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周四,美股连续第三个交易日上涨,科技股领涨,市场消化美联储官员讲话后,降息预期升温。主要股指延续了特朗普可能取消部分最严厉关税后的涨势。AJBell金融分析主管DanniHewson表示:“对于已经愉快地习惯了一段例外主义时期的市场来说,要想真正恢复常态,需要的是(似乎是特朗普所无法带来的)确定性。”

标普500指数上涨2.03%,纳斯达克100指数上涨2.74%。数据显示,标普500指数连续三天上涨至少1.5%,创下1974年以来单日涨幅达1.5%的最长时间。芝加哥期权交易所VIX波动率指数徘徊在26附近。在个股中,IBM(IBM.US)下跌6.6%,该公司最新财报未能让投资者满意。农用设备零售商TractorSupply(TSCO.US)股价下跌3.4%,该公司削减了大额支出,下调了预期。

投资公司AboundFinancial首席投资官DavidLaut表示:“既然市场已经收复了相当一部分失地,它可以开始延续这一势头。虽然市场的复苏不会是一条直线,但看到市场开始在关税取消后的环境中定价,这令人鼓舞。”

与此同时,对美联储比预期更早降息的押注提振了美股。美联储理事沃勒周四表示,如果关税导致就业岗位流失,他将支持降息。克利夫兰联储主席哈马克(BethHammack)在接受采访时表示,如果有明确的经济走势证据,官员们最早可能在6月份采取行动。

在经济数据方面,申请失业金人数略有上升,反映出劳动力市场稳定。今年3月,美国二手房销售出现了自2022年以来的最大跌幅。投资者也纷纷关注一系列业绩报告,这些报告描绘了一幅不安的画面。IBM股价下跌,收益令人失望,该公司表示经济不确定性和美国政府削减成本可能会影响其业务。百事可乐公司(PEP.US)股价下跌,此前该公司罕见地公布每股收益低于预期,并因全球贸易不确定性下调了全年盈利预期。

不过,美股对指引变化的反应并非完全是负面的。尽管由于季度销售额近五年来首次下降,并下调了全年预期,但墨式烧烤(CMG.US)公司股价上涨。美国航空集团(AAL.US)取消了年度盈利预期,但该公司股价仍有所攀升。

全英银行的MarkHackett表示,“管理层提供谨慎或没有提供指引,尽管这是市场普遍预期的,而市场反应一直令人鼓舞。”

Hackett补充称,这与过去几年形成鲜明对比,当时市场在进入财报季时“预期升高,但反应冷淡”。他指出,在经历了数周的震荡之后,投资者“期待市场情绪稳定下来”。

  美国检方周四正式向法院表示,他们计划对路易吉-曼吉奥内(LuigiMangione)寻求死刑,他被控去年在纽约谋杀了联合健康集团(UnitedHealthGroupUNH.N)的一名高管。

  现年26岁的曼乔内将于周五在曼哈顿联邦法院出庭受审。他对另一起纽约州起诉他谋杀联合健康集团保险部门首席执行官布莱恩-汤普森(BrianThompson)的案件不认罪。

  虽然政府官员谴责了这起谋杀案,但一些美国人却为曼乔内欢呼,称他引起了人们对美国高昂的医疗费用以及医疗保险公司拒绝支付某些治疗费用的权力的关注。

  检察官在他们的决定中写道,曼吉奥尼“构成了未来的危险,因为他表达了针对整个行业的意图,并通过参与致命的暴力行为来动员政治和社会反对该行业”。

  美国司法部长帕姆-邦迪(PamBondi)本月早些时候宣布,司法部将对曼乔内寻求死刑。曼哈顿联邦检察官办公室周四向法院提交的文件正式确定了检察官判处死刑的意图。

  曼乔内的律师周四没有立即回应置评请求。他们表示,邦迪4月1日的声明是“毫无保留的政治”,违反了政府的死刑判决规程。

  如果曼乔内在联邦案件中被判有罪,陪审团将在另一个审判阶段决定是否建议判处死刑。任何这样的建议都必须获得一致同意,而且法官必须执行死刑。

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