美股三大指数集体高开，道指涨0.49%，纳指涨0.25%，标普500指数涨0.3%。GoPro涨超60%，本田汽 车涨超10%；德州仪器跌超9%，公司预估第三季获利低于市场预期。 ...

今日Ultima Markets为您带来标普 500 指数所反映的美股涨势动能情况的分析。 关键词：标普500 指数、美股涨势、动能减弱、科技巨头财报、美联储政策、市场波动性 简介：聚焦标普500 指数显示的美股涨势动能减弱现象，解析市场波动变化、科技巨头财报影响及美联 储政策的作用，探讨当前美股面临的风险与可能走向，助您了解美股动态中的关键因素。 在本月美股屡创新高的表象之下，有迹象表明这轮涨势正逐渐失去动力。 瑞银证券的亚伦·诺德维克认为，此前推动股价上涨的顺风因素正在减弱，比如股市历来在 7 月表现强 劲的历史规律。 "我此前相当长一段时间都持乐观态度，但现在大部分利好消息都已反映在股价中了，"该机构宏观股票 策略师诺德维克表示。虽然他认为不太可能出现急剧下跌，但在他看来，股票的风险回报比甚至比几周 前更缺乏吸引力。 本周市场波动可能加剧。近年来推动市场走高的"科技七巨头"中，特斯拉和谷歌母公司 Alphabet 即将公 布财报。华尔街正密切关注这些科技巨头的支出计划（尤其是人工智能相关领域），因此本次财报季对 它们而言仍至关重要。 紧接着是美联储7 月 30 日的政策决议。市场普遍预期央行将维持利率不 ...

道琼斯指数7月22日（周二）收盘上涨179.37点，涨幅0.40%，报44502.44点； 标普500指数7月22日（周二）收盘上涨4.02点，涨幅0.06%，报6309.62点； 纳斯达克综合指数7月22日（周二）收盘下跌81.49点，跌幅0.39%，报20892.69点。 ...

Core Points - The S&P 500 index increased by 0.06%, while the Dow Jones rose by 132 points, reflecting a gain of 0.30%. The Nasdaq, however, experienced a decline of 0.29% [1] Group 1 - The reduction of tariffs on Philippine goods from 20% to 19% by President Trump may impact trade dynamics and pricing strategies for companies involved in importing these goods [1]

Core Viewpoint - Jefferies has raised the S&P 500 index target price for the end of 2025 to 5600 points, corresponding to a price-to-earnings ratio of approximately 20 times, while cautioning about historical seasonal patterns and macroeconomic indicators [1] Economic Outlook - The U.S. economy is facing stagflation risks, with GDP growth expected to slow to 1.9% by July 2025 according to UN forecasts [1] - Core CPI and unemployment rates are projected to rise to 3% and 4.4%, respectively [1] - The Trump administration's tariffs, effective from April 2025, are disrupting global supply chains and causing a sharp decline in export growth in the Asia-Pacific region [1] Earnings and Valuation - The S&P 500 index's current valuation is considered high, with expected earnings growth of only 5% year-over-year for 2025, which is seen as insufficient compared to the current valuation levels [1] Sector Allocation - Jefferies recommends an overweight position in communication services (XLC.US) and utilities (XLU.US), while maintaining a neutral stance on real estate, information technology, financials (XLF.US), industrials (XLI.US), and healthcare (XLV.US) [2] - A reduction in holdings is suggested for energy (XLE.US), consumer discretionary (XLY.US), and materials (XLB.US) sectors, reflecting a preference for stable cash flow areas amid macroeconomic uncertainty [2] Geopolitical Considerations - Trump's tariff policies are reshaping global trade dynamics, forcing traditional allies like the EU and Japan to adjust their strategies, with Japan even postponing planned talks to resist defense spending pressures [2] - Geopolitical instability and policy reversals are increasing market concerns regarding cyclical sectors such as non-essential consumer goods [2]

道琼斯指数7月21日（周一）收盘下跌19.12点，跌幅0.04%，报44323.07点； 标普500指数7月21日（周一）收盘上涨8.81点，涨幅0.14%，报6305.60点； 纳斯达克综合指数7月21日（周一）收盘上涨78.52点，涨幅0.38%，报20974.17点。 ...

白宫新闻秘书Leavitt称，美国总统特朗普继续参与贸易协议（的谈判）。 8月1日之前，"你们还将看到"更多的关税信函。 标普500指数目前涨0.28%，道指涨0.14%，纳指涨0.49%。 ...

Core Viewpoint - The U.S. stock market is approaching new highs as it enters a busy earnings week, with major companies like Tesla and Alphabet set to report their earnings [1] Group 1: Market Performance - On Monday, the U.S. stock market rose, with the S&P 500 and Nasdaq reaching historical highs [1] - The strong risk appetite among investors has driven the stock prices of the "seven giants" upward [1] Group 2: Analyst Insights - Mark Hackett from Nationwide noted that while the S&P 500 continues to set new records, the calmness of the market is the most significant observation, as investor reactions to major news have diminished [1] - The VIX index is currently below its long-term average, indicating lower market volatility [1] - Hackett also pointed out that the S&P 500 has not experienced a 1% or greater fluctuation in nearly a month [1] Group 3: Investment Strategies - Morgan Stanley advises investors to remain bullish on U.S. stocks [1] - Goldman Sachs strategists, including David Kostin, mentioned that the recent weakness of the dollar has positively impacted S&P 500 earnings, partially offsetting the pressure from tariffs [1]

智通财经7月21日电，标普500指数涨幅扩大，现涨0.5%，最新报6367点，再创记录新高。 ...

道琼斯指数7月21日（周一）开盘上涨80.29点，涨幅0.18%，报44422.48点； 标普500指数7月21日（周一）开盘上涨13.59点，涨幅0.22%，报6310.38点； 纳斯达克综合指数7月21日（周一）开盘上涨76.72点，涨幅0.37%，报20972.38点。 ...