美國1月CPI同比意外增至3% 納指低開超1%
美國1月未季調CPI年率錄得3%,爲2024年6月以來最大增幅,預期維持2.9%不變;交易員將下次美聯儲降息時間從9月調整至12月。另外,特朗普稱降息將與加關稅“齊頭並進”。美股三大指數集體低開,納指跌1.06%,標普500指數跌0.93%,道指跌0.78%。大型科技股普遍低開,英偉達跌2.5%,谷歌A、亞馬遜、微軟均跌超1%。超微電腦漲超10%,公司目標2026財年收入達400億美元,遠超市場預期。吉利德科學漲超6%,創歷史新高,Q4營收及調整後每股收益、今年盈利指引均超預期。阿里巴巴續漲2.7%,美媒稱蘋果與阿里巴巴合作爲中國iPhone用戶開發AI功能。(格隆匯)

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