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標普500指數連續第六週上漲,在科技股領漲的行情中創下新高。

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-- 本週,標普500指數上漲2.3%,再創新高,科技板塊受惠於併購交易和獲利成長而走高。 標普500指數週五收在7398.93點,創下歷史新高。該指數盤中一度觸及7,401.50點,創下新高,連續第六週上漲。今年以來,該指數累計上漲8.1%。 本週科技板塊的強勁上漲主要得益於併購交易的傳聞以及好於預期的盈利。根據《華爾街日報》引述知情人士報道,這些併購交易包括一項初步協議,根據該協議,英特爾(INTC)將為蘋果(AAPL)設備生產部分晶片。 此外,美國勞工統計局公佈的就業數據顯示,4月美國新增就業人數超乎預期。這有助於緩解人們對勞動市場放緩的擔憂。投資者也認為這些數據可能使聯準會維持目前的政策立場。 4月非農業就業人數增加11.5萬人,遠高於彭博社總調查中預期的6.5萬人增加。美國勞工統計局(BLS)報告稱,4月私部門就業人數增幅從上月的19萬人放緩至12.3萬人,但仍高於市場普遍預期的7.5萬人增幅。 4月失業率維持在4.3%不變,與華爾街的預期一致。 科技類股本週上漲7%,通訊服務股數上漲1.9%,非必需消費品類股上漲1.8%。材料、工業和房地產板塊也小幅走高。 Akamai Technologies (AKAM) 和 Datadog (DDOG) 領漲科技類股,股價均飆漲42%。 Akamai第一季財報顯示獲利略超預期,執行長湯姆·萊頓表示,一家總部位於美國的雲端基礎設施服務提供商已承諾在未來七年內投資18億美元,用於該公司的雲端基礎設施服務。彭博社引述知情人士的話報導,這家合作夥伴是亞馬遜(AMZN)支持的人工智慧新創公司Anthropic。 Datadog股價飆升,此前這家軟體製造商公佈了高於預期的第一季業績,並上調了全年業績預期。 華特迪士尼(DIS)的股票是通訊服務板塊表現最佳的股票,本週上漲4.8%,因為這家媒體和娛樂公司第二財季的業績超出市場預期,所有業務的收入均有所增長。迪士尼也重申了下半年成長將加速的預期。 特斯拉(TSLA)領漲非必需消費品部門。這家電動車製造商的股價上漲了9.6%,此前有報導稱,該公司在中國生產的電動車銷量連續第六個月同比增長。 另一方面,能源板塊下跌5.4%,公用事業板塊下跌4%,金融股下跌1.4%,醫療保健部門下跌1.2%。必需消費品板塊也出現下跌。 能源板塊的下跌是由於原油期貨本周也出現下跌。 APA (APA) 在該板塊中跌幅最大,儘管該公司第一季獲利高於分析師的平均預期,但仍下跌了11%。 在公用事業部門中,NRG Energy (NRG) 的股價本週跌幅最大,下跌了10%。該公司公佈的第一季調整後每股收益低於分析師的平均預期,儘管營收超過了華爾街的預期。 下週將公佈財報的公司包括思科系統 (CSCO)、應用材料 (AMAT) 和星座能源 (CEG)。 經濟數據將包括4月的消費者物價指數和生產者物價指數。零售銷售、成屋銷售、進口價格和4月份的工業生產數據也將包含在報告中。

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