隔夜美股 | 標普500指數創收盤新高,Moderna漲超11%
德爾塔變種新冠病毒影響經濟增長的擔憂情緒發酵,拖累美股叁大指數周二早段表現,道指曾滑落逾100點;不過,美股企業業績強勁,支持大市轉升,道指中段升幅擴大至超過200點,標普500指數創收盤新高。
截至收盤,道瓊斯指數漲278.24點,漲幅0.8%,報35116.4點;標普500指數漲35.99點,漲幅0.82%,報4423.15點;納斯達克綜合指數漲80.23點,漲幅0.55%,報14761.29點。
消息面上,美聯儲理事鮑曼表示,美國勞動力市場需要一段時間才能從新冠疫情造成的影響中恢複,而經濟要完全回到正軌需要做更多工作。
鮑曼指出,雖然最近的勞動力市場新增崗位數量令人鼓舞,但整體就業仍低于疫情爆發前的水平,目前仍有很多人面臨就業和換工作的艱難選擇,因此,一些人重新進入勞動力市場需要市場。
舊金山聯儲主席戴利周二發表了類似觀點,她指出,美國仍有近1000萬人失業,更多的人目前在觀望勞動力市場。戴利表示,如今有很多因素影響着就業市場,一些父母需要照顧孩子,部分民衆擔心感染新冠病毒,再加上聯邦政府提供失業救濟金,不過這些因素不會一直持續下去,隨着經濟進一步複蘇,這些人中的大多數都會回歸工作崗位。
紐約市長的新聞官Bill Neidhardt表示,紐約市將要求室內餐廳和健身房的員工和顧客提供疫苗接種證明。Neidhardt稱市長白思豪將在周二的疫情記者會上宣布這個命令。這是白思豪鼓勵紐約人接種疫苗的最新舉措,他已經要求市屬員工接種疫苗或每周接受病毒檢測。根據紐約市的數據,截至8月3日,已有66.2%的紐約市成年人完成疫苗接種。不過,隨着傳染性更強的Delta病毒變種的傳播,感染病例仍在增加。過去四周,Delta占確診病例的72%。
盤面上,教育股、太陽能板塊漲幅居前,電子遊戲股下挫。高途(GOTU.US)漲超20%,好未來(TAL.US)漲超2%,新東方(EDU.US)漲超2%,阿特斯太陽能(CSIQ.US)、晶科能源(JKS.US)漲超4%,動視暴雪(ATVI.US)跌超3%,電子藝界(EA.US)跌超2%,Take-Two(TTWO.US)跌超7%。
個股方面
Robinhood(HOOD.US)收漲24.2%,股價首次收于IPO價格上方;
Moderna(MRNA.US)收漲11.51%,股價觸及曆史新高386.98美元,Moderna成爲萬億管理規模的長線價值投資者Baillie Gifford基金第一重倉股;
動視暴雪(ATVI.US)收跌3.54%,盤後漲超5%,2021年Q2每股盈利1.12美元,市場預期盈利0.82美元,去年同期盈利0.75美元;
西方石油(OXY.US)收漲2.48%,2021年Q2每股虧損0.36美元,市場預期虧損0.02美元,去年同期虧損9.12美元;
Lyft(LYFT.US)收跌1.11%,2021年Q2每股虧損0.76美元,市場預期虧損0.73美元,去年同期虧損1.41美元;
Affirm Holdings(AFRM.US)收漲3.03%,蘋果(AAPL.US)將與Affirm合作推出“先買後付”服務。
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