美国股市在周五整体波动不大,这是今年第42次创出历史新高。道琼斯工业平均指数在下午交易时段上涨了341点,涨幅为0.8%,且有可能再创新高纪录。纳斯达克综合指数则下跌0.3%至中午12:01PM的东部时间。
债券市场中的美国国债收益率有所下滑,在最新的报告中显示,8月份通胀率仅比经济学家预期略微放缓。这一数据与先前关于8月份通胀的相似数字相呼应,因为这是美联储官员偏好的衡量通胀指标。这意味着在过去的两个月里,经济面临着通货膨胀压力已显著减轻。
过去一段时间内,美国联邦储备委员会将主要利率维持在一个二十年来的高位以减缓经济增长速度,从而抑制通胀。然而,现在情况出现了变化:随着通胀明显放缓至其前两年夏季高峰期以来的水平,美联储开始下调利率,试图为正在放慢的劳动力市场施加更小的压力,并避免经济陷入衰退。
如果美联储能实现一个几乎完美的经济着陆——既能遏制高通胀,又不会让经济窒息,在降低利率的同时也成功地阻止了经济下滑,这将是对金融市场的一大福音。正是这种乐观情绪推动美国股市不断刷新纪录高位。
当然,这条路并不确定。美国雇主的招聘步伐已经放缓,且8月份的通胀报告显示,美国消费者支出增长未能达到经济学家的预期。消费是经济增长的主要引擎,这一缺口的原因可能部分是因为8月份美国人的收入低于预期增长水平。
随着美联储开始降息——尤其是上周一次比以往更大规模的减息行动后,美国人将看到储蓄账户和其他类似投资的利息收益下降。同时,通过更便宜的贷款购买房产、汽车以及使用信用卡消费带来的提振效果可能需要时间才能显现出来,“因此,消费支出很可能会受到挤压。”财务顾问Annex Wealth Management的首席经济学家布莱恩·雅各布森说。
好消息是,在早些时候发布的报告中,美国消费者的情绪比经济学家预期的要强。华尔街方面,百时美施贵宝公司因在成人治疗精神分裂症方面获得美国联邦批准而股价上涨了3.2%。
开市客公司在最近一个季度的收入低于分析师预期后下跌1.9%,但其盈利仍超出预测值。依赖消费者支出的企业家滑雪度假村运营商Vail Resorts在最新的季度报告中亏损更大,超过分析师的预期。澳大利亚地区雪量稀少影响了公司的业绩,并且它对即将到来财年的利润预估也未达到市场预期。
特朗普媒体和技术集团在最初出现亏损后转而上涨7.5%,这得益于一位主要投资者出售其股份的消息公布——此时针对内部人士的限制已经取消。据周四向美国监管机构提交的一份文件显示,前“学徒”节目的选手拥有的佛罗里达公司已几乎完全售出其所持有的5.5%特朗普媒体技术集团(TMTG)股权,TMTG是前总统唐纳德·特朗普的真相社交平台的所有者。
此外,中国股市周五表现强劲,上海股市收盘上涨2.9%,这是自2008年以来的最佳周表现。香港恒生指数也攀升了3.6%,以实现自1998年以来最佳单日收盘。
这些飙升是在一周内来自中国央行和政府的大量声明之后发生的,希望此举能够提振全球第二大经济体。投资者对是否最终能取得成功持怀疑态度,但他们都对其规模感到印象深刻,在此前一系列零星尝试后。
除了中国股市之外,铜价、一些奢侈品零售商和其他被认为受益于更强中国经济的企业股票在这一周也有所上涨。
新闻来源:www.abcnews.go.com
原文地址:Stock market today: Wall Street drifts around its records as Chinese stocks close a monster week
新闻日期:2024-09-27
原文摘要:
U.S. stock indexes are drifting around their records Friday as hopes hold that the economy can pull off the rare feat of getting painfully high inflation under control without a recession. The S&P 500 was mostly unchanged in afternoon trading a day after setting an all-time high for the 42nd time this year. The Dow Jones Industrial Average was up 341 points, or 0.8%, and on track to set its own record. The Nasdaq composite fell 0.3% as of 12:01 p.m. Eastern time. Treasury yields eased in the bond market after a report showed inflation slowed in August by a touch more than economists expected. It echoed similar numbers reported earlier in the month about inflation in August, but Friday’s report has resonance because it’s the measure of inflation that officials at the Federal Reserve prefer to use. The Fed had long been keeping its main interest rate at a two-decade high in hopes of slowing the economy enough to stifle inflation. Now that inflation has eased substantially from its peak two summers ago, it’s begun cutting rates to ease the brakes off a slowing job market and prevent a recession. If the Fed can pull off a perfect landing for the economy where it chokes off high inflation without suffocating the economy, all while lowering interest rates, it would be a form of nirvana for financial markets. And it’s a large reason why U.S. stocks have rallied to records. Of course, that path is not certain. U.S. employers have slowed their hiring, and the inflation report on Friday also showed growth in U.S. consumer spending in August fell short of economists’ expectations. That’s important because consumer spending is the main engine of the economy. Part of the shortfall