<p>在过去三个交易日科技股遭受严重打击后，现在可能是反弹的时机。然而，任何反弹将在很大程度上取决于关键的通胀数据是否证实价格压力持续下行的轨迹。主要指数期货在周五早盘明显走高。通胀数据较为温和可能会强化对 9 月加息以及年底更多加息的期望，这将支撑市场的反弹，尤其是在小盘股领域。</p>
<p>交易员还可能从一些季度报告中获取线索，他们正焦急地等待下周来自苹果公司（AAPL）、亚马逊公司（AMZN）、微软公司（MSFT）、Meta 平台（META）以及美联储利率决定会议的盈利消息流。</p>
<table>
<thead>
<tr>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>期货</strong></td>
<td><strong>涨跌幅</strong></td>
</tr>
<tr>
<td><strong>纳斯达克 100</strong></td>
<td>+0.98%</td>
</tr>
<tr>
<td><strong>标普 500</strong></td>
<td>+0.74%</td>
</tr>
<tr>
<td><strong>道琼斯</strong></td>
<td>+0.58%</td>
</tr>
<tr>
<td><strong>R2K</strong></td>
<td>+1.62%</td>
</tr>
</tbody>
</table>
<p>周五盘前交易中，标普 500 ETF 信托（SPY）下跌 0.75%，报 542.43 美元，而英富投资 QQQ ETF 上涨 1.00%，报 462.87 美元，根据彭博专业数据。</p>
<p><strong>上一交易日的线索：</strong></p>
<p>美国股市周四收盘呈现出混合走势，强劲的 GDP 数据带来的早期乐观情绪未能在整个交易日持续。负面的科技新闻拖累了纳斯达克综合指数和标普 500 指数，使它们连续第三天明显走低。前者回落至 6 月 7 日以来的最低收盘价，后者跌至 6 月 11 日以来的最低水平。</p>
<p>30 只成分股的道琼斯工业平均指数无视了负面开局，大部分时间交投在持平线上，国际商业机器公司（IBM）4% 以上的涨幅提供支撑。</p>
<p>第二季度 GDP 以年化季度环比增长 2.8%，快于第一季度的 1.4% 增长，核心 PCE 通胀放缓。Comerica 首席经济学家 Bill Adams 对报告发表评论称，“GDP 报告将让美联储放心，认为没有立即降息的必要。”</p>
<p>他补充说，“预计美联储将在下周三的决定中保持政策利率稳定，并暗示 9 月将会降息。”</p>
<p>能源、工业和公用事业股在交易中上涨，而信息技术和通讯服务股是表现最糟糕的。</p>
<table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>指数</strong></td>
<td><strong>涨跌幅</strong></td>
<td><strong>数值</strong></td>
</tr>
<tr>
<td><strong>纳斯达克综合指数</strong></td>
<td>-0.93%</td>
<td>17,181.72</td>
</tr>
<tr>
<td><strong>标普 500 指数</strong></td>
<td>-0.51%</td>
<td>5,399.22</td>
</tr>
<tr>
<td><strong>道琼斯工业指数</strong></td>
<td>+0.20%</td>
<td>39,935.07</td>
</tr>
<tr>
<td><strong>罗素 2000 指数</strong></td>
<td>+1.26%</td>
<td>2,222.98</td>
</tr>
</tbody>
</table>
<p><strong>分析师观点：</strong></p>
<p>就近期科技股带头的市场回调，LPL 首席技术策略师 Adam Turnquist 表示，“整体市场的技术损害开始积累。”</p>
<p>周四的下跌导致标普 500 跌破 20 日移动平均线的关键支撑，违反了短期上升趋势。“动量证实了突破，因为一些指标首次几个月转为熊市，” 他说。</p>
<p>Turnquist 表示，市场回调是由超大市值股的疲软以及历史上超买条件引发的。“好消息是在标普 500 的长期上升趋势受到挑战之前，仍有很多支撑，并且强劲的动量往往在长期基础上是可持续的，尽管路径并非一帆风顺，” 策略师说。</p>
<p>“基于这一背景，我们建议中性股票配置，并在支撑位确立并动量改善后进行策略性买入。”</p>
<p><strong>即将公布的经济数据：</strong></p>
<ul>
<li>经济分析局计划在美东时间上午 8:30 公布 6 月个人收入和支出报告。经济学家平均预计，个人收入和支出将在月度基础上分别增长 0.4% 和 0.3%。这与 5 月的增长 0.5% 和 0.2% 相比。个人消费支出（PCE）的年度增长率预计将保持在 2.6%，与 5 月的数据相同。按月计算，个人消费支出指数可能增长 0.1%，而 5 月份表现持平。</li>
<li>密歇根大学将在美东时间上午 10 点公布 7 月最终消费者信心指数。7 月中旬发布的初步数据为 66，低于 6 月的 68.2。该报告还包括关键的通胀预期数据。</li>
</ul>
<p><em><strong>另请参阅：</strong></em> <strong><em>最佳期货交易软件</em></strong></p>
<p><strong>关注的股票：</strong></p>
<ul>
<li><strong>Deckers Outdoor Corporation</strong> DECK 在盘前交易中上涨超过 11%，这是该公司季度业绩发布后的表现。<strong>Boyd Gaming Corporation</strong> BYD 上涨超过 5%，<strong>Mohawk Industries, Inc.</strong> MHK 上涨超过 14%，而 <strong>DexCom, Inc.</strong> DXCM 下跌超过 35%，均对其盈利数据做出反应。</li>
