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美股收盘:三大指数涨跌互现 光伏、保险板块领涨
Feng Huang Wang·2025-08-15 23:06

Market Performance - The S&P 500 index closed down 0.29% at 6449.8 points, while the Nasdaq Composite fell 0.4% to 21622.98 points. The Dow Jones Industrial Average managed a slight gain of 0.08%, closing at 44946.12 points, driven by UnitedHealth's performance [1] - Retail sales data for July showed a month-over-month increase of 0.5%, with a 0.3% increase when excluding automobiles, aligning with expectations. However, the University of Michigan Consumer Sentiment Index dropped to 58.6, marking its first decline since April [2] - For the week, the S&P and Nasdaq rose 0.94% and 0.81%, respectively, both reaching new historical highs. The Dow increased by 1.74%, nearing the 45000-point mark [2] Stock Performance - Major tech stocks experienced mixed results, with Apple down 0.51%, Microsoft down 0.44%, and Nvidia down 0.86%. Tesla saw a decline of 1.5%, while Meta rose by 0.4% [3] - Semiconductor equipment giant Applied Materials saw a significant drop of 14.07% due to disappointing revenue guidance, negatively impacting the sector. Other companies like KLA and Lam Research also faced declines of 8.42% and 7.33%, respectively [3] - Chinese concept stocks outperformed the broader market, with the Nasdaq Golden Dragon China Index rising by 0.74%. Notable performances included Pinduoduo up 3.67% and NIO up 8.09% [3] Company News - UnitedHealth experienced its largest single-day gain since 2008, rising by 11.98% after Berkshire Hathaway disclosed a stake of over 5 million shares in the company [4] - Other investors, including Michael Burry and David Tepper, also revealed significant holdings in UnitedHealth, contributing to a positive impact on the sector, with Centene, Molina Healthcare, and Elevance Health seeing gains between 4% and 6% [6] - The solar and renewable energy sectors surged due to new tax credit guidelines for clean energy projects, with Sunrun's stock soaring by 32.82% and SolarEdge Technologies rising by 17.10% [7] Additional Developments - Reports suggest the U.S. government is considering using funds from the CHIPS Act to acquire shares in Intel, leading to a temporary spike in Intel's stock price, which closed up 2.93% [8] - The CEO of Opendoor resigned amid investor pressure, with the company's stock rising by 4.28% despite a significant drop in market value over the past two years [9] - Beyond Meat denied bankruptcy rumors, stating it has not filed for bankruptcy, although its stock fell by 7.53% amid concerns over its financial health [10]