<p>美聯儲主席 <strong>傑羅姆·鮑威爾</strong> 在傑克遜霍爾的講話中改變了語氣，警告稱 “就業的下行風險正在上升”，並表示如果經濟放緩持續，美聯儲 “可能需要調整” 其政策立場。</p>
<ul>
<li><strong>QQQ ETF 走勢迅速。點擊這裏查看實時價格。</strong></li>
</ul>
<p>這是一個令人驚訝的鴿派信息——讓華爾街感到意外。許多經濟學家原本預計鮑威爾會保持謹慎、關注通脹的語氣，並避免暗示任何降息。</p>
<p>相反，他關注了勞動力市場的問題，並承認增長放緩，為潛在的寬鬆政策鋪平了道路。</p>
<h2>市場反應：九月降息現在已成定局</h2>
<p>市場反應迅速。國債收益率大幅下跌，美元急劇下滑，股票大幅上漲，科技股和受益於更寬鬆金融條件的成長股領漲。</p>
<p>期貨交易員現在完全預計九月降息，賦予 91.5% 的概率，而在講話前僅為 71%，根據 CME FedWatch 工具。</p>
<p>2 年期國債收益率下降 10 個基點至 3.70%，美元指數下跌 0.7%，市場歡迎更寬鬆的貨幣政策前景。</p>
<p>這一變化引發了廣泛的市場反彈，科技股、加密貨幣和高增長股領銜上漲。</p>
<p>在鮑威爾的鴿派言論後，美國股市大幅反彈，小型股和科技股領漲。</p>
<p><strong>羅素 2000 指數</strong> 上漲 3.8%，達到 2,360，瞄準自四月以來最佳單日表現，投資者轉向對利率敏感的國內公司。</p>
<p><strong>道瓊斯工業平均指數</strong> 上漲 1.9%，創下新紀錄，達到 45,650 點，漲幅超過 870 點，金融和工業股受到追捧。</p>
<p><strong>納斯達克 100 指數</strong> 上漲 1.8%，達到 23,556，正朝着扭轉周度虧損的方向發展。廣泛的 <strong>標準普爾 500 指數</strong> 上漲 1.6%，達到 6,470。</p>
<h2>鮑威爾講話後上漲最多的 10 只股票</h2>
<p>使用 <strong>Benzinga Pro</strong> 實時數據，以下是鮑威爾講話後市值超過 500 億美元的美國上市股票表現最佳的名單：</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 會員數量創歷史新高，但銷售未達預期導致股價下跌</strong></li>
</ul>
<p><em>圖像由人工智能通過 Midjourney 創建。</em></p>

COIN

恩智浦

<p>美聯儲主席傑羅姆·鮑威爾在傑克遜霍爾的温和言論引發了市場的顯著反彈，9 月份降息的預期上升至 91.5%。股市大幅上漲，尤其是科技和成長型行業，國債收益率下降，美元走弱。羅素 2000 指數上漲 3.8%，道瓊斯指數和納斯達克也實現了可觀的漲幅。表現突出的股票包括 Coinbase、恩智浦和特斯拉，均受益於貨幣政策放鬆的前景</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>美聯儲主席 <strong>傑羅姆·鮑威爾</strong> 在傑克遜霍爾的講話中改變了語氣，警告稱 “就業的下行風險正在上升”，並表示如果經濟放緩持續，美聯儲 “可能需要調整” 其政策立場。</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 走勢迅速。點擊這裏查看實時價格。</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>這是一個令人驚訝的鴿派信息——讓華爾街感到意外。許多經濟學家原本預計鮑威爾會保持謹慎、關注通脹的語氣，並避免暗示任何降息。</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，他關注了勞動力市場的問題，並承認增長放緩，為潛在的寬鬆政策鋪平了道路。</p>
</div><h2>Market Reactions: A September Cut Is Now A Done Deal</h2>
<div class="lb-trans"><h2>市場反應：九月降息現在已成定局</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>市場反應迅速。國債收益率大幅下跌，美元急劇下滑，股票大幅上漲，科技股和受益於更寬鬆金融條件的成長股領漲。</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>期貨交易員現在完全預計九月降息，賦予 91.5% 的概率，而在講話前僅為 71%，根據 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 年期國債收益率下降 10 個基點至 3.70%，美元指數下跌 0.7%，市場歡迎更寬鬆的貨幣政策前景。</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>這一變化引發了廣泛的市場反彈，科技股、加密貨幣和高增長股領銜上漲。</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>在鮑威爾的鴿派言論後，美國股市大幅反彈，小型股和科技股領漲。</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>羅素 2000 指數</strong> 上漲 3.8%，達到 2,360，瞄準自四月以來最佳單日表現，投資者轉向對利率敏感的國內公司。</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>道瓊斯工業平均指數</strong> 上漲 1.9%，創下新紀錄，達到 45,650 點，漲幅超過 870 點，金融和工業股受到追捧。</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>納斯達克 100 指數</strong> 上漲 1.8%，達到 23,556，正朝着扭轉周度虧損的方向發展。廣泛的 <strong>標準普爾 500 指數</strong> 上漲 1.6%，達到 6,470。</p>
</div><h2>10 Stocks Rallying The Most After Powell's Speech</h2>
<div class="lb-trans"><h2>鮑威爾講話後上漲最多的 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> 實時數據，以下是鮑威爾講話後市值超過 500 億美元的美國上市股票表現最佳的名單：</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 會員數量創歷史新高，但銷售未達預期導致股價下跌</strong></li>
</ul>
</div><p><em>Image created using artificial intelligence via Midjourney.</em></p>
<div class="lb-trans"><p><em>圖像由人工智能通過 Midjourney 創建。</em></p>
</div>

10 Stocks Rocketing After Powell's Dovish Shift

- 美聯儲主席鮑威爾在傑克遜霍爾會議上發出鴿派信號，警告就業風險上升。  
- 市場迅速反應，預計九月降息概率升至 91.5%。  
- 科技股和小型股領漲，標普 500 指數上漲 1.6%。  

在鮑威爾轉向鴿派後飆升的 10 只股票