受Alphabet和微软强劲盈利报告的推动，美国股市周五收盘走高，以科技股为主的纳斯达克指数上涨2%。标准普尔500指数上涨1%，道琼斯指数上涨153点，投资者对价格上涨的担忧置之不理，尤其是在最新数据显示，美联储首选的通胀指标继续表明价格压力持续存在之后。微软股价上涨1.8%，此前其盈利和营收均超过预期。Alphabet股价上涨10.2%，创下171.95美元的历史新高，此前该公司公布了乐观的业绩，该公司宣布的首次股息也增加了乐观情绪。相反，英特尔在公布了令人失望的营收前景后暴跌9.2%。埃克森美孚公司因未达到盈利预期而下跌2.8%，雪佛龙公司因利润低于预期而小幅上涨。本周，标准普尔500指数和纳斯达克指数分别上涨2.2%和3.5%，为11月以来最好的一周，道琼斯指数上涨0.5%。

US stocks finished higher on Friday, driven by strong earnings reports from Alphabet and Microsoft, sending the tech-heavy Nasdaq 2% higher. The S&P 500 was up 1%, while the Dow Jones gained 153 points as investors brushed off concerns about elevated prices, especially after the latest data showed that the Fed's preferred inflation gauge continued to indicate persistent price pressures. Microsoft jumped 1.8% after surpassing forecasts for both earnings and revenue. Alphabet surged 10.2%, hitting all-time high of $171.95, after its upbeat results, and the company's announcement of its first dividend added to the positive sentiment. Conversely, Intel plunged 9.2% after providing a disappointing revenue outlook. ExxonMobil lost 2.8% after missing earnings expectations, while Chevron rose slightly as its profit came in below estimates. On the week, the S&P 500 and the Nasdaq gained 2.2% and 3.5%, respectively, their best weeks since November, while the Dow Jones rose by 0.5%.

受Alphabet和微软强劲盈利报告的推动，美国股市周五下午走高，以科技股为主的纳斯达克指数上涨超过2%。标准普尔500指数上涨1.2%，道琼斯指数上涨200多点，投资者对价格上涨的担忧置之不理，尤其是在最新数据显示美联储首选的通胀指标继续显示持续的价格压力之后。微软股价上涨2.7%，此前其盈利和营收均超过预期。Alphabet股价上涨10%，此前其业绩超出预期，该公司宣布首次分红，进一步提振了乐观情绪。相反，英特尔在公布了令人失望的营收前景后暴跌10%。埃克森美孚公司因未达到盈利预期而下跌2.4%，雪佛龙公司因利润低于预期而小幅下跌。本周，标准普尔500指数和纳斯达克指数将分别上涨2.4%和3.8%，这是五年来的第一个上涨周，而道琼斯指数上涨0.6%。

US stocks were trading higher on Friday afternoon, driven by strong earnings reports from Alphabet and Microsoft, sending the tech-heavy Nasdaq over 2% higher. The S&P 500 was up 1.2%, while the Dow Jones gained over 200 points as investors brushed off concerns about elevated prices, especially after the latest data showed that the Fed's preferred inflation gauge continued to indicate persistent price pressures. Microsoft jumped 2.7% after surpassing forecasts for both earnings and revenue. Alphabet surged 10% following its results beating estimates, and the company's announcement of its first dividend added to the positive sentiment. Conversely, Intel plunged 10% after providing a disappointing revenue outlook. ExxonMobil lost 2.4% after missing earnings expectations, while Chevron fell slightly as its profit came in below estimates. On the week, the S&P 500 and the Nasdaq are set to gain 2.4% and 3.8%, respectively, its first positive week in five, while the Dow Jones rose by 0.6%.

在美国，所有的目光都将集中在美联储周三的利率决定上，紧随其后的是周五的劳动力市场报告。此外，投资者将仔细审查ISM制造业和服务业PMI，以及JOLT的职位空缺数据、外贸数据、工厂订单和CB消费者信心指数。亚马逊、礼来、可口可乐、麦当劳、万事达、高通、辉瑞、ADP、苹果、康菲、安进、Booking和信诺等重量级公司的报告将使财报季达到顶峰。在国际上，德国、西班牙、荷兰、法国、欧元区、意大利、韩国、瑞士、印度尼西亚和土耳其4月份的通货膨胀率将受到密切关注。此外，法国、西班牙、德国、意大利、欧元区、墨西哥、沙特阿拉伯和香港将公布第一季度GDP快速增长率。最后，标普全球将公布中国、加拿大、西班牙、意大利、韩国、俄罗斯和瑞士的制造业PMI。

In the US, all eyes will be on the Fed's interest rate decision on Wednesday, followed closely by the labor market report on Friday. Also, investors will be scrutinizing ISM Manufacturing and Services PMI’s, alongside JOLTs job openings data, foreign trade figures, factory orders, and CB consumer confidence index. Earnings season will reach its zenith with reports from heavyweight Amazon, Eli Lilly, Coca-Cola, McDonald's, Mastercard, Qualcomm, Pfizer, ADP, Apple, ConocoPhillips, Amgen, Booking, and Cigna. Internationally, April inflation rates for Germany, Spain, the Netherlands, France, the Euro Area, Italy, South Korea, Switzerland, Indonesia, and Turkey will be closely watched. Furthermore, flash Q1 GDP growth rates are set to be released for France, Spain, Germany, Italy, the Euro Area, Mexico, Saudi Arabia, and Hong Kong. Finally, S&P Global will publish manufacturing PMIs for China, Canada, Spain, Italy, South Korea, Russia, and Switzerland.

密歇根大学的美国消费者情绪从初步的77.9下调至2024年4月的77.2，而3月为79.4，为2021年7月以来的最高水平。目前的情况（初步估计为79比79.3）和预期（76比77）的下降幅度都超过了最初的预期。消费者调查总监Joanne Hsu表示：“总体而言，在即将到来的选举结果出来之前，消费者继续对未来的经济轨迹表示不确定性，但目前没有证据表明全球地缘政治因素是消费者最关心的问题”。与此同时，未来一年的通胀预期从3.1%上调至3.2%，而五年展望则确定为3%。

The University of Michigan consumer sentiment for the US was revised lower to 77.2 in April 2024 from a preliminary of 77.9, and compared to 79.4 in March which was the highest level since July 2021. Both current conditions (79 vs 79.3 in the preliminary estimate) and expectations (76 vs 77) declined more than initially expected. "Overall, consumers continue to express uncertainty about the future trajectory of the economy pending the outcomes of the upcoming election, but at this time there is no evidence that global geopolitical factors are on the forefront of consumers' minds", according to Surveys of Consumers Director Joanne Hsu. Meanwhile, inflation expectations for the year ahead were revised higher to 3.2% from 3.1% while the five-year outlook was confirmed at 3%.