Stocks Surge On Healthy Earnings Season, Rising Jobless Claims: This Week In The Markets
Stocks Surge On Healthy Earnings Season, Rising Jobless Claims: This Week In The Markets
It's been a quiet week in the markets, marked by a dearth of major economic news and a consistent flow of positive indicators from the first-quarter earnings season.
这是市场平静的一周,其特点是缺乏重大经济新闻,第一季度财报季持续出现积极指标。
As of May 7, 424 companies in the S&P 500 have disclosed their earnings, with 78% surpassing earnings expectations and 61% exceeding revenue forecasts.
截至5月7日,标普500指数中有424家公司披露了收益,其中78%超出盈利预期,61%超出收入预期。
The S&P 500 continued its upward trend, marking its third consecutive week of gains and nearly recouping losses from April, while the Dow Jones boasted eight consecutive sessions in the green.
标准普尔500指数继续保持上涨趋势,这是其连续第三周上涨,几乎收复了4月份以来的跌幅,而道琼斯指数则连续八个交易日上涨。
Notably, the utilities sector, as tracked by the Utilities Select Sector SPDR Fund (NYSE:XLU), has emerged as the star performer of 2024, outstripping energy and doubling the tech sector's performance, with some analysts attributing the outperformance to heightened power demand from data centers.
值得注意的是,公用事业精选板块SPDR基金(纽约证券交易所代码:XLU)追踪的公用事业行业已成为2024年的表现最佳,超过了能源,科技行业的表现翻了一番,一些分析师将跑赢大盘归因于数据中心电力需求的增加。
Concerns surfaced regarding a potential job market slowdown following unexpectedly high weekly jobless claims. The figure reached its highest level in eight months.
在每周申请失业救济人数意外高企之后,人们对就业市场可能放缓的担忧浮出水面。这个数字达到了八个月来的最高水平。
The University of Michigan's Consumer Sentiment report revealed a sharper-than-expected dip in May, along with a worrying rise in inflation expectations.
密歇根大学的消费者信心报告显示,5月份的下降幅度大于预期,通货膨胀预期的上升令人担忧。
Investors are now fully factoring in two interest rate cuts by year-end, beginning in September.
投资者现在充分考虑到了从9月开始的两次降息。
Attention now turns to the forthcoming April Consumer Price Index inflation report on Wednesday and Federal Reserve Chair Jerome Powell's remarks in Amsterdam on Tuesday.
现在,注意力转向周三即将发布的4月消费者物价指数通胀报告以及美联储主席杰罗姆·鲍威尔周二在阿姆斯特丹的讲话。
Buffett Sells Apple Shares
巴菲特出售苹果股票
Warren Buffett's Berkshire Hathaway Inc. (NYSE:BRK) has cut its stake in Apple Inc. (NASDAQ:AAPL) by 18%, signaling waning confidence as the tech giant faces challenges in its Chinese market.
沃伦·巴菲特的伯克希尔·哈撒韦公司(纽约证券交易所代码:BRK)已将其在苹果公司(纳斯达克股票代码:AAPL)的股份削减了18%,这表明随着这家科技巨头在中国市场面临挑战,信心减弱。
Apple's M4 iPads
苹果的 M4 iPad
Meanwhile, Apple unveiled an iPad Pro with a M4 chip and OLED display, and an iPad Air with a M2 chip, enhancing the iPad lineup for the first time since 2022. The iPad Pro starts at $999 for the 11-inch model and $1,299 for the 13-inch model — higher price points than older releases.
同时,苹果推出了一款配备M4芯片和OLED显示屏的iPad Pro和一款带有M2芯片的iPad Air,这是自2022年以来首次增强了iPad的阵容。iPad Pro的11英寸机型起价为999美元,13英寸机型的起价为1,299美元,比旧版本的价格要高。
Tesla Cuts Jobs
特斯拉裁员
Tesla Inc. (NASDAQ:TSLA) has initiated another round of job cuts in China due to intensifying competition in the electric vehicle market, which is increasingly dominated by local rivals.
由于电动汽车市场的竞争加剧,特斯拉公司(纳斯达克股票代码:TSLA)已在中国启动了另一轮裁员,而电动汽车市场越来越多地由当地竞争对手主导。
Pfizer Settles Lawsuits
辉瑞和解诉讼
Pfizer Inc. (NYSE:PFE) has agreed to settle over 10,000 lawsuits related to cancer risks associated with its discontinued heartburn medication Zantac.
辉瑞公司(纽约证券交易所代码:PFE)已同意解决与其停产的胃灼热药物Zantac相关的10,000多起与癌症风险有关的诉讼。
Nvidia Leads AI
英伟达领导人工智能
Nvidia Corp. (NASDAQ:NVDA) has been declared the de facto standard in AI technology by a Goldman Sachs analyst, who said the company will dominate the sector for the foreseeable future.
高盛分析师宣布英伟达公司(纳斯达克股票代码:NVDA)为人工智能技术的事实标准,他表示,在可预见的将来,该公司将在该领域占据主导地位。
Photo: Shutterstock
照片:Shutterstock