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《美股》美國今年減息預期升溫 道指高收260點 摩通等受惠股上揚
聯儲局一如預期宣布自去年12月以來首次減息,將基準隔夜利率下調四分一厘至4%至4.25%,會後主席鮑威爾指出,是次減息屬「風險管理性減息」,並非長期減息周期的開始。美股周三走勢波動,道指在儲局減息後創新高,全日高收260點或0.6%,報46,018點;標普500指數跌6點或0.1%,僅僅守住6,600點;納指則下跌72點或0.3%,報22,261點。 科技股普遍回吐,英偉達(NVDA.US)據報遭中國禁止境內科技企業購買該公司晶片,該股低收2.6%;Palantir(PLTR.US)及甲骨文(ORCL.US)均下跌。特斯拉(TSLA.US)則上升1%。 相反,受惠較低利率,Walmart(WMT.US)、摩通(JPM.US)及美國運通(AXP.US)則造好,帶動道指及整體市場向上。小型股指數羅素2000指數亦升0.2%,因小型企業對浮動融資依賴較大,利率下降有利其財務成本。
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