<li><strong>3M Company</strong> MMM、<strong>Barnes Group Inc.</strong> B、<strong>Bristol-Myers Squibb Company</strong> BMY、<strong>Newell Brands Inc.</strong> NWL、<strong>Colgate-Palmolive Company</strong> CL 和 <strong>Charter Communications, Inc.</strong> CHTR 是在市场开盘前将发布盈利报告的主要公司。</li>
<li>科技股在盘前表现强劲，由英伟达公司（NVDA）、美光科技公司（MU）、博通公司（AVGO）和超威半导体公司（AMD）领涨。</li>
<li><strong>Coinbase Global, Inc.</strong> COIN 在加密货币强势的带动下上涨超过 4.6%，而加密货币挖矿股也有所上涨。</li>
</ul>
<p><strong>大宗商品、债券和全球股市：</strong></p>
<p>原油期货在连续两个交易日上涨后出现回落，交投在每桶 78 美元左右，而黄金期货从周四的大幅回落中反弹。10 年期国债收益率为 4.242%，下跌 1.2 个基点。<strong>比特币</strong> BTC/USD 上涨超过 5%，交投于 67000 美元以上。</p>
<p>亚洲主要股市收盘走势不一，台湾市场周四未开市，周五跟随地区其他市场下跌。日本、马来西亚、新西兰和新加坡市场收盘下跌，而其他主要市场则上涨。</p>
<p>欧洲股市周五早盘交易上涨。</p>
<p><strong><em>阅读下一则：</em></strong></p>
<ul>
<li><strong><em>投资者全力支持小盘股，本月向罗素 2000 ETF 注入超过 60 亿美元：资深分析师表示他们将会回归更大盘股</em></strong></li>
</ul>
<p><em>图片来源：Shutterstock</em></p>

英伟达

<p>美国股市正努力以积极的态势结束本周，Nvidia 在盘前交易中领先。市场的反弹将取决于关键的通胀数据，这可能会强化对 9 月加息的希望。交易员们还在等待苹果、亚马逊、微软和 Meta Platforms 的季度报告，以及美联储的利率决策会议。科技股正在稳固，但对于整个市场来说，技术上的损害正在逐渐加剧。经济数据发布包括个人收入和支出报告，以及 7 月最终消费者信心指数</p>

<p>After the severe pounding the tech space received in the past three sessions, it might be rebound time. However, any recovery will largely hinge on whether key inflation data confirms the continued downward trajectory in pricing pressure. The major index futures are notably higher early Friday. Tamer inflation data could reinforce hopes of a September rate hike and more for the rest of the year, proving supportive of the market rally, especially amid the small-cap space.</p>
<div class="lb-trans"><p>在过去三个交易日科技股遭受严重打击后，现在可能是反弹的时机。然而，任何反弹将在很大程度上取决于关键的通胀数据是否证实价格压力持续下行的轨迹。主要指数期货在周五早盘明显走高。通胀数据较为温和可能会强化对 9 月加息以及年底更多加息的期望，这将支撑市场的反弹，尤其是在小盘股领域。</p>
</div><p>Traders may also take cues from some quarterly reports as they nervously wait for next week’s earnings news flow from the likes of <strong>Apple, Inc.</strong> AAPL, <strong>Amazon, Inc.</strong> AMZN, <strong>Microsoft Corp.</strong> MSFT and <strong>Meta Platforms,</strong> <strong>Inc.</strong> META and the Federal Reserve’s rate-setting meeting.</p>
<table>
<thead>
<tr>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Futures</strong></td>
<td><strong>Performance (+/-)</strong></td>
</tr>
<tr>
<td><strong>Nasdaq 100</strong></td>
<td>+0.98%</td>
</tr>
<tr>
<td><strong>S&amp;P 500</strong></td>
<td>+0.74%</td>
</tr>
<tr>
<td><strong>Dow</strong></td>
<td>+0.58%</td>
</tr>
<tr>
<td><strong>R2K</strong></td>
