04:03:35
美国 United States
标准普尔500指数周五下跌0.2%,纳斯达克指数下跌0.5%,道琼斯指数上涨35点,投资者权衡美联储降息的前景和中东地缘政治紧张局势的加剧。美联储理事沃勒表示,降息最早可能在7月到来,这与鲍威尔主席更为谨慎、依赖数据的立场形成了鲜明对比。英伟达(Nvidia)和台积电(TSMC)等半导体股下跌超过1%,此前有报道称美国可能撤销出口豁免,引发了人们对全球芯片供应链的担忧。在特朗普总统推迟就美国可能参与以色列-伊朗冲突作出决定后,地缘政治的不确定性加剧,尽管以色列加强了对伊朗关键目标的打击。周五的“三重转换”到期增加了波动性,促使短期国债反弹,并推动两年期国债收益率下跌4个基点。本周,标准普尔500指数和道琼斯指数分别下跌0.3%和0.1%,纳斯达克指数上涨0.1%。
The S&P 500 closed 0.2% lower on Friday, the Nasdaq fell 0.5%, while the Dow added 35 points, as investors weighed the prospects of Federal Reserve rate cuts against rising geopolitical tensions in the Middle East. Fed Governor Waller’s suggestion that rate cuts could arrive as early as July contrasted sharply with Chair Powell’s more cautious, data-dependent stance. Semiconductor stocks like Nvidia and TSMC, dropped over 1% following reports that the US may revoke export waivers, raising concerns over global chip supply chains. Geopolitical uncertainty deepened after President Trump delayed a decision on potential US military involvement in the Israel-Iran conflict, even as Israel intensified its strikes on key Iranian targets. Friday’s “triple witching” expiration added volatility, prompting a rebound in shorter-dated Treasuries and driving two-year yields down four basis points. On the week, the S&P 500 and the Dow fell 0.3% and 0.1%, respectively, while Nasdaq added 0.1%.