<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/wall-street-sign-new-york-with-american-flags-new-york-stock-exchange-background-e1701890828347.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="696" height="464" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/wall-street-sign-new-york-with-american-flags-new-york-stock-exchange-background-e1701890828347.jpg"/></p>
<p>美國股市延續了四天的上漲趨勢，半導體巨頭和人工智能相關股票推動市場接近歷史高位。</p>
<p>標準普爾 500 指數上漲 0.6%，接近歷史最高點，而納斯達克因芯片強勁而上漲，小型股羅素 2000 指數飆升 1.2%。</p>
<p>這一發展被視為一個信號，表明漲幅超出了大型科技股。</p>
<p>英偉達和博通，這兩家華爾街最受歡迎的人工智能股票，在強勁的財報和分析師的升級推動下，支撐了這一反彈，市場對人工智能支出的樂觀情緒沒有減弱的跡象。</p>
<h2>美國股市延續反彈：漲幅是廣泛還是集中？</h2>
<p>值得注意的是：英偉達和博通並沒有獨佔所有的漲幅。是的，它們是明星。英偉達在過去五個交易日中上漲了 4.35%，而博通在瑞銀提高其目標價和提升人工智能收入預測後也有所反彈。</p>
<p>但更廣泛的情況表明，真正的參與正在超越大型股。</p>
<p>羅素 2000 小型股指數在週二上漲了 1.2%，這清楚地表明市場的風險偏好已經恢復，而不僅僅是在七大巨頭中。</p>
<p>消費品是唯一一個收盤下跌的主要行業，這意味着 10 個行業中有 9 個參與了反彈。</p>
<p>這很重要，因為狹窄的反彈，即只有三四個股票推動指數的情況，往往顯得脆弱。當市場情緒轉變時，它們會迅速逆轉。</p>
<p>備受關注的技術分析師 Frank Cappelleri 指出，標準普爾 500 指數的累積漲跌比剛剛記錄了第二個連續的歷史高點。</p>
<p>這一廣度指標跟蹤上漲與下跌股票的數量，顯示出市場歷史上最強的內部健康狀況。</p>
<p>這與一年前形成鮮明對比。去年 12 月，廣度在感恩節前達到峯值，然後在這個月的剩餘時間裏惡化。</p>
<p>而今年？情況正好相反。只要廣度保持強勁，反彈就有真實的基礎。</p>
<h2>美聯儲預期和假期交易量稀薄</h2>
<p>週二反彈的觸發因素很簡單：美國經濟在第三季度增長了 4.3%，遠超市場共識預測的 3.2%。</p>
<p>高於預期的 GDP 數據通常不會推動股市反彈，但背景很重要。</p>
<p>投資者將這一強勁增長視為美聯儲無需急於降息的證明，預計到 2025 年底政策將保持在 3.6% 左右，並可能在 2026 年維持在 3.4% 左右。</p>
<p>未來降息的減少意味着增長股的高估值是合理的，尤其是在人工智能和科技領域。</p>
<p>投資者在交易日結束時下單可能面臨滑點風險。關注年末的交易量。薄弱的反彈可能會迅速崩潰。</p>
<p>觀察 “聖誕老人反彈” 的策略師表示，12 月最後五個交易日加上 1 月的前兩個交易日，季節性利好通常會在這一時間段內將市場推高約 1.3% 到 1.4%。</p>
<p>但如果沒有廣泛的參與，即使是季節性強勁也會減弱。</p>
<p>美國午間市場簡報：股票再次上漲，英偉達和博通引領人工智能驅動的漲幅，首次出現在 Invezz 上。</p>

