隔夜美股 | 科技股暴跌 Meta Platforms(META.US)、苹果(AAPL.US)逃过一劫

智通财经2025-01-28

智通财经获悉，周一，美股科技股暴跌，中国人工智能初创公司DeepSeek的新模型引发市场轰动，令投资者担心估值处于天价水平的美国科技股可能出现泡沫破裂。两家科技巨头的股票在周一的抛售潮中毫发无损。Meta Platforms(META.US)和苹果(AAPL.US)股价走高，无惧DeepSeek人工智能(AI)模型在美国股市掀起的抛售潮，而此时科技股普遍下跌。期权交易员也在纷纷入市。他们正在抢购...

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Platforms和苹果股价将继续上涨的期权。是什么支撑著这种繁荣？一些分析师表示，这些公司可能是成本更低的大语言模型(LLM)的受益者，LLM是OpenAI的ChatGPT和DeepSeek等AI聊天机器人背后的技术。一些交易最活跃的苹果期权合约是与该股涨至240美元和265美元挂钩的看涨期权。对于Meta，交易员纷纷押注该股将涨至1,250美元和1,300美元。【美股】截至收盘，道指涨289.33点，涨幅为0.65%，报44713.58点；纳指跌612.47点，跌幅为3.07%，报19341.83点；标普500指数跌88.96点，跌幅为1.46%，报6012.28点。英伟达(NVDA.US)收跌近17%，市值蒸发约6000亿美元，规模创美股史上最大。费城半导体指数大跌9%，博通(AVGO.US)跌17.4%，台积电(TSM.US)跌13%，微软(MSFT.US)跌2%。纳斯达克中国金龙指数收涨0.1%。【欧股】德国DAX30指数跌107.16点，跌幅0.50%，报21278.46点；英国富时100指数涨0.55点，涨幅0.01%，报8502.90点；法国CAC40指数跌21.04点，跌幅0.27%，报7906.58点；欧洲斯托克50指数跌32.52点，跌幅0.62%，报5186.85点；西班牙IBEX35指数涨16.76点，涨幅0.14%，报11999.36点；意大利富时MIB指数涨6.28点，涨幅0.02%，报36207.00点。【亚太股市】亚洲市场多数因春节假期休市，日经225指数跌0.92%。【加密货币】比特币一度跌穿10万美元，截至发稿，比特币下跌超1%，报101575.7美元。【黄金】现货黄金跌1.02%，报2742.12美元/盎司，日内交投区间为2772.61-2730.58美元，大部分时间处于下跌状态；COMEX黄金期货跌1.20%，报2745.50美元/盎司，日内交投区间为2777.80-2732.00美元，全天处于下跌状态。【原油】纽约商品交易所3月交割的西得州中质原油（WTI）期货价格收跌1.49美元，跌幅为2%，收于每桶73.17美元。欧洲洲际交易所3月交割的布伦特原油期货价格下跌1.42美元，跌幅为1.81%，收于每桶77.08美元。【宏观消息】美联储隔夜逆回购使用规模再次跌破1,000亿美元 创2021年以来最低。美联储隔夜逆回购(RRP)协议工具余额再次跌破1,000亿美元，创近四年来最低，非公开市场水平高企继续分流央行资金。周一，约26家交易对手方在RRP存放资金929亿美元，为2021年4月以来最低；前一交易日为1,049亿美元。美国5年期国债中标收益率4.33% 低于发行前交易收益率。美国财政部发行700亿美元5年期国债，中标收益率4.330%，略低于纽约时间下午1点投票截止时4.336%的发行前交易收益率，反映出认购需求强劲。招标结束后，中期国债跑赢，5年和30年期收益率曲线趋陡，收益率差扩大至45基点左右。一级交易商获配11.1%，直接投标者获配26.1%，为有纪录以来几个最高水平之一。间接投标者获配比例降至62.8%。投标倍数为2.40倍，与前六次平均水平一致。白宫要求制定计划让联邦雇员重返办公室 实际执行面临阻力。美国人事管理办公室周一发布的另一份指引还启动了特朗普重塑联邦员工队伍的计划，将赋予总统权力雇用和解雇部分之前受就业保护的雇员。重返办公室的强制规定适用于联邦雇员，“除非因为残疾、符合条件的医疗状况或机构负责人证明的其他令人信服的原因”。从事文职工作的军人配偶也不受此限制。执行特朗普命令的备忘录承认让雇员重返办公室存在许多实际障碍。其中很多都受到集体谈判协议的约束，其中包括社会保障署员工在拜登政府执政最后几天达成的允许更灵活工作安排的协议。【个股消息】英伟达暴跌近17% 以黄仁勋为首的科技巨头财富大幅缩水。英伟达(NVDA.US)股价暴跌近17%，市值损失创纪录的5890亿美元，据福布斯网站显示，该公司首席执行官、最大个人股东黄仁勋净资产在收盘时缩水了208亿美元，从1244亿美元跌至1037亿美元，从福布斯实时亿万富翁排行榜的第10位跌至第17位。甲骨文(ORCL.US)下跌14%，董事长拉里·埃里森净资产缩水276亿美元，从全球富豪榜第三跌至第五。彭博亿万富豪指数显示，世界500大富豪周一合计损失了1080亿美元，科技行业巨头们的财富整体蒸发了940亿美元，约占该指数总跌幅的85%。苹果推送软件更新 将默认启用人工智能。苹果(AAPL.US)在周一发布了针对iPhone、iPad和Mac的软件更新，为支持苹果人工智能的设备默认启用Apple Intelligence。这些更新包括iOS 18.3、iPadOS 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