【盈透睿智】乐观情绪支撑市场逆转

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原文发表于美国时间2020-8-12


标普500指数期货扭转了昨日的跌势,在逢低买入的模式下上涨27点,交易价格高于公允价值0.8%。


盘前推动市场走势的重要新闻涉及Moderna特斯拉。Moderna同美国政府达成价值15.25亿美元的交易,用于生产和交付1亿剂新冠疫苗,特斯拉宣布将以5:1的比例进行拆股,将于8月31日生效。Moderna盘前上涨7.6%,报74.18美元,特斯拉盘前上涨5.8%,报1453.62美元。

据彭博社报道,经济刺激法案的谈判可能会陷入僵局达数周之久,不过市场显然已经消化了这一话题上的消极影响。

经济数据方面,继6月份美国CPI上涨0.6%,7月CPI环比上涨0.6%(Briefing.com的预期为0.3%)。不包括食品和能源的核心CPI按月环比上涨0.6%(Briefing.com的预期为0.2%),6月上涨0.2%。

CPI数据报告中可得出的关键结论是,虽然CPI的增长延续了昨日高于预期的PPI数据报告的步伐,但不大可能导致货币政策剧烈转向,因为美联储已经表示目前尚不是讨论加息的时间。


另外的数据报告,每周MBA抵押贷款申请数量上涨6.8%,前一周为下降5.1%。

其他新闻方面,昨日长期债券的涨势延续至今天的交易时段。2年期美国国债收益率下降1个基点至0.15%,10年期美国国债收益率上涨3个基点至0.69%。

美元指数下跌0.2%至93.46.WTI原油期货上涨2.2%至每桶42.51美元。


 

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这篇文章已被翻译成中文。原英文作者Briefing.com。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。



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