隔夜美股 | 台积电财报为市场注入“强心针” 三大指数收涨芯片、银行板块领涨

智通财经01-16

智通财经APP获悉，周四，三大指数收涨，涨幅均较盘初有所收窄。芯片与银行板块领涨，此前台积电公布的财报重新提振了市场对AI需求韧性的信心。美国财政部数据显示，日本11月持有的美国国债为1.203万亿美元，10月为1.200万亿美元。英国11月持有的美国国债为8890亿美元，10月为8780亿美元。中国11月持有的美国国债为6830亿美元，10月为6890亿美元。【美股】截至收盘，道指涨292.81...

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The three major indexes closed higher. The chip and banking sectors led the gains","themeId":"e17ed470436f0308ace3c22a5a250de8","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1.96,"MS":1.84,"03145":0.6},"content_text":"智通财经APP获悉，周四，三大指数收涨，涨幅均较盘初有所收窄。芯片与银行板块领涨，此前台积电公布的财报重新提振了市场对AI需求韧性的信心。美国财政部数据显示，日本11月持有的美国国债为1.203万亿美元，10月为1.200万亿美元。英国11月持有的美国国债为8890亿美元，10月为8780亿美元。中国11月持有的美国国债为6830亿美元，10月为6890亿美元。【美股】截至收盘，道指涨292.81点，涨幅为0.6%，报49442.44点；纳指涨58.27点，涨幅为0.25%，报23530.02点；标普500指数涨17.87点，涨幅为0.26%，报6944.47点。贝莱德(BLK.US)涨6%，摩根士丹利(MS.US)涨5.8%，高盛(GS.US)涨4.6%，台积电(TSM.US)涨4.44%，英伟达(NVDA.US)涨2%。纳斯达克中国金龙指数跌0.6%，禾赛(HSAI.US)涨超7%。【欧股】德国DAX30指数涨46.15点，涨幅0.18%，报25361.02点；英国富时100指数涨50.11点，涨幅0.49%，报10234.46点；法国CAC40指数跌17.85点，跌幅0.21%，报8313.12点；欧洲斯托克50指数涨36.10点，涨幅0.60%，报6041.15点；西班牙IBEX35指数跌63.52点，跌幅0.36%，报17632.18点；意大利富时MIB指数涨170.10点，涨幅0.37%，报45817.50点。【加密货币】比特币跌超1.4%，报95563美元；以太坊跌超1.6%，报3298.18美元。【美元指数】衡量美元对六种主要货币的美元指数当天上涨0.19%，在汇市尾市收于99.323。截至纽约汇市尾市，1欧元兑换1.1614美元，低于前一交易日的1.1636美元；1英镑兑换1.3386美元，低于前一交易日的1.3431美元。1美元兑换158.54日元，高于前一交易日的158.50日元；1美元兑换0.8031瑞士法郎，高于前一交易日的0.8004瑞士法郎；1美元兑换1.3893加元，高于前一交易日的1.3874加元；1美元兑换9.2263瑞典克朗，高于前一交易日的9.2073瑞典克朗。【金属】现货黄金收跌0.22%，报4615.72美元；现货白银一度下跌7.3%，收盘跌幅收窄，报92.428美元。特朗普未对包括白银和铂金在内的关键矿产进口征税，他表示将通过双边谈判来解决，并提出了设定价格下限的想法。市场对加征关税的担忧导致包括白银在内的一些金属被囤积在美国仓库中。目前，与纽约商品交易所期货交易相关的仓库中持有约4.34亿盎司白银，比大约一年前关税造成的贸易中断加剧时增加了约1亿盎司。尽管这些库存可能有助于缓解其他紧张状况，但StoneX集团分析师Rhona O’Connell指出，白银流出美国可能面临一定阻滞，因其仍在特朗普的关键矿产清单上。华侨银行策略师Christopher Wong表示，白银的中期前景仍然坚定向好，支撑来自供应短缺、工业消费以及黄金需求的溢出效应。然而，近期价格波动的速度使我们需要在短期内保持谨慎态度。【原油】油价下跌超过4%，此前美国总统特朗普的言论缓解了市场对美国可能即将对伊朗发动打击的猜测。布伦特原油期货下跌2.76美元，跌幅为4.15%，收于每桶63.76美元；纽约商品交易所2月交割的西得州中质原油（WTI）期货价格下跌2.83美元，跌幅为4.56%，收于每桶59.19美元。