<td>+1.62%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><p>交易员还可能从一些季度报告中获取线索，他们正焦急地等待下周来自苹果公司（AAPL）、亚马逊公司（AMZN）、微软公司（MSFT）、Meta 平台（META）以及美联储利率决定会议的盈利消息流。</p>
<table>
<thead>
<tr>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>期货</strong></td>
<td><strong>涨跌幅</strong></td>
</tr>
<tr>
<td><strong>纳斯达克 100</strong></td>
<td>+0.98%</td>
</tr>
<tr>
<td><strong>标普 500</strong></td>
<td>+0.74%</td>
</tr>
<tr>
<td><strong>道琼斯</strong></td>
<td>+0.58%</td>
</tr>
<tr>
<td><strong>R2K</strong></td>
<td>+1.62%</td>
</tr>
</tbody>
</table>
</div><p>In premarket trading on Friday, the <strong>SPDR S&amp;P 500 ETF Trust</strong> SPY moved down 0.75% to $542.43, while the <strong>Invesco QQQ ETF</strong> QQQ gained 1.00% to $462.87, according to Benzinga Pro data.</p>
<div class="lb-trans"><p>周五盘前交易中，标普 500 ETF 信托（SPY）下跌 0.75%，报 542.43 美元，而英富投资 QQQ ETF 上涨 1.00%，报 462.87 美元，根据彭博专业数据。</p>
</div><p><strong>Cues From Last Session:</strong></p>
<div class="lb-trans"><p><strong>上一交易日的线索：</strong></p>
</div><p>U.S. stocks closed Thursday’s session on a mixed note, as early optimism generated by strong GDP data did not sustain throughout the session. Negative tech news weighed down on the Nasdaq Composite and the S&amp;P 500 indices, sending them notably lower for a third straight day. The former pulled back toward its lowest close since June 7, and the latter slumped to the lowest since June 11.</p>
<div class="lb-trans"><p>美国股市周四收盘呈现出混合走势，强劲的 GDP 数据带来的早期乐观情绪未能在整个交易日持续。负面的科技新闻拖累了纳斯达克综合指数和标普 500 指数，使它们连续第三天明显走低。前者回落至 6 月 7 日以来的最低收盘价，后者跌至 6 月 11 日以来的最低水平。</p>
</div><p>The 30-stock Dow Jones Industrials Average ignored a negative start and traded mostly above the unchanged line, with International Business Machine Co.’s IBM 4%+ gain lending support.</p>
<div class="lb-trans"><p>30 只成分股的道琼斯工业平均指数无视了负面开局，大部分时间交投在持平线上，国际商业机器公司（IBM）4% 以上的涨幅提供支撑。</p>
</div><p>Second-quarter GDP rose at an annualized quarter-over-quarter pace of 2.8%, faster than the 1.4% growth in the first quarter and the core PCE inflation slowed. Comerica Chief Economist <strong>Bill Adams</strong> commented on the report, “The GDP report will reassure the Fed that there's no need for immediate rate cuts.”</p>
<div class="lb-trans"><p>第二季度 GDP 以年化季度环比增长 2.8%，快于第一季度的 1.4% 增长，核心 PCE 通胀放缓。Comerica 首席经济学家 Bill Adams 对报告发表评论称，“GDP 报告将让美联储放心，认为没有立即降息的必要。”</p>
</div><p>“The Fed is expected to hold their policy rate steady at next Wednesday's decision and signal a cut coming in September,” he added.</p>
<div class="lb-trans"><p>他补充说，“预计美联储将在下周三的决定中保持政策利率稳定，并暗示 9 月将会降息。”</p>
</div><p>Energy, industrial and utility stocks gained ground in the session, while the IT and communication services stocks were among the biggest decliners.</p>
