〈美股盤後〉聚焦債限協議國會表決 道瓊收低 那指費半漲勢收斂

<p>隨著市場持續評估美國國會通過舉債上限協議的可能性，美股周二 (30 日) 收盤漲跌互現，<a href="https://invest.cnyes.com/index/GI/DJI?utm_source=wantgoonews&utm_medium=RSS">道瓊</a>小幅收低，<a href="https://invest.cnyes.com/index/GI/SPX?utm_source=wantgoonews&utm_medium=RSS">標普 500 指數</a>收平，但仍徘徊在去年 8 月以來最高水平，<a href="https://invest.cnyes.com/index/GI/IXIC?utm_source=wantgoonews&utm_medium=RSS">那指</a>和<a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費半</a>同步收紅，但尾盤漲勢收斂。<p> <p>輝達 (<a href="https://invest.cnyes.com/usstock/detail/NVDA?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:NVDA:STOCK:COMMON">NVDA-US</a>) 周二再漲近 3%，開盤後市值短暫觸及 1 兆美元。在人工智慧 (AI 類股強勢帶動下，<a href="https://invest.cnyes.com/index/GI/IXIC?utm_source=wantgoonews&utm_medium=RSS">那斯達克綜合指數</a>盤中一度勁揚 1.4%，尾盤漲幅收斂，收高 0.32%。<a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費半</a>在觸去年 2 月以來最高水平後，終場收紅 0.1%。</p> <p>美國總統拜登案和眾議院議長麥卡錫 (Kevin McCarthy)，在周末就提高債務上限達成原則性協議，眾院將在周三 (31 日) 進行表決。即使雙方達成初步協議，部分右派共和黨人已表明將投下反對票，恐使法案在眾院面臨阻礙。</p> <p>10 年期美國公債殖利率在周末後出現逆轉，截稿前下跌至 3.692%，一個月期的美債殖利率，也從 5.496% 下滑至 5.224%。</p> <p>對聯準會 (Fed) 再次升息的擔憂，打壓投資人情緒。芝商所 (CME) 的 FedWatch 工具顯示，交易員預期 Fed 下月升息的機率為 68.8%。</p> <p>里奇蒙聯準銀行總裁巴爾金 (Thomas Barkin) 在一場活動上表示，他正在尋找需求降溫跡象，雖然通膨增速已經趨緩，但還是太高。</p> <p>市場同時關注最新經濟數據。美國經濟研究聯合會周二公布 5 月消費者信心指數跌至六個月低點，顯示在達成舉債上限協議之前，對勞動力市場和商業前景的信心有所下滑。</p> <p>美國勞工部預定本周五 (2 日) 公布 5 月非農報告，揭示在利率上升抑制貸款活動的情況下，美國經濟的彈性有多大。</p> <h6>周二 (30 日) 美股四大指數表現：</h6> <ul> <li>美股<a href="https://invest.cnyes.com/index/GI/DJI?utm_source=wantgoonews&utm_medium=RSS">道瓊指數</a>下跌 50.56 點，或 - 0.15%，收 33,042.78 點。</li> <li><a href="https://invest.cnyes.com/index/GI/SPX?utm_source=wantgoonews&utm_medium=RSS">標普 500 指數</a>上漲 0.07 點，或 0.00%，收 4,205.52 點。</li> <li><a href="https://invest.cnyes.com/index/GI/IXIC?utm_source=wantgoonews&utm_medium=RSS">那斯達克綜合指數</a>上漲 41.74 點，或 0.32%，收 13,017.43 點。</li> <li><a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費城半導體</a>指數上漲 3.72 點，或 0.10%，收 3,549.39 點。</li> </ul> <figure><img alt="標普500指數11個產業板塊中，終場僅3個收紅，必須消費品類股領跌。(圖:Finviz)" data-height="472" data-mime="image/png" data-ratio="1.6101694915254237" data-src-m="https://img.wantgoo.com/WantGooFiles/UpdateFiles/news/33837367-6001-471d-b92c-5d24d1adfe87.jpg" data-width="760" src="https://img.wantgoo.com/WantGooFiles/UpdateFiles/news/1d44dbb3-319d-477e-a400-d06258545e4f.jpg"> <figcaption>標普 500 指數 11 個產業板塊中，終場僅 3 個收紅，必須消費品類股領跌。(圖: Finviz)</figcaption> </figure> <h6>焦點個股</h6> <p>科技五大天王互有漲跌。蘋果 (<a href="https://invest.cnyes.com/usstock/detail/AAPL?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:AAPL:STOCK:COMMON">AAPL-US</a>) 漲 1.07%；Meta Platforms(<a href="https://invest.cnyes.com/usstock/detail/META?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:META:STOCK:ETF">META-US</a>) 漲 0.18%；Alphabet(<a href="https://invest.cnyes.com/usstock/detail/GOOGL?