Market Overview - US stock markets experienced an increase, driven by positive economic data and corporate earnings reports, with the S&P 500 index rising by 0.45% and the Dow Jones Industrial Average increasing by nearly 200 points, or 0.4% [1] - Approximately 50 companies within the S&P 500 have reported earnings, with 88% exceeding analyst expectations, boosting investor confidence [1] Economic Indicators - The US Department of Labor reported that initial jobless claims for the week ending July 12 were 221,000, a decrease of 7,000 from the previous week, indicating a robust job market [1] - Retail sales in June increased by 0.6% month-over-month, significantly above the Dow Jones estimate of 0.2%, alleviating concerns about declining consumer spending [1] Corporate Performance - PepsiCo's stock surged nearly 7% following better-than-expected earnings [3] - Oracle's stock rose over 3%, reaching a market capitalization of $700 billion, marking a 50% increase year-to-date [5] - Nvidia and Microsoft stocks both increased by approximately 1%, achieving new all-time highs with market capitalizations of $422 billion and $380 billion, respectively [5] Sector Highlights - Technology stocks led the market rally, with TSMC's stock rising by 3% due to optimistic forecasts, enhancing market confidence in global AI spending [4] - Strong retail sales data suggests that consumer spending remains robust, which is crucial for economic expansion and corporate profit growth [1]

美国上涨 【导读】美股继续上涨 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 多家科技巨头股价创新高 7月17日晚间，美股上涨，受到最新经济数据和一系列企业财报的提振。 标普500指数上涨0.45%，道琼斯工业平均指数上涨近200点，涨幅为0.4%，科技股为主的纳斯达克综合指数上涨约0.7%。 本周公布的季度财报普遍好于华尔街预期，增强了投资者信心。据FactSet数据显示，截至目前已有约50家标普500指数成份公司公布财报，其中88%的业 绩超过分析师预期。 周四公布的关键经济数据反映出美国经济的稳健。美国劳工部表示，截至7月12日当周的首次申领失业救济人数为22.1万人，较前一周减少7000人，表明 就业市场依然稳健。 另据美国人口普查局的最新数据，6月零售销售环比增长0.6%，远高于道琼斯预期的0.2%，缓解了市场对消费者支出下滑的担忧。 eToro美国投资分析师Bret Kenwell表示："这份令人安心的零售销售报告发布得恰逢其时，正值财报季启动之际。如果企业盈利比预期更为乐观，且管理 层继续传递有关消费者支出稳定的积极信号，那么即便市场已接近历史高位、部分投资者认为估值偏高，股市仍可 ...