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S&P 500, Nasdaq 100 Extend 8-Session Winning Streak As Wall Street Jitters 'Go Poof': Monday's Key Stock Movers

S&P 500, Nasdaq 100 Extend 8-Session Winning Streak As Wall Street Jitters 'Go Poof': Monday's Key Stock Movers

標普500指數、nasdaq 100指數連續8個交易日上漲,華爾街的憂慮煙消雲散:週一的關鍵股票活躍度提高
Benzinga ·  08/19 16:54

The S&P 500 and Nasdaq 100 extended their upward streak on Monday, both logging a robust eight consecutive sessions in positive territory as traders maintain optimism about the U.S. economic outlook and improving financial conditions ahead of the Federal Reserve's anticipated rate-cut cycle.

週一,標普500和納斯達克100指數均延續上漲勢頭,在交易員們對美國經濟前景持樂觀態度、聯儲局減息週期即將到來的背景下,雙雙連續8個交易日表現強勁。

For the S&P 500, this marks its longest winning streak since May 2024, while the tech-heavy Nasdaq 100 hasn't seen such a run since October 2023.

對於標普500來說,這是它自2024年5月以來連續獲勝的最長時間,而科技股爲主的納斯達克100自2023年10月以來也沒有見過這樣的連勝。

The S&P 500, tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY), closed Monday's session up 0.95%, bringing it within just 1% of its all-time high reached in mid-July. Nearly 95% of S&P 500 companies have reported second-quarter results. FactSet data shows that 79% of these firms have exceeded earnings-per-share (EPS) expectations, and 60% have posted higher-than-expected revenue. The S&P 500's blended year-over-year earnings growth rate is at 10.9%, the strongest since Q4 2021.

標普500指數由SPDR標普500 ETF信託(NYSE:SPY)跟蹤,週一收盤上漲0.95%,將其拉近中7月份觸及的歷史最高水平(僅差1%)。標普500指數中將近95%的公司已經公佈了第二季度業績。FactSet的數據顯示,其中79%的公司超過了每股收益(每股收益)的預期,60%的公司發佈了高於預期的營業收入。標普500指數的混合同比收益率爲10.9%,是自2021年第四季度以來的最強表現。

The Nasdaq 100, monitored through the Invesco QQQ Trust (NASDAQ:QQQ), closed 1.3% higher, but it remains 4.6 percentage points below its record highs.

納斯達克100指數由Invesco QQQ信託(NASDAQ:QQQ)監管,週一收盤上漲1.3%,但仍低於其歷史最高點4.6個百分點。

"Last week saw unfounded US recession fears and global financial market jitters go poof as quickly as they arrived," wrote veteran Wall Street investor Ed Yardeni in a note Monday.

資深華爾街投資者埃德·雅爾迪尼週一在一份報告中寫道:「上週美國經濟衰退的擔憂和全球金融市場的緊張情緒就像它們到來得一樣迅速消失了。」

Monday's session saw no economic data releases, but investors responded positively to comments from Minneapolis Federal Reserve President Neel Kashkari, a well-known hawk, who hinted at the possibility of a rate cut in September during an exclusive interview with The Wall Street Journal.

週一的交易中沒有經濟數據發佈,但投資者對明尼阿波利斯聯邦儲備銀行行長尼爾·卡什卡里的評論做出了積極回應。尼爾·卡什卡里是一名著名的鷹派,他在接受《華爾街日報》的獨家採訪中暗示,9月可能會進行減息。

Market-implied probabilities currently indicate a 77.5% chance of a 25-basis-point rate cut in September, with a 22.5% likelihood of a larger 50-basis-point cut, according to CME Group FedWatch tool.

據芝加哥商品交易所FedWatch工具顯示,市場預期9月份減息25個點子的概率目前爲77.5%,而進行更大幅度的50個點子的減息的可能性爲22.5%。

This week, traders will be closely watching key monetary policy discussions at the Jackson Hole Symposium, scheduled for Aug. 22-24, where Fed Chair Jerome Powell is set to speak on Friday at 10 a.m.

本週,交易員們將密切關注傑克遜霍爾研討會上的重要貨幣政策討論,該研討會定於8月22日至24日舉行,在此期間,聯儲局主席傑羅姆·鮑威爾將於週五上午10點發表講話。

"If the Fed eases too much and doesn't push back against expectations of more rate cuts to come, the yen could strengthen again, triggering a second wave of unwinding carry trades," Yardeni warned.

資深華爾街投資者埃德·雅爾迪尼警告稱:「如果聯儲局過於放鬆,並且沒有抵制更多減息預期的推動,日元可能再次升值,引發第二輪取消融資交易浪潮。」

S&P 500's Top Performers On Monday

週一標普500指數的表現最佳股票

Company 1-day return (%)
EQT Corporation (NYSE:EQT) 4.93
Advanced Micro Devices, Inc. (NASDAQ:AMD) 4.52
Darden Restaurants, Inc. (NYSE:DRI) 4.41
Albemarle Corporation (NYSE:ALB) 4.31
NVIDIA Corporation (NASDAQ:NVDA) 4.31
公司 一日回報率(%)
EQT公司(NYSE:EQT) 4.93
Advanced Micro Devices, Inc. (納斯達克股票代碼:AMD) 4.52
Darden Restaurants, Inc.(NYSE:DRI) 4.41%)
Albemarle公司(NYSE:ALB) 4.31
英偉達公司(NASDAQ:NVDA) 4.31

Nasdaq 100's Top Performers On Monday

週一納斯達克100指數的表現最佳股票

Company 1-day return (%)
Advanced Micro Devices, Inc. 4.52
NVIDIA Corporation 4.31
Illumina, Inc. (NASDAQ:ILMN) 4.25
DexCom, Inc. (NASDAQ:DXCM) 4.10
Moderna, Inc. (NASDAQ:MRNA) 3.62
公司 一日回報率(%)
美國超微公司 4.52
英偉達公司 4.31
Illumina,Inc。(納斯達克股票代碼:ILMN) 4.25
DexCom, Inc. (NASDAQ:DXCM) 4.10
moderna, inc. (NASDAQ:MRNA) 3.62
  • Goldman Sachs Cuts US Recession Odds To 20%, Reverses Earlier Increase As Economic Data Improves
  • 高盛將美國經濟衰退的幾率下調至20%,隨着經濟數據的改善而逆轉之前的增加。

Image created using artificial intelligence via Midjourney.

圖像由Midjourney通過人工智能創建。

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