市场摘要：高于预期的PPI和疲软的消费者信心数据都无法抑制周四小幅下跌后的美股反弹，且因为市场在周五普遍上涨，标普500一度涨回历史高点。接近收盘，科技板块的反弹出现动摇，市场才回吐了当天的部分涨幅。道琼斯（躲过了周四的下跌）与其他市场一起上涨，重回40,000点以上（但仅逾1个点不到）。
虽然拜登总统的新闻发布会不是一场灾难，但斗争仍在继续。多位大金主暂停了捐款（直到拜登放弃与特朗普的竞选，才会恢复捐款）。
亚洲夜盘，股指期货隔夜涨跌互现。韩国Kospi200期货上涨，而香港市场回吐了日内涨幅的一小部分。香港市场本周表现良好，反映出投资者们对下周全会持乐观态度。
Market Highlights A higher PPI number and a weak consumer confidence number could not dampen the recovery from yesterday’s small declines, as markets broadly gained during the day and the S&P 500 revisited its all-time high. Only into the very close did the technology rally falter, with markets giving up part of the day’s gains. The Dow Jones, which dodged yesterdays decline, rose in line with the other markets and was back above 40,000 (but barely, less than a point).
While the press conference by President Biden was not a disaster, the struggles continue as several large donors withhold funding until he would give up his spot in the race against Donald Trump.
In Asian night futures trading, index futures were mixed overnight, with gains in Kospi, while Hong Kong markets gave up small part of their day-session gains. Hong Kong markets had been on a gear this week reflecting investor optimism towards the Plenum which is to take place next week.
主要股指：标普500涨0.55%至5,615.35；道琼斯涨0.62%至40,000.90；纳斯达克100涨0.59%至20,331.49。
美市个股：苹果涨1.31%至230.54美元；特斯拉涨2.99%至248.23美元；英伟达涨1.44%至129.24美元。
亚洲指数自各市场收盘后：日经225期货涨20点至41,190（涨0.05%）；韩国Kospi200期货涨3.48点至398.73（涨0.88%）；恒生指数期货跌101点至18,265（跌0.55%）；恒生国企指数期货跌35点至6,520（跌0.53%）；富时中国A50期货跌33点至12,085（跌0.27%）。
利率与预期：10年期美国国债利率跌3基点至4.18%；2年期美国国债利率跌6基点至4.45%；降息预期保持高位，9月降息已成普遍共识，预期12月18日FOMC会议以前将降息两到三次。
外盘商品：原油期货跌0.47%至82.23美元；天然气期货涨2.07%至2.315美元；黄金期货跌0.23%至2,416.40美元。
波动率：VIX现货收于12.46（跌0.46点）；VIX期货（合约期7月）收于12.85（跌0.27点）；标普500指数1个月平价隐含波动率收于10.1%（基于相同行权价跌0.3点）；纳斯达克100指数1个月平价隐含波动率收于15.4%（基于相同行权价跌0.2点）。
【注：此处的任何内容均不构成购买证券的要约或要约邀请。】
数据源自芝加哥时间2024年7月12日下午16时Bloomberg (平价波动率数据源自True Partner）。