周二早盘,纳斯达克100指数期货与标普500指数期货双双刷新历史峰值。市场焦点转向即将发布的通胀数据及拉开帷幕的银行股财报季。
截至美东时间6:53,E-迷你标普500指数期货上涨22.5点(涨幅0.36%)创历史新高,道指期货微跌32点(跌幅0.07%)。E-迷你纳斯达克100指数期货跃升0.58%,受芯片巨头英伟达股价大涨提振。该公司宣布将恢复向中国销售H20人工智能芯片,盘前股价飙升约5%。
该消息带动芯片板块普涨:超威半导体上扬4.5%,迈威尔科技攀升2.7%,台积电美股涨幅达2.3%。
财报季序幕由金融巨头揭开。摩根大通维持股价平稳,此前该公司上调2025年净利息收入预期。富国银行因贷款损失拨备减少,二季度盈利增长,但股价仍下跌1.1%。贝莱德资产管理规模创12.53万亿美元新高,系受美国潜在降息及贸易协议前景推动。
尽管特朗普总统再度发出对俄关税威胁,市场基本无视相关言论,反而聚焦贸易谈判突破迹象。投资者正密切关注将于美东时间8:30公布的6月CPI数据。经济学家预测整体通胀年率将从5月的2.4%升至2.7%,核心通胀预计由2.8%微涨至3%。
布朗兄弟哈里曼资深策略师指出,关税对通胀的影响暂未显现,但强调"加征关税可能抑制美国经济增长并推高通胀"。CME美联储观察工具显示,市场对7月降息预期已消退,9月降息概率维持在60%左右。
今日多位美联储官员将发表讲话,包括理事迈克尔·巴尔,可能释放货币政策新信号。个股方面,软件公司Trade Desk因将纳入标普500指数,股价暴涨14.6%。
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