美股強勁反彈,銀行財報亮眼,貿易戰陰影仍在




華爾街週五穩健上升 大型銀行開啟第一季財報季

紐約(路透社)- 華爾街在週五錄得穩健增長,因大型銀行揭開了第一季財報季的序幕,投資者也結束了一周的動盪,這一周因美國總統唐納德·特朗普的多方面貿易戰而出現劇烈波動。

所有三大主要美國指數在會議結束時均大幅上漲,這得益於波士頓聯邦儲備銀行行長蘇珊·柯林斯(Susan Collins)的保證,表示聯儲將準備在必要時保持金融市場的正常運行。

三個指數均較上週五的收盤大幅上漲。本週內,股票因對歐洲商品的關稅暫緩和美中貿易戰的報復行動而遭遇劇烈波動。標準普爾500指數的週高點與週低點之間的差距是自2020年3月底以來最寬的,那時全球大部分地區因疫情封鎖。

標準普爾500指數和道瓊斯指數錄得自2023年11月以來最大的週百分比增長,而納斯達克指數則創下自2022年11月以來的最大週百分比增幅。

AXS Investments的首席執行官格雷格·巴薩克(Greg Bassuk)表示:“投資者正處於這場拉鋸戰中,尋找一些積極的跡象,以期市場困擾已久的不確定性會減少。”

他補充道:“不確定性和波動性是新的投資者敘事。未來可能會有更多的波動,而本週的過山車式的行情可能只是未來的前兆。”

北京對特朗普最近將關稅提高至145%的行動作出反擊。貿易戰導致市場在日內的劇烈波動,並使消費者的短期通脹預期上升至自1981年以來的最高水平。

第一季財報季開局良好

第一季的財報季以良好的開局展開。摩根大通(JPMorgan Chase)、摩根士丹利(Morgan Stanley)和富國銀行(Wells Fargo)均報告了超出預期的利潤,但由於貿易爭端可能導致經濟放緩的警告,對該行業的熱情有所減弱。

根據LSEG數據,分析師目前預計標準普爾500指數在今年前三個月的盈利增長為8.0%,這一數字低於季度初預測的12.2%增長。

經濟數據進一步顯示通脹持續降溫,勞工部的生產者價格指數上個月意外下降0.4%。

然而,在另一份報告中,消費者信心進一步惡化。一年期通脹預期飆升至6.7%,創下自1981年以來的最高水平。

除了柯林斯的保證外,紐約聯邦儲備銀行行長約翰·威廉姆斯(John Williams)表示,美國經濟並未進入高通脹和低增長的時期,聯儲將採取行動以防止所謂的“滯漲”出現。

標準普爾500指數的11個主要行業均處於正增長區域,其中材料和科技行業的百分比增幅最大。

道瓊斯工業平均指數上漲619.05點,或1.56%,至40,212.71點;標準普爾500指數上漲95.31點,或1.81%,至5,363.36點;納斯達克綜合指數上漲337.15點,或2.06%,至16,724.46點。

花旗在給客戶的報告中表示,現在預計標準普爾500指數到年底將達到5,800點,低於之前預測的6,500點。花旗指出,關稅和經濟放緩的跡象是主要因素。

在紐約證券交易所,漲幅股數以2.47比1的比例超過跌幅股數。該交易所出現60個新高點和341個新低點。

在納斯達克,2,948隻股票上漲,1,467隻下跌,漲幅股數以2.01比1的比例超過跌幅股數。

市場展望與未來挑戰

在市場波動加劇的情況下,投資者需要更加謹慎。雖然目前的財報季開局良好,但隨著貿易戰的不確定性及全球經濟放緩的風險,未來的市場表現仍充滿挑戰。特別是在通脹持續高企的背景下,消費者的信心受到打擊,這可能會影響整體經濟的復甦速度。

隨著利率政策和貿易政策的走向不明,投資者應該密切關注市場動態,尋找可能的機會與風險,並調整投資策略,以應對未來的挑戰。

以上文章由特價GPT API KEY所翻譯及撰寫。

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Both wear classic black Wing Chun uniforms with white cuffs. Show Ip Man’s calm, focused guidance as he places his hands near the student’s arms on the wooden dummy. Capture the wooden dummy with polished texture and rich warm tones.
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