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《美國股市》三大指數四個交易日來首升 道指高收43點 消費股、公用股表現最差
9月步入最後一週交易,標普500指數和納指週一(25日)收高,結束連續四天的下跌,不過,美聯儲暗示加息時間較長,導致美國國債債券息率上升,10年期債息率飆升至4.54釐,爲 2007 年 10 月以來的最高收益率,美股週一(25日)升幅有限,僅錄得小幅高收。 標普500指數高收17.38點或0.4%,報4,337.44點;道指高收43.04點或0.13%,報34,006.88點;納指高收59.51點或0.45%,報13,271.32點。 3M(MMM.US)是道指中表現最差的成分股,跌2.3%。消費必須品及公用事業是標普500指數中表現最差的板塊,分別下跌0.9%和0.7%。投行Jefferies稱美國學生貸款重新開始還款,消費者支出減少,將消費股評級由「買入」下調至「持有」,Urban Outfitters(URBN.US)週一跌0.5%,Foot Locker(FL.US)跌1.8%,Nike(NKE.US)跌0.3%。 石化股Dow(DOW.US)獲摩根大通將將評級「中性」上調至「增持」,稱油價上升或帶來上升空間,該股高收1.7%,爲道指表現最好成分股。 油價上升趨勢未改,雪佛龍(CVX.US)升1.5%。 高通(QCOM.US)升2.6%;Nvidia(NVDA.US)升1.5%。蘋果(AAPL.US)升0.7%。 亞馬遜(AMZN.US)將向OpenAI對手Anthropic投資高達40億美元,宣佈雙方將在未來展開更廣泛的合作,亞馬遜收升1.7%。
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