纳指上扬道指下挫 通胀数据符合预期

华尔街洞察
Jul 16, 2025

美国国债收益率攀升,因新美联储主席选拔程序正式启动。通胀数据精准匹配经济学家预测,主要银行业绩超预期,但全年疲软前景拖累金融股,仅花旗集团逆势上扬,逼近2008年危机后高点。 股指表现分化,道琼斯工业平均指数下跌,纳斯达克综合指数创新高;10年期国债收益率跃升至4.49%。 6月消费者价格指数年率2.7%,与预期一致,美联储利率政策料不变,总统批评未改走向。 摩根大通和富国银行季度利润亮眼,贝莱德则跃升为首个12万亿美元资产管理巨头,却因资金流出股价大跌5%。 芯片股强劲反弹推高纳指,英伟达获准在华恢复H20芯片销售,股价飙升4%,带动香港科技股一同上涨。 贸易方面,特朗普宣布印尼协议:美国对印尼产品征19%关税,印尼对美国商品零关税,此前曾威胁32%税率。 标准普尔500指数微幅波动,早盘触及盘中纪录。比特币价格回落,此前突破123,000美元历史峰值,众议院本周将审议加密货币法案。

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