股债汇齐跌:投资者担忧美联储独立性
原文发表于美国时间2025-4-21
美股股指期货市场在新一周初始就面临抛售压力,市场参与者们对美联储独立性受到威胁一事感到担忧。
标普500指数期货目前下跌54点,交易价格低于公允价值0.9%;纳斯达克100指数期货下跌247点,交易价格低于公允价值1.4%;道琼斯工业平均指数期货下跌310点,交易价格低于公允价值0.7%。
对美股市场的威胁也体现在了其他市场。对通胀敏感的10年期美国国债的收益率上涨6个基点,升至4.39%,10年期美国国债收益率此前曾一度攀升至4.41%。美元指数下跌了1.2%,跌至98.15,创2022年以来的最低水平。黄金期货则上涨了2.6%,升至每盎司3415.40美元。
华盛顿方面则对美联储面临的局面传出了一些令人困惑的矛盾信息。周四盘中交易时间,一位白宫高级官员告诉CNBC,特朗普总统发布的社交媒体帖子不应被视为威胁解雇美联储主席杰罗姆·鲍威尔。不过,国家经济委员会主任凯文·哈塞特在周五表示,总统及其团队正在研究总统是否可以解雇美联储主席鲍威尔。
这又一次加剧了市场内心深处的不确定性恐慌,使投资者对买入股票缺乏信心。另外,市场情绪改过了奈飞公司在周四收盘后发布的超预期季度业绩财报。
奈飞公司的股价在盘前交易时段上涨2.0%,但英伟达的股价下跌了3%,对冲了奈飞公司的涨幅。
其他大型股在盘前交易时段均表现疲软,包括亚马逊,因为金融投资公司雷蒙德·詹姆斯将亚马逊的评级从“强力买入”下调至“优于大盘”。
这种股票的疲软态势对大盘构成了威胁,本周大盘将有大量的公司季度业绩财报被公布。约四分之一的标普500指数成分股公司将公布其截至3月的季度业绩,其中包括特斯拉和谷歌母公司Alphabet。
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