<p>主要美国指数下跌；纳斯达克受到重创，下跌约 2%</p>
<p>房地产领涨标普板块；科技是表现最疲弱的群体</p>
<p>美元走高；黄金下滑；原油下跌约 1%；比特币下跌超过 2%</p>
<p>美国 10 年期国债收益率下滑至约 3.98% 欢迎来到路透社记者为您带来的实时市场报道。您可以在以下链接分享您的想法</p>
<h3>美国股市逆转，在疲弱数据后急转向负面</h3>
<p>美国股指在一些疲弱经济数据公布后明显转为负面。</p>
<p>开盘前，初请失业金数据为 249k，低于 236k 的预期。股市最初上涨，标普 500 指数在 945 ET 达到盘中高点，与 7 月 ISM 制造业采购经理人指数发布同时，该指数为 46.8，低于 48.8 的共识预测。在 1000 ET，6 月建筑支出也低于预期。</p>
<p>牛津经济学家马修·马丁在一份客户报告中写道，ISM 制造业指数下降至去年 11 月以来的最低点，证实该行业仍受高利率和需求放缓的影响。</p>
<p>他认为，如果美联储在 9 月开始降息，一些压力将会减轻。但即使如此，降低借贷成本和缓解信贷条件需要时间才能在系统中发挥作用。</p>
<p>与此同时，在美联储周三维持利率不变后，对经济的担忧正在产生影响。</p>
<p>标普 500 指数和道琼斯指数目前均下跌超过 1%。纳斯达克下跌近 2%。</p>
<p>标普 500 板块表现不一，防御性群体表现强劲，而更具经济敏感性的群体下滑。</p>
<p>在表面之下，芯片、地区银行和小盘股等群体遭受特别大的打击。</p>
<p>美国 10 年期国债收益率已跌破 4.0%，达到自 2 月初以来的最低水平。该收益率也有望连续第六天下跌。该收益率在 6 月初结束的连续六天下跌的一波行情中跌落。</p>
<p>苹果和亚马逊将在收盘后公布季度业绩，市场正在为周五早上的 7 月就业报告做准备。</p>
<p>以下是市场在 1249 ET（1649 GMT）左右的情况快照：</p>
<p>（Terence Gabriel）</p>
<h3>查看周四早些时候的实时市场报道：</h3>
<h3>芯片暴跌，ARM 对人工智能行情造成影响- 点击这里</h3>
<h3>啊哦，八月到了，但今年可能有一个陷阱- 点击这里</h3>
<h3>纳斯达克受益于美联储和一些盈利- 点击这里</h3>
<h3>基准国债收益率：云端的突破- 点击这里</h3>
<h3>能源设备：您下一个最佳能源转型投资？- 点击这里</h3>
<h3>七月动荡后，仓位仅 “稍微” 清晰- 点击这里</h3>
<h3>随着银行和汽车股下跌，斯托克斯指数下跌- 点击这里</h3>
<h3>市场押注英国央行将会慷慨- 点击这里</h3>
<h3>市场为英国央行降息和一系列盈利做准备- 点击这里</h3>
<p>中午 08012024</p>
<p><img src="https://imageproxy.pbkrs.com/https://tmsnrt.rs/3WX98tb?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="569" height="666" original-src="https://imageproxy.pbkrs.com/https://tmsnrt.rs/3WX98tb"/></p>
<p>（Terence Gabriel 是一位路透市场分析师。以上观点为其个人观点）</p>

标普 500 指数

纳指 100 加权指数 ETF - Direxion

3 倍做空纳指 ETF - ProShares

道琼斯指数

纳指 100 ETF - Invesco

3 倍做多纳指 ETF - ProShares

做空道指 ETF - ProShares

<p>美国股市在经济数据疲软后急剧下挫，纳斯达克指数受到的打击最为严重。房地产领涨标普 500 指数板块，而科技板块表现最疲弱。美国 10 年期国债收益率下滑至约 3.98%。ISM 制造业指数的下降表明该行业仍在艰难挣扎。标普 500 指数和道琼斯指数均下跌超过 1%，而纳斯达克指数下跌近 2%。防御性板块表现强劲，而受经济影响较大的板块下滑</p>