may have been because incomes for Americans grew less in August than economists expected. As the Federal Reserve cuts interest rates, starting with its bigger-than-usual cut last week, Americans will see lower interest payments on their savings accounts and other similar investments. The boost that lower interest rates can give through cheaper loans to buy homes, cars and things on credit cards, meanwhile, can take longer to come to fruition, “so consumption spending will likely get squeezed,” said Brian Jacobsen, chief economist at Annex Wealth Management. More encouraging data arrived later in the morning, when a report said sentiment among U.S. consumers is stronger than economists expected. On Wall Street, Bristol-Myers Squibb rose 3.2% after receiving U.S. federal approval for its new approach to treat schizophrenia in adults. Costco Wholesale fell 1.9% after delivering weaker revenue in the latest quarter than analysts expected. That was even though its profit topped expectations. Another company that depends on people spending money, ski-resort operator Vail Resorts, sank 4.8% after reporting a larger loss for the latest quarter than analysts expected. Scant snowfalls at its Australian resorts hurt its results, and it gave a forecast for profit in its upcoming fiscal year that fell short of forecasts. Trump Media & Technology Group swung from an early loss to jump 7.5% following the first disclosure of a major investor selling its shares now that a restriction for insiders has lifted. A Florida firm owned by former contestants on “The Apprentice” has dumped nearly all of its 5.5% ownership stake in TMTG, which owns former president Donald Trump’s Truth Social platform, according to a filing made with U.S. regulators on Thursday. Trump has said he does not plan to sell any of his shares, and he owns more than half of the company, but the stock has been shaky amid speculation about whether he may. Markets overseas again made big moves, as stocks in Shanghai rallied 2.9% to close their best week since 2008. Hong Kong’s Hang Seng jumped 3.6% to cap its best week since 1998. They soared following a barrage of announcements through the week from China’s central bank and government in hopes of propping up the world’s second-largest economy. Investors aren’t convinced all the stimulus will ultimately succeed, but they say they’re impressed by the size of it all following earlier piecemeal efforts. Besides Chinese stocks, prices for copper, stocks of some luxury retailers and other companies seen as benefiting from a stronger Chinese economy also rose over the week. In the bond market, the yield on the 10-year U.S. Treasury eased to 3.76% from 3.80% late Thursday. The two-year Treasury yield, which moves more closely with expectations for what the Fed will do with short-term interest rates, fell to 3.57% from 3.63%. Traders are betting on a roughly coin flip's chance the Fed will cut the federal funds rate by another half of a percentage point at its next meeting in November, according to data from CME Group. It usually moves rates by just a quarter of a percentage point. ___ AP Writers Matt Ott and Zimo Zhong contributed.