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本周哪些因素影响了市场
2026-05-23 · via All Articles on Seeking Alpha

随时收听!华尔街早餐的每日播客将于上午8:00在Seeking AlphaiTunesSpotify上线。

Dmitry Vinogradov/iStock Editorial via Getty Images

准备好接受挑战了吗?测试一下你在过去一周投资界最大事件上的知识吧。做最新的Seeking Alpha News Quiz,看看你与竞争对手相比如何。

华尔街在本周结束时上涨了,尽管投资者经历了与国债收益率、中东紧张局势以及另一项关键英伟达(NVDA)相关的剧烈波动。) 财报.

市场在本周大部分时间都在应对美国与伊朗谈判的进展以及油价(USO) (BNO)的展望.__JHSNS_SEG_223f0119_14__本周初,对中东冲突相关通胀冲击的担忧推高了国债收益率,并给股市带来压力。30年期国债收益率(US30Y一度攀升至5.18%以上,创下近二十年来的最高水平,因为投资者重新评估了持续通胀可能导致利率持续高位的可能性。

本周中期情绪有所改善,因为围绕华盛顿和德黑兰之间可能达成的临时停火框架的乐观情绪增长。油价逆转了早前的涨幅,短暂回落至每桶100美元以下,因为交易员权衡了相关报告。正在进行中的外交讨论.

英伟达仍然是市场的焦点。这家AI芯片巨头发布了超出预期的业绩和指引,但在财报发布后,股价在交易中收低,因为投资者正在争论该行业的巨大反弹是否能够持续.半导体和AI相关股票 (SMH) (AIQ) 整周都保持波动。

市场也适应了美联储主席凯文·沃什于周五到任的情况。国债收益率波动,因为投资者在考虑美联储是否可能需要维持政策紧缩。持续的通胀担忧。

本周,道琼斯工业平均指数(Dow Jones Industrial Average)大疆(DJI)) 获得了+2.1%, S&P 500标普500指数(S&P 500)) 玫瑰+0.9%, 和纳斯达克综合指数 (Nasdaq Composite)COMP:IND) 添加了+0.5%阅读下周主要活动的预告Seeking Alpha的催化剂观察.

美国公司似乎越来越多地裁员,许多人将裁员归因于人工智能驱动的效率提升和对新技术的更高投入。同时,裁员也发生在劳动力市场招聘放缓和工资增长放缓的时期,这是自2023年以来首次出现工资增长落后于4月份零售通胀的情况。但其中有多少是由于人工智能造成的呢?阅读更多。

寻求阿尔法的每周呼叫

每周变动

美国指数
道琼斯+2.1%至50,580. S&标普500+0.9%至7,473. 纳斯达克+0.5%至26,344. 罗素2000+2.3% 上涨至 2,869。芝加哥期权交易所波动率指数 下跌 9.9% 上涨至 16.7。标普 500 行业分类

S&P 500 行业分类
消费品 下跌 0.9%。公用事业 上涨 2.5%。金融业 上涨 1.2%。电信业 下跌 1.2%。 医疗保健 +2.1%。 工业 ""-0.5%。 信息技术 ""+0.4%。 材料 ""-0.3%。 能源 ""-0.8%。 消费品 ""+1.7%。 房地产 ""+3%。

世界指数
伦敦 +2.7% 10,466. 法国 +2.2% 8,116. 德国 +4% 24,889. 日本 +3.1% 63,339. 中国 -0.5% 4,113. 香港-1.4%至25,606。印度+0.2%至75,415。

商品与债券
原油WTI-7.2%至$96.6/桶。黄金-1.1%至$4,523.2/盎司。天然气-1%至2.907。十年期债券收益率-0.2个基点至4.572。

外汇和加密货币
欧元/美元-0.22%。美元/日元+0.22%。英镑/美元+0.85%。比特币-2.8%。莱特币-6.5%。以太坊-4.9%。瑞波币-5.8%.

Top S&P 500 Gainers
戴尔科技 (DELL) +22%. 惠普 (HPQ) +21%. Skyworks Solutions (SWKS)) +20%. QUALCOMM (QCOM) +17%. DexCom (DXCM) +17%.

Top S&P 500 Losers
Intuit (INTU)) -19%。Vertiv Holdings Co (VRT) -12%。EchoStar (SATS) -10%。Walmart (WMT) -9%。Regeneron Pharmaceuticals (注册) 下降9%.

下周市场将走向何方?当前趋势和观点?在评论区分享你的想法