银行股大爆发！金融板块迎来“超级反弹”

金十数据01-16

“市场本就准备好反弹，”富国银行的Sameer Samana表示。周三，银行股普遍上涨，投资者对财报季的开启表示乐观，并对最新数据显示核心通胀有所降温松了一口气。 “市场本来就准备好反弹，”富国银行投资研究院高级全球市场策略师Sameer Samana在电话采访中表示，投资者此前担心通胀压力可能会推动国债收益率进一步上涨，而近期收益率上升令股市感到不安。尤其是银行股，由于周三公布的财报显示，...

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The financial sector ushered in a \"super rebound\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KBE":1,"KBWB":1,"KRE":1},"content_text":"“市场本就准备好反弹，”富国银行的Sameer Samana表示。\n周三，银行股普遍上涨，投资者对财报季的开启表示乐观，并对最新数据显示核心通胀有所降温松了一口气。\n“市场本来就准备好反弹，”富国银行投资研究院高级全球市场策略师Sameer Samana在电话采访中表示，投资者此前担心通胀压力可能会推动国债收益率进一步上涨，而近期收益率上升令股市感到不安。尤其是银行股，由于周三公布的财报显示，华尔街的交易收入强于预期，银行股大幅上涨。\n在标准普尔500指数的11个板块中，金融股表现最为抢眼，花旗集团和富国银行的股价均上涨超过6%。花旗集团(C.N)、富国银行(WFC.N)、摩根大通(JPM.N)和高盛(GS.N)都在周三公布了最新的季度财报。\n持有银行股的Invesco KBW银行ETF（KBWB）周三上涨了4.1%，SPDR标准普尔银行ETF（KBE）上涨了2.6%，SPDR标准普尔地区银行ETF（KRE）大涨了2.5%。标准普尔500金融板块上涨2.6%，创下自去年11月6日以来的最大涨幅——那是美国总统选举后的第二天，股市在特朗普当选后大幅反弹，FactSet数据显示。\nSamana指出，华尔街受益于投资者在美国大选后重新调整投资组合，以及第四季度一些市场驱动事件的影响。他提到，来自美联储的通信和最新的就业市场数据就是其中的例子。\nSamana表示，他预计美联储在2025年可能只会降息一次，因为美国经济表现良好，而通胀可能会保持在约3%的水平。美国劳工统计局周三表示，12月美国通胀（以消费者价格指数衡量）环比上涨0.4%，同比上涨2.9%。\n投资者似乎松了一口气，因为所谓的核心通胀（不包括食品和能源价格）在12月有所降温。根据消费者价格指数的数据，核心通胀放缓至0.2%，低于11月的0.3%，年率略微降至3.2%。\n美国股市周三普遍上涨，在CPI通胀报告推动国债收益率下跌后，标准普尔500指数上涨了1.8%，道琼斯工业平均指数上涨了1.7%，科技股占主导的纳斯达克综合指数上涨了2.5%。\n10年期美国国债收益率下降了13.4个基点，降至4.653%。这发生在周一收益率飙升至2023年10月31日以来的最高水平之后，根据道琼斯市场数据提供的信息。\n“核心CPI略低于预期，”Navellier投资管理公司的首席投资官Louis Navellier在周三的电子邮件评论中表示。“收益率大幅下跌，股市猛涨。”","kind":"highlight","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":"4.32.1","shortVersion":"4.32.1","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/2503954734"}