全球股市在周四早盘上涨，受中国拟斥资数千亿人民币以振兴国内经济、挽救国有银行体系的消息提振。
S&P 500指数期货在盘前交易中上涨了0.8%，而道琼斯工业平均指数期货则上升了0.4%。中国的经济增长放缓已对全球贸易及增长形成压力，但北京近期的刺激举措已推动市场本周连续走高。
据《彭博》等媒体披露，中国政府计划投入1万亿元人民币（约1,420亿美元）以增加银行资本金。此前中国国家金融监管委员会主任李云泽提及将加大对六家大型国有银行的资本补充力度，但他未给出具体金额。此举旨在应对房地产行业持续低迷对银行业造成的压力。
亚洲股市普遍上扬，其中香港恒生指数大涨4.2%，收于19,924.58点；上海证券综合指数飙升3.6%，报收3000.95点。东京日经225指数也上涨了2.8%，至38,925.63点。
另一方面，韩国Kospi指数暴涨2.9%，达到2,671.57点，在SK海力士宣布开始生产用于人工智能的新存储芯片后，该公司股价涨幅超过9%。同在亚洲的澳大利亚股市亦有所上扬：S&P/ASX 200指数上涨了1%，至8,203.70点。
SPI资产管理公司的Stephen Innes评论称：“亚洲股市今天的表现超越了美国股市的动荡，这主要得益于对中国加大刺激政策乐观情绪的支持。”
欧洲市场方面，德国DAX指数上扬1.2%，巴黎CAC 40指数上涨1.6%，伦敦富时100指数则微升0.2%。
此外，美股微幅下跌。在连续创下历史新高后，标普500指数昨日收于5,722.26点；同样地，道琼斯工业平均指数亦触及了历史记录，但今天收跌0.2%，至41,914.75点。
纳斯达克综合指数则微涨不到0.1%，最终报收18,082.21点。投资者对经济增长放缓的担忧仍在持续。
在市场前景上，下周美国将公布的就业数据可能是另一大关注点。尽管近期通胀明显下降，但仍存在经济活动减速的情况；此外，尽管失业率依然低企，但企业招聘意愿有所减弱。
美元兑日元汇率下滑至144.27日元，相较于昨日的144.76有小幅回落。欧元则对美元升值0.1%，达到1.1156。
美国财政政策下一步的重点将是如何平衡刺激经济与防止经济过热导致通货膨胀。美联储在一段时间内保持关键利率不变，期望降低经济增长以抑制通胀。最近，美联储加大了减息力度，但市场对此的批评意见认为其反应稍显迟缓。
当前全球股市表现显示出了投资者对宏观经济和政策走向的复杂心理。中国大规模的刺激计划以及美国就业报告将为市场走势提供指引。
新闻来源：www.abcnews.go.com
原文地址：Stock market today: Wall Street follows global markets higher on reports of more China stimulus
新闻日期：2024-09-26
原文摘要：
Wall Street traded higher before the bell Thursday, following global markets that surged on reports that China plans to spend billions of dollars to help rebuild the capital of state-run banks and provide other fiscal support for the economy. Futures for the S&P 500 rose 0.8% in premarket trading, while futures for the Dow Jones Industrial Average rose 0.4%. The slowdown in China’s economy has weighed on trade and global growth, and blasts of stimulus from Beijing have lifted markets this week. Bloomberg and other reports cited unnamed sources as saying that the Chinese government would spend 1 trillion yuan ($142 billion) on capital injections for lenders. Earlier this week, Li Yunze, head of the National Financial Regulatory Commission, told reporters in Beijing that regulators would increase capital at six large banks, but he gave no dollar amount. Banks interest margins and profits have shrunk, so “It is necessary to coordinate various channels such as internal and external channels to replenish capital,” Li said at a news conference that showcased a raft of policies aimed at countering a prolonged downturn in the property sector. Hong Kong's Hang Seng jumped 4.2% to 19,924.58, and the Shanghai Composite index surged 3.6% to 3,000.95. Elsewhere in Asia, the Nikkei 225 in Tokyo advanced 2.8% to 38,925.63. South Korea's Kospi jumped 2.9%, to 2,671.57 after semiconductor maker SK Hynix launched production of a new memory chip for artificial intelligence. SK Hynix shares jumped 9.4%. In Australia, the S&P/ASX 200 picked up 1% to 8,203.70. “Asian stocks shrugged off Wall Street’s stumble and surged ahead on Thursday, riding high on renewed optimism over China’s stimulus push. It seems like China hasn’t run out of kitchen sinks just yet,” Stephen Innes of SPI Asset Management said in a commentary. Germany’s DAX gained 1.2%, the CAC 40 in Paris was up 1.6% and in London, the FTSE 100 rose 0.2%. In off-hours trading, U.S. chipmaker Micron jumped 17% after it breezed past Wall Street's profit and revenue estimates and gave a strong forecast, boosted by “robust AI demand," the company said. Oil companies are under pressure again, and crude prices fell for the second day after The Financial Times reported through sources that Saudi Arabia is preparing to abandon its unofficial price target of $100 a barrel for crude as it prepares to increase output. Chevron, Exxon Mobil and ConocoPhillips were all down between 1% and 2% before the bell. Benchmark U.S. crude fell below $70 per barrel this week and on Thursday, shed $1.81 to hit $67.88 per barrel in electronic trading on the New York Mercantile Exchange. Brent crude, the international standard, gave up $1.77 to $71.13 per barrel. The U.S. dollar fell to 144.27 Japanese yen from 144.76 yen. The euro was trading at $1.1156, up from $1.1133. The next date on the calendar circled for a potentially big market move is next week's monthly update on the U.S. job market. Investors are concerned over slowing hiring now that inflation has eased significantly from its peak two summers ago. The number of layoffs remains relatively low, but U.S. employers are also more hesitant to hire. The Fed kept its main interest rate at a two-decade high for more than a year in hopes of slowing the U.S. economy enough to stifle inflation. Last week, it swung toward protecting the job market by cutting the federal funds rate by a larger-than-usual half of a percentage point. Critics say it may be moving too late. On Wednesday, the S&P 500 slipped 0.2% to 5,722.26, a day after setting an all-time high for the 41st time this year. The Dow Jones Industrial Average dropped 0.7% to 41,914.75 after likewise setting a record the day before. The Nasdaq composite edged up by less than 0.1%, to 18,082.21.
