金吾财讯 | 美国7月零售通胀报告落地，整体数据与市场共识基本保持一致，带动华尔街主要股指震荡走高。道琼斯指数交投接近平盘，标普500指数上涨0.2％，以科技股为主的纳斯达克综合指数上涨0.6％。板块层面，标普500十一个板块当中仅有五个录得上涨，信息技术板块领涨大盘，非必需消费品板块跌幅居于前列，板块内部行情分化特征较为明显。本次公布的 7月居民消费价格指数（CPI）环比上涨0.1％，与市场预期持平，前值为下降0.4％；同比上涨3.4％，同样符合市场一致预期，6月同比读数为3.5％。剔除食品与能源的核心居民消费价格指数（CPI）环比上涨0.2％，前值0.0％；同比上涨2.5％，前值2.6％，核心通胀延续边际回落的运行态势。机构观点指出，本次CPI数据结果属于市场乐于见到的状态，但通胀走势与油价联动性正在增强，外部地缘带来的能源扰动不在美联储可控范围之内，通胀回归2％政策目标的路径依旧漫长，过程伴随较多不确定性。通胀数据落地之后，美国各期限国债收益率同步走低，2年期国债收益率下行3个基点至4.19％，10年期国债收益率下滑2个基点至4.67％，30年期国债收益率回落1个基点至5.23％。个股方面，算力企业CoreWeave（CRWV）股价上涨19.4％，Charter Communications（CHTR）股价下跌4.1％，个股涨跌进一步放大盘面的分化格局。后续市场会继续跟踪就业、通胀系列数据，以此判断美联储后续货币政策调整节奏
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