美股动态:英伟达助推纳斯达克创历史新高,标普500平盘受数据财报拖累

华尔街洞察
16 Jul

周二,纳斯达克综合指数强势攀升至历史峰值,人工智能芯片巨头英伟达股价飙升功不可没;与此同时,标普500指数近乎持平,投资者正消化最新通胀报告和银行财报潮带来的复杂信号。

市场情绪起伏不定:美国6月消费者价格指数(CPI)录得五个月来最大涨幅,暗示关税效应或正推高通胀,但核心通胀指标保持温和,为市场注入一丝安抚。降息预期随之调整——7月降息希望几近消失,9月降息概率从60%降至55%。投资策略师罗斯·梅菲尔德指出:"CPI数据完美契合美联储在9月重启降息的路径。"

截至美东时间上午11:33,标普500微涨0.71点至6,269.27点,涨幅仅0.01%;纳斯达克综合指数劲升136.40点至20,776.73点,涨幅达0.66%;道琼斯工业平均指数则下挫251.28点至44,208.37点,跌幅0.57%。科技板块表现亮眼,上涨1.7%并触及纪录高位,英伟达股价暴涨4.4%,因其宣布将恢复向中国销售H20 AI芯片。芯片股集体走强,美国超微公司和超微电脑均大涨超6%。

银行股却开局黯淡:摩根大通虽上调2025年净利息收入预期,股价仍下滑0.4%;富国银行尽管因贷款损失准备金减少而利润增长,股价暴跌5%;贝莱德资产管理规模创12.53万亿美元新高,但股价重挫5.4%。KBW银行指数跌至两周低点,跌幅1.1%。逆势上扬的花旗集团股价攀升3%,交易业务带来意外盈利提振二季度业绩。梅菲尔德评论道:"市场门槛较高,但多数财报仍超预期。"

贸易紧张局势影响有限:尽管特朗普总统威胁对俄罗斯加征关税,市场聚焦美欧贸易谈判突破。此前特朗普警告8月1日起对欧盟和墨西哥征收30%关税,但随后释放对话意愿,提振市场信心。标普500指数中,九大板块下跌,Trade Desk Inc.因将纳入该指数暴涨9.7%。纽交所和纳斯达克下跌股远超上涨股,比率分别为2.65:1和2.06:1。标普500创21个52周新高和8个新低,纳斯达克则录得64个新高和46个新低。

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