新华财经纽约2月13日电（记者刘亚南）由于对通胀的担忧缓解而对人工智能冲击的担忧持续，纽约股 市三大股指13日走势起伏，收盘涨跌不一。 截至当天收盘，道琼斯工业平均指数比前一交易日上涨48.95点，收于49500.93点，涨幅为0.10%；标准 普尔500种股票指数上涨3.41点，收于6836.17点，涨幅为0.05%；纳斯达克综合指数下跌50.477点，收于 22546.671点，跌幅为0.22%。 板块方面，标普500指数十一大板块七涨四跌。公用事业板块和房地产板块分别以2.69%和1.48%涨幅领 涨，通信服务板块和科技板块分别以0.76%和0.52%跌幅领跌。 美国劳工部当日盘前发布的数据显示，美国1月份消费者价格指数环比上涨0.2%，而市场共识预期和前 月涨幅均为0.3%；该指数1月同比上涨2.4%，低于市场共识预期的2.5%和前月的2.7%，为2025年5月以 来的最低水平。1月食品价格指数环比增加0.2%，低于前月的0.3%，1月能源价格指数环比下降1.5%， 而前月则为环比增加0.3%。 扣除食品和能源，美国1月核心消费者价格指数环比上涨0.3%，符合市场预期，高于前月的0.2%；该核 心指数 ...

数据好于预期 当地时间周五（13日），美国劳工统计局（BLS）公布，1月CPI环比上涨0.2%，低于去年12月未修正 的0.3%涨幅。CPI年率从2.7%回落至2.4%，创2025年5月以来新低，市场预期中值2.5%。1月未季调核 心CPI环比上涨0.3%，符合预期，较12月的0.2%小幅回升。年率从2.6%回落至2.5%，创2021年3月以来 新低，符合市场预期。核心CPI上升部分源于年初一次性涨价，劳工统计局用于剔除季节性波动的季节 调整模型，尚未完全覆盖此类一次性调价影响。 受汽油价格走低、租金通胀放缓影响，美国 1月消费者物价指数（CPI）涨幅低于预期，市场定价显 示，6月再次成为今年美联储政策调整的热门窗口。不过考虑到关税、美元贬值和服务价格等因素影 响，美联储在夏季前重启降息的不确定性依然存在。 政策前景如何 白宫对整体通胀放缓表示欢迎，一名发言人在社交媒体发文称："美联储早该实施的降息，将进一步为 美国经济注入强劲动力。" 但对就业市场与物价承受力感到焦虑的美国民众，对特朗普总统的经济治理表现越发不满。爱德华·琼 斯投资策略高级经济学家詹姆斯·麦卡恩表示："整体来看，数据表明当前物价压力仍略偏高 ...

受汽油价格走低和租金通胀放缓影响，美国1月CPI涨幅低于预期，市场押注6月或成美联储降息窗口， 但关税、美元贬值和服务价格等因素仍使夏季前降息存在不确定性。 受汽油价格走低、租金通胀放缓影响，美国 1月消费者物价指数（CPI）涨幅低于预期，市场定价显 示，6月再次成为今年美联储政策调整的热门窗口。不过考虑到关税、美元贬值和服务价格等因素影 响，美联储在夏季前重启降息的不确定性依然存在。 数据好于预期 价格下跌的项目还包括：二手车及卡车下降1.8%，机动车保险下降0.4%。 市场分析认为，通胀同比增速回落主要因去年同期高基数效应消退。这些温和的通胀数据恐怕难以让普 通消费者感同身受。联博首席经济学家埃里克・维诺格拉德写道："这一差距的核心原因在于，家庭关 注的是物价绝对水平，而通胀衡量的是物价变动幅度；次要原因则是生活必需品的价格走势 ——食 品、药品、租金涨幅快于整体通胀，这些品类对家庭的重要性远超整体消费篮子。" 政策前景如何 白宫对整体通胀放缓表示欢迎，一名发言人在社交媒体发文称："美联储早该实施的降息，将进一步为 美国经济注入强劲动力。" 当地时间周五（13日），美国劳工统计局（BLS）公布，1月CPI ...

美国劳工统计局当日公布的数据显示，1月CPI环比上涨0.2%、同比上涨回落至2.4%。随着通胀压力边际缓解，根据芝商所（CME）美联储观察工具，市 场对美联储6月降息的预期有所增强。 大型科技股整体承压。美国科技七巨头指数下跌1.31%。其中，苹果、英伟达跌超2%，Meta、谷歌母公司Alphabet-C跌逾1%，亚马逊、微软小幅下跌，特 斯拉微涨0.09%。 中概股走势分化。纳斯达克中国金龙指数下跌0.10%，中概科技龙头指数上涨0.14%。个股表现不一，小米集团-ADR、网易涨超2%，腾讯控股-ADR涨超 1%，美团-ADR、拼多多微涨；阿里巴巴跌超2%，京东集团、比亚迪（002594）股份-ADR跌超1%，百度集团跌0.99%。 降息预期推动贵金属价格走高 当地时间2月13日，美国劳工统计局公布的CPI数据显示当前通胀水平较为温和，推动市场对美联储6月降息的预期升温。受此影响，贵金属价格明显走 高。截至当日收盘，美国三大股指涨跌不一，大型科技股整体承压，国际油价小幅上行。 美股收盘涨跌不一 受通胀数据影响，当地时间2月13日，美国股市表现分化。数据显示，截至当日收盘，三大股指涨跌不一，道指上涨0.1%， ...

