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隔夜,美股市場似乎選擇性遺忘了鮑威爾痛擊市場降息預期的事情,三大指數集體收漲。
今日美股盤前,美國公佈的 1 月非農數據遠超預期,數據公佈後,互換市場顯示對聯儲局 3 月降息的押注下降。今日開盤後,三大指數漲跌不一,三隻績後科技巨頭走勢分化。首先,風頭最強的是扎克伯格的$Meta Platforms (META.US)$拿出 “史上最強業績”+“歷史首度分紅”,截至發稿,股價飆升超 15%;其次,電商龍頭$亞馬遜 (AMZN.US)$四季度業績、一季度業績指引好於預期,股價大漲超 5%;最後,意料之內會 “出點問題” 的$蘋果 (AAPL.US)$,大中華區收入跌幅比預期更差,股價跌近 3%。不過 Meta、亞馬遜的大漲,將蘋果帶來的利空沖淡了不少。
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