美股周四收盘点评：微软和Meta 业绩令投资人失望，科技股大跌_老虎社区_美港股上老虎

美股周四收盘点评：微软和Meta 业绩令投资人失望，科技股大跌

宏观对冲陈凯丰...2024-11-01

来源：宏观对冲陈凯丰Kevin道指收跌90 bps，至41,763点，标普收跌1.48%，至5,728点，纳指收跌2.76%，至18,095点。尽管Meta和微软周三盘后公布的业绩均超过预期，但这两家公司的股价仍下跌。微软和 Meta 均表示，由于人工智能投资，他们的资本支出正在增加，这可能会影响盈利能力，尽管投资者希望从已经投入的数十亿美元中快速获得回报。尽管押注人工智能驱动的科技股推动华尔街...

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4.3%，进一步给股市带来压力。与此同时，美联储偏爱的通胀指标个人消费支出价格指数9月份上涨0.2%，符合经济学家的预期。然而，核心数据同比增长2.7%，略高于2.6%的预期，而消费者支出的增长略高于预期。数据公布后，交易员坚持认为美联储将在11月会议上降息25个基点。当天的跌幅使三大主要股指均录得月度跌幅。波动率指数触及9月初以来最高位，因投资者预计未来几周企业业绩、即将到来的美国总统大选以及美联储11月会议将带来更多波动。其他方面，黄金下跌，部分投资者在金价升至新高后获利了结。石油连续第二天上涨，此前美国原油库存减少，中东战事持续。特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}