非农超预期,标普、纳指又创新高,降息预期大降,

华尔街见闻Published on 2025-07-04Last updated on 2025-07-04

Abstract

科技股表现强劲,纳指涨超1%。英伟达市值接近4万亿美元。Datadog大涨近15%,此前公司被纳入标普500成分股。非农数据后,美联储降息预期大降,美债收益率全线拉升,2年期收益率走高近10个基点。美元一度较日低涨超0.7%,最终收涨0.4%。现货黄金盘中跌近1.4%。比特币仍高位震荡于11万美元附近。

美国6月份超预期的非农就业增长大振美股,标普和纳指又创新高、连续第三周上涨。科技股表现强劲,英伟达市值接近4万亿美元。美联储年内降息概率大幅下降,美债收益率全线拉升,美元一度涨至一周高点,黄金则遭重挫、较日高下跌超50美元。

标普和纳指数均收于历史高位,道琼斯指数收涨0.77%,距离其历史最高纪录仅差0.41%:

美股盘前,据华尔街见闻,美国6月非农就业人口增加14.7万人,高于预期10.6万人,且前两个月数据被小幅上修。非农数据公布后,交易员放弃对美联储7月降息的押注。美股三大指数开盘走高,美债收益率全线上行。2年期美债收益率短线走高逾10个基点,美元指数直线拉升,一度较日低涨超0.7%。黄金则短线跳水、跌近1.4%。

美股盘中,美股科技股表现强劲,纳指涨超1%。英伟达涨1.33%,市值达到3.89万亿美元。Datadog大涨近15%,此前公司被纳入标普500成分股。

周四美股提前收盘,即将迎来美国独立日假期。纳指科技指数在非农日涨超1.1%创收盘历史新高,本周地区银行指数涨约6.3%,小盘股指累涨超3.5%。科技七巨头普遍上涨、仅特斯拉微跌,亚马逊收盘报1.59%领涨。

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