【宏观消息】房贷利率跌至三年新低 特朗普2000亿购债计划初见成效。房地美公布的数据显示，30年期固定利率贷款平均利率为6.06%，低于上周的6.16%，创下2022年9月以来的新低。那也是利率最后一次低于6%的时间。贷款成本是特朗普提高住房负担能力方案的核心目标。在他上周宣布2000亿美元的抵押贷款债券购买计划后，利率随之下降。长期高企的利率已导致潜在买家和卖家离职观望多年。在某些方面，买家的处境已在改善：库存略有增加，房价涨幅趋于平缓，利率也从2025年初的7%左右回落。然而，许多住房专家指出，要真正打破市场僵局，抵押贷款成本必须大幅下降。这是因为很少有持有低利率贷款的房主愿意卖房，转而承担更高的利率去买新房。美联储施密德主张维持限制性利率 警告降息难解劳动力结构性顽疾。美联储施密德表示：利率应维持在对经济持续施压的水平，以便通胀进一步降温。鉴于通胀压力依然明显，我倾向于保持货币政策的适度限制性。他指出：“尽管劳动力市场已经降温，但为了防止通胀前景恶化，某种程度的降温可能是必要的。”施密德在周四重申，进一步降息可能不会刺激招聘，并断言增长放缓是由结构性因素驱动的，美联储最适合在周期性衰退中提供帮助。施密德说：“我不认为进一步降息能有效修复劳动力市场的裂痕——这些压力极有可能是由技术和移民政策的结构性变化引起的。我担心降息会对通胀产生更持久的影响，因为我们对2%目标的承诺正日益受到质疑。”哈塞特：若执掌美联储，有能力说服同僚。下任美联储主席热门人选哈塞特否认了外界对其若上任，将难以说服其他美联储官员支持其观点的担忧。哈塞特周四表示：“我足够强硬去赢得辩论。任何一个来到白宫、并连续五年面对所有可能被问到的问题的人——就像我一样——都足够强硬去面对充满敌意的局面，帮助人们理解他们为什么是对的或错的。”哈塞特一直主张美联储主席鲍威尔及其同僚降息过慢，这与特朗普的看法一致。美联储观察人士指出，利率决策取决于联邦公开市场委员会的多数表决，特朗普提名的主席未必能够在大幅降息问题上凝聚共识。哈塞特重申，特朗普认为美联储在鲍威尔的领导下带有政治倾向，在2024年大选前降息，却在特朗普2025年就任后停止了宽松周期，“他认为，有时他们的决策看起来是带有党派色彩的。”【个股消息】高盛(GS.US)、大摩(MS.US)营收刷纪录 传统投行制霸股票交易。高盛集团和摩根士丹利发布的财报显示，两家公司的股票交易部门去年营收均创下历史新高。现在的悬念在于，该行业是否已处于巅峰。数据显示，美国银行在股票市场赚到的钱多得令人咋舌。仅高盛一家，其股票业务的营收就达到165亿美元，比2024年增加了30亿美元。这一数字仅略低于2024年欧洲四大银行股票业务的总和（171亿美元）。去年，摩根士丹利的股票业务增长了28%，达到156亿美元，同样刷新了纪录。摩根大通报告的营收增幅最为强劲，较2024年增长了29%，而美国银行和花旗集团也实现了稳健增长。页岩油巨头强强联手 Coterra Energy(CTRA.US)拟并戴文能源(DVN.US)。根据知情人士透露，美国Coterra Energy正探讨与戴文能源公司合并。这两家页岩油勘探企业的潜在联合，将成为多年来规模最大的油气交易之一。上述知情人士表示，这两家公司都在石油资源丰富的二叠纪盆地拥有大量头寸，目前正就可能的合并进行谈判。他们透露，目前讨论的一个选项是全股票交易。Coterra Energy的股价在一度上涨12%。知情人士称，两家公司仍在就潜在交易的条款和结构进行谈判。目前尚不确定谈判能否达成协议，且可能出现其他竞购者。部分知情人士还透露，Coterra Energy在近期也至少与另一家公司进行过合并谈判。【大行评级】花旗：将美光科技(MU.US)目标价从330美元上调至385美元，维持买入评级；将理想汽车(LI.US)目标价从20.2美元下调至18.5美元，维持中性评级。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","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":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2603493941","isCrawlerRequest":true}

隔夜美股 | 台积电财报为市场注入“强心针” 三大指数收涨 芯片、银行板块领涨

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隔夜美股 | 台积电财报为市场注入“强心针” 三大指数收涨芯片、银行板块领涨