-- 周四美股开盘前普遍走高,投资者正在消化一些大型科技公司的最新财报,并等待一份重要的通胀报告。 标普500指数盘前上涨0.1%,纳斯达克指数上涨0.2%,而道琼斯工业平均指数下跌0.2%。各大股指在前一交易日收盘涨跌互现。 Facebook母公司Meta Platforms (META)股价盘前下跌8.8%,此前该公司上调了全年资本支出预期,主要原因是零部件价格上涨,尽管其第一季度业绩强于预期。微软(MSFT)股价下跌1.8%,此前这家科技巨头表示,其2026年的资本支出将约为1900亿美元,而其第三财季业绩超出市场预期。 Wedbush Securities周四在一份客户报告中表示:“我们非常清楚,人工智能革命正在以惊人的速度加速发展,2026年将是人工智能的转折点之年,超大规模数据中心运营商计划在2026年投资超过7000亿美元用于资本支出,以把握该领域的机遇。” 受乐观的第一季度业绩提振,Alphabet(GOOG,GOOGL)A类和C类股票均上涨超过6%。亚马逊(AMZN)股价上涨2.5%,这家电商巨头发布了强劲的第二季度营收预期。 iPhone制造商苹果公司(AAPL)计划在收盘后发布季度财报。礼来公司(LLY)、万事达卡(MA)、卡特彼勒公司(CAT)、默克公司(MRK)、皇家加勒比邮轮公司(RCL)和好时公司(HSY)等公司预计将在收盘前公布业绩。 3月份的个人收入和支出报告将于美国东部时间上午8:30发布。该报告包含个人消费支出核心价格指数,这是美联储首选的通胀指标。 由于政策制定者认为中东冲突加剧了美国经济前景的不确定性,美联储联邦公开市场委员会周三维持基准利率不变。在会后新闻发布会上,美联储主席杰罗姆·鲍威尔表示,在他5月15日任期届满后,他将无限期继续担任美联储理事。 美国参议院银行委员会周三投票通过了对凯文·沃什的美联储主席提名,该提名已提交至共和党控制的参议院。 美国国债收益率在盘前交易中走低,两年期国债收益率下跌3.2个基点至3.9%,十年期国债收益率下跌1.8个基点至4.4%。 据Axios援引两位知情人士的消息报道,美国总统唐纳德·特朗普预计将于周四听取关于针对伊朗的潜在新军事选项的简报。特朗普此前曾告诉该新闻媒体,他将继续对伊朗港口实施美国海上封锁,直到德黑兰同意达成核协议。 西德克萨斯中质原油开盘前下跌0.2%,至每桶106.62美元;布伦特原油下跌1.6%,至每桶116.20美元。 周四的经济数据还包括:上午8:30公布的第一季度国内生产总值(GDP)初值报告,以及每周初请失业金人数;4月份芝加哥采购经理人指数(PMI)将于上午9:45公布。 黄金价格上涨1.8%,至每盎司4,642美元;比特币价格上涨0.7%,至每盎司75,974美元。
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