<p>道琼斯指数上涨约 0.3%，标准普尔 500 指数下跌；纳斯达克指数下跌约 0.7%</p>
<p>消费品领涨标准普尔 500 行业；科技股唯一下跌</p>
<p>欧洲 STOXX 600 指数下跌约 0.2%</p>
<p>美元上涨；原油上涨超过 1.5%；黄金转为上涨；比特币小幅下跌</p>
<p>美国 10 年期国债收益率上升至约 4.18%。欢迎来到路透社记者为您带来的实时市场报道。您可以与我们分享您的想法，</p>
<h3>零售交易者以强劲势头开启新年，能源公司备受关注</h3>
<p>在新年的前几个交易日，零售投资者大量购买能源股票，尤其是与委内瑞拉相关的股票在美国逮捕总统尼古拉斯·马杜罗后录得大幅资金流入。</p>
<p>仅在 1 月 5 日，摩根大通数据显示，零售投资者购买了 2200 万美元的哈里伯顿（HAL.N）和 6200 万美元的雪佛龙（CVX.N）股票。</p>
<p>“零售投资者偏好一些能够立即从委内瑞拉重型原油可能重返美国中获利的公司，或者那些需要重建该国日益衰退的石油基础设施的公司，” 摩根大通分析师在一份报告中表示。</p>
<p>雪佛龙是目前唯一在委内瑞拉油田运营的主要美国石油公司，其股价在周一上涨了 5.1%。包括马拉松石油（MPC.N）、PBF 能源（PBF.N）和瓦莱罗能源（VLO.N）在内的炼油公司也因对潜在获得委内瑞拉丰富石油储备的乐观预期而吸引了大量零售资金流入。</p>
<p>根据摩根大通的数据，家庭投资者在美国股票市场强劲开局，从 12 月 31 日至 1 月 7 日的期间，零售资金流入录得近八个月以来的第二高周购买水平。2025 年是零售交易者的突出年份，分析师指出，个人投资者成为推动美国股票上涨的重要力量，这一趋势可能会延续到新的一年。</p>
<p>（Shashwat Chauhan）</p>
<h3>早前市场动态：意外消息：失业申请、裁员、生产力、贸易平衡 点击此处 主要美国指数回落，市场采取防御策略 点击此处 基准国债收益率：压力加大 点击此处 欧洲制药行业即将迎来混合财报季 点击此处 BCOM 指数再平衡可能对黄金构成坏消息 点击此处 暂时喘口气 点击此处 欧洲市场开盘前：回调将继续 点击此处 特朗普的高谈阔论未能打动投资者 点击此处</h3>
<p>初请失业金人数和 Challenger Gray 裁员数据</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/dwpkqyjxopm/joblesschallenger.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="599" height="377" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/dwpkqyjxopm/joblesschallenger.png"/></p>
<p>持续失业金申请和劳动力市场信心</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/klvyjlmaapg/contclaims.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="650" height="400" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/klvyjlmaapg/contclaims.png"/></p>
<p>生产力和劳动成本</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/egvbbelrdvq/prod.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="498" height="499" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/egvbbelrdvq/prod.png"/></p>
<p>贸易平衡和 GDP</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/lgpdqgxdzvo/tbal.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="599" height="377" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/lgpdqgxdzvo/tbal.png"/></p>
<p>来自中国、墨西哥和加拿大的进口</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/gdvzjanojvw/tradechinamexicocanada.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="649" height="399" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/gdvzjanojvw/tradechinamexicocanada.png"/></p>

雪佛龙

<p>零售投资者在新年伊始表现强劲，积极购买能源股票，特别是与委内瑞拉相关的股票，此举是在美国逮捕总统尼古拉斯·马杜罗之后。摩根大通报告称，资金流入显著，1 月 5 日购买了 2200 万美元的哈里伯顿和 6200 万美元的雪佛龙股票。随着对潜在获取委内瑞拉石油储备的乐观情绪上升，雪佛龙的股票上涨了 5.1%。美国股票的零售资金流入达到了近八个月以来第二高的周购买水平，显示出个人投资者在市场中的强大存在</p>

