周三,美国股市大幅上涨,三大主要指数均创下历史新高,因为消费者通胀放缓超出预期,提振了联邦储备委员会更早降息的希望。
美国消费者价格指数(CPI)4月份增长放缓至0.3%,低于市场预期的0.4%,较上月的0.4%有所下降,而年度数字从3.5%下降至3.4%,符合预期。核心CPI通胀率从3月的3.8%降至3.6%。

DXY M30
在经济前景方面,美国4月零售销售未变,低于市场预期的0.4%增长。
消费价格放缓是在4月生产者物价指数超出预期一天后出现的。交易员现在认为美国央行在9月开始降息的可能性为50.5%。随着CPI新闻的发布,美国国债收益率急剧下跌,美元也下跌。
在纽约收盘时,蓝筹道琼斯工业平均指数上涨0.9%至39,908点,标普500指数上涨1.2%至5,308点,纳斯达克综合指数收于16,742点,均创下收盘峰值,略低于早盘最高纪录。
科技巨头领涨市场,苹果股价上涨1.2%,谷歌母公司Alphabet上涨1.3%,人工智能芯片制造商英伟达股价上涨3.6%。

US30 H4
另外,云端平台提供商Monday.com股价飙升21.4%,因为该公司第一季度盈利超出预期,并提高了全年预期。

NAS100 H4
但是,在本周早些时候大涨之后,两只“迷因股”大幅回吐,电影院连锁企业AMC娱乐股价下跌20.0%,因为该公司宣布了一项债务换股计划,而GameStop股价下跌18.8%。截至周三,GameStop和AMC本周分别上涨了179%和135%。
除科技股外,波音股价下跌2.1%,因为司法部表示,这家飞机制造商违反了一项阻止其因两起致命的737 Max坠机事件而面临刑事起诉的和解协议。

SPX500 H1
此外,油价在美元走低的情况下上涨,而美国每周库存大幅下降超出预期,抵消了国际能源署对今年需求增长的较弱预期。
英国北海原油价格上涨0.7%,至每桶82.95美元,美国西德克萨斯中质原油价格上涨1.1%,至每桶78.84美元。
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