03 美国股市再次稳定收于历史高位

标普500指数收盘持平,纳斯达克综合指数小幅上涨0.2%,此前这两个指数均创下历史新高。


Photo credit: FTChinese


全文共607个词,by Naomi Rovnick, Alyson Velati in London, in New York


US stock markets steadied after notching new records on Tuesday, as investors looked ahead to Friday’s jobs data and kept a watchful eye on the spread of the contagious Delta variant of the coronavirus.

美国股市在周二创下新高后企稳。目前,投资者关注周五的就业数据,并密切关注新冠病毒Delta变种的传播。


The blue-chip S&P 500 closed flat and the technology-focused Nasdaq Composite inched 0.2 per cent higher after both indices hit new all-time highs.

蓝筹股指数标普500指数(S&P 500)收盘持平,以科技股为主的纳斯达克综合指数(Nasdaq Composite)小幅上涨0.2%,此前这两个指数均创下历史新高。


Photo credit: Getty images


Among the most closely watched releases this week will be the US non-farm payrolls data on Friday, which is expected to show American employers adding close to 700,000 jobs in May, up from 559,000 in the previous month.

本周最受关注的数据将是周五发布的美国非农就业数据。预计该数据将显示,美国雇主5月新增就业岗位近70万个,高于上月的55.9万个。


“The markets have accepted the fact that there aren’t enough people yet to apply for all the available jobs,” said Paul Christopher, head of global market strategy for the Wells Fargo Investment Institute. “There’s not likely to be much disappointment on that particular front, but we’ll be watching more closely average hourly earnings, which could go up by half a percentage point.”

“市场已经接受了一个事实,那就是根本没有足够的人申请所有工作岗位。”富国银行投资研究所(Wells Fargo Investment Institute)全球市场策略主管保罗·克里斯托弗(Paul Christopher)说,“这方面可能不会令人非常失望,但我们将更密切地关注可能上涨0.5个百分点的平均时薪。”


The pan-continental Stoxx Europe 600 closed up 0.3 per cent, led by sectors viewed as beneficiaries from an economic recovery, such as consumer cyclicals, basic materials and energy stocks. Germany’s Xetra Dax rose 0.9 per cent.

泛欧斯托克600指数(Stoxx 600)收涨0.3%,领涨的是被视为经济复苏受益者的板块,如周期性消费类股、基础材料类股和能源类股。德国Dax指数(Xetra Dax)上涨0.9%。


“We are still seeing a reactivation of European economies, and earnings this quarter are going to be great, with strong base effects given the weak position we were in this time last year,” said Roland Kaloyan, head of European equity strategy at Société Générale.

法国兴业银行(Société Générale)欧洲股票策略主管罗兰·卡洛扬(Roland Kaloyan)说:“我们仍看到欧洲经济正在复苏,鉴于去年这个时候我们处于弱势,有很强的基数效应,因此本季度的盈利情况会很好。”


Photo credit: Getty images


Companies on the Stoxx 600 are expected to report aggregate earnings growth of more than 50 per cent in 2021 compared with 2020, according to forecasts collated by the data provider FactSet. S&P 500 companies are expected to achieve 37 per cent earnings growth.

根据数据提供商FactSet整理的预测,预计泛欧斯托克600指数成份股公司2021年的总盈利将较2020年增长逾50%。标普500指数成分股公司预计将实现37%的盈利增长。


US and Asian investors, who have been sellers of European stocks in recent years, have been buying them this year, said strategists at Goldman Sachs.

高盛(Goldman Sachs)策略师表示,近年来一直在抛售欧洲股票的美国和亚洲投资者今年已开始买入。


Foreign investors were now the largest owners of European equities purchased through mutual funds, Goldman wrote in a research note.

高盛在一份研究报告中写道,外国投资者现在是通过共同基金买入的欧洲股票的最大所有者。


“The Fed is saying that it is being more data dependent and data should be improving over coming weeks and months,” said Kevin Thozet, portfolio adviser at the fund manager Carmignac.

基金公司凯敏雅克(Carmignac)的投资组合顾问凯文·索塞特(Kevin Thozet)说:“美联储(Fed)表示它变得更加依赖数据,而数据未来数周和数月应该会改善。”


The dollar index, which measures the greenback against major currencies, rose 0.2 per cent on Tuesday as jitters increased about the Fed’s next move. The euro slipped 0.1 per cent against the dollar to $1.1904, taking the single currency’s fall to 2.6 per cent this month.

随着市场对美联储下一步行动的担忧加剧,衡量美元兑主要货币汇率的美元指数周二上涨0.2%。欧元兑美元汇率下跌0.1%,至1欧元兑1.1904美元,使欧元本月的跌幅达到2.6%。


Photo credit: Getty images


“The dollar is pricing in a very easy ECB for a longer time, and a more hawkish Fed,” said Sonal Desai, chief investment officer for fixed income at Franklin Templeton.

富兰克林邓普顿(Franklin Templeton)固定收益部门首席投资官索纳尔·德赛(Sonal Desai)说:“美元价格预设了欧洲央行(ECB)将在很长一段时间内保持(银根)非常宽松,而美联储将更加强硬。”


Dollar-denominated gold, hit by a strengthening greenback, fell as much as 1 per cent on Tuesday to $1,761 an ounce, its lowest level since mid-April.

在美元不断走强的推动下,以美元计价的黄金价格周二跌幅高达1%,至每盎司1761美元,为4月中旬以来的最低水平。


The yield on the benchmark 10-year US Treasury note, which moves inversely to its price, was flat at 1.48 per cent. This yield approached 1.8 per cent in March, but has been pinned lower by a widespread view that surging US inflation, which erodes the real returns from fixed-interest securities, is set to moderate.

基准的10年期美国国债收益率——与价格成反比——持平在1.48%。该收益率3月时接近1.8%,但因人们普遍认为美国飙升的通胀将缓和而有所下降——通胀侵蚀固定利率证券的实际回报。


“I am less sanguine than the market on inflation,” said Desai, pointing out that the Fed this month lifted its own forecasts for price rises. “But if we see it dropping on a month-by-month basis then perhaps the Treasury market has some rationale at current levels.”

“我对于通胀没有市场那么乐观。”德赛说,并指出美联储本月上调了自己的物价上涨预期,“但如果我们看到它逐月下跌,那么美国国债市场目前的水平或许有一定道理。”


Brent crude, the international oil benchmark, gained 0.6 per cent to $75.13 a barrel.

国际石油基准布伦特原油(Brent)上涨0.6%,至每桶75.13美元。