市場匯評

Global equity indexes are trading down currently after Wall Street ended lower on Monday. Apple shares slumped 0.26% while Bank of America Securities reiterated its “Buy” rating on Apple stock with a price target of $250.00, Nvidia stock rose 1.0% on Monday outperforming market ahead of earnings report today after market close as the stock continued advancing following upgrades of Nvidia stock price targets by investment banks Baird and Stifel to $225 from $195 and to $212 from $202 respectively.

Equity indexes are trading in different directions currently after Wall Street rallied on Friday as fed chair Powell signaled at the Jackson Hole Economic Policy Symposium more openness to cut interest rates. Apple shares rose 1.27%, Tesla shares rallied 6.2% on Friday outperforming market as Elon Musk asked people on Friday in a post on X to join his artificial intelligence company xAI in an effort to take on software giant Microsoft.

Global stocks are pointing in opposite directions currently ahead of an upcoming address by Federal Reserve Chair Jerome Powell at the Jackson Hole Economic Policy Symposium. Wall Street ended lower on Thursday amid mixed data. Meta shares slid 1.15% amid reports that the Facebook parent is freezing AI hiring, Alphabet shares added 0.2% on Thursday outperforming market amid reports Meta Platforms has signed a six-year cloud services deal with Google parent to use Google cloud services for its artificial intelligence workloads and more.

目前，股市指数走势呈现相反方向，此前华尔街周三再次收低。Meta股价下跌0.5%，有报道称，作为Facebook和Instagram母公司的Meta已成为做空者的主要目标，其今年以来的做空兴趣增幅最高，达到110亿美元，这一数字超过了接下来五家公司的总和。特斯拉股价周三下跌1.64%，表现逊于大盘。埃隆·马斯克表示，周一在中国推出的新款稍大、六座的Model Y L车型，起售价约为$47,180，最早要到2026年底才能进入美国市场，并警告称，鉴于美国自动驾驶技术的普及，这款新车可能“永远不会”登陆美国。

目前，全球股市指数走势不一，此前华尔街股市周二收盘大多走低。英伟达股价下跌3.5%，表现逊于大盘，尽管摩根士丹利将英伟达的目标价从$200.00上调至$206.00，并维持对该股的“超配”评级，苹果股价周二下跌0.14%。

全球股市指数目前走势分化，因美联储公开市场委员会成员将于今日16:00 CET开始发表讲话。华尔街周一收盘基本持平。Alphabet股价下跌0.3%，表现逊于大盘，而BMO资本在反垄断裁决前重申对Alphabet的“跑赢大盘”评级及$225.00目标价。此前美国法院裁定谷歌通过排他性默认协议非法维持其在通用搜索和搜索文字广告领域的搜索垄断地位。微软周一下跌0.59%，尽管Truist周一将微软股价目标价从$650上调至$675，理由是该公司云计算和人工智能业务的持续增长势头。

目前，股市指数走势不一，此前华尔街在周五收盘时涨跌不一，经济数据也喜忧参半。苹果公司股价下跌0.5%，表现逊于大盘，有报道称，沃伦·巴菲特的伯克希尔哈撒韦公司在第二季度重新开始出售苹果公司的股票，将其持股减少了40亿美元，至2.8亿股，价值574亿美元。特斯拉股价周五下跌1.5%，因联邦政府针对特斯拉车型的7500美元电动汽车税收抵免政策将于9月到期，部分车型因电池采购门槛问题将失去该优惠。

Global stocks are pointing in opposite directions currently after Wall Street ended at fresh record high on Thursday despite hotter than expected producer prices data. Amazon shares surged 2.87% after the company announced expansion of same-day delivery to more than 1,000 US cities and aiming for 2,300 by year-end with Prime members getting free same-day delivery on orders over $25 as Amazon dropped the prior $9.99 Prime grocery add-on, Intel shares rallied 7.4% on Thursday outperforming market amid reports after a meeting between president Trump and Intel CEO Lip-Bu Tan White House is considering taking a stake in the struggling chipmaker following Intel warning last month that it may have to get out of the chip manufacturing business if it does not land external customers to make chips in its factories.

Equity indexes are trading in opposite directions currently after Wall Street rally continued on Wednesday. Alphabet shares slid 0.68% underperforming market as the Google parent announced a $9 billion investment in Oklahoma over the next two years aimed at expanding its cloud and artificial intelligence (AI) infrastructure, Microsoft shares fell 1.64% on Wednesday amid news of a lawsuit against the tech giant over its lack of ongoing support for Windows 10 after its planned end in October requesting that Microsoft continue support for Windows 10 until its user base drops below 10% of all Windows users.

Global equity indexes are advancing mostly currently after Wall Street rallied to new all-time highs on Tuesday on the back of mild inflation report. Nvidia shares gained 0.6% underperforming market after reports  previous day  on artificial intelligence chip leader's deal that secured a license to sell its H20 AI chips in China in exchange of paying 15% of the revenue from chip sales in China to the US government, Apple shares rose 1.0% on Tuesday after Bank of America reiterated the previous day its “Buy” rating on Alphabet with a price target of $217.00.