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環球一覽 | 一支穿雲箭!美股徹底起飛,道指單日飆漲1200點,納指暴漲超7%,中概雄起,美元跳水, 離岸人民幣暴拉千點;英國央行本月末開始出售國債

在 10 月份的消費者價格數據提高了投資者對通脹已見頂的希望之後,美國股市創下了 2020年以來的最大漲幅。

道瓊斯工業平均指數上漲1201.43 點,或3.7%,至33715.37 點,創下股市走出大流行熊市以來的最大單日漲幅。標準普爾500指數上漲5.54%至 3,956.37 點,創下2020年4月以來的最大漲幅。納斯達克綜合指數飆升7.35%,為2020年3月以來的最高點,收於11114.15 點。

美國10月CPI同比上漲7.7%,遠低於預期。是自 1 月份以來的最低年度漲幅,較上月 8.2% 的年度增速有所放緩。剔除波動較大的食品和能源成本,所謂的核心 CPI 本月上漲 0.3%,同比上漲 6.3%,也低於預期。

此外,多名美聯儲官員表態支持放慢加息,美聯儲傳聲筒稱,10月份的通脹報吿可能會使美聯儲按計劃於下月加息50個基點。交易員預計美聯儲在12月加息50個基點的可能性升至80%。

 美國國債收益利率暴跌,成長股應聲反彈

在 CPI 報吿發布後,美國國債收益率暴跌,10年期國債收益率下跌約30 個基點至3.81%;2年期國債收益率下降約30個基點至 4.32%。因為交易員押注美聯儲將放慢其積極的緊縮政策,這對全年市場構成壓力。

美元指數,近期股市的另一個壓力點,兑一籃子其他貨幣跌至2009年以來最糟糕的一天。

具體來看,美債收益率大幅下降推動,成長型科技股大反彈,成為週四美股的領頭羊。標普500各大板塊全線反彈,芯片股和蘋果所在的IT板塊收漲8.3%,對利率敏感的房地產板塊漲近7.8%。亞馬遜和特斯拉所在的非必需消費品板塊漲7.7%,漲幅墊底的能源和醫療板塊也漲超2%。

龍頭科技股集體大漲,此前連跌四日的特斯拉收漲7.4%,AMD、英偉達漲超14%,亞馬遜漲超12%,創2月4日以來最大單日漲幅,蘋果、微軟漲超8%。

熱門中概股週四普漲,納斯達克中國金龍指數漲7.55%,為2020年3月以來最大單日漲幅。嗶哩嗶哩漲超15%,愛奇藝漲超14%,蔚來漲超11%,富途控股、滿幫漲超9%,京東、百度、拼多多漲超8%,阿里巴巴、理想汽車漲超7%,唯品會、微博、騰訊音樂漲超6%,小鵬汽車、網易漲超5%。中國鋁業跌超2%,尚乘數科小幅下跌。

美元跳水,離岸人民幣暴漲

美元指數跌超2%創2009年來最大跌幅。

離岸人民幣兑美元日內大漲超1100點,收復7.16關口創一個月新高。

持續更新中

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