美股上涨背后，有三个变盘事件

智通财经网2022-10-04

本周第一个交易日，海外变盘。美国股市新季度伊始大幅走高：道琼斯指数涨2.7%，至29490.89点;标普500指数上涨2.6%，至3678.43点;纳斯达克指数上涨2.3%，至10815.43点。标普500指数和纳斯达克指数都创下了自2009年以来最佳季度首日表现。比特币上涨1.86%，至19589.94美元，打破了四个交易日的连跌纪录。布伦特原油上涨4.4%，至每桶88.86美元(市场猜测石油...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2272889848?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/3e90f0093c95026e18203fb8d91b976d","is_english":false,"pubTime":"2022-10-04 15:49","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2272889848","market":"us","top_or_hot":-1,"title":"美股上涨背后，有三个变盘事件","media":"智通财经网","content":"<div>\n<p>本周第一个交易日，海外变盘。美国股市新季度伊始大幅走高：道琼斯指数涨2.7%，至29490.89点;标普500指数上涨2.6%，至3678.43点;纳斯达克指数上涨2.3%，至10815.43点。标普500指数和纳斯达克指数都创下了自2009年以来最佳季度首日表现。比特币上涨1.86%，至19589.94美元，打破了四个交易日的连跌纪录。布伦特原油上涨4.4%，至每桶88.86美元(市场猜测石油...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/801486.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股上涨背后，有三个变盘事件</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股上涨背后，有三个变盘事件\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-04 15:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/801486.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周第一个交易日，海外变盘。美国股市新季度伊始大幅走高：道琼斯指数涨2.7%，至29490.89点;标普500指数上涨2.6%，至3678.43点;纳斯达克指数上涨2.3%，至10815.43点。标普500指数和纳斯达克指数都创下了自2009年以来最佳季度首日表现。比特币上涨1.86%，至19589.94美元，打破了四个交易日的连跌纪录。布伦特原油上涨4.4%，至每桶88.86美元(市场猜测石油...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/801486.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"OEF","symbol_name":"标普100指数ETF-iShares","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/801486.html","article_id":"2272889848","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3e90f0093c95026e18203fb8d91b976d"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2272889848","pubTimestamp":1664869770,"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"本周第一个交易日，海外变盘。美国股市新季度伊始大幅走高：道琼斯指数涨2.7%，至29490.89点;标普500指数上涨2.6%，至3678.43点;纳斯达克指数上涨2.3%，至10815.43点。标普","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","QQQ":"纳指100ETF","OEX":"标普100",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","BK4534":"瑞士信贷持仓","DXD":"道指两倍做空ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SDOW":"道指三倍做空ETF-ProShares","SQQQ":"纳指三倍做空ETF","BK4559":"巴菲特持仓","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4581":"高盛持仓","SPY":"标普500ETF","BK4504":"桥水持仓","QID":"纳指两倍做空ETF","DDM":"道指两倍做多ETF"},"translate_title":"Behind the rise of US stocks, there are three changing events","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5a92cabd4c7f1a89eb78941883522f58","symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":0.9,"SPY":0.9,".DJI":0.89,"OEF":0.6,"UPRO":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,"IVV":0.6,"NQmain":0.6,"MNQmain":0.6,"ESmain":0.6,"DXD":0.6,"DOG":0.6,"DJX":0.6,"DDM":0.6,".SPX":0.6},"content_text":"本周第一个交易日，海外变盘。美国股市新季度伊始大幅走高：道琼斯指数涨2.7%，至29490.89点;标普500指数上涨2.6%，至3678.43点;纳斯达克指数上涨2.3%，至10815.43点。标普500指数和纳斯达克指数都创下了自2009年以来最佳季度首日表现。比特币上涨1.86%，至19589.94美元，打破了四个交易日的连跌纪录。布伦特原油上涨4.4%，至每桶88.86美元(市场猜测石油生产大国可能很快宣布减产)。在债券市场，基准10年期美国国债收益率从上周五的3.802%下降到3.650%(今年首次下跌多达26个基点，也是过去10年中的第二次)。金价上涨2%，一度突破1700美元。美元对离岸人民币触及7.0901的日低(中国央行可以松一口气)- 美元指数下跌至111.5水平。简而言之，除了美元下跌，其他一切都在上涨。之前在9月抛售的市场，全部经历上涨。在本轮上涨背后，有三个变盘事件：1、英国放弃减税计划(推动英镑走高，压低美元)英国财政大臣夸西·克沃滕当天发表声明，宣布将放弃此前提出的取消45%最高所得税税率的计划。克沃滕发表声明后，英镑对美元汇率随即上升。2、美国制造业数据疲软(坏消息成了好消息)9月份ISM制造业指数从52.8降至两年低点50.9(低于市场预期的52.2)，新订单和就业指标均跌破50的荣枯分界线。“坏消息”对市场来说意味着“好消息”，美联储不必如此激进的加息。另外，从分项数据看，通胀出现回落迹象——新订单萎缩，工厂出厂价连续六个月下降，支付价格的通胀指标也下降至51.7(预期 51.9，前值  52.5)。暗示美联储用来对抗通胀的利率上升可能已经软化了对商品的需求。当前的风险是经济放缓，利率下降，而不是因为通胀飙升而利率上升，这是个好消息。经济数据表明美联储加息正在产生后果。3、美联储激进加息押注减少(终点利率预期下降至4.46%)交易员下调了对美联储加息的押注，美联储会期对应的2023年初互换价格大幅下降。3月份会议对应的互换利率一度下降15.5个基点;尾盘跌8个基点，表明明年政策利率峰值4.46%，而最近曾预计超过4.60%。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2272889848"}