8月交易将于周五结束，美国股市看起来将迎来一个稳健上涨的月份。基于周四的数据，三大股指都有望以2.5%或更高的涨幅收官。
如果涨势持续，S&P 500指数和道琼斯指数有望连续第四个月上涨，这将是自2024年9月以来最长的连涨纪录。
科技股权重较大的纳斯达克综合指数将实现连续第五个月攀升，这是近18个月以来最长的连涨走势。
考虑到市场在8月份面临的诸多考验，这些涨幅显得格外引人注目。本月开局不利，8月1日的就业报告显示劳动力市场出现明显疲软迹象。接着是备受关注的特朗普总统贸易关税政策的实施，这将美国进口商品的实际关税提升至1930年代以来的最高水平。
上周市场面临新的考验，特朗普试图解雇美联储理事Lisa Cook，引发了对央行独立性的担忧。
尽管如此，市场仍继续上涨，得益于企业财报表现强劲、人工智能领域持续的热情以及本月交易量低于正常水平。道琼斯指数和S&P 500指数周四均以历史新高收盘，后者创下年内第20次创纪录收盘。
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