美债抛售暂歇,美股艰难反弹,减税案暴击光伏股,盘中比特币再新高、原油跌超2%

华尔街日报Publicado a 2025-05-22Actualizado a 2025-05-22

周四,标准普尔500指数收盘接近持平,投资者正努力应对利率上升和美国通胀的担忧。30年期美国国债收益率触及2023年10月以来的最高水平,因美国国会通过了一项法案,投资者担心该法案可能会加剧美国赤字。

美股三大股指:

  • 标普500指数收跌2.60点,跌幅0.04%,报5842.01点。

  • 道琼斯工业平均指数收跌1.35点,跌幅0.00%,报41859.09点。

  • 纳指收涨53.09点,涨幅0.28%,报18925.74点。纳斯达克100指数收涨32.11点,涨幅0.15%,报2112.47点。

  • 罗素2000指数收跌0.05%,报2045.56点。

  • 恐慌指数VIX收跌2.87%,报20.27。

美股行业ETF:

  • 美国光伏板块暴跌超7%,公用事业ETF收跌1.43%,医疗业ETF跌0.77%,日常消费品ETF、能源业ETF、半导体ETF至少跌0.27%。

“科技七姐妹”:

  • 美国科技股七巨头(Magnificent 7)指数涨0.61%,报159.75点。

  • 特斯拉收涨1.92%,谷歌A涨1.37%,亚马逊涨0.98%,英伟达涨0.78%,微软涨0.51%,Meta Platforms涨0.17%,苹果则收跌0.36%。

芯片股:

  • 费城半导体指数收跌0.57%,报4775.47点。

  • 台积电ADR收涨2.31%,AMD跌1.2%

AI概念股:

  • Tempus AI上涨1.91%,Palantir上涨1.42%,Applovin收跌1.92%。

中概股:

  • 纳斯达克金龙中国指数收跌1.18%,报7191.57点。

  • 热门中概股小鹏初步收跌7.3%,阿里、蔚来、理想、百度、新东方、腾讯、网易跌超1%,拼多多则涨2.9%,小马智行涨19.6%。

其他个股:

  • 巴菲特旗下伯克希尔哈撒韦B类股则收跌0.68%,礼来制药跌1.34%。

 

欧元区蓝筹股指收跌超0.5%,成分股Stellantis跌约3.9%,爱马仕跌超2.3%表现倒数第二。德国股指结束连续五天创收盘历史新高的趋势,丹麦股指收跌超1.7%

泛欧欧股:

  • 欧洲STOXX 600指数收跌0.64%,报550.27点。

  • 欧元区STOXX 50指数收跌0.55%,报5424.48点。

各国股指:

  • 德国DAX 30指数收跌0.51%,报23999.17点此前已经连续第五个交易日创收盘历史新高。

  • 法国CAC 40指数收跌0.58%,报7864.44点。

  • 英国富时100指数收跌0.54%,报8739.26点。

板块和个股:

  • 欧元区蓝筹股中,斯泰兰蒂斯Stellantis跌3.88%,爱马仕跌2.36%,西门子、LVMH集团、法拉利跌1.76%-1.6%跌幅进入前五大。

  • 欧洲STOXX 600指数的所有成分股中,恩布雷瑟集团Embracb跌17%,Freenet跌16.7%,Thule集团跌6.51%,维斯塔斯风力技术跌6.26%跌幅第四大。

美国原油期货收跌0.6%,纽约天然气跌3.4%。报道称,OPEC+计划7月大幅增产41.1万桶/日,为连续第三个月增产,意在对那些超配额生产的成员国施压。

原油:

  • WTI 7月原油期货收跌0.37美元,跌幅0.60%,报61.20美元/桶。

  • 布伦特7月原油期货收跌0.47美元,跌幅超过0.72%,报64.44美元/桶。

天然气:

  • NYMEX 6月天然气期货收跌超3.41%,报3.2530美元/百万英热单位。

 

 

 

风险提示及免责条款
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