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隔夜美股全覆盤(6.21)| 三大股指分化,英偉達跌超3%,B站本週累升15%

01 大盤

昨夜美股三大股指分化,英偉達跌超3%,B站本週累升15%。截至收盤,道指升 0.77%,納指跌 0.79%,標普跌 0.25%。美國十年國債收益率升 0.733%,收報4.263%,相較兩年期國債收益率差-48.1個基點。恐慌指數VIX升 6.41%至13.28,布倫特原油收跌 0.66%。現貨黃金昨日升 1.33%,報2359.26美元/盎司。美元指數昨日升 0.39%,報105.66。

瑞士央行將基準利率下調25個基點至1.25%,為連續第二次降息,符合市場預期。英國央行維持基準利率在5.25%不變,符合市場預期,並暗示更多的決策者可能接近支持降息。羅馬尼亞總統放棄競選,荷蘭首相呂特贏得北約祕書長職位。美國5月新屋開工總數年化錄得127.7萬户,為2020年6月以來新低。美國上週初請失業金人數錄得23.8萬人,與上週相比變化不大。據美國財政部:日本最近的外匯干預並非將其列入外匯報吿監測名單的因素。

02 行業&個股

行業板塊方面,除半導體、科技、房地產和日常消費分別收跌2.72%、1.12%、0.26%和0.22%外,其他標普7大板塊悉數收升:能源、公用事業、金融、通訊、醫療、原料和工業分別收跌1.84%、0.87%、0.53%、0.43%、0.33%

0.1%和0.06%。

概念板塊方面,航空ETF跌0.1%,旅行服務板塊升0.08%,高端酒店萬豪升0.38%,愛彼迎升0.4%,挪威郵輪升1.24%。太陽能板塊跌3.56%。金融科技板塊方面,PayPal收升1.15%,NU升3.34%。網絡安全板塊跌0.35%,SQ升1.36%。

中概股多數收跌,KWEB跌0.63%。台積電跌 2.4%,台積電據悉探索新的AI芯片封裝技術。拼多多跌 0.03%,阿里跌 0.15%,京東跌 1.27%,理想跌 1.74%,新東方跌 1.4%,蔚來跌 2.26%,小鵬平收 0%,B站升5.38%,嗶哩嗶哩手遊《三國:謀定天下》表現超預期。瑞幸咖啡升 4.11%,名創優品升 2.2%,好未來跌 2.89%。

大型科技股升跌互現。微軟跌 0.14%,英偉達跌 3.54%,蘋果收跌 2.15%,消息稱,蘋果已與百度、阿里巴巴、百川智能等中國公司洽談AI服務本地化事宜。谷歌收升 0.71%,亞馬遜升 1.8%,Meta升 0.44%,禮來跌 0.61%,博通跌 3.77%,諾和諾德升 0.13%,特斯拉跌 1.78%,美光跌 6.03%。

ACN升7.29%,埃森哲第三財季生成式AI銷售額超過9億美元,為公司帶來了顯著的業績增長。AMD升4.62%,AMD迴應黑客攻擊:被竊取信息有限,不會對業務產生重大影響。TM升0.21%,因零部件短缺,豐田汽車日本國內六條生產線將停工至21日,屆時會決定是否恢復生產。

INTC跌0.03%,英特爾的Intel 3製程,宣佈進入大量生產階段,用於Xeon 6系列數據中心處理器的製造。DELL跌0.42%,戴爾CEO稱戴爾與英偉達正在合作AI工廠以支持馬斯克的xAI。

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