-- 纳斯达克综合指数和标普500指数周五创下新高,推动了本周涨幅,此前公布的就业报告强于预期。 纳斯达克综合指数上涨1.7%,收于26,247.1点;标普500指数上涨0.8%,收于7,398.9点;道琼斯工业平均指数收于49,606.5点,略高于盘中线。 各板块中,科技板块领涨,涨幅达2.7%;公用事业和医疗保健板块跌幅最大。 美光科技(MU)股价飙升15%,英特尔(INTC)股价上涨近14%,位列标普500指数涨幅榜前列。苹果(AAPL)股价上涨2.1%,英伟达(NVDA)股价上涨1.8%,位列道琼斯指数涨幅前五。 本周,纳斯达克指数周涨幅达4.5%,标普500指数上涨2.3%。两大股指均连续第六周上涨,CNBC称这是自2024年以来最长的连涨纪录。道琼斯指数周涨幅为0.2%。 美国劳工统计局周五公布的数据显示,4月份非农就业人数增加11.5万人,远高于彭博社此前调查预测的6.5万人。 BMO金融集团首席经济学家道格拉斯·波特在一份报告中表示:“早前的迹象表明,近几周就业市场实际上一直在走强,而4月份的非农就业报告则有力地印证了这一点。” 4月份失业率维持在4.3%不变,与华尔街的预期一致。 斯蒂费尔首席经济学家林赛·皮格扎在一份发给的电子邮件报告中表示,对于美联储而言,招聘势头进一步将关注点转移到通胀上,目前美联储仍将按兵不动,“但这同时也增加了未来加息的可能性”。 周五下午晚些时候,布伦特原油上涨0.6%,至每桶100.68美元,而西德克萨斯中质原油价格基本持平,报每桶94.84美元。此前连续两周上涨后,这两个基准原油价格均有望出现周线下跌。 美国中央司令部周五表示,已向两艘试图绕过霍尔木兹海峡封锁的伊朗籍空油轮开火。据美国有线电视新闻网(CNN)报道,美国国务卿马可·卢比奥表示,华盛顿预计伊朗将于周五对美国的和平提议作出回应。 周四,美伊两国在霍尔木兹海峡发生交火,但双方之间脆弱的停火协议似乎仍在维持。 阿联酋国防部周五表示,阿联酋拦截了两枚弹道导弹,并击退了伊朗的三架无人机。 麦格理银行在一份报告中指出,尽管美伊紧张局势升级,但石油市场“相对平静”。 麦格理银行表示:“我们认为,市场的平静反映出美国不愿将冲突扩大到保护美国海军舰艇之外的程度,这些舰艇正在努力确保第三方商船安全通过霍尔木兹海峡。” 美国国债收益率走低,10年期国债收益率下降2.6个基点至4.37%,2年期国债收益率下降1.2个基点至3.90%。 密歇根大学的一项调查显示,受中东冲突带来的成本压力影响,美国5月份消费者信心指数持续下滑,跌至新低。 公司新闻方面,Akamai Technologies (AKAM) 股价飙升近 27%,成为标普 500 指数中表现最佳的股票。该公司周四晚间披露,已与一家未具名的公司签署了一份价值 18 亿美元的云基础设施服务合同。瑞银证券表示,这份为期七年的合同有望加速营收增长,但该券商对该交易对利润率和盈利能力的影响持怀疑态度。 Fluor (FLR) 公布的第一季度业绩弱于预期,这家工程建设公司同时下调了全年盈利预期上限。该公司股价应声下跌 15%。 黄金价格上涨 0.5%,至每盎司 4,732.90 美元;白银价格上涨 1.2%,至每盎司 81.15 美元。
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