Tiger Brokers

7月30日美股盘前期指走高 纳斯达克100期货上涨0.50%

金吾财讯
Jul 30

金吾财讯 | 周四美股盘前期指走高，市场正在消化美联储维持基准利率不变的决议，同时投资者集中解读微软（MSFT）与Meta（META）两份方向分化的财报数据。行情数据显示，纳斯达克100期货上涨0.50%，标普500期货上涨0.33%，道琼斯指数期货小幅上行0.25%。美债市场出现结构性行情，长期债券遭遇大规模抛售，推动长端收益率上行。10年期美债收益率升至4.70%，30年期收益率上行至5.23%，两年期收益率小幅回落至4.28%。瑞银首席经济学家保罗?多诺万针对债市波动发表观点，市场存在一种解读，认为债券收益率上行相当于代替美联储执行紧缩政策，带有鸽派色彩。他认为本轮长债抛售不完全由通胀预期驱动，各类不确定性推高实际收益率，后续或将传导至实体经济。科技巨头财报呈现明显分化格局。微软受益于云业务收入同比大增 43%，创下2022年初以来最快增速，股价迎来大幅上涨；Meta则受到高额资本开支、自由现金流承压的负面影响，股价显著走低。个股层面，Fortinet（FTNT）、微软（MSFT）、泛林集团（LRCX）涨幅靠前；埃克塞克斯地产信托（ESS）、Meta平台（META）、Carvana（CVNA）出现明显下跌。财报兑现差异、美债利率波动，将持续左右短期美股板块轮动节奏。

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