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美股感恩节前连涨四日,芯片股领涨,波动率创四月来最大降幅
Jin Rong Jie· 2025-11-27 01:23
Market Performance - The US stock market continued its strong performance ahead of Thanksgiving, with the Dow Jones rising 0.67% to 47,427.12 points, the S&P 500 increasing by 0.69% to 6,812.61 points, and the Nasdaq Composite growing by 0.82% to 23,214.69 points, marking four consecutive days of gains for all three indices [1] - The volatility in the market significantly eased, with the S&P 500 volatility index dropping approximately 35% over four days, the largest decline since mid-April [1] - Investor sentiment improved noticeably, leading to a reduction in safe-haven demand [1] Sector Performance - The semiconductor sector performed exceptionally well, with the Philadelphia Semiconductor Index surging 2.76%, and all 30 constituent stocks closing higher [1] - Notable stock performances included Teradyne up 6.98%, Marvell Technology rising 5.14%, AMD increasing by 3.93%, Nvidia up 1.37%, Microsoft rising 1.78%, and Broadcom soaring 3.26% [1] - Oracle's stock rebounded over 4% after a previous decline due to concerns over its AI infrastructure strategy costs, with Deutsche Bank maintaining a "buy" rating, suggesting the recent sell-off was an overreaction [1] - Tesla's stock rose by 1.71%, while Apple saw a slight increase of 0.21% [1] Chinese Stocks - Chinese stocks exhibited mixed performance, with the Nasdaq Golden Dragon China Index slightly down by 0.03% [1] - Notable gainers included Vipshop up 2.54%, Pinduoduo rising 1.58%, and JD.com increasing by 0.96% [1] - Conversely, Hesai Technology fell by 7.37%, Tencent Music dropped by 2.33%, and Xpeng Motors declined by 2.22% [1] Economic Indicators - The US Labor Department reported that initial jobless claims fell to 216,000, below the expected 225,000, while continuing claims were at 1.96 million, also better than expected, providing support for the job market [2] - The Federal Reserve's "Beige Book" indicated that while high-end consumer spending remains resilient, overall consumer spending in the US has further declined, with widespread cost pressures in manufacturing and retail due to tariffs [2] Commodity Market - The precious metals market showed strong performance, with COMEX silver futures rising 4.12% to $53.76 per ounce and spot silver increasing by 3.67% [2] - COMEX gold futures increased by 0.41% to $4,196.10 per ounce [2] - International oil prices saw slight increases, with WTI crude oil for January rising 1.21% to $58.65 per barrel and Brent crude oil for January up 1.04% to $63.13 per barrel [2]
美股四连涨,银价大涨!美联储公布“褐皮书”
美股三大指数收涨 当地时间11月26日(周三),美股三大指数全线收涨。美股大型科技股走势分化,英伟达涨超1%,谷歌跌超1%。贵金属方面,银价大幅上涨,COMEX 白银期货涨超4%,现货白银涨超3%。 美国劳工部当地时间26日发布的报告显示,美国上周初请失业金人数降至21.6万,低于预期。另据新华社报道,当地时间26日发布的美联储"褐皮书"显 示,虽然高端消费支出仍有韧性,但美国消费支出整体进一步下滑。 此外,本周四,美股将因感恩节休市,周五则于美东时间下午1点提前收盘。 Wind数据显示,当地时间11月26日,美股三大指数全线收涨。道指涨0.67%,标普500指数涨0.69%,纳指涨0.82%,均获得连续4日上涨。 美国上周初请失业金人数降至21.6万,低于预期。美国劳工部当地时间26日发布的报告显示,美国上周初请失业金人数为21.6万人,预期为22.5万人,前 值为22万人;至11月15日当周续请失业金人数为196万人,预期为196.9万人,前值从197.4万人修正为195.3万人。 近期多位美联储官员密集释放鸽派信号,支持在12月降息,包括纽约联储主席John Williams、旧金山联储主席Mary D ...