块也出现下跌。 能源板块的下跌是由于原油期货本周也出现下跌。APA (APA) 在该板块中跌幅最大,尽管该公司第一季度盈利高于分析师的平均预期,但仍下跌了11%。 在公用事业板块中,NRG Energy (NRG) 的股价本周跌幅最大,下跌了10%。该公司公布的第一季度调整后每股收益低于分析师的平均预期,尽管营收超过了华尔街的预期。 下周将公布财报的公司包括思科系统 (CSCO)、应用材料 (AMAT) 和星座能源 (CEG)。 经济数据将包括4月份的消费者物价指数和生产者物价指数。此外,报告还将涵盖4月份的零售销售、成屋销售、进口价格和工业生产数据。

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