<p>Dow gains ~0.3%, S&amp;P 500 slips; Nasdaq off ~0.7%</p>
<div class="lb-trans"><p>道琼斯指数上涨约 0.3%，标准普尔 500 指数下跌；纳斯达克指数下跌约 0.7%</p>
</div><p>Staples lead S&amp;P 500 sector gainers; Tech sole loser</p>
<div class="lb-trans"><p>消费品领涨标准普尔 500 行业；科技股唯一下跌</p>
</div><p>Euro STOXX 600 index 0ff ~0.2%</p>
<div class="lb-trans"><p>欧洲 STOXX 600 指数下跌约 0.2%</p>
</div><p>Dollar up; crude gains &gt;1.5%; gold turns green; bitcoin dips</p>
<div class="lb-trans"><p>美元上涨；原油上涨超过 1.5%；黄金转为上涨；比特币小幅下跌</p>
</div><p>US 10-Year Treasury yield rises to ~4.18% 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 年期国债收益率上升至约 4.18%。欢迎来到路透社记者为您带来的实时市场报道。您可以与我们分享您的想法，</p>
</div><h3>RETAIL TRADERS KICK-OFF THE YEAR WITH A BANG, ENERGY COMPANIES IN VOGUE</h3>
<div class="lb-trans"><h3>零售交易者以强劲势头开启新年，能源公司备受关注</h3>
</div><p>Retail investors were heavy buyers of energy stocks in the first few trading sessions of the New Year, with Venezuela-linked stocks especially recording sharp inflows following the U.S. arrest of President Nicolas Maduro.</p>
<div class="lb-trans"><p>在新年的前几个交易日，零售投资者大量购买能源股票，尤其是与委内瑞拉相关的股票在美国逮捕总统尼古拉斯·马杜罗后录得大幅资金流入。</p>
</div><p>On January 5 alone, J.P.Morgan data showed that retail investors bought $22 million worth of Halliburton (HAL.N) and $62 million worth of Chevron (CVX.N) shares.</p>
<div class="lb-trans"><p>仅在 1 月 5 日，摩根大通数据显示，零售投资者购买了 2200 万美元的哈里伯顿（HAL.N）和 6200 万美元的雪佛龙（CVX.N）股票。</p>
</div><p>“Retail investors favored some of the companies that can immediately profit from the potential return of Venezuelan heavy crude to the US or those needed to rebuild the country’s decaying oil infrastructure,” J.P.Morgan analysts said in a note.</p>
<div class="lb-trans"><p>“零售投资者偏好一些能够立即从委内瑞拉重型原油可能重返美国中获利的公司，或者那些需要重建该国日益衰退的石油基础设施的公司，” 摩根大通分析师在一份报告中表示。</p>
</div><p>Chevron, which is the only major U.S. oil company currently operating in Venezuela’s oil fields, saw its shares jump 5.1% on Monday. Oil refiners including Marathon Petroleum (MPC.N) , PBF Energy (PBF.N) and Valero Energy (VLO.N) also saw high retail inflows as their shares rose on optimism about potential access to Venezuela’s vast oil reserves after President Donald Trump said the United States would take control of the South American nation.</p>
<div class="lb-trans"><p>雪佛龙是目前唯一在委内瑞拉油田运营的主要美国石油公司，其股价在周一上涨了 5.1%。包括马拉松石油（MPC.N）、PBF 能源（PBF.N）和瓦莱罗能源（VLO.N）在内的炼油公司也因对潜在获得委内瑞拉丰富石油储备的乐观预期而吸引了大量零售资金流入。</p>
</div><p>Mom-and-pop traders have kicked off the year in force, with retail inflows in U.S. equities recording the second-highest weekly buying levels in nearly eight months in the period from December 31 to January 7, according to J.P.Morgan data. 2025 was a stand-out year for retail traders, with analysts noting that individual investors became a major force behind the rally in U.S. stocks that is likely to extend into the new year.</p>
<div class="lb-trans"><p>根据摩根大通的数据，家庭投资者在美国股票市场强劲开局，从 12 月 31 日至 1 月 7 日的期间，零售资金流入录得近八个月以来的第二高周购买水平。2025 年是零售交易者的突出年份，分析师指出，个人投资者成为推动美国股票上涨的重要力量，这一趋势可能会延续到新的一年。</p>
</div><p>(Shashwat Chauhan)</p>
<div class="lb-trans"><p>（Shashwat Chauhan）</p>
</div><h3>EARLIER ON LIVE MARKETS: SURPRISE PARTY: JOBLESS CLAIMS, LAYOFFS, PRODUCTIVITY, TRADE BALANCE CLICK HERE MAIN US INDEXES RETREAT AS THE MARKET PLAYS DEFENSE CLICK HERE BENCHMARK TREASURY YIELD: PRESSURE IN THE PIPE CLICK HERE MIXED REPORTING SEASON AHEAD FOR EUROPEAN PHARMA CLICK HERE THE BCOM INDEX REBALANCE COULD SPELL BAD NEWS FOR GOLD CLICK HERE TAKING A BREATHER CLICK HERE EUROPE BEFORE THE BELL: PULLBACK SET TO CONTINUE CLICK HERE TRUMP’S BIG TALK FALLS ON INVESTORS’ DEAF EARS CLICK HERE</h3>
<div class="lb-trans"><h3>早前市场动态：意外消息：失业申请、裁员、生产力、贸易平衡 点击此处 主要美国指数回落，市场采取防御策略 点击此处 基准国债收益率：压力加大 点击此处 欧洲制药行业即将迎来混合财报季 点击此处 BCOM 指数再平衡可能对黄金构成坏消息 点击此处 暂时喘口气 点击此处 欧洲市场开盘前：回调将继续 点击此处 特朗普的高谈阔论未能打动投资者 点击此处</h3>
</div><p>Initial jobless claims and Challenger Gray layoffs</p>
<div class="lb-trans"><p>初请失业金人数和 Challenger Gray 裁员数据</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/dwpkqyjxopm/joblesschallenger.png" alt="" original-src="https://www.reuters.com/graphics/USA-STOCKS/dwpkqyjxopm/joblesschallenger.png"/></p>
<p>Continuing claims and labor market confidence</p>
<div class="lb-trans"><p>持续失业金申请和劳动力市场信心</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/klvyjlmaapg/contclaims.png" alt="" original-src="https://www.reuters.com/graphics/USA-STOCKS/klvyjlmaapg/contclaims.png"/></p>
<p>Productivity and labor costs</p>
<div class="lb-trans"><p>生产力和劳动成本</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/egvbbelrdvq/prod.png" alt="" original-src="https://www.reuters.com/graphics/USA-STOCKS/egvbbelrdvq/prod.png"/></p>
<p>Trade balance and GDP</p>
<div class="lb-trans"><p>贸易平衡和 GDP</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/lgpdqgxdzvo/tbal.png" alt="" original-src="https://www.reuters.com/graphics/USA-STOCKS/lgpdqgxdzvo/tbal.png"/></p>
<p>Imports from China Mexico and Canada</p>
<div class="lb-trans"><p>来自中国、墨西哥和加拿大的进口</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/USA-STOCKS/gdvzjanojvw/tradechinamexicocanada.png" alt="" original-src="https://www.reuters.com/graphics/USA-STOCKS/gdvzjanojvw/tradechinamexicocanada.png"/></p>

现场市场——零售交易者以强劲开局，能源公司备受青睐