<p>Main U.S. indexes red; Nasdaq hit hardest, down ~2%</p>
<div class="lb-trans"><p>主要美国指数下跌；纳斯达克受到重创，下跌约 2%</p>
</div><p>Real Est leads S&amp;P sector gainers; Tech weakest group</p>
<div class="lb-trans"><p>房地产领涨标普板块；科技是表现最疲弱的群体</p>
</div><p>Dollar up; gold slips; crude off ~1%; bitcoin off &gt;2%</p>
<div class="lb-trans"><p>美元走高；黄金下滑；原油下跌约 1%；比特币下跌超过 2%</p>
</div><p>U.S. 10-Year Treasury yield slides to ~3.98% Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at</p>
<div class="lb-trans"><p>美国 10 年期国债收益率下滑至约 3.98% 欢迎来到路透社记者为您带来的实时市场报道。您可以在以下链接分享您的想法</p>
</div><h3>U.S. STOCKS REVERSE, TURN SHARPLY NEGATIVE AFTER WEAK DATA</h3>
<div class="lb-trans"><h3>美国股市逆转，在疲弱数据后急转向负面</h3>
</div><p>U.S. stock indexes have turned decidedly negative in the aftermath of some weak economic data prints.</p>
<div class="lb-trans"><p>美国股指在一些疲弱经济数据公布后明显转为负面。</p>
</div><p>Before the open, initial jobless claims came in at 249k vs a 236k estimate. Stocks pushed higher initially with the S&amp;P 500 index (.SPX) hitting its intraday high at 945 ET, which coincided with the release of July ISM manufacturing PMI, which came in at 46.8 vs a consensus forecast of 48.8. At 1000 ET, June construction spending also came in below the estimate.</p>
<div class="lb-trans"><p>开盘前，初请失业金数据为 249k，低于 236k 的预期。股市最初上涨，标普 500 指数在 945 ET 达到盘中高点，与 7 月 ISM 制造业采购经理人指数发布同时，该指数为 46.8，低于 48.8 的共识预测。在 1000 ET，6 月建筑支出也低于预期。</p>
</div><p>Matthew Martin, U.S. economist at Oxford Economics, wrote in a client note that the decline in the ISM manufacturing to its lowest point since November confirms the sector is still struggling from high interest rates and slowing demand.</p>
<div class="lb-trans"><p>牛津经济学家马修·马丁在一份客户报告中写道，ISM 制造业指数下降至去年 11 月以来的最低点，证实该行业仍受高利率和需求放缓的影响。</p>
</div><p>He believes some of these pressures will abate if the Federal Reserve begins its rate cutting campaign in September. But even then, it will take time for lower borrowing costs and easing credit conditions to work their way through the system, he writes.</p>
<div class="lb-trans"><p>他认为，如果美联储在 9 月开始降息，一些压力将会减轻。但即使如此，降低借贷成本和缓解信贷条件需要时间才能在系统中发挥作用。</p>
</div><p>Meanwhile, concerns over the economy, in the wake of the Fed leaving rates unchanged on Wednesday, are taking their toll.</p>
<div class="lb-trans"><p>与此同时，在美联储周三维持利率不变后，对经济的担忧正在产生影响。</p>
</div><p>The S&amp;P 500 (.SPX) and Dow (.DJI) are now both down more than 1% each. The Nasdaq (.IXIC) is off nearly 2%.</p>
<div class="lb-trans"><p>标普 500 指数和道琼斯指数目前均下跌超过 1%。纳斯达克下跌近 2%。</p>
</div><p>S&amp;P 500 sectors are mixed, with defensive groups showing strength, and more economically sensitive groups declining.</p>
<div class="lb-trans"><p>标普 500 板块表现不一，防御性群体表现强劲，而更具经济敏感性的群体下滑。</p>
