隔夜美股 | 科技股集体反弹英伟达(NVDA.US)涨近9%

智通财经网2025-01-29

智通财经获悉，周二，美股周二收高，科技股领涨，纳指与标普指数部分挽回了周一的巨大跌幅。市场继续评估中国初创企业DeepSeek及其AI模型对美股AI交易的潜在影响。投资者还在关注微软与苹果等科技股的财报、美联储货币政策会议以及特朗普发出的最新关税威胁。【美股】截至收盘，道指涨136.77点，涨幅为0.31%，报44850.35点；纳指涨391.75点，涨幅为2.03%，报19733.59点；...

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3月原油期货收涨0.60美元，涨幅0.82%，报73.77美元/桶。【宏观消息】美国12月耐用品订单环比意外跌2.2%，飞机订单大幅减少。美国商务部周二公布的数据显示，美国12月核心耐用品订单增长超过预期，但由于飞机订单急剧下降，整体耐用品订单意外下降。12月核心资本货物出货量增长0.6%，为近一年来的最高增幅，这将有助于经济学家调整第四季度美国GDP中商业设备支出的估算。“新美联储通讯社”放风：关税是未来联储行动的关键不确定因素。Timiraos称，目前普遍预计本周美联储会议将暂停降息，而美联储何时或是否恢复降息很大程度上取决于通胀前景，通胀前景又可能受到关税影响。美联储这次对关税的反应可能和特朗普第一个任期不同。美国刚刚经历了高通胀，企业和消费者对价格压力更敏感，一旦通胀预期上升，未来可能持续更高的价格增长。受就业市场影响，美国消费者信心指数降至四个月低点。由于对劳动力市场和整体经济前景的乐观情绪减弱，美国1月消费者信心指数意外降至四个月低点。周二公布的数据显示，世界大型企业联合会消费者信心指数1月下降5.4至104.1。接受彭博调查的经济学家预估中值为105.7。现状指标下降近10个点，衡量未来6个月展望的预期指标下降幅度相对较小。通货膨胀降温缓慢，虽然劳动力市场表面上看起来不错，但求职者表示找工作花的时间越来越长。在消费者评估特朗普的政策将如何影响经济之际，信心指数一直呈现波动。美国房价加速上涨，高利率下买家仍计划购房。美国11月房价上涨步伐加快，因为买家在借贷成本上升的情况下仍在寻求购房。标普CoreLogic凯斯-席勒数据显示，全国房价指标同比上涨3.8%。这一涨幅高于10月3.6%的同比涨幅。11月的上涨推动该指数连续第18个月创下纪录高点。在对20个城市的调查中，纽约的年涨幅最大，其次是芝加哥和华盛顿。本月早些时候，30年期抵押贷款的平均利率升破7%。借贷成本上升令需求承压。据Redfin Corp，截至1月19日的四周，签约量下跌10%。Realtor.com高级经济研究分析师Hannah Jones表示，“最近利率的攀升可能会再次抑制买方需求，使2025年的开局充满坎坷。”【个股消息】交付延迟拖累下，航空巨头波音(BA.US)创疫情以来最大年度亏损。波音公布了2024年第四季度近40亿美元的亏损，2024年全年则创下自2020年以来公司最大的年度亏损。波音公司在2024年最后三个月亏损了38.6亿美元，其中商用飞机部门和国防及航天业务承担了约30亿美元的费用。这些费用涉及多款机型，包括波音767、KC-46加油机，以及长期延误的两架747飞机——计划用作新的“空军一号”。波音年度亏损总额达到惊人的118.3亿美元，这是自2020年以来的最大规模亏损。电动车业务成新引擎，通用汽车(GM.US)Q4业绩超市场预期。通用汽车第四季度的营收和利润均超出华尔街预期，同时预计2025年将继续保持强劲业绩增速。通用汽车Q4调整后每股收益为1.92美元，高于华尔街预期的1.89美元;总营收大约477亿美元，高于华尔街预期的439.3亿美元。通用汽车的2025年财务指引区间包括：归属于股东的净利润为112亿至125亿美元，或每股收益11至12美元;调整后EBIT为137亿至157亿美元，或调整后每股收益11至12美元;调整后的汽车业务自由现金流在110亿至130亿美元之间。通用汽车的2025年财务指引符合华尔街分析师基本预测。星巴克(SBUX.US)销售降幅放缓。在截至12月29日的财季，同店销售额下降4%。与前一财季7%的降幅相比出现改善。接受彭博调查的分析师此前预估为下降5.3%。星巴克季度销售额降幅低于预期，显示令这家咖啡连锁店不安的顾客流失现象开始减退。业绩显示星巴克已经在取得进展，营收94亿美元和每股收益0.69美元均略高于平均预期，而这家连锁咖啡店店在其最大的地区北美的销售额降幅符合预期。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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隔夜美股 | 科技股集体反弹 英伟达(NVDA.US)涨近9%

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隔夜美股 | 科技股集体反弹英伟达(NVDA.US)涨近9%