Nasdaq 100 Notches Record Daily Close, Boosted By Mega-Cap Giants, Fed Rate Cut Optimism
Nasdaq 100 Notches Record Daily Close, Boosted By Mega-Cap Giants, Fed Rate Cut Optimism
The tech-heavy Nasdaq 100 Index closed Tuesday's session at 20,011 points, rallying 1% and marking the highest daily closing price ever recorded,
科技股为主的纳斯达克100指数周二收于2万零11点，上涨1%，创下历史最高收盘价。
Shares of Microsoft Corp. (NYSE:MSFT), Apple Inc. (NASDAQ:AAPL), and Amazon.com Inc. (NASDAQ:AMZN) – together comprising 20% of the tech index's total weight – all reached fresh all-time highs during Tuesday's trading session.
微软公司（纽交所：MSFT）、苹果公司（纳斯达克：AAPL）和亚马逊公司（纳斯达克：AMZN）的股票在周二的交易中均创下历史新高，这三家公司的市值占科技股指数总权重的20%。
Investors showed strong confidence in mega-cap tech giants, with nine out of the 10 largest stocks within the Nasdaq 100 closing in positive territory. The sole exception was Nvidia Corp. (NASDAQ:NVDA), which fell by 1.4%.
投资者对超大型科技巨头的信心十分坚定，纳斯达克100指数中排名前十的股票中有九只收盘价为正。唯一的一只例外是英伟达公司（纳斯达克：NVDA），下跌了1.4%。
Fed Chair Powell Bolster Rate Cut Hopes
鲍威尔主席增强降息希望
At an ECB monetary policy panel on Tuesday, Fed Chair Jerome Powell suggested that the disinflation trend has resumed and the labor market is showing signs of "appropriate cooling."
在周二的欧洲中央银行货币政策委员会上，美联储主席鲍威尔表示，通缩趋势已经恢复，劳动力市场正在出现“适当的降温”迹象。
This has bolstered investor confidence that the Federal Reserve will soon initiate a rate-cutting cycle, with expectations for the first cut in September and another in December.
这增强了投资者的信心，认为美联储很快将启动降息周期，市场预期首次降息将在9月份，然后是12月份。
Thus, two rate cuts are fully anticipated by year-end, with market participants projecting an additional 84 basis points of cuts, amounting to three to four cuts in 2025.
因此，市场预期今年末将有两次降息，预计将再次降低84个基点，相当于2025年实施三到四次降息。
Traders now anxiously await key labor market data, including the private ADP Employment Report slated for Wednesday.
交易员现在急切地等待关键的劳动力市场数据，包括定于周三发布的私人ADP就业报告。
Nasdaq 100's Remarkable Rally
纳斯达克100指数的惊人上涨
The Nasdaq 100 Index, tracked by the Invesco QQQ Trust (NASDAQ:QQQ), is poised for its ninth week of gains out of the last 11.
以纳斯达克100指数为跟踪标的的纳指100ETF-Invesco QQQ信托基金连续第9周获得收益，总计11周中有9周获得收益。
Since hitting lows in October 2022, the index has rallied over 90%, as illustrated in the chart below from the Benzinga Pro Platform.
自2022年10月触底以来，该指数已经上涨了超过90％。下图来自Benzinga Pro平台。
Nasdaq 100's Top 5 Gainers On July 2, 2024
纳斯达克100指数7月2日表现最好的5家公司
| Security Name | Return |
| Tesla, Inc. (NASDAQ:TSLA) | 10.17% |
| ON Semiconductor Corporation (NASDAQ:ON) | 5.44 |
| Advanced Micro Devices, Inc. (NASDAQ:AMD) | 4.22 |
| Arm Holdings plc (NASDAQ:ARM) | 2.94 |
| Charter Communications, Inc. (NASDAQ:CHTR) | 2.57 |
| 证券名称 | 归还 |
| 特斯拉公司（纳斯达克股票代码：TSLA） | 10.17% |
| 安森美半导体公司（纳斯达克：ON） | 5.44 |
| Advanced Micro Devices, Inc. (纳斯达克股票代码：AMD) | 4.22 |
| Arm控股（纳斯达克：ARM） | 2.94 |
| 特许通讯公司（纳斯达克：CHTR） | 2.57 |
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Photo: Shutterstock
Photo: shutterstock