纳斯达克100指数 (NASDAQ100) 加自选

2024年第一季度，美国经济可能以2.5%的年化增长率增长，这标志着美国经济连续第二个季度从前三个月的3.4%增长放缓。尽管有这种放缓，但经济分析局的初步估计预计将突显美国经济的韧性，尽管借贷成本仍然很高，通胀压力持续存在，但在强劲的生产力水平、强劲的就业和旺盛的国内需求的情况下。根据亚特兰大联储GDPNow估计，消费者支出和国内私人投资的增长率约为3%，而住宅投资可能以两位数的速度增长。然而，净贸易可能对总体增长数字产生了负面影响。

The US economy likely expanded at an annualized rate of 2.5% in the first quarter of 2024, marking a slowdown for the second consecutive quarter from the 3.4% growth seen in the previous three months. Despite this moderation, the initial estimate from the Bureau of Economic Analysis is expected to highlight the resilience of the US economy, amid strong productivity levels, robust employment, and buoyant domestic demand, even as borrowing costs remain high and inflationary pressures persist. Growth in consumer spending and private domestic investment is seen around 3% while residential investment likely expanded at a double digit pace, according to the Atlanta Fed GDPNow Estimate. However, net trade probably have made a negative contribution to the overall growth figures.

美元指数周四下跌至105.8左右，因投资者避免在美国第一季度GDP数据可能影响美联储货币政策前景之前下大赌注。市场还期待着周五的PCE价格指数报告，这是美联储首选的通胀指标，以获得更多关于价格趋势的见解。最近的数据显示，3月份美国耐用品订单超出预期，而标普数据显示，美国私营部门上月的增长开始放缓。交易员们现在已经减少了对美联储今年降息的押注，但仍将9月视为宽松周期的潜在开始。美元兑大多数主要货币最近都有所下跌。与此同时，由于投资者等待日本央行的政策信号，日元兑日元汇率创下34年新高。

The dollar index was subdued around 105.8 on Thursday as investors avoided making big bets ahead of US GDP data for the first quarter that could influence the outlook for Federal Reserve monetary policy. Markets also look forward to the PCE price index report on Friday, the Fed’s preferred inflation gauge, to gain more insights on price trends. Recent data showed that US durable goods orders exceeded expectations in March, while S&P data indicated that US private sector growth is beginning to slow down last month. Traders have now scaled back bets on Fed rate cuts this year, but still see September as the potential start of the easing cycle. The dollar held recent declines against most major currencies. Meanwhile, it scaled new 34-year highs versus the Japanese yen as investors await policy signals from the Bank of Japan.

美国股票期货周四大幅下跌，科技巨头Meta Platforms在发布第二季度疲软的收入指导后，在延长交易中暴跌约15%，超过了好于预期的第一季度业绩。国际商业机器公司（International Business Machines）也暴跌8%，未达到收入预期，并宣布计划收购HashiCorp。在周三的常规交易中，道琼斯指数下跌0.11%，标准普尔500指数和纳斯达克综合指数分别微涨0.02%和0.1%。这些举措出台之际，投资者正在分析最新一批盈利报告，并继续评估美国利率前景。特斯拉宣布计划提高产量并推出更实惠的车型后，股价飙升12%。与此同时，波音公司股价下跌2.9%，此前该公司公布了七个季度以来的首次季度收入下降。投资者现在期待周四更多的盈利报告和美国GDP数据。

US stock futures fell sharply on Thursday as tech giant Meta Platforms plunged about 15% in extended trading after issuing a weak revenue guidance for the second quarter, which outweighed better-than-expected first quarter results. International Business Machines also tumbled 8% missing revenue estimates and announcing plans to acquire HashiCorp. In regular trading on Wednesday, the Dow fell 0.11%, while the S&P 500 and Nasdaq Composite edged up 0.02% and 0.1%, respectively. Those moves came as investors parsed through the latest batch of earnings reports and continued to assess the outlook for US interest rates. Tesla surged 12% after announcing plans to ramp up production and introduce more affordable models. Meanwhile, Boeing fell 2.9% after the company reported its first quarterly revenue decline in seven quarters. Investors now look ahead to more earnings reports and US GDP data on Thursday.

周三，在一系列强劲的企业盈利报告中，市场参与者对未来的利率走势感到担忧，美国股市难以获得牵引力。标准普尔500指数收盘基本持平，纳斯达克指数微涨0.1%，道琼斯指数收盘下跌0.1%。在华盛顿再次增加债务供应、收紧金融状况和对风险较高股票的需求之前，长期国债收益率大幅上升。在盈利消息中，特斯拉在宣布计划提高产量并推出更实惠的车型后，股价飙升12%，抵消了其弱于预期的季度业绩。Visa上涨0.3%，德州仪器上涨5.6%，美国电话电报公司在公布乐观业绩后上涨1.8%。然而，波音公司股价下跌2.9%，此前该公司公布了七个季度以来的首次季度收入下降，尽管超出了分析师的预期。收盘后，Meta、IBM和福特等公司将公布季度业绩。

US Stocks struggled for traction on Wednesday as market participants were concerned about the future path of interest rates, amid a strong set of corporate earnings reports. The S&P 500 ended mostly muted, the Nasdaq edged up by 0.1% while the Dow Jones closed 0.1% lower. Long-dated Treasury yields were sharply higher ahead of a fresh increase in debt supply by Washington, tightening financial conditions and pressuring demand for riskier equities. In earnings news, Tesla surged 12% after announcing plans to ramp up production and introduce more affordable models, offsetting its weaker-than-expected quarterly results. Visa rose 0.3%, Texas Instruments climbed 5.6%, and AT&T gained 1.8% after reporting upbeat results. However, Boeing's stock fell 2.9% after the company reported its first quarterly revenue decline in seven quarters, despite beating analyst expectations. After the closing bell, Meta, IBM, and Ford were among the companies set to report their quarterly results.