原文发表于美国时间2024-5-28
美股股指期货市场看起来有些长周末假期过后的萎靡不振,但两只重要性远超其他股票的个股却表现活跃。这两只股票就是英伟达和苹果公司的股票。
英伟达的股价在盘前交易时段上涨了3%,有报道称马斯克的xAI筹集到了60亿美元的资金,其中大部分资金将用于购买英伟达的AI芯片,市场上持续的AI激情受到这一消息的影响。彭博报道称,零售商折扣推动了销售,4月中国智能手机出货量增长了52%,苹果公司的股价上涨了1.4%。
这两只股票带动了更大范围的市场,不过美股期货延续着上周喜忧参半的表现。
标普500指数期货目前上涨6点,交易价格高于公允价值0.1%,纳斯达克100指数期货上涨32点,交易价格高于公允价值0.2%,道琼斯工业平均指数期货下跌49点,交易价格低于公允价值0.1%。
这些股指期货的走势表明,主要美股指数将在开盘时涨跌互现,美国东部时间上午11:30将有690亿美元2年期美国国债被拍卖,美国东部时间下午1:00将有700亿美元5年期美国国债被拍卖,市场今天的关注焦点将是利率水平和国债拍卖的结果。
国国债市场在这些拍卖会之前变化不大,中东局势引发了一些地缘政治焦虑。
2年期美国国债收益率下降3基点,降至4.92%,10年期美国国债收益率下降1基点,降至4.46%。WTI原油期货上涨1.7%,升至79.06美元/桶。
其他引起市场关注的消息包括美国电信运营商T-Mobile宣布将以约44亿美元现金和债务的价格收购运营商US Cellular的大部分电信业务,游戏驿站的股价上涨了22%,该公司完成了之前披露的股票发行计划,筹集了约9.334亿美元,伊利诺伊州的预算案包括大幅增加体育博彩税的条款。
这些有故事性的股票将与一些经济数据交织着影响今天的交易叙事,这些经济数据包括将于美国东部时间上午9:00发布的3月FHFA房价指数(前值为1.2%)和3月标普凯斯-席勒房价指数(Briefing.com预期为7.0%;前值为7.3%),以及将于美国东部时间上午10:00发布的5月消费者信心指数(Briefing.com预期为96.0;前值为97.0)。
不过,本周最重要的经济日程是将于周五发布的4月个人收入和支出数据报告,该数据报告中包括核心PCE价格指数,该指数是美联储青睐的通胀指标。
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