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美国上周五股市重摔,主要股指皆墨。 标准普尔500指数下跌1.84%,纳斯达克指数下挫2.43%,道琼斯指数遽减610.71点(-1.51%)。 弱于预期就业报告触发经济衰退担忧。 一周以来,标普500和道琼已失 2.1%,纳斯达克降 3.4%。 与此同时,美元指数跌破103.7,触及四个多月低位,日本央行升息对美元施加额外下行压力。
企业财报好坏参半,导致市场巨幅波动。 亚马逊 (AMZN.US) 股价下杀 8.78%,因其营收未达标又给出令人失望指引。 英特尔 (INTC.US) 也报惨澹季度业绩而暴跌 26.06%。 其他科技公司跟著承压,英伟达 (NVDA.US) 下滑 1.78%,博通 (AVGO.US) 下跌 2.18%,微芯科技 (MCHP.US) 重挫 10.6%。 尽管自 iPhone 收入减少,但苹果 (AAPL.US) 获利达财测,股价上扬 0.69%。

(标准普尔 500 指数半年线图)

(美元指数半年线图)
劳动市场报告显示,7月美国净增11.4万个就业机会,远低于市场估值的17.5万。 此外,失业率意外跃升至2021年高点4.3%,薪资成长放缓幅度超乎预期。市场押注美联储在今年剩下三次会议里共降息100个基点,其中包括一次减50个基点和两次各降25个基点。
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