美联储获得一则利好数据。 北京时间2月13日晚间，美国劳工统计局公布的报告显示，美国1月CPI同比回落至2.4%且低于预期，核心CPI同比降至2.5%， 创2021年以来最低水平。 数据发布后，交易员对美联储的降息预期迅速升温。交易员预计的今年合计降息幅度从周四的58个基点升至63个基点，相当 于有50%的几率在今年年底前降息三次。市场预期4月降息的概率为30%，6月降息概率超过80%。高盛解读称，CPI数据并未 如市场担忧那般强劲，美联储的"正常化"降息路径似乎更加清晰，预计美联储今年将降息两次，下一次降息或将在今年6月份 进行。 市场方面，加密货币全线大涨，截至北京时间14日06:30，大涨超4%，报68842.5美元；以太坊大涨超6%，SOL大涨超9%。现 货黄金、白银价格亦集体走强，截至收盘，现货黄金大涨超2%，重新站上5000美元/盎司上方；现货白银大涨2.81%。美股三 大指数低开后，一度集体拉升，纳指尾盘走低，截至收盘，道指涨0.1%，标普500指数涨0.05%，纳指跌0.22%。 美国重磅数据出炉 美东时间2月13日，美国劳工统计局公布了1月消费者价格指数(CPI)报告，其中显示，美国1月CP ...

钛媒体App 2月14日消息，金价走高，交易员在数据显示通胀温和后加大对美联储降息的押注，一些投 资者在周四的大幅抛售后逢低买入黄金。美国1月通胀表现相对温和，缓解了对通胀大幅上升的担忧， 提振了市场对美联储将降息的预期。数据公布后，10年期美国国债收益率下滑，利率互换交易员预计在 12月前进行第三次降息的可能性约为50%。这推动金价一度上涨2.3%。利率下降通常有利于无息资产黄 金。ING Bank大宗商品策略师Ewa Manthey表示："在本周贵金属大幅平仓之后，整体背景仍然是波动 加剧，但今日走势表明回调可能过度，逢低买入和仓位调整正在提供支撑。"（广角观察） ...

Group 1: Market Overview - The U.S. stock market showed volatility on February 13, with major indices fluctuating between gains and losses [6][10] - The cryptocurrency market experienced a rebound, particularly with Coinbase's stock recovering after a previous decline [7][8] Group 2: Economic Indicators - The U.S. Consumer Price Index (CPI) rose by 0.2% month-over-month and 2.4% year-over-year in January, slightly below market expectations [2][7] - Core CPI, excluding food and energy, increased by 0.3% month-over-month and 2.5% year-over-year, aligning with market forecasts [2][7] Group 3: Coinbase Financial Performance - Coinbase reported a 20% decline in Q4 revenue to $1.8 billion, exceeding expectations due to decreased trading activity from falling token prices [7][8] - The company recorded a net loss of $667 million when accounting for cryptocurrency holdings and investment impairments [7][8] - Following the earnings report, Coinbase's stock price rebounded by 15% to approximately $162, despite a cumulative decline of about 50% over the past year [8]

