<p>美联储主席 <strong>杰罗姆·鲍威尔</strong> 在杰克逊霍尔的讲话中改变了语气，警告称 “就业的下行风险正在上升”，并表示如果经济放缓持续，美联储 “可能需要调整” 其政策立场。</p>
<ul>
<li><strong>QQQ ETF 走势迅速。点击这里查看实时价格。</strong></li>
</ul>
<p>这是一个令人惊讶的鸽派信息——让华尔街感到意外。许多经济学家原本预计鲍威尔会保持谨慎、关注通胀的语气，并避免暗示任何降息。</p>
<p>相反，他关注了劳动力市场的问题，并承认增长放缓，为潜在的宽松政策铺平了道路。</p>
<h2>市场反应：九月降息现在已成定局</h2>
<p>市场反应迅速。国债收益率大幅下跌，美元急剧下滑，股票大幅上涨，科技股和受益于更宽松金融条件的成长股领涨。</p>
<p>期货交易员现在完全预计九月降息，赋予 91.5% 的概率，而在讲话前仅为 71%，根据 CME FedWatch 工具。</p>
<p>2 年期国债收益率下降 10 个基点至 3.70%，美元指数下跌 0.7%，市场欢迎更宽松的货币政策前景。</p>
<p>这一变化引发了广泛的市场反弹，科技股、加密货币和高增长股领衔上涨。</p>
<p>在鲍威尔的鸽派言论后，美国股市大幅反弹，小型股和科技股领涨。</p>
<p><strong>罗素 2000 指数</strong> 上涨 3.8%，达到 2,360，瞄准自四月以来最佳单日表现，投资者转向对利率敏感的国内公司。</p>
<p><strong>道琼斯工业平均指数</strong> 上涨 1.9%，创下新纪录，达到 45,650 点，涨幅超过 870 点，金融和工业股受到追捧。</p>
<p><strong>纳斯达克 100 指数</strong> 上涨 1.8%，达到 23,556，正朝着扭转周度亏损的方向发展。广泛的 <strong>标准普尔 500 指数</strong> 上涨 1.6%，达到 6,470。</p>
<h2>鲍威尔讲话后上涨最多的 10 只股票</h2>
<p>使用 <strong>Benzinga Pro</strong> 实时数据，以下是鲍威尔讲话后市值超过 500 亿美元的美国上市股票表现最佳的名单：</p>
<ol>
<li><strong>Coinbase Global Inc.</strong> COIN: +4.54%</li>
<li><strong>NXP Semiconductors NV</strong> NXPI: +4.54%</li>
<li><strong>ARM Holdings plc</strong> ARM: +4.09%</li>
<li><strong>Tesla Inc.</strong> TSLA: +4.00%</li>
<li><strong>Marvell Technology Inc</strong>. MRVL: +3.64%</li>
<li><strong>MicroStrategy Inc.</strong> MSTR: +3.57%</li>
<li><strong>AppLovin Corp.</strong> APP: +3.56%</li>
<li><strong>Robinhood Markets Inc.</strong> HOOD: +3.27%</li>
<li><strong>Shopify Inc.</strong> SHOP: +3.16%</li>
<li><strong>Intel Corp.</strong> INTC: +3.01%</li>
</ol>
<ul>
<li><strong>BJ’s Wholesale Club 会员数量创历史新高，但销售未达预期导致股价下跌</strong></li>
</ul>
<p><em>图像由人工智能通过 Midjourney 创建。</em></p>

COIN

恩智浦

<p>美联储主席杰罗姆·鲍威尔在杰克逊霍尔的温和言论引发了市场的显著反弹，9 月份降息的预期上升至 91.5%。股市大幅上涨，尤其是科技和成长型行业，国债收益率下降，美元走弱。罗素 2000 指数上涨 3.8%，道琼斯指数和纳斯达克也实现了可观的涨幅。表现突出的股票包括 Coinbase、恩智浦和特斯拉，均受益于货币政策放松的前景</p>

