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八个大灰狼吃掉小绵羊 - 这些技巧帮你快速解决,重拾农场生活的快乐!
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八个大灰狼吃掉小绵羊 - 这些技巧帮你快速解决,重拾农场生活的快乐!

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每经编辑杜宇

昨夜今晨,随着多位美联储官员公开讨论降息事宜,美股三大股指迎来连续第三个交易日的集体上涨。当地时间4月24日,美股大幅收涨,道指上涨486.83点,涨幅1.23%;纳指上涨457.99点,涨幅2.74%;标普500指数上涨108.91点,涨幅2.03%。

明星科技股普涨,特斯拉、亚马逊、微软涨超3%,谷歌、Meta涨逾2%,苹果涨近2%。半导体板块涨幅居前,美光科技、博通涨逾6%,英特尔、AMD涨超4%,英伟达涨逾3%。

其中,英伟达市值一夜增加908亿美元(约合人民币6618亿元)。

多家公司公布财报。

谷歌母公司Alphabet第一季度营收902.3亿美元,同比增长12%,预估891亿美元;每股收益2.81美元,上年同期1.89美元,预估2.01美元;经营利润306.1亿美元,同比增长20%,预估288.6亿美元。4月23日,董事会授权公司再回购至多700亿美元的A类和C类股票。财报公布后,谷歌美股盘后一度涨超5%。

英特尔第一季度营收126.7亿美元,同比下降0.4%,预估123.1亿美元;调整后每股收益0.13美元,上年同期0.18美元,预估0.01美元;一季度数据中心和AI营收41.3亿美元,分析师预期29.6亿美元。公司预计第二季度营收112亿美元至124亿美元,市场预估128.8亿美元。英特尔将2025年的总资本支出目标从200亿美元下调至180亿美元。财报公布后,英特尔美股盘后一度跌超7%。

中国资产方面。热门中概股多数上涨,纳斯达克中国金龙指数收涨0.68%。蔚来、富途控股涨逾6%,拼多多、百度、网易、哔哩哔哩涨超2%。

小马智行涨39.41%,正业生物涨34.91%。

国际贵金属期货普遍收涨。COMEX黄金期货涨2.04%报3361.30美元/盎司,COMEX白银期货涨0.01%报33.87美元/盎司。

WTI6月原油期货收涨0.84%报62.79美元/桶。布伦特6月原油期货收涨0.65%报66.55美元/桶。NYMEX5月天然气期货收跌3.04%,报2.93美元/百万英热。

据央视新闻,当地时间4月24日获悉,美国联邦储备委员会理事克里斯托弗·沃勒当日警告称,美国总统特朗普引发的贸易战可能很快会导致失业率上升。

据悉,因为其他国家对美国商品征收报复性关税,美国目前的就业形势已面临风险。若外国客户减少订单,美国一些依赖出口的行业可能被迫裁员。

沃勒表示,若关税维持现状,7月之前将不会对美国经济造成显著影响。如果美国政府恢复激进的关税水平,企业可能会开始裁员,如果失业率大幅上升,他将支持降息。

沃勒强调,一旦劳动力市场出现严重恶化,他预计很快会有更多降息。

据中国基金报,有分析称,在权衡美国贸易战对美国企业影响的过程中,华尔街投资者押注美联储可能会比预期更早降息以防止经济衰退,从而推动股市上涨。

股市已连续第三天反弹,市场专业人士押注,如果劳动力市场出现恶化,美联储主席杰罗姆·鲍威尔将面临放松货币政策的压力,这一预期也导致美国国债收益率和美元双双下跌。

美联储理事克里斯托弗·沃勒表示,如果高额关税被重新实施,企业可能会开始裁员,在这种情况下他将支持降息以保护就业市场。克利夫兰联邦储备银行行长贝丝·哈马克则在接受CNBC采访时表示,如果届时有明确的经济走向证据,美联储最早可能在6月调整利率。

摩根大通资产管理公司的迈尔斯·布拉德肖在接受采访时表示,美国的关税更可能抑制经济增长,而非推高通胀。他预计美国央行最终需要更积极地降息,因为此前政策已维持不变过久。

据券商中国,当地时间4月24日,克利夫兰联邦储备银行行长贝丝·哈马克表示,如果届时有明确的经济走向证据,美联储最早可能在6月调整利率。

贝丝·哈马克排除了美联储在5月降息的可能性,但表示如果届时对经济走向有明确证据,最早可能在6月采取行动。

哈马克表示:“我们将密切关注数据,每次开会时,我都会以开放的心态考虑,现在到底是应该继续保持耐心,还是应该采取行动。如果我们在6月之前有明确和令人信服的数据,如果我们知道在那个时间点采取哪种行动是正确的,那么我认为委员会将采取行动。”

每日经济新闻综合央视新闻、中国基金报、券商中国、市场公开资料

免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。

封面图片来源:视觉中国

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