美股今日:经济动能强劲推动市场延续升势 各板块普遍上涨

投资观察
Aug 29

美国三大股指周四继续攀升,标普500指数(^GSPC 0.32%)收于6,501.86点的历史新高,上涨20.46点,涨幅0.32%;纳斯达克综合指数(^IXIC 0.53%)表现更为强劲,上涨0.53%至21,705.16点;道琼斯工业平均指数(^DJI 0.16%)上涨0.16%,收于45,636.90点,同样接近历史高位。市场上涨主要受到修正后的第二季度GDP数据推动,数据显示美国经济年化增长率为3.3%,高于初值的3%,进一步证实了经济的韧性。

科技股和通讯服务板块领涨市场,Broadcom(AVGO 2.87%)、Amazon(AMZN 1.14%)和谷歌A(GOOGL 2.08%)均录得强劲涨幅。与此同时,英伟达(NVDA -0.66%)季度营收虽然超出预期,但由于公司对AI芯片需求的指引偏向保守,股价小幅下跌,这也影响了半导体股的整体表现。

其他公司财报表现分化:Burlington Stores(BURL 5.32%)和Dollar General(DG 0.46%)因业绩强劲而上涨,而Hormel Foods(HRL -13.09%)则因发布疲弱前景而大幅下跌。

市场恐慌情绪依然温和,芝加哥期权交易所波动性指数接近年内低位,不过分析师警告称,随着秋季的临近,波动性可能会有所上升。

展望未来,投资者将关注周五的PCE通胀数据以及即将发布的零售业财报,以寻找经济增长和美联储政策立场的进一步信号。

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