<p>Federal Reserve Chair <strong>Jerome Powell</strong> shifted his tone Friday at Jackson Hole, warning that &#34;downside risks to employment are rising&#34; and that the Fed &#34;may warrant adjusting&#34; its policy stance if the economic slowdown continues.</p>
<div class="lb-trans"><p>美联储主席 <strong>杰罗姆·鲍威尔</strong> 在杰克逊霍尔的讲话中改变了语气，警告称 “就业的下行风险正在上升”，并表示如果经济放缓持续，美联储 “可能需要调整” 其政策立场。</p>
</div><ul>
<li><strong>QQQ ETF is moving fast. Check live prices here.</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>QQQ ETF 走势迅速。点击这里查看实时价格。</strong></li>
</ul>
</div><p>It was a surprisingly dovish message—one that caught Wall Street off guard. Many economists had expected Powell to maintain a cautious, inflation-focused tone and avoid signaling any rate cuts.</p>
<div class="lb-trans"><p>这是一个令人惊讶的鸽派信息——让华尔街感到意外。许多经济学家原本预计鲍威尔会保持谨慎、关注通胀的语气，并避免暗示任何降息。</p>
</div><p>Instead, he leaned into labor market concerns and acknowledged weakening growth, paving the way for potential easing.</p>
<div class="lb-trans"><p>相反，他关注了劳动力市场的问题，并承认增长放缓，为潜在的宽松政策铺平了道路。</p>
</div><h2>Market Reactions: A September Cut Is Now A Done Deal</h2>
<div class="lb-trans"><h2>市场反应：九月降息现在已成定局</h2>
</div><p>Markets moved fast. Treasury yields tumbled, the U.S. dollar fell sharply, and stocks ripped higher, led by tech and growth names that benefit most from easier financial conditions.</p>
<div class="lb-trans"><p>市场反应迅速。国债收益率大幅下跌，美元急剧下滑，股票大幅上涨，科技股和受益于更宽松金融条件的成长股领涨。</p>
</div><p>Futures traders now fully price in a September rate cut, assigning a 91.5% probability, up from 71% just prior to the speech, according to the CME FedWatch Tool.</p>
<div class="lb-trans"><p>期货交易员现在完全预计九月降息，赋予 91.5% 的概率，而在讲话前仅为 71%，根据 CME FedWatch 工具。</p>
</div><p>The 2-year Treasury yield dropped 10 basis points to 3.70%, and the U.S. Dollar Index fell 0.7% as markets welcomed the prospect of easier monetary policy.</p>
<div class="lb-trans"><p>2 年期国债收益率下降 10 个基点至 3.70%，美元指数下跌 0.7%，市场欢迎更宽松的货币政策前景。</p>
</div><p>That shift unleashed a broad market rally, with tech, crypto, and high-growth names leading the charge.</p>
<div class="lb-trans"><p>这一变化引发了广泛的市场反弹，科技股、加密货币和高增长股领衔上涨。</p>
</div><p>U.S. equity markets rallied sharply following Powell's dovish comments, with small caps and tech stocks leading the charge.</p>
<div class="lb-trans"><p>在鲍威尔的鸽派言论后，美国股市大幅反弹，小型股和科技股领涨。</p>
</div><p>The <strong>Russell 2000</strong> surged 3.8% to 2,360, eyeing its best single-day performance since April, as investors rotated into rate-sensitive, domestically focused companies.</p>
<div class="lb-trans"><p><strong>罗素 2000 指数</strong> 上涨 3.8%，达到 2,360，瞄准自四月以来最佳单日表现，投资者转向对利率敏感的国内公司。</p>