</div><p>Under the surface, chips (.SOX) , regional banks (.KRX) , and small caps (.RUT) are among those groups taking especially big hits.</p>
<div class="lb-trans"><p>在表面之下，芯片、地区银行和小盘股等群体遭受特别大的打击。</p>
</div><p>The U.S. 10-Year Treasury yield (US10YT=RR) has broken below 4.0% and has hit its lowest level since early February. The yield is also on track to fall for a sixth day in a row. The yield fell six-straight days with a streak that ended in early June.</p>
<div class="lb-trans"><p>美国 10 年期国债收益率已跌破 4.0%，达到自 2 月初以来的最低水平。该收益率也有望连续第六天下跌。该收益率在 6 月初结束的连续六天下跌的一波行情中跌落。</p>
</div><p>Apple (AAPL.O) and Amazon.com (AMZN.O) are due to report quarterly results after the closing bell, and markets are bracing for the July jobs report on Friday morning.</p>
<div class="lb-trans"><p>苹果和亚马逊将在收盘后公布季度业绩，市场正在为周五早上的 7 月就业报告做准备。</p>
</div><p>Here is a snapshot of where markets stood around 1249 ET (1649 GMT):</p>
<div class="lb-trans"><p>以下是市场在 1249 ET（1649 GMT）左右的情况快照：</p>
</div><p>(Terence Gabriel)</p>
<div class="lb-trans"><p>（Terence Gabriel）</p>
</div><h3>FOR THURSDAY’S EARLIER LIVE MARKETS POSTS:</h3>
<div class="lb-trans"><h3>查看周四早些时候的实时市场报道：</h3>
</div><h3>CHIPS TANK AS ARM THROWS WRENCH INTO AI RALLY - CLICK HERE</h3>
<div class="lb-trans"><h3>芯片暴跌，ARM 对人工智能行情造成影响- 点击这里</h3>
</div><h3>UH-OH, IT’S AUGUST, BUT THERE MAY BE A CATCH THIS YEAR - CLICK HERE</h3>
<div class="lb-trans"><h3>啊哦，八月到了，但今年可能有一个陷阱- 点击这里</h3>
</div><h3>NASDAQ GAINS WITH HELP FROM FED, SOME EARNINGS - CLICK HERE</h3>
<div class="lb-trans"><h3>纳斯达克受益于美联储和一些盈利- 点击这里</h3>
</div><h3>BENCHMARK TREASURY YIELD: BREAK IN THE CLOUD - CLICK HERE</h3>
<div class="lb-trans"><h3>基准国债收益率：云端的突破- 点击这里</h3>
</div><h3>ENERGY EQUIPMENT: YOUR NEXT BEST ENERGY TRANSITION PLAY? - CLICK HERE</h3>
<div class="lb-trans"><h3>能源设备：您下一个最佳能源转型投资？- 点击这里</h3>
</div><h3>POSITIONING ONLY “A BIT” CLEANER AFTER JULY WOBBLE - CLICK HERE</h3>
<div class="lb-trans"><h3>七月动荡后，仓位仅 “稍微” 清晰- 点击这里</h3>
</div><h3>STOXX FALLS AS BANKS, AUTOS DRAG - CLICK HERE</h3>
<div class="lb-trans"><h3>随着银行和汽车股下跌，斯托克斯指数下跌- 点击这里</h3>
</div><h3>MARKETS BET ON BENEFICENT BOE - CLICK HERE</h3>
<div class="lb-trans"><h3>市场押注英国央行将会慷慨- 点击这里</h3>
</div><h3>MARKETS BRACE FOR BOE CUT, BARRAGE OF EARNINGS - CLICK HERE</h3>
<div class="lb-trans"><h3>市场为英国央行降息和一系列盈利做准备- 点击这里</h3>
</div><p>midday08012024</p>
<div class="lb-trans"><p>中午 08012024</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://tmsnrt.rs/3WX98tb" alt="" original-src="https://tmsnrt.rs/3WX98tb"/></p>
<p>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)</p>
<div class="lb-trans"><p>（Terence Gabriel 是一位路透市场分析师。以上观点为其个人观点）</p>
</div>

LIVE MARKETS-U.S. stocks turn sharply negative after weak data

- 美国主要指数下跌；纳斯达克受到重创，下跌约 2%。
- 房地产领涨标普部门；科技是表现最疲弱的群体。
- 美元走高；黄金下滑；原油下跌约 1%；比特币下跌超过 2%。

美国股市在疲软数据公布后急剧转跌