Tech, Consumer Discretionary Stocks Fall, Utilities Sector Outperforms On Surprisingly High Inflation, Jobless Claims Data
Tech, Consumer Discretionary Stocks Fall, Utilities Sector Outperforms On Surprisingly High Inflation, Jobless Claims Data
Despite this marking the sixth consecutive decline in annual inflation, core inflation — which excludes volatile food and energy — rose unexpectedly from 3.2% to 3.3%, marking its first increase since March 2023.A hotter-than-expected September Consumer Price Index inflation report, combined with a surprising spike in weekly jobless claims, weighed on major stock indices in early New York trading Thursday, while sparking diverging performances among sectors.
在早盘纽约交易中，由于9月份消费者价格指数通报高于预期，再加上每周失业救济申请出现惊人的激增，主要股指受到压制，同时各板块表现出现背离。
Technology and consumer discretionary stocks led the declines, while utilities outperformed, with the latter rebounding from significant losses earlier in the week.
科技和非必需消费股领跌，而公用事业股表现优异，后者从本周早些时候的大幅损失中反弹。
Inflation Tops Estimates, Claims Likely Affected By Hurricane Helene
通胀超出预期，失业救济申请可能受到飓风赫莲的影响。
The annual headline inflation rate dipped slightly from 2.5% in August to 2.4% in September, but came in above economist forecasts of 2.3%.
年度整体通胀率从8月的2.5%略微下降至9月的2.4%，但超出了经济学家对2.3%的预测。
Despite this marking the sixth consecutive decline in annual inflation, core inflation — which excludes volatile food and energy — rose unexpectedly from 3.2% to 3.3%, marking its first increase since March 2023.
尽管这标志着年度通胀连续第六个下降，核心通胀（不包括波动较大的食品和能源）却意外上升从3.2%升至3.3%，这是自2023年3月以来的首次增长。
Monthly inflation readings also came in slightly above expectations for both headline and core metrics, though they showed no acceleration from August's growth pace.
月度通胀数据的整体和核心指标都略高于预期，但从8月的增长速度看并未加速。
With the Federal Reserve's heightened focus on labor market dynamics, markets closely watched the latest jobless claims report, which revealed a surprising jump to 254,000, the highest since July 2023.
由于美联储加大对劳动力市场动态的关注，市场密切关注最新的失业救济申请报告，其中显示惊人增至254,000人，为自2023年7月以来最高水平。
Some experts, like Bill Adams, chief economist at Comerica Bank, attributed the spike to temporary disruptions caused by Hurricane Helene and said he anticipates similar effects from Hurricane Milton in the coming weeks.
部分专家，如联信银行首席经济学家比尔·亚当斯，将这一激增归因于飓风赫莲引起的暂时性中断，并表示他预计类似效应还将在未来几周内从飓风米尔顿产生。
Overall, the two key data releases pushed the S&P 500 down from record highs reached the previous day while boosting expectations for a 25-basis-point rate cut in November. Notably, market-implied odds of a November rate cut inched up from 76% to 86% after the reports.
总体来看，两项关键数据发布将标普500指数从前一天的历史高点下拉，同时提振了人们对11月份降息25个基点的预期。值得注意的是，市场隐含的11月降息概率在这些报道之后由76%上涨至86%。
Thursday's Sector Movers
周四板块活跃股
| Sector | 1-day % Chg |
|---|---|
| Utilities | 0.81% |
| Energy | 0.46% |
| Real Estate | 0.17% |
| Cons. Staples | 0.02% |
| Financials | 0.01% |
| Materials | 0.01% |
| Health Care | -0.04% |
| Communications | -0.28% |
| Industrials | -0.59% |
| Cons. Discretionary | -0.61% |
| Technology | -0.77% |
| 板块 | 1日涨幅 |
|---|---|
| 公用事业 | 0.81% |
| 能源 | 0.46% |
| 房地产业 | 0.17% |
| Cons. Staples | 0.02% |
| 金融 | 0.01% |
| 材料 | 0.01% |
| 医疗保健 | -0.04% |
| 通信-半导体 | -0.28% |
| 工业 | -0.59% |
| 非必需消费类 | -0.61% |
| 科技 | -0.77% |
Thursday's Stock Movers
周四股市热门
Stocks leading gains within the Utilities Select Sector SPDR Fund (NYSE:XLU) included NextEra Energy, Inc. (NYSE:NEE), Duke Energy Corporation (NYSE:DUK) and Eversource Energy (NYSE:ES), up 2.5%, 1.5% and 1.4% respectively.
在公用事业精选行业指数etf-spdr（NYSE:XLU）中领涨的股票包括NextEra Energy, Inc.（纽交所：NEE）、Duke Energy Corporation（纽交所：DUK）和Eversource Energy（纽交所：英顺），分别上涨2.5％、1.5％和1.4%。
Dragging down the tech sector, tracked by the Technology Select Sector SPDR Fund (NYSE:XLK), were First Solar, Inc. (NASDAQ:FSLR), down 6.3%, Super Micro Computer, Inc. (NASDAQ:SMCI), down 4.6%, and Enphase Energy, Inc. (NASDAQ:ENPH), down 3.3%.
科技板块的颓势由科技行业精选指数etf-spdr（纽交所：XLK）跟踪，其中First Solar, Inc.（纳斯达克：FSLR）下跌6.3％，Super Micro Computer, Inc.（纳斯达克：SMCI）下跌4.6％，Enphase Energy, Inc.（纳斯达克：ENPH）下跌3.3%。
Tesla Inc. (NASDAQ:TSLA), Ross Stores Inc. (NASDAQ:ROST) and Lululemon Athletica Inc. (NASDAQ:LULU) were the worst performers within the Consumer Discretionary Select Sector SPDR Fund (NYSE:XLY), down 2.8%, 1.7% and 1.5%, respectively.
特斯拉公司（纳斯达克：TSLA）、Ross Stores Inc.（纳斯达克：ROST）和Lululemon Athletica Inc.（纳斯达克：LULU）是消费者自主选择板块etf-spdr（纽交所：XLY）中表现最差的股票，分别下跌2.8％、1.7％和1.5%。
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Photo via Shutterstock.
图片来自Shutterstock。