<table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Index</strong></td>
<td><strong>Performance (+/-)</strong></td>
<td><strong>Value</strong></td>
</tr>
<tr>
<td><strong>Nasdaq Composite</strong></td>
<td>-0.93%</td>
<td>17,181.72</td>
</tr>
<tr>
<td><strong>S&amp;P 500 Index</strong></td>
<td>-0.51%</td>
<td>5,399.22</td>
</tr>
<tr>
<td><strong>Dow Industrials</strong></td>
<td>+0.20%</td>
<td>39,935.07</td>
</tr>
<tr>
<td><strong>Russell 2000</strong></td>
<td>+1.26%</td>
<td>2,222.98</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><p>能源、工业和公用事业股在交易中上涨，而信息技术和通讯服务股是表现最糟糕的。</p>
<table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>指数</strong></td>
<td><strong>涨跌幅</strong></td>
<td><strong>数值</strong></td>
</tr>
<tr>
<td><strong>纳斯达克综合指数</strong></td>
<td>-0.93%</td>
<td>17,181.72</td>
</tr>
<tr>
<td><strong>标普 500 指数</strong></td>
<td>-0.51%</td>
<td>5,399.22</td>
</tr>
<tr>
<td><strong>道琼斯工业指数</strong></td>
<td>+0.20%</td>
<td>39,935.07</td>
</tr>
<tr>
<td><strong>罗素 2000 指数</strong></td>
<td>+1.26%</td>
<td>2,222.98</td>
</tr>
</tbody>
</table>
</div><p><strong>Insights From Analysts:</strong></p>
<div class="lb-trans"><p><strong>分析师观点：</strong></p>
</div><p>Commenting on the recent market pullback, spearheaded by the tech stocks, LPL Chief Technical Strategist <strong>Adam Turnquist</strong> said, “Technical damage is beginning to mount for the broader market.”</p>
<div class="lb-trans"><p>就近期科技股带头的市场回调，LPL 首席技术策略师 Adam Turnquist 表示，“整体市场的技术损害开始积累。”</p>
</div><p>Thursday’s decline led the S&amp;P 500 to break below key support at the 20-day moving average, violating a short-term uptrend. “Momentum confirmed the breakdown as select indicators turned bearish for the first time in several months, ” he said.</p>
<div class="lb-trans"><p>周四的下跌导致标普 500 跌破 20 日移动平均线的关键支撑，违反了短期上升趋势。“动量证实了突破，因为一些指标首次几个月转为熊市，” 他说。</p>
</div><p>Turnquist said the pullback was due to the weakness seen in mega-caps as well as the historically overbought conditions. “The good news is that there is still a lot of support in play before the S&amp;P 500's longer-term uptrend is challenged and strong momentum tends to be sustainable on a longer-term basis, although the path is not linear,” the strategist said.’</p>
<div class="lb-trans"><p>Turnquist 表示，市场回调是由超大市值股的疲软以及历史上超买条件引发的。“好消息是在标普 500 的长期上升趋势受到挑战之前，仍有很多支撑，并且强劲的动量往往在长期基础上是可持续的，尽管路径并非一帆风顺，” 策略师说。</p>
</div><p>“Based on this backdrop, we recommend a neutral equities allocation and tactically buying dips once support is established and momentum improves.”</p>
<div class="lb-trans"><p>“基于这一背景，我们建议中性股票配置，并在支撑位确立并动量改善后进行策略性买入。”</p>