</div><p>The <strong>Dow Jones Industrial Average</strong> climbed 1.9% to new records at 45,650, gaining over 870 points as financials and industrials caught a bid.</p>
<div class="lb-trans"><p><strong>道琼斯工业平均指数</strong> 上涨 1.9%，创下新纪录，达到 45,650 点，涨幅超过 870 点，金融和工业股受到追捧。</p>
</div><p>The <strong>Nasdaq 100</strong> advanced 1.8% to 23,556, on track to reverse weekly losses. The broad-based <strong>S&amp;P 500</strong> added 1.6% to 6,470.</p>
<div class="lb-trans"><p><strong>纳斯达克 100 指数</strong> 上涨 1.8%，达到 23,556，正朝着扭转周度亏损的方向发展。广泛的 <strong>标准普尔 500 指数</strong> 上涨 1.6%，达到 6,470。</p>
</div><h2>10 Stocks Rallying The Most After Powell's Speech</h2>
<div class="lb-trans"><h2>鲍威尔讲话后上涨最多的 10 只股票</h2>
</div><p>Using <strong>Benzinga Pro</strong> real-time data, here are the top-performing U.S.-listed stocks with a market cap over $50 billion post-Powell's remarks:</p>
<div class="lb-trans"><p>使用 <strong>Benzinga Pro</strong> 实时数据，以下是鲍威尔讲话后市值超过 500 亿美元的美国上市股票表现最佳的名单：</p>
</div><ol>
<li><strong>Coinbase Global Inc.</strong> COIN: +4.54%</li>
<li><strong>NXP Semiconductors NV</strong> NXPI: +4.54%</li>
<li><strong>ARM Holdings plc</strong> ARM: +4.09%</li>
<li><strong>Tesla Inc.</strong> TSLA: +4.00%</li>
<li><strong>Marvell Technology Inc</strong>. MRVL: +3.64%</li>
<li><strong>MicroStrategy Inc.</strong> MSTR: +3.57%</li>
<li><strong>AppLovin Corp.</strong> APP: +3.56%</li>
<li><strong>Robinhood Markets Inc.</strong> HOOD: +3.27%</li>
<li><strong>Shopify Inc.</strong> SHOP: +3.16%</li>
<li><strong>Intel Corp.</strong> INTC: +3.01%</li>
</ol>
<div class="lb-trans"><ol>
<li><strong>Coinbase Global Inc.</strong> COIN: +4.54%</li>
<li><strong>NXP Semiconductors NV</strong> NXPI: +4.54%</li>
<li><strong>ARM Holdings plc</strong> ARM: +4.09%</li>
<li><strong>Tesla Inc.</strong> TSLA: +4.00%</li>
<li><strong>Marvell Technology Inc</strong>. MRVL: +3.64%</li>
<li><strong>MicroStrategy Inc.</strong> MSTR: +3.57%</li>
<li><strong>AppLovin Corp.</strong> APP: +3.56%</li>
<li><strong>Robinhood Markets Inc.</strong> HOOD: +3.27%</li>
<li><strong>Shopify Inc.</strong> SHOP: +3.16%</li>
<li><strong>Intel Corp.</strong> INTC: +3.01%</li>
</ol>
</div><ul>
<li><strong>BJ’s Wholesale Club Memberships Hit Record High, Yet Sales Miss Knocks Shares Lower</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>BJ’s Wholesale Club 会员数量创历史新高，但销售未达预期导致股价下跌</strong></li>
</ul>
</div><p><em>Image created using artificial intelligence via Midjourney.</em></p>
<div class="lb-trans"><p><em>图像由人工智能通过 Midjourney 创建。</em></p>
</div>

10 Stocks Rocketing After Powell's Dovish Shift

- 美联储主席鲍威尔在杰克逊霍尔会议上发出鸽派信号，警告就业风险上升。  
- 市场迅速反应，预计九月降息概率升至 91.5%。  
- 科技股和小型股领涨，标普 500 指数上涨 1.6%。  

在鲍威尔转向鸽派后飙升的 10 只股票