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Financial Sector Leads US Stock Market To New Heights

Financial Sector Leads US Stock Market To New Heights

金融板塊帶領美國股市創新高
Business Today ·  10/14 07:57

The US stock market soared to new heights last week, with major indices reaching record levels driven by strong earnings reports and easing inflationary pressures. Both the S&P 500 and Dow Jones Industrial Average hit all-time highs, reflecting growing investor confidence as the earnings season kicked off, particularly in the financial sector.

上週美國股市飆升至新高,在強勁的收益報告和通貨膨脹壓力的緩解的推動下,主要股指達到了創紀錄的水平。標普500指數和道瓊斯工業平均指數均創下歷史新高,這反映出隨着業績期的開始,投資者信心增強,尤其是在金融領域。

During the week leading up to 14 October 2024, the S&P 500 climbed 0.61% to close at a record 5,815.03, while the Dow Jones Industrial Average surged 0.97%, ending at 42,863.86. These increases marked five consecutive weeks of gains for both indices, driven by blue-chip stocks. The Nasdaq Composite also rose by 0.33%, closing at 18,342.94, just shy of its all-time peak.

在截至2024年10月14日的一週內,標準普爾500指數上漲0.61%,收於創紀錄的5,815.03,而道瓊斯工業平均指數上漲0.97%,收於42,863.86點。在藍籌股的推動下,這些漲幅標誌着兩個指數連續五週上漲。納斯達克綜合指數也上漲了0.33%,收於18,342.94點,略低於歷史最高水平。

Investor optimism was particularly boosted by stellar earnings reports from major banks. JPMorgan Chase saw its stock jump 4.4% after outperforming expectations, while Wells Fargo shares climbed 5.6%, despite a slight drop in net interest income. These strong results helped propel the broader market upwards, assuring investors about potential growth prospects.

主要銀行的出色收益報告尤其提振了投資者的樂觀情緒。摩根大通股價在表現超出預期後上漲了4.4%,而富國銀行的股價上漲了5.6%,儘管淨利息收入略有下降。這些強勁的業績推動了整個市場的上漲,向投資者保證了潛在的增長前景。

Additionally, inflation concerns were somewhat alleviated by a cooler-than-expected Producer Price Index (PPI) for September, which tempered fears following the Consumer Price Index (CPI) report. The financial sector was the primary beneficiary of this data, aligning with the overall bullish trend on Wall Street.

此外,9月份生產者價格指數(PPI)低於預期,在一定程度上緩解了對通貨膨脹的擔憂,該指數緩解了消費者價格指數(CPI)報告發布後的擔憂。金融業是該數據的主要受益者,與華爾街的整體看漲趨勢一致。

However, not all sectors participated in the rally. Technology and consumer discretionary stocks saw some pullbacks, with Tesla dropping 8.8% after disappointing investors during its recent robotaxi event. This divergence highlights the selective nature of the market rally.

但是,並非所有板塊都參與了漲勢。科技股和非必需消費品股出現了一些回調,特斯拉在最近的機器人出租車活動中令投資者失望後下跌了8.8%。這種分歧凸顯了市場反彈的選擇性質。

Looking ahead, the upcoming retail sales report will provide further insights into consumer health, with market participants keen to see if economic momentum can continue beyond the earnings season. The recent September jobs report, which showed stronger-than-expected job growth, has fuelled speculation over the Federal Reserve's next move regarding interest rates.

展望未來,即將發佈的零售銷售報告將爲消費者健康狀況提供進一步的見解,市場參與者渴望看到經濟勢頭能否持續到業績期之後。最近9月份的就業報告顯示就業增長強於預期,這加劇了人們對聯儲局下一步利率舉措的猜測。

Bond yields remain a topic of discussion, with the 10-year Treasury yield hovering around 4.1%, the highest since July. While higher yields can typically weigh on stocks, they have so far had a limited impact on the broader indices, though analysts caution they could become a headwind if inflation persists.

債券收益率仍是討論的話題,10年期美國國債收益率徘徊在4.1%左右,爲7月以來的最高水平。儘管更高的收益率通常會打壓股票,但到目前爲止,它們對整體指數的影響有限,儘管分析師警告說,如果通貨膨脹持續下去,收益率可能會成爲不利因素。

Investors are reminded that markets often cluster around new highs, with historical data showing that staying invested during record-setting periods can lead to substantial long-term gains. For instance, investors who remained in the market following earlier highs this year have already seen strong returns. On average, stocks have generated a 20% total return two years after hitting new peaks.

提醒投資者,市場通常聚集在新高附近,歷史數據顯示,在創紀錄的時期內保持投資可以帶來可觀的長期收益。例如,在今年早些時候的高點之後仍留在市場的投資者已經獲得了豐厚的回報。平均而言,股票在創下新高兩年後的總回報率爲20%。

Key earnings reports are expected in the coming week, with Netflix being closely watched. The streaming giant is projected to report earnings per share of US$5.16 on revenue of US$9.77 billion, and analysts will be looking to see if the company can maintain its growth trajectory amid increasing competition.

預計下週將發佈關鍵收益報告,Netflix將受到密切關注。這家流媒體巨頭預計將公佈每股收益爲5.16美元,收入爲97.7億美元,分析師將研究該公司能否在競爭加劇的情況下保持其增長軌跡。

While the market's bullish outlook continues, caution remains essential. Analysts advise investors to stay informed and vigilant, especially as rising interest rates and shifting consumer behaviour could impact different sectors. Balancing optimism with prudence may be key to navigating this dynamic environment.

儘管市場的看漲前景仍在繼續,但謹慎行事仍然至關重要。分析師建議投資者保持知情和警惕,尤其是在利率上升和消費者行爲的轉變可能會影響不同的行業的情況下。平衡樂觀與謹慎可能是駕馭這種動態環境的關鍵。

As 2024 progresses, the US stock market offers both opportunities and challenges for investors, with thoughtful, long-term strategies likely to be rewarded in this ever-evolving landscape.

隨着2024年的推進,美國股市爲投資者提供了機遇和挑戰,在這個不斷變化的格局中,深思熟慮的長期策略可能會得到回報。

evrimagaci

evrimagaci

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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