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美股市場分析
道瓊反彈 550 點，市場在風暴眼裡找到短暫喘息
週四的市場，道瓊漲 1.1%（約 550 點），S&P 500 漲 0.3%，而 Nasdaq 則上演了一場驚險戲碼：盤中一度跌逾 1.4%，最終收漲 0.1%——這是 4 月 7 日以來最大的單日盤中逆轉幅度。
帶動道瓊的不是科技，而是 Nike、Salesforce、Home Depot 這類傳統消費與企業軟體股。這個細節本身就是一個訊號：資金正在板塊間悄悄遷徙。
盤前的數據並不友善。九月 PPI 月增 1....
美股市場分析
通膨確認高原，CoreWeave 引爆 AI 融資的結構性裂縫
週三的開盤，市場便帶著一種沉重的預感。九月 CPI 在開盤前公布：整體年增 3.7%，高於預期的 3.6%；核心 CPI 月增 0.3%，同樣超出市場預估的 0.2%。數字本身的偏差幅度並不算大，但在一個已經高度警戒的市場裡，哪怕一點點超預期都足以改變氣氛的整個走向。
結果：Nasdaq 跌 1.9%，S&P 500 跌 1.1%，道瓊跌 0.1%。10 年期殖利率盤中一度跳升至 5.33%，尾盤略微...
美股市場分析
三大指數微跌，記憶體股連兩日重挫，大型銀行財報喜憂參半
週二三大指數小幅收跌，道瓊跌0.4%（-180點）、那斯達克跌0.2%、標普500幾近平盤。費城半導體指數連跌六日，創2025年5月以來最長連跌記錄。四大銀行——摩根大通、高盛、花旗、富國——同日公布財報，結果喜憂參半，盤中漲幅午後全數回吐，金融股普遍收低。Meta連續兩日收漲、微軟創歷史新高，是今日少數的亮點。10年期殖利率小幅回落兩個基點至5.22%。明日焦點：9月CPI。
四大銀行...
美股市場分析
美股財報季前夕：道瓊收紅、科技股承壓；AI供應鏈齊跌，光通訊單日吐回週五漲幅
週一美股走勢分歧。道瓊漲0.4%（+195點），標普500微跌0.1%，那斯達克跌0.4%。債市因哥倫布日休市，少了公債殖利率的即時干擾，但股市承壓的核心依然是AI估值與中國記憶體競爭的雙重陰影。本週是財報季真正開跑的一週：週二摩根大通、高盛、富國銀行、花旗率先登場；週三公布9月CPI；週四PPI。這是Q3以來最密集的數據與業績驗證窗口。
光通訊族群單日崩跌8至10...
本週美股重要事項
本週開始新的財報季，照例由大型金融股與 ASML、台積電打頭陣，希望能延續上季優越的成績。
總經數據與 Fed 動態
CPI（週三 08:30）： 這是 10 月是否再升息的關鍵數據。整體 CPI 月增預期從 +0.4% 升到 +0.6%，年增從 3.4% 升到 3.6%。核心 CPI 月增預期反而從 +0.3% 降到 +0.2%，年增 2.5%。壓力主要來自能源與食品。若核心符合或低於預期，目前約八成的 10 月升息定價可能降溫。
PPI（週四...
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Authors
The writers behind this newsletter.
I work in capital markets, tracking the pulse of stocks and investments. Beyond that, I explore philosophy to understand the deeper connections between humanity and the universe.
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