04:01:35
美国 United States
周一,标准普尔500指数和纳斯达克100指数收盘创下新高,分别上涨0.1%和0.5%,因为对强劲企业盈利的乐观情绪超过了持续的贸易紧张局势。另一方面,道琼斯指数下跌18点。Alphabet、亚马逊和Meta等大型科技公司的股价上涨推动了这一涨势,Alphabet在周三发布财报之前上涨了2.7%。Verizon在发布强劲的季度报告后也飙升了4%,这提振了人们对持续盈利势头的希望。到目前为止,超过85%的标普500指数成份股公司的业绩超出预期,预计大型科技公司将推动本季度预期的6-7%的盈利增长。尽管关税存在不确定性,但投资者情绪仍然乐观,商务部长霍华德·卢特尼克重申8月1日是合规的“硬截止日期”,尽管谈判可能会在此之后继续进行。与此同时,如果没有达成贸易协议,欧盟正在探索潜在的对策,这增加了地缘政治压力。
On Monday, the S&P 500 and Nasdaq 100 closed at fresh records, adding 0.1% and 0.5%, respectively, as optimism over strong corporate earnings outweighed ongoing trade tensions. The Dow, on the other hand, finished 18 points lower. Gains in megacap tech names like Alphabet, Amazon and Meta helped propel the rally, with Alphabet rising 2.7% ahead of its earnings report on Wednesday. Verizon also surged 4% after a strong quarterly report, fueling hopes for continued earnings momentum. So far, over 85% of S&P 500 companies that have reported have beaten expectations, with Big Tech expected to drive most of the quarter’s projected 6–7% earnings growth. Investor sentiment remained upbeat despite tariff uncertainty, with Commerce Secretary Howard Lutnick reiterating August 1 as the “hard deadline” for compliance, though talks may continue beyond that. Meanwhile, the EU is exploring potential countermeasures if no trade deal is reached, adding geopolitical pressure.