标普500指数上涨,科技股延续反弹势头
标准普尔500指数上涨约0.5%至0.7%,盘中最高触及7,830点上方。纳斯达克综合指数在周一创下历史新高后,周二继续上涨约0.6%;道琼斯工业平均指数上涨约0.4%,但仍未突破今年8月创下的历史高点。
这一涨幅延续了周一以来的科技股反弹行情。尽管债券收益率处于异常高位,英伟达(Nvidia)、微软(Microsoft)等巨型科技股仍推动纳斯达克指数再创历史新高。
油价回落至100美元以下为股市提供额外支撑
周二市场的一个显著变化来自大宗商品领域。布伦特原油价格下跌超过2%,跌至每桶约98美元附近,缓解了市场对能源价格高企可能导致美国通胀长期居高不下的担忧。此外,本周初美债收益率曾飙升至数十年高位,而原油价格的下降也减轻了国债市场的部分压力。
此前一度攀升至约5.31%的10年期美国国债收益率有所回落。该水平曾对估值较高的成长型股票构成不利背景。通常情况下,收益率上升会使未来企业利润在当前时点的现值降低,尤其对科技股影响更为明显。然而,由于人工智能相关公司的盈利增长迄今为止远超估值压力,纳斯达克指数仍持续刷新纪录。
人工智能盈利仍是推动市场上涨的核心动力
Investors are actively planning for another strong earnings season. Analysts expect profits of the S & P 500 index to increase by about 27% year-on-year in the third quarter, with Nvidia, Meta, Alphabet and other artificial intelligence-related companies contributing most of the increase.
Although the market-leading sectors are still concentrated, the above profit expectations further consolidate the market upward trend driven by the theme of artificial intelligence.

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