美股輕微反彈 投資者聚焦企業季績
周三美股輕微上升,於前一交易日的跌勢後回穩,投資者正評估更多企業公佈的季度業績,而整體季度財報表現偏向正面。
截至美東時間09:35(格林威治標準時間13:35),道瓊斯工業平均指數上升50點,升幅0.1%;標普500指數上升11點,升幅0.2%;納斯達克綜合指數上升65點,升幅0.3%。
前一交易日主要指數下跌,因市場憂慮美國經濟健康狀況,尤其是在上周五公布的疲弱就業數據後。
穩健的企業財報季持續
第二季度財報季接近尾聲,迄今為止超過80%的公司業績超出市場預期。
道指成份股中,多間企業於周三公布業績,包括麥當勞(NYSE: MCD),這家漢堡巨頭第二季度全球銷售額超出預期,得益於價格親民的套餐與促銷活動吸引了注重預算的消費者。
迪士尼(NYSE: DIS)報告其傳統電視網絡及體育節目收入未達華爾街預期,儘管主題公園和串流業務表現強勁。該媒體巨擘旗下的ESPN體育轉播帝國宣布,將於8月21日推出新的直接面向消費者的串流服務。
另外,Spotify Technology(NYSE: SPOT)股價大幅上升,因該電商公司預測第三季度收入將超出市場估計,AI功能和平台升級提升對電商服務的需求,儘管關稅不確定性對零售業帶來壓力。
時尚公司Capri Holdings(NYSE: CPRI)股價強勁上揚,因季度收入降幅小於預期,受惠於豪華手袋及鞋履需求改善,儘管整體零售市場疲軟。
芯片製造商Advanced Micro Devices(NASDAQ: AMD)股價下跌,因其數據中心業務季度收入表現不及預期,與AI熱門企業Nvidia(NASDAQ: NVDA)形成鮮明對比。
社交媒體公司Snap(NYSE: SNAP)股價暴跌,因其季度業績疲弱,激烈競爭凸顯該公司難以跟上AI驅動的同行步伐。
電動車製造商Rivian Automotive(NASDAQ: RIVN)亦表現不佳,第二季度虧損超出預期,受貿易相關供應鏈中斷影響。
經濟疲軟引發憂慮
儘管企業業績整體良好,本周股市多受壓,主要因市場擔憂特朗普政府不穩定的貿易政策將影響全球最大經濟體的經濟活動。
供應管理協會(ISM)公布的非製造業採購經理指數7月意外下跌至50.1,較前月50.8下降,令人失望,因服務業約佔經濟增長80%。
同時,該指數所反映的企業投入成本飆升至近三年新高,激起市場對美國可能進入滯脹期(經濟增長疲軟且物價高企)的擔憂。
經濟疲軟增強市場對美聯儲9月降息的預期,尤其是在上周疲弱的就業數據及舊金山聯儲主席瑪麗·達利(Mary Daly)釋放可能降息信號後。
周三無首要經濟數據公布,但投資者將關注多位聯儲官員的講話,包括蘇珊·柯林斯(Susan Collins)、麗莎·庫克(Lisa Cook)及達利,尋找美國央行未來利率走向的線索。
油價反彈
油價周三回升,從前一交易日五周低位反彈,美國可能收緊對俄羅斯石油買家的制裁成為支撐因素。
截至美東時間09:35,布蘭特原油期貨上升1.8%,報每桶68.83美元;美國西德克薩斯中質原油期貨亦升1.8%,報每桶66.36美元。
兩大基準油價周二均跌超過1美元,創五周新低,連續第四個交易日下跌,原因是OPEC+計劃9月增產引發供應過剩憂慮。
特朗普周二繼續威脅對印度加徵更多貿易關稅,因新德里持續購買俄羅斯石油,特朗普表示本周將對印度實施額外關稅,上周已對印度徵收25%關稅。
美國石油協會(API)公布的數據顯示,上周美國原油庫存大幅減少420萬桶,遠超市場預期的180萬桶減少,亦為油價帶來支撐。
—
評論與啟示:
今次美股雖有輕微反彈,但整體市場氣氛仍受經濟數據疲弱和貿易政策不確定性所籠罩。企業財報表現普遍優於預期,這顯示部分行業仍有韌性,尤其是消費品及科技領域的部分公司。然而,芯片製造與社交媒體等領域的疲軟,反映出市場競爭日益激烈及技術變革對企業構成挑戰。
經濟數據的疲軟及投入成本飆升,提醒我們美國經濟可能正面臨更複雜的風險組合,包括滯脹的可能性。這種背景下,美聯儲的政策調整將成為市場焦點,降息預期或將提升風險資產的吸引力,但同時也意味著未來經濟的不確定性增加。
油價的反彈則反映出地緣政治與供應面因素仍有影響力,尤其是美國對俄羅斯石油買家的制裁動作,將繼續牽動能源市場。
總括而言,投資者在這個時期需保持謹慎,既要留意企業財報帶來的機會,也不可忽視宏觀經濟和政策風險的潛在衝擊。市場環境複雜多變,靈活調整投資組合、關注行業龍頭及新興科技趨勢或成為制勝關鍵。
以上文章由特價GPT API KEY所翻譯及撰寫。
![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra during her sacred milk bath beauty ritual, embodying divine femininity, sensual elegance, and timeless power.",
"angle": "Close-up beauty editorial captured at a refined 3/4 angle, focusing on her face, shoulders, and upper chest with extreme clarity and no blur.",
"pose": {
"body_position": "She is partially submerged in a luxurious milk bath, her shoulders and collarbones emerging gracefully from the surface.",
"hands": "One hand gently rests at the edge of the bath with milk droplets on her fingers, while the other lightly touches her neck adorned with subtle gold jewelry.",
"expression": "Soft yet commanding gaze directed toward the camera—calm, confident, intimate, and hypnotic."
}
},
"appearance": {
