数据传通胀放缓利好，美股高开，中概雄起，美股9月仍难逃今年最惨月跌

华尔街见闻2023-09-29

周五公布的数据带来了美国通胀超预期放缓的好消息：美联储青睐的通胀指标——剔除食品与能源的核心PCE物价指数8月环比增长0.1%，未如分析师预期的企稳于7月水平，反而创2020年末以来最低增速；剔除住房和能源的服务业通胀8月环比增长也放缓至0.1%。评论称，通胀继续减速增长意味着美联储的激进加息在奏效。目前的挑战是，核心PCE同比增速仍几乎是美联储通胀目标的两倍，这促使美联储一直不排除再度加息的...

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US stocks still could not escape the worst monthly decline this year in September","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WBA":1,"APRN":1,"GM":1,"F":1,"CORT":1,"CCL":1,"NKE":1,"03086":0.8,"SPY":0.8,"NQmain":0.6,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"TTTN":0.6,"UPRO":0.6,".SPX":0.6,"ESmain":0.6,"MNQmain":0.6,".IXIC":0.6,"IVV":0.6},"content_text":"周五公布的数据带来了美国通胀超预期放缓的好消息：美联储青睐的通胀指标——剔除食品与能源的核心PCE物价指数8月环比增长0.1%，未如分析师预期的企稳于7月水平，反而创2020年末以来最低增速；剔除住房和能源的服务业通胀8月环比增长也放缓至0.1%。\n评论称，通胀继续减速增长意味着美联储的激进加息在奏效。目前的挑战是，核心PCE同比增速仍几乎是美联储通胀目标的两倍，这促使美联储一直不排除再度加息的可能。新近PCE数据至少降低了联储近期重启加息的可能。\n数据公布后， 市场对美联储11月加息的预期降温，美债价格继续反弹、收益率加速下行，对利率更敏感的两年期美债收益率回落至两周低位；美股高开。在美上市中概股更胜大盘一筹，追随港股昂首走高，势将给9月和三季度画下圆满句号。周五中国外交部公布，外交部副部长孙卫东在华盛顿同美国亚太事务助理国务卿康达举行中美亚太事务磋商。\n在9月和三季度收官日周五，美股主要股指有望继续收涨，但无法扭转全月和全季累计下跌的势头。美债月度和季度也将价格下挫，有“全球资产定价之锚”称号的基准十年期美债收益率周五终结八日连创2007年来新高之势，9月仍将累计升超40个基点，凸显美联储保持紧缩、动辄释放进一步加息信号的压力。\n汇市方面，美股持续反弹之际，美元指数继续跌离十个月高位；尽管日本财务大臣铃木俊一周二和周四都警告将不排除任何选择打击汇率过度波动，日元仍未能保住周四的反弹势头，盘中曾靠近周三所创的11个月来低位；人民币继续反弹，离岸人民币兑美元将近两周来首度盘中涨破7.29。\n纳指盘中涨超1% 芯片股继续力挺大盘 福特和通用汽车一度跌超1% 中概跑赢大盘\n三大美国股指集体高开，早盘保持涨势。纳斯达克综合指数一度涨近1.4%，标普500指数曾涨近0.8%，道琼斯工业平均指数盘初曾涨近230点、涨近0.7%，后曾短线转跌，继而涨幅有所扩大。\n纳指和标普势将连续三日收涨，并有望抹平本周前两日跌幅、全周累计转涨，止住三周连跌之势，道指虽然可能连涨两日，本周仍将连跌两周，最近七周内第五周累跌。\n主要股指9月和三季度均将累跌。标普和纳指势将创去年12月以来最大月跌幅， 三季度标普、道指都将止步三个季度连涨，纳指在连涨两季后回落。\n龙头科技股早盘集体走高，被Canaccord Genuity重申买入评级、花旗保持中性评级的特斯拉早盘涨超2%，有望抹平全周跌幅、收创9月21日以来新高，在上周大跌近11%后反弹。FAANMG六大科技股中，早盘微软、亚马逊涨超1%，Facebook母公司Meta曾涨超2%，苹果曾涨超1%，谷歌母公司Alphabet和奈飞涨超1%后回吐多数涨幅。\n芯片股总体连涨三日，有望第三日跑赢大盘。早盘费城半导体指数和半导体行业ETF SOXX涨超1%。个股中，周四在季度亏损指引逊预期后逆市跌超4%的美光科技早盘涨超4%；在被花旗重申买入评级、看好Blackwell B100 GPU迭代推动股价上涨及利润和销售增长后，英伟达早盘涨超2%；早盘英特尔、AMD涨超1%，而在上市后首个完整周上周跌超15%的Arm早盘转跌后跌超2%，在周四止住两连跌后回落。\n热门中概股总体连涨三日，周五跑赢大盘。纳斯达克金龙中国指数（HXC）早盘曾涨超2%。个股中，早盘小鹏汽车涨超5%，百度、拼多多、理想汽车涨超2%，阿里巴巴、京东、网易、蔚来汽车、腾讯粉单、B站涨超1%。\n重点个股中，媒体称美国汽车业罢工又将升级、福特汽车、通用汽车与Stellantis的更多工厂将加入罢工后，通用汽车（GM）和福特（F）早盘均曾跌超1%，后抹平多数跌幅。\n公布财报的个股中，周四盘后公布第一财季净利润远超预期、毛利率也高于预期后，耐克（NKE）盘中涨超6%；公布第三财季EPS盈利和营收均高于预期、但第四财季每股亏损中位值高于预期后，嘉年华邮轮（CCL）盘中跌超7%。\n波动较大的个股中，宣布达成被Wonder Group收购的协议、收购价较周四收盘溢价137%后，半成品净菜电商Blue Apron（APRN）盘中涨超130%；媒体称其考虑任命前Cigna高管Tim Wentworth任CEO后，连锁药店巨头Walgreens（WBA）盘中涨近6%；面临Teva Pharmaceutical持续诉讼、试图撤销其库欣综合征药物Korlym专利的药企Corcept Therapeutics（CORT）盘中跌超18%。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2371645350"}