英偉達

<p>美國股市連續四天上漲，英偉達和博通引領了由人工智能驅動的漲幅。標準普爾 500 指數上漲 0.6%，接近歷史最高點，而納斯達克和羅素 2000 指數大幅上漲。強勁的財報和分析師的評級上調增強了對人工智能支出的樂觀情緒。美國經濟在第三季度增長 4.3%，支持美聯儲的穩健政策，提升了成長股的估值</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2024/08/wall-street-sign-new-york-with-american-flags-new-york-stock-exchange-background-e1701890828347.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2024/08/wall-street-sign-new-york-with-american-flags-new-york-stock-exchange-background-e1701890828347.jpg"/></p>
<p>US stocks extended a four-day winning streak as semiconductor giants and AI plays lifted the market toward record territory on Tuesday.</p>
<div class="lb-trans"><p>美國股市延續了四天的上漲趨勢，半導體巨頭和人工智能相關股票推動市場接近歷史高位。</p>
</div><p>The S&amp;P 500 gained 0.6% and sat just shy of its all-time high, while the Nasdaq jumped on chip strength and the small-cap Russell 2000 surged 1.2%.</p>
<div class="lb-trans"><p>標準普爾 500 指數上漲 0.6%，接近歷史最高點，而納斯達克因芯片強勁而上漲，小型股羅素 2000 指數飆升 1.2%。</p>
</div><p>The development is seen as a signal that gains extended beyond big tech.</p>
<div class="lb-trans"><p>這一發展被視為一個信號，表明漲幅超出了大型科技股。</p>
</div><p>Nvidia and Broadcom, two of Wall Street’s most favoured AI picks, anchored the rally after strong earnings and analyst upgrades fueled optimism that artificial intelligence spending shows no signs of slowing.</p>
<div class="lb-trans"><p>英偉達和博通，這兩家華爾街最受歡迎的人工智能股票，在強勁的財報和分析師的升級推動下，支撐了這一反彈，市場對人工智能支出的樂觀情緒沒有減弱的跡象。</p>
</div><h2>US stocks extend rally: Are gains broad or concentrated?</h2>
<div class="lb-trans"><h2>美國股市延續反彈：漲幅是廣泛還是集中？</h2>
</div><p>Here’s what matters: Nvidia and Broadcom didn’t hog all the gains. Yes, they’re the stars. Nvidia has climbed 4.35% over the past five trading sessions, while Broadcom bounced higher after UBS lifted its price target and boosted AI revenue forecasts.</p>
<div class="lb-trans"><p>值得注意的是：英偉達和博通並沒有獨佔所有的漲幅。是的，它們是明星。英偉達在過去五個交易日中上漲了 4.35%，而博通在瑞銀提高其目標價和提升人工智能收入預測後也有所反彈。</p>
</div><p>But the broader picture suggests real participation spreading beyond mega-caps.</p>
<div class="lb-trans"><p>但更廣泛的情況表明，真正的參與正在超越大型股。</p>
</div><p>The Russell 2000 small-cap index jumped 1.2% on Tuesday, which is a clear sign that risk appetite has returned across the market, not just in the Magnificent Seven.</p>
<div class="lb-trans"><p>羅素 2000 小型股指數在週二上漲了 1.2%，這清楚地表明市場的風險偏好已經恢復，而不僅僅是在七大巨頭中。</p>
</div><p>Consumer staples were the only major sector to close lower, meaning nine out of 10 sectors participated in the rally.</p>
<div class="lb-trans"><p>消費品是唯一一個收盤下跌的主要行業，這意味着 10 個行業中有 9 個參與了反彈。</p>
</div><p>This matters because narrow rallies, where only three or four names drive the index, tend to feel fragile. They reverse quickly when sentiment shifts.</p>
<div class="lb-trans"><p>這很重要，因為狹窄的反彈，即只有三四個股票推動指數的情況，往往顯得脆弱。當市場情緒轉變時，它們會迅速逆轉。</p>
</div><p>Frank Cappelleri, a closely watched technician, noted that the S&amp;P 500’s cumulative advance-decline ratio just logged its second consecutive all-time high.</p>
