Workflow
9月22日美股盘前:美股高开高走延续涨势,科技股却藏隐忧:半导体回调与关键数据待解
Xin Lang Cai Jing·2025-09-22 12:03

Core Viewpoint - The U.S. stock market continues its upward trend, supported by positive signals from high-level communications and the ongoing favorable effects of potential Federal Reserve interest rate cuts, despite a slight decline in the Philadelphia Semiconductor Index [1][1][1] Group 1: Market Performance - The U.S. stock market experienced a high opening and continued to rise, avoiding a low opening that could trigger selling pressure, particularly on a significant options expiration day [1][1] - The Philadelphia Semiconductor Index's decline indicates potential pressure on technology stocks, with Micron and TSMC ADR both closing lower [1][1][1] Group 2: Company-Specific Insights - Micron's stock ended a 12-day winning streak ahead of its earnings report, suggesting that some investors are taking profits before the announcement [1][1] - The upcoming earnings report on September 23 will be crucial for Micron, as its current stock price reflects optimistic expectations; disappointing results could lead to significant volatility not only for Micron but also for the semiconductor sector and the broader U.S. stock market [1][1][1] Group 3: Upcoming Economic Indicators - Key economic events are approaching, including the PMI data release on September 23, Jerome Powell's economic outlook on September 24, and the August PCE data on September 26, which will be important variables influencing the future direction of the U.S. stock market [1][1][1]