S&P 500, Nasdaq 100 Climb To Record Highs As Data Fosters Rate Cut Optimism Ahead Of Fed Minutes; Gold, Bonds Rally: What's Driving Markets Wednesday?
S&P 500, Nasdaq 100 Climb To Record Highs As Data Fosters Rate Cut Optimism Ahead Of Fed Minutes; Gold, Bonds Rally: What's Driving Markets Wednesday?
The S&P 500 and Nasdaq 100 indices surged to new all-time highs on Thursday, as investors heightened their expectations for rate cuts following June's sharply lower-than-expected services sector activity, which experienced its worst contraction since May 2020.
周四，标普500指数和纳斯达克100指数创下历史新高，由于投资者对利率下调的预期高涨，这是继6月服务业活动普遍低于预期之后的又一次刺激。服务业活动经历了自2020年5月以来的最严重的萎缩。
Market-implied odds of a Fed rate cut in September rose from 65% to 72%, according to CME Group's FedWatch tool, with traders pricing in more than 50 basis points of rate cuts by year end, implying two fully priced rate reductions by the Fed.
根据芝加哥商品交易所(FedWatch)数据，市场预计9月美联储降息的概率从65%上升至72%，交易商们已经对年底的利率下调定价了超过50个基点，即美联储将进行两次完全定价的利率降低。
Risk sentiment was particularly strong ahead of the Federal Open Market Committee (FOMC) Minutes, slated to be released at 2:00 p.m. ET.
在联邦公开市场委员会(FOMC)公布会议纪要之前，风险情绪特别强。
Nvidia Corp. (NASDAQ:NVDA) and the chip making industry, as tracked by the iShares Semiconductor ETF (NYSE:SOXX), rebounded, up 3.7% and 1.9%, respectively.
Nvidia Corp.(纳斯达克股票代码：NVDA)和半导体行业，由ishares费城交易所半导体ETF(纽约证券交易所股票代码：SOXX)跟踪，分别反弹3.7%和1.9%。
Strong gains also stemmed from gold miners, with the VanEck Gold Miners ETF (NYSE:GDX) up 4.2%, eyeing one of the best-performing sessions year to date, driven by rising metal prices.
黄金矿业股票也表现强劲，VanEck Gold Miners ETF(纽约证券交易所股票代码：GDX)上涨4.2%，成为今年以来表现最佳的交易日之一，受金属价格上涨的推动。
Expectations of lower interest rates fueled gold prices up by 1.4%, silver up by 3.5%, and copper up by 2.6%.
预计降息推动黄金价格上涨1.4%，白银上涨3.5%，铜上涨2.6%。
Treasury yields weakened sharply, with both the 10-year and 30-year yields down 7 basis points. The iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) rose 1.1%, rallying the most since June 13.
国债收益率大幅下降，10年期和30年期收益率均下降7个基点。ishares 20+年期国库债券ETF(nasdaq股票代码：TLT)上涨1.1%，创下自6月13日以来的最大涨幅。
However, the crypto market faltered, with Bitcoin (CRYPTO: BTC) down 2.7% to $60,450.
然而，加密货币市场表现疲软，比特币(CRYPTO: BTC)下跌2.7%至60,450美元。
Wednesday's Performance In Major US Indices, ETFs
主要美国指数，ETFs的表现
| Major Indices | Price | 1-day %chg |
| Nasdaq 100 | 20,168.73 | 0.8% |
| S&P 500 | 5,531.06 | 0.4% |
| Russell 2000 | 202.16 | 0.1 % |
| Dow Jones | 39,273.72 | -0.1% |
| 主要指数 | 价格 | 1天%涨幅 |
| 纳斯达克100 | 20,168.73 | 0.8% |
| S&P 500 | 5,531.06 | 0.4% |
| Russell 2000 | 202.16 | 0.1 % |
| 道琼斯 | 39,273.72 | -0.1% |
According to Benzinga Pro data:
根据Benzinga Pro的数据：
- The SPDR S&P 500 ETF Trust (NYSE:SPY) was 0.3% higher to $550.85.
- The SPDR Dow Jones Industrial Average (NYSE:DIA) was 0.2% lower to $392.45.
- The tech-heavy Invesco QQQ Trust (ARCA: QQQ) was 0.8% higher to $490.70.
- Sector-wise, the Technology Discretionary Select Sector SPDR Fund (NYSE:XLK) outperformed, up by 1.3%, while the Health Care Select Sector SPDR Fund (NYSE:XLV) lagged, falling 1%.
- SPDR S&P 500 ETF Trust(纽约证券交易所股票代码：SPY)上涨0.3%，至550.85美元。
- SPDR道琼斯工业平均指数ETF(纽约证券交易所股票代码：DIA)下跌0.2%，至392.45美元。
- 科技股重量级纳指100etf-invesco qqq trust(ARCA:QQQ)涨0.8%，至490.70美元。
- 从板块上看，科技型福特精选行业指数etf(纽约证券交易所股票代码：XLK)表现最佳，涨1.3%，而医疗保健精选行业指数etf(纽约证券交易所股票代码：XLV)表现欠佳，下跌1%。
Wednesday's Stock Movers
股市行情周三动态
- Weight-loss giant Eli Lilly and Company (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) tumbled 1.9% and 4% respectively, after a study conducted by the Massachusetts Eye and Ear showed that Ozempic and Wegovy are linked to higher risk of blinding eye conditions. Amgen Inc. (NASDAQ:AMGN) and Viking Therapeutics Inc. (NASDAQ:VKTX) also fell 1.9% and 2.2%, respectively.
- Tesla Inc. (NASDAQ:TSLA) shares continued their upward momentum from Tuesday, rallying 5.5% after the electric-vehicle maker's quarterly deliveries came in better than expected.
- Other EV-related stocks also rallied, with Lucid Group Inc. (NASDAQ:LCID) up 8%, Archer Aviation Inc. (NYSE:ACHR) up 15%.
- Paramount Global (NASDAQ:PARA) surged over 7% following rumors from the Wall Street Journal that Skydance is once again interested in the deal to buy Paramount's controlling company, National Amusements.
- Constellation Brands Inc. (NYSE:STZ) fell 4.4%, marking the worst session since October 2023, amid lower-than-expected revenue last quarter.
- 减肥巨头礼来公司(NYSE:LLY)和Novo Nordisk A/S (纽约证券交易所股票代码：NVO)分别下跌1.9%和4%，此前麻省眼耳医院( Massachusetts Eye and Ear)的一项研究显示，使用Ozempic和Wegovy会增加导致致盲眼疾的风险。Amgen Inc.(NASDAQ:AMGN)和Viking Therapeutics Inc.(NASDAQ:VKTX)也分别下跌1.9%和2.2%。
- 特斯拉公司(NASDAQ:TSLA)的股价继续从周二起势头强劲，股价上涨5.5%，这是由于这家电动汽车制造商的季度交付量超出了预期。
- 与其他电动汽车相关的股票也在上涨，Lucid Group Inc.(纳斯达克股票代码：LCID)上涨8%，Archer Aviation Inc.(纽约证券交易所股票代码：ACHR)上涨15%。
- 华纳兄弟全球（NASDAQ:PARA）涨超过7%，据《华尔街日报》传言，Skydance再次对购买Paramount的控股公司National Amusements公司感兴趣。
- 星座品牌公司（NYSE:STZ）下跌4.4％，创下自2023年10月以来的最差表现，上个季度营业收入低于预期。
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