</div><p><strong>Upcoming Economic Data:</strong></p>
<ul>
<li>The Bureau of Economic Analysis is scheduled to release the personal income and spending report for June at 8:30 a.m. EDT. Economists, on average, expect personal income and spending to rise 0.4% and 0.3% on a month-over-month basis. This compares to May’s growth of 0.5% and 0.2%, respectively. The annual rate of the Personal Consumption Expenditure (PCE), the Fed’s preferred measure of inflation, is projected to remain at 2.6%, unchanged from the May reading. On a month-over-month basis, the personal consumption expenditure index may have increased by 0.1% compared to flat performance in May.</li>
<li>The University of Michigan will release the final consumer sentiment index for July at 10 a.m. EDT. The flash reading released in mid-July came in at 66, down from 68.2 in June. The report also comprises key inflation expectation readings.</li>
</ul>
<div class="lb-trans"><p><strong>即将公布的经济数据：</strong></p>
<ul>
<li>经济分析局计划在美东时间上午 8:30 公布 6 月个人收入和支出报告。经济学家平均预计，个人收入和支出将在月度基础上分别增长 0.4% 和 0.3%。这与 5 月的增长 0.5% 和 0.2% 相比。个人消费支出（PCE）的年度增长率预计将保持在 2.6%，与 5 月的数据相同。按月计算，个人消费支出指数可能增长 0.1%，而 5 月份表现持平。</li>
<li>密歇根大学将在美东时间上午 10 点公布 7 月最终消费者信心指数。7 月中旬发布的初步数据为 66，低于 6 月的 68.2。该报告还包括关键的通胀预期数据。</li>
</ul>
</div><p><em><strong>See also:</strong></em> <strong><em>Best Futures Trading Software</em></strong></p>
<div class="lb-trans"><p><em><strong>另请参阅：</strong></em> <strong><em>最佳期货交易软件</em></strong></p>
</div><p><strong>Stocks In Focus:</strong></p>
<ul>
<li><strong>Deckers Outdoor Corporation</strong> DECK climbed over 11% in premarket trading following the company’s quarterly results. <strong>Boyd Gaming Corporation</strong> BYD climbed over 5%, <strong>Mohawk Industries, Inc.</strong> MHK climbed over 14% and <strong>DexCom, Inc.</strong> DXCM plunged over 35%, all reacting to their earnings.</li>
<li><strong>3M Company</strong> MMM, <strong>Barnes Group Inc.</strong> B, <strong>Bristol-Myers Squibb Company</strong> BMY, <strong>Newell Brands Inc.</strong> NWL, <strong>Colgate-Palmolive Company</strong> CL and <strong>Charter Communications, Inc.</strong> CHTR are among the key companies due to release their earnings reports ahead of the market open.</li>
<li>Tech stocks firmed up in premarket, led by <strong>Nvidia Corp.</strong> NVDA, <strong>Micron Technology, Inc.</strong> MU, <strong>Broadcom Inc.</strong> AVGO and <strong>Advanced Micro Devices, Inc.</strong> AMD.</li>
<li><strong>Coinbase Global, Inc.</strong> COIN gained over 4.6% amid the strength in cryptos, while crypto mining stocks also gained ground.</li>
</ul>
<div class="lb-trans"><p><strong>关注的股票：</strong></p>