<div class="lb-trans"><p>備受關注的技術分析師 Frank Cappelleri 指出，標準普爾 500 指數的累積漲跌比剛剛記錄了第二個連續的歷史高點。</p>
</div><p>This breadth indicator, which tracks how many stocks are advancing versus declining, is showing the strongest internal health in market history.</p>
<div class="lb-trans"><p>這一廣度指標跟蹤上漲與下跌股票的數量，顯示出市場歷史上最強的內部健康狀況。</p>
</div><p>That’s a stark contrast to a year ago. Last December, breadth peaked around Thanksgiving, then deteriorated through the rest of the month.</p>
<div class="lb-trans"><p>這與一年前形成鮮明對比。去年 12 月，廣度在感恩節前達到峯值，然後在這個月的剩餘時間裏惡化。</p>
</div><p>This year? The opposite is happening. As long as breadth remains strong, the rally has real legs.</p>
<div class="lb-trans"><p>而今年？情況正好相反。只要廣度保持強勁，反彈就有真實的基礎。</p>
</div><h2>Fed expectations and holiday-thin volumes</h2>
<div class="lb-trans"><h2>美聯儲預期和假期交易量稀薄</h2>
</div><p>The trigger for Tuesday’s rally was simple: the US economy grew 4.3% in the third quarter, crushing consensus forecasts of 3.2%.</p>
<div class="lb-trans"><p>週二反彈的觸發因素很簡單：美國經濟在第三季度增長了 4.3%，遠超市場共識預測的 3.2%。</p>
</div><p>A hotter-than-expected GDP print doesn’t usually fuel a stock rally, but context matters.</p>
<div class="lb-trans"><p>高於預期的 GDP 數據通常不會推動股市反彈，但背景很重要。</p>
</div><p>Investors see this robust growth as proof that the Fed doesn’t need to rush rate cuts, keeping policy steady around 3.6% for the end of 2025 and potentially 3.4% through 2026.</p>
<div class="lb-trans"><p>投資者將這一強勁增長視為美聯儲無需急於降息的證明，預計到 2025 年底政策將保持在 3.6% 左右，並可能在 2026 年維持在 3.4% 左右。</p>
</div><p>Lower future rate cuts mean higher valuations are justified for growth stocks, especially in AI and tech.</p>
<div class="lb-trans"><p>未來降息的減少意味着增長股的高估值是合理的，尤其是在人工智能和科技領域。</p>
</div><p>Investors punching in late-day orders could face slippage. Keep an eye on volume into year-end. A rally on thin ice can crack fast.</p>
<div class="lb-trans"><p>投資者在交易日結束時下單可能面臨滑點風險。關注年末的交易量。薄弱的反彈可能會迅速崩潰。</p>
</div><p>Strategists watching the “Santa Claus rally,” the last five trading days of December plus the first two of January, say seasonal tailwinds typically lift markets about 1.3% to 1.4% during this window.</p>
<div class="lb-trans"><p>觀察 “聖誕老人反彈” 的策略師表示，12 月最後五個交易日加上 1 月的前兩個交易日，季節性利好通常會在這一時間段內將市場推高約 1.3% 到 1.4%。</p>
</div><p>But without broad participation, even seasonal strength falters.</p>
<div class="lb-trans"><p>但如果沒有廣泛的參與，即使是季節性強勁也會減弱。</p>
</div><p>The post US midday market brief: stocks climb again, Nvidia and Broadcom lead AI-driven gains appeared first on Invezz</p>
<div class="lb-trans"><p>美國午間市場簡報：股票再次上漲，英偉達和博通引領人工智能驅動的漲幅，首次出現在 Invezz 上。</p>
</div>

US midday market brief: stocks climb again, Nvidia and Broadcom lead AI-driven gains

- 美國股市延續四天上漲，標普 500 上漲 0.6% 接近歷史高位。  
- 英偉達和博通強勁財報推動市場，風險偏好回升。  
- 美經濟增長 4.3% 超預期，促使未來降息預期降低。

美國午間市場簡報：股市再度攀升，英偉達和博通引領 AI 驅動的漲勢