在新通胀数据公布后,纳斯达克和标普500指数周二预计高开,同时银行巨头拉开第二季度财报季序幕。芯片股集体上扬,英伟达因恢复向中国销售AI芯片计划而上涨,带动美国超微公司、美光科技、超微电脑、博通和迈威尔科技一同走高。金融板块表现亮眼,摩根大通、花旗集团和富国银行预计报告第二季度每股收益和收入同比增长,贝莱德则因资产管理规模创历史新高而攀升。
然而,DoorDash因Jefferies下调评级至“持有”而大跌,分析师认为其增长潜力已完全计价。MP Materials则因苹果投资消息而跃升。黄金矿商板块受益于金价微升,纽曼矿业、Brookfield、Gold Fields和Harmony Gold均上涨。纽约梅隆银行在公布季度业绩后走高,快扣也因第二季度盈利超预期后券商上调目标价而上涨。
负面动向中,Fortive在TD Cowen下调评级至“持有”后下跌,MiNK Therapeutics则因申请5000万美元股票发行而暴跌。清洁能源领域,Array Technologies、Enphase Energy、第一太阳能和GE Vernova受关注,RBC指出IRA政策变化将是第二季度焦点。Trade Desk在宣布取代安斯科技加入标普500指数后飙升,利西亚车行因预期第二季度利润超出估计而上涨。
其他亮点包括,布鲁克菲尔德资产管理因与谷歌达成30亿美元水电协议而上涨,汉瑞祥则因长期CEO宣布退休而下跌。医院运营商HCA控股、泰尼特、Ardent Health Partners和Universal Health Services被摩根大通预测将超越第二季度预期,GitLab则在Rosenblatt以“买入”评级启动覆盖后上涨。
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