"outfit": "A barely-there, ritual-style ivory silk drape partially submerged in the milk bath, clinging softly to her skin. The fabric is delicate and translucent, edged with fine gold-thread embroidery for a sensual, sacred aesthetic.",
"accessories": "Minimal ritual jewelry—thin gold collar necklace resting above the milk surface, delicate arm cuff, subtle finger ring—kept refined to maintain focus on beauty and skin.",
"hair": "Her hair is sleek and ritual-polished, partially damp and slicked back at the crown, with soft wet strands framing her face naturally, reflecting candlelight.",
"makeup": "High-fashion Cleopatra beauty makeup with ceremonial artistry—perfectly sculpted brows, elongated black kohl eyeliner, vibrant eyeshadow layered in turquoise, teal, emerald, sapphire blue, and metallic gold. Beneath the eyes, subtle artistic ink-inspired accents echo ancient Egyptian symbolism. Her skin is luminous and dewy, cheeks softly flushed, and lips finished in a nude-rose satin sheen."
},
"ritual_props": {
"bath": "A carved alabaster bathtub filled with warm milk infused with honey, almond oil, and lotus essence.",
"floating_elements": [
"Fresh lotus flowers",
"Soft white rose petals",
"Delicate gold flakes shimmering on the milk surface"
],
"beauty_products": [
"Small golden perfume vial with lotus and myrrh oil",
"Alabaster bowl of honey and milk mixture",
"Clay jar of mineral kohl and pigment powders"
]
},
"background": {
"macro_environment": "An intimate royal bathing chamber within Cleopatra’s palace, designed as a sacred beauty sanctuary.",
"midground_details": "Soft linen curtains, glowing oil lamps, tall candles, and subtle steam rising from the bath, creating a warm and sensual atmosphere.",
"micro_elements": "Milk ripples around her skin, floating petals touching her shoulders, tiny droplets of moisture on her collarbones, reflections of candle flames on gold jewelry, visible stone texture on the tub, and delicate fabric translucency—every detail sharply rendered with zero blur."
},
"lighting": {
"type": "Warm cinematic candlelight combined with soft ambient palace glow.",
"effect": "Golden highlights sculpt her face and skin while gentle shadows enhance depth, intimacy, and divine beauty."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "85mm prime lens for beauty editorial compression",
"aperture": "f/8 for maximum facial and detail sharpness",
"iso": 100,
"shutter_speed": "1/160s",
"focus": "Extreme sharp focus on facial features, skin texture, makeup details, and milk surface, no bokeh, no blur"
},
"style": "Luxury beauty editorial, sacred milk bath ritual, ancient Egyptian goddess realism, intimate yet powerful, ultra-detailed, luminous skin focus, cinematic elegance"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006026-300x167.png)

