Tech Stocks Rally After 5-Day Slump As Recession Panic Eases: Nasdaq 100 Movers To Watch Thursday
Tech Stocks Rally After 5-Day Slump As Recession Panic Eases: Nasdaq 100 Movers To Watch Thursday
Tech stocks experienced a significant rebound at the opening of Thursday's session, driven by a sharper-than-expected decline in weekly jobless claims, which eased fears of imminent recession-like conditions in the U.S.
周四的开盘交易中，科技股出现了重大反弹，这是由于美国每周失业救济申请的下降超出预期，缓解了即将出现类似于经济衰退的担忧。
The Nasdaq 100 index, tracked through the Invesco QQQ Trust (NASDAQ:QQQ), surged 2.4% by 10:30 a.m. in New York. This rally puts the index on track to end a five-session losing streak, the longest for the tech-heavy index since December 2022.
纳斯达克100指数，通过纳指100etf-invesco qqq trust（纳斯达克股市的一个etf交易基金）跟踪，到上午10:30在纽约猛涨2.4%。这次反弹将该指数推向结束连续五个交易日的下跌，这是自2022年12月以来科技重心指数的最长下跌周期。
Within tech industries, chipmakers outperformed, with the VanEck Semiconductor ETF (NYSE:SMH) up 4.3%.
在科技行业中，芯片制造商表现优异，半导体指数etf-vaneck（纽约纽交所的smh）上涨了4.3%。
Initial jobless claims fell to 233,000 for the week ending Aug. 3, a decrease of 17,000 from the previous high of 250,000, and below market expectations of 240,000.
截至8月3日的一周内，初次申请失业救济金下降至23.3万，比前一周高250,000的原始值下降了1.7万，低于市场预期的24万。
The four-week moving average, which smooths out week-to-week volatility in jobless claims, rose by 2,500 to 240,750, the highest in about a year. The outstanding claims increased by 6,000 to 1,875,000 for the week ending July 27, the highest since November 2021.
平滑了失业金融动的四周推移平均数上涨了2,500，至240,750，为近一年来最高水平。截至7月27日的一周中，未了结索赔增加了6,000，至1,875,000，是自2021年11月以来的最高点。
Analysts React To Unemployment Data
分析师对失业数据做出反应
This unexpected drop in jobless claims provided a breath of fresh air for the market, propelling tech stocks upward and calming recession fears, at least for the moment.
这一出人意料的失业救济金下降为市场带来了一丝新气息，推动科技股向上，并使衰退的担忧得到缓解，至少暂时如此。
"Some good news this morning with jobless claims coming in less than expected," said Chris Zaccarelli, chief investment officer for Independent Advisor Alliance. It's hard to believe a recession has already begun, and "the panic that started earlier in the month was overblown, he said.
“今早的失业金融比预期的少，真是令人感到欣慰，”独立顾问联盟的首席投资官克里斯·扎卡里利说。他认为很难相信经济衰退已经开始，“本月早些时候开始的恐慌被夸大了。”
Ed Yardeni, president of Yardeni Research, echoed this sentiment, stating the decline in weekly jobless claims "should help to relieve fears that an employment-led recession is underway."
亚当尼研究公司的总裁埃德·雅尔迪尼也表达了同样的看法，称每周失业救济金的下降“应该有助于缓解找工作引发的经济衰退的担忧。”
Traders adjusted their expectations for a 50-basis-point cut in September, with market-implied probabilities of such an outcome falling to 54%, down from 70% earlier this morning and nearly 100% following last Friday's weak labor market report.
交易员调整了对9月份50个基点的利率削减的预期，市场暗示这种结果的可能性已经从今天早晨的70%下降到54%，在上周五公布弱势劳动市场报告后，可能性甚至接近100%。
The policy-sensitive two-year Treasury yield rose by 9 basis points to 4.06%, after hitting a level as low as 3.65% on Monday.
政策敏感的两年期国债收益率上升了9个基点，至4.06%，在周一经历了3.65%的低点之后。
Nasdaq 100 Movers On Thursday
周四纳斯达克100关注点的变化
Leading the gains among Nasdaq 100 constituents were:
纳斯达克100成分中领先者：
| Name | 1-day %chg |
| ON Semiconductor Corporation (NASDAQ:ON) | 7.13% |
| Arm Holdings plc (NASDAQ:ARM) | 6.52 |
| Datadog, Inc. (NASDAQ:DDOG) | 6.08 |
| Marvell Technology, Inc. (NASDAQ:MRVL) | 5.74 |
| Cadence Design Systems, Inc. (NASDAQ:CDNS) | 5.65 |
| 姓名 | 1天%涨幅 |
| 安森美半导体公司（纳斯达克：ON） | 7.13% |
| Arm控股（纳斯达克：ARM） | 6.52 |
| datadog | 6.08 |
| Marvell Technology, Inc. (NASDAQ：MRVL) | 10.2022年4月22日和2023年1月31日，未来金融科技超级计算机有限公司与第三方卖方签订了“电力销售和购买协议”。未来金融科技超级计算机有限公司提供了初始的充足保证金金额为$ |
| 铿腾电子 | 5.65 |
The major contributors to the broader tech index surge were:
对整个科技指数涨幅做出最大贡献的是：
| Name | Weight | 1-day %chg | Percentage-point (pp) contribution |
| NVIDIA Corporation (NASDAQ:NVDA) | 6.95% | 3.23% | +0.22pp |
| Broadcom Inc. (NASDAQ:AVGO) | 4.66 | 4.73 | + 0.22pp |
| Microsoft Corporation (NYSE:MSFT) | 8.46 | 1.68 | +0.14pp |
| Meta Platforms, Inc. (NASDAQ:META) | 4.87 | 2.84 | +0.14pp |
| Apple Inc. (NASDAQ:AAPL) | 9.19 | 1.22 | +0.11pp |
| 姓名 | 权重 | 1天%涨幅 | 占比（pp） 贡献 |
| 英伟达公司（NASDAQ:NVDA） | 6.95% | 3.23% | +0.22pp |
| broadcom corp 8.00% mandatory convertible prf sr a（纳斯达克：AVGO） | 4.66 | 4.73 | +0.22pp |
| 微软-t（纽交所:MSFT） | 8.46 | 1.68 | +0.14pp |
| Meta Platforms, Inc.（NASDAQ：META） | 4.87 | 2.84 | +0.14pp |
| 苹果公司（纳斯达克：AAPL） | 9.19 | 1.22 | +0.11pp |
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Photo via Shutterstock.
图片来自Shutterstock。