隔夜美股全覆盤 | 利空落地？三大指數強勢反彈，美債收益率衝高，石油黃金回落
昨夜美股高開高走。雖然俄烏衝突仍在發酵，但盤前就傳出雙方將進行談判的利好消息。並且從發佈的經濟數據來看，美國1月核心PCE物價指數環比增長0.5%，符合預期；1月個人消費支出（PCE）環比增2.1%，高於預期的1.6%；1月實際個人消費支出環比增1.5%，也超出預期的1.2%。在這樣強勁的經濟數據下，市場逐步解除對分子端的擔憂，三大股指高開。
盤中雖然出了較差的美國1月成屋簽約銷售同比數據（預期-1.8% vs 實際-9.1%），但市場很快消化，走回經濟增長支撐加息的邏輯主線。而白宮重申不會對俄羅斯原油，進一步緩解市場對於通脹的擔憂，支持指數繼續強勢反彈。美聯儲主席鮑威爾將於美東時間3月2日和3日在國會作證，在事先提交的聽證會講稿中，雖然保持了鷹派立場，但並沒有超出預期的內容，市場對3月加息50基點的預期回落。
截至收盤，標普收漲2.24%，道指漲2.51%，納指漲1.64%。美國10年期國債收益率平收1.967%，恐慌指數VIX收跌9%。布油和WTI原油均下跌1%左右，現貨黃金跌破1900美元/盎司。
大型科技股普遍收漲。蘋果漲1.3%，據供應鏈最新消息稱，蘋果將在今年9月份發佈的iPhone 14系列，目前相關設計工作已經基本定稿，而代工廠已經開始試產工作；Iphone SE3即將發佈。特斯拉漲1.14%，一份鋰礦專家交流紀要顯示，價格趨勢還沒到供需平衡的點；上海工廠提升零部件產能項目公示，預計2月底完工。微軟漲0.92%，網易丁磊發聲將與微軟以及被收購的動視暴雪開展更多緊密合作；亞馬遜漲1.61%，谷歌漲1.39%，美加州高等法院做出對旗下自動駕駛公司Waymo的裁決，允許其對自動駕駛技術細節保密。Meta漲1.39%，有消息稱Meta已解散300多人的AR/VR操作系統團隊。
行業板塊方面，大宗板塊漲幅居前，鋼鐵板塊漲7.45%，銅漲5.22%，煉焦煤漲4.86%。半導體板塊普漲，費城半導體指數SOXX漲1.67%，但仍受供應鏈問題的壓制。英偉達漲1.72%，AMD漲3.82%。熱門中概股普遍收漲，京東漲2.24%；拼多多漲1.16%；阿里巴巴收跌0.91%，前日發佈財報，營收增速放緩趨勢明顯。電車新勢力方面，蔚來跌1.32%，小鵬漲1.36%，理想漲1.94%，盤前發佈21Q4業績， 營收同比增 156.1% 至 103.8 億元，淨利潤同比增近 2 倍至 2.955 億元，每 ADS 盈利 0.29 元，均好於市場預期。富途控股漲1.72%，擬於美東時間3月11日盤前發佈21Q4及全年未經審計財報。
成交額異動：Block成交75億美元，大漲26.14%，21Q4業績超華爾街預期，營收40.8億美元超過預期的40.3億美元；EPS 0.27美元超過預期的0.22美元。
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