<ul>
<li><strong>Deckers Outdoor Corporation</strong> DECK 在盘前交易中上涨超过 11%，这是该公司季度业绩发布后的表现。<strong>Boyd Gaming Corporation</strong> BYD 上涨超过 5%，<strong>Mohawk Industries, Inc.</strong> MHK 上涨超过 14%，而 <strong>DexCom, Inc.</strong> DXCM 下跌超过 35%，均对其盈利数据做出反应。</li>
<li><strong>3M Company</strong> MMM、<strong>Barnes Group Inc.</strong> B、<strong>Bristol-Myers Squibb Company</strong> BMY、<strong>Newell Brands Inc.</strong> NWL、<strong>Colgate-Palmolive Company</strong> CL 和 <strong>Charter Communications, Inc.</strong> CHTR 是在市场开盘前将发布盈利报告的主要公司。</li>
<li>科技股在盘前表现强劲，由英伟达公司（NVDA）、美光科技公司（MU）、博通公司（AVGO）和超威半导体公司（AMD）领涨。</li>
<li><strong>Coinbase Global, Inc.</strong> COIN 在加密货币强势的带动下上涨超过 4.6%，而加密货币挖矿股也有所上涨。</li>
</ul>
</div><p><strong>Commodities, Bonds And Global Equity Markets:</strong></p>
<div class="lb-trans"><p><strong>大宗商品、债券和全球股市：</strong></p>
</div><p>Crude oil futures pulled back after two straight sessions of gains, as they traded around $78_a-barrel, while gold futures rebounded from Thursday’s sharp pullback. The 10-year Treasury note yielded 4.242%, down 1.2 basis points. <strong>Bitcoin</strong> BTC/USD climbed over 5% and traded above the $67K mark.</p>
<div class="lb-trans"><p>原油期货在连续两个交易日上涨后出现回落，交投在每桶 78 美元左右，而黄金期货从周四的大幅回落中反弹。10 年期国债收益率为 4.242%，下跌 1.2 个基点。<strong>比特币</strong> BTC/USD 上涨超过 5%，交投于 67000 美元以上。</p>
</div><p>The major Asian markets closed on a mixed note, with the Taiwanese market, which remained closed on Thursday, playing catchup with the losses in the region. The Japanese, Malaysian, New Zealand and Singaporean markets ended lower, while the remainder of the major markets advanced.</p>
<div class="lb-trans"><p>亚洲主要股市收盘走势不一，台湾市场周四未开市，周五跟随地区其他市场下跌。日本、马来西亚、新西兰和新加坡市场收盘下跌，而其他主要市场则上涨。</p>
</div><p>European stocks are higher in early trading on Friday.</p>
<div class="lb-trans"><p>欧洲股市周五早盘交易上涨。</p>
</div><p><strong><em>Read Next:</em></strong></p>
<ul>
<li><strong><em>Investors Go All In On Small Caps, Pour Over $6 Billion Into Russell 2000 ETF This Month: They ‘Will Return To Larger-Cap Alternatives,’ Veteran Analyst Says</em></strong></li>
</ul>
<div class="lb-trans"><p><strong><em>阅读下一则：</em></strong></p>
<ul>
<li><strong><em>投资者全力支持小盘股，本月向罗素 2000 ETF 注入超过 60 亿美元：资深分析师表示他们将会回归更大盘股</em></strong></li>
</ul>
</div><p><em>Image Via Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

US Stocks Look To End Week On High Note As Nvidia Leads Mega-Caps Higher In Premarket Ahead Of Key Inflation Data

- 技术领域在过去三个交易日受到严重打击后，可能是反弹的时机。
- 关键通胀数据的确认将在很大程度上决定任何复苏，特别是在小盘股市场中。
- 未来的走势可能受到一些季度报告的影响，特别是从苹果公司、亚马逊公司、微软公司和 Meta 平台等公司的下周财报中获得线索。

美国股市有望在本周收高，因英伟达在关键通胀数据公布前的盘前交易中带领大型股上涨