Market Performance - The US stock indices closed mixed, with the Dow Jones up 0.1% at 49,500.93 points, the S&P 500 up 0.05% at 6,836.17 points, and the Nasdaq down 0.22% at 22,546.67 points. For the week, the Dow fell 1.23%, the S&P 500 fell 1.39%, and the Nasdaq fell 2.1% [1] - In the technology sector, major stocks mostly declined, with the Wande American Technology Seven Giants Index down 1.31%. Notable declines included Apple and Nvidia, both down over 2%, while Tesla saw a slight increase of 0.09% [1] - Bank stocks showed mixed results, with Morgan Stanley up nearly 2% and Goldman Sachs up 0.04%, while Citigroup fell 0.31% [1] - Energy stocks were also mixed, with ExxonMobil down over 1% and Chevron up 0.73% [1] - Semiconductor stocks mostly rose, with the Philadelphia Semiconductor Index up 0.66%, and Applied Materials up over 8% [1] - Gold stocks performed strongly, with several companies like Coeur Mining and Harmony Gold seeing increases of over 6% [1] Chinese Stocks - The Nasdaq China Golden Dragon Index fell 0.10%, while the Wande Chinese Technology Leaders Index rose 0.15%. Notable gainers included Zai Lab up over 6% and Tencent Music up over 4% [2] - Conversely, JinkoSolar fell nearly 3%, and Alibaba dropped over 2% [2] Economic Indicators - The US January unadjusted CPI rose 2.4% year-on-year, the lowest since May 2025, with a month-on-month increase of 0.2% [2] - The core CPI also showed a year-on-year increase of 2.5%, the lowest since March 2021, indicating a potential easing of inflation concerns [2] - Economists suggest that the slowdown in basic inflation indicators may provide the Federal Reserve with more flexibility to lower interest rates if necessary [2] European Market Performance - European stock indices showed mixed results, with the FTSE 100 up 0.42% and the DAX up 0.25%, while the CAC40 fell 0.35% [3] - International oil prices saw slight increases, with light crude oil futures up 0.08% and Brent crude up 0.34% [3] - Precious metals futures generally rose, with COMEX gold futures up 2.33% [3] Currency Market - The US dollar index saw a slight decline of 0.01%, closing at 96.922 [4]

Market Performance - On February 13, the three major U.S. stock indices closed mixed, with the Dow Jones up 0.1%, S&P 500 up 0.05%, and Nasdaq down 0.22% [1] - For the week, the Dow Jones fell 1.23%, S&P 500 dropped 1.39%, and Nasdaq decreased by 2.1% [1] Sector Performance - Most large tech stocks declined, with Apple and Nvidia down over 2%, Facebook and Google down over 1%, while Tesla saw a slight increase of 0.09% [3] - Semiconductor stocks mostly rose, with the Philadelphia Semiconductor Index up 0.66%, and notable gains in Applied Materials (over 8%), ARM (over 2%), and Qualcomm (over 1%) [3] - Gold stocks performed strongly, with Coeur Mining up over 7%, Harmony Gold, Kinross Gold, and Pan American Silver up over 6%, and Barrick Gold up over 5% [3] Chinese Stocks - The Nasdaq Golden Dragon China Index fell 0.10%, with Tencent Music up over 4%, Yum China up over 3%, and Hesai Technology and NetEase up over 2% [3] - Declines were seen in JinkoSolar (down nearly 3%), Canadian Solar, New Oriental, Alibaba (down over 2%), and Li Auto (down nearly 2%) [3] Commodity Prices - Precious metals saw a rebound, with spot gold rising 2.4% to surpass $5040 per ounce, and spot silver increasing by 2.8% to $77.3 per ounce [3] - WTI crude oil futures rose by 0.08% to $62.89 per barrel, while Brent crude oil futures increased by 0.34% to $67.75 per barrel [4] Cryptocurrency Market - The cryptocurrency market experienced a collective rebound, with Bitcoin rising over 4% to approach $69,000 per coin, and over 90,000 traders liquidated in the past 24 hours [4][5] Economic Indicators - The U.S. Consumer Price Index (CPI) for January showed a year-over-year increase of 2.4%, below the market expectation of 2.5%, marking a decrease from 2.7% in December 2025 [6] - The month-over-month CPI, seasonally adjusted, rose by 0.2%, also below the expected 0.3%, indicating a significant cooling of inflation [6] - Following the CPI release, the probability of the Federal Reserve implementing a rate cut in June surged to 83% from 49.9% [6]

综合来看，本次通胀数据为美联储政策提供了更多腾挪空间——只要后续通胀和就业数据持稳，美联储 在政策调整节奏上将拥有更大灵活性，甚至有条件采取更积极的降息行动。 （文章来源：新华财经） CPI数据公布后，美元指数短线下挫近20点，现交投于96.87附近，非美货币普涨。美国国债收益率延续 跌势，两年期美债收益率跌破3.40%，创去年10月以来新低。 尽管通胀放缓，但仍高于美联储2%的目标水平，叠加劳动力市场趋稳，可能使美联储在上半年继续保 持观望。达拉斯联储总裁洛根对今年通胀将进一步向2%的目标回落持乐观态度，但她也表示仍有抗通 胀进展停滞的风险。洛根警告称，税收政策、金融市场的活跃状况以及政府关税带来的持续价格上涨， 都可能推动物价上升。克利夫兰联储总裁哈马克则认为，当前通胀水平依然偏高。尽管关税仍是不少企 业重点关注的问题，但并非通胀压力的唯一推手，医保、电力等其他领域的成本上涨也在推高整体物 价，目前尚无法判断这类广泛存在的成本压力是否已见顶。摩根大通经济学家认为，考虑到有迹象表 明，今年与关税相关的额外成本将转嫁给消费者，以及过去一年美元持续走弱的潜在影响发酵，仍预计 今年通胀压力持续存在。 新华财经北京 ...