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:GOOGL:STOCK:COMMON">GOOGL-US</a>) 跌 0.75%；亞馬遜 (<a href="https://invest.cnyes.com/usstock/detail/AMZN?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:AMZN:STOCK:COMMON">AMZN-US</a>) 漲 1.29%；微軟 (<a href="https://invest.cnyes.com/usstock/detail/MSFT?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:MSFT:STOCK:COMMON">MSFT-US</a>) 跌 0.50%。</p> <p><a href="https://invest.cnyes.com/index/GI/DJI?utm_source=wantgoonews&utm_medium=RSS">道瓊</a>成分股跌多漲少。Merck(<a href="https://invest.cnyes.com/usstock/detail/MRK?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:MRK:STOCK:COMMON">MRK-US</a>) 跌 1.71%；寶僑 (<a href="https://invest.cnyes.com/usstock/detail/PG?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:PG:STOCK:COMMON">PG-US</a>) 跌 1.53%；Visa(<a href="https://invest.cnyes.com/usstock/detail/V?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:V:STOCK:COMMON">V-US</a>) 跌 1.5%；Nike(<a href="https://invest.cnyes.com/usstock/detail/NKE?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:NKE:STOCK:COMMON">NKE-US</a>) 跌 0.92%；3M(<a href="https://invest.cnyes.com/usstock/detail/MMM?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:MMM:STOCK:COMMON">MMM-US</a>) 跌 0.91%；開拓重工 (<a href="https://invest.cnyes.com/usstock/detail/CAT?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:CAT:STOCK:COMMON">CAT-US</a>) 跌 0.9%；Salesforce(<a href="https://invest.cnyes.com/usstock/detail/CRM?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:CRM:STOCK:COMMON">CRM-US</a>) 漲 1.59%；英特爾 (<a href="https://invest.cnyes.com/usstock/detail/INTC?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:INTC:STOCK:COMMON">INTC-US</a>) 漲 3.41%。</p> <p><a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費半</a>成分股漲跌各半。高通 (<a href="https://invest.cnyes.com/usstock/detail/QCOM?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:QCOM:STOCK:COMMON">QCOM-US</a>) 漲 5.12%；英特爾 (<a href="https://invest.cnyes.com/usstock/detail/INTC?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:INTC:STOCK:COMMON">INTC-US</a>) 漲 3.41%；輝達 (<a href="https://invest.cnyes.com/usstock/detail/NVDA?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:NVDA:STOCK:COMMON">NVDA-US</a>) 漲 2.99%；博通 (<a href="https://invest.cnyes.com/usstock/detail/AVGO?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:AVGO:STOCK:COMMON">AVGO-US</a>) 跌 1.16%；超微 (<a href="https://invest.cnyes.com/usstock/detail/AMD?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:AMD:STOCK:COMMON">AMD-US</a>) 跌 1.39%；美光 (<a href="https://invest.cnyes.com/usstock/detail/MU?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:MU:STOCK:COMMON">MU-US</a>) 跌 3.03%；邁威爾 (<a href="https://invest.cnyes.com/usstock/detail/MRVL?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:MRVL:STOCK:COMMON">MRVL-US</a>) 跌 3.22%。</p> <p>台股 ADR 盡墨。台積電 ADR(<a href="https://invest.cnyes.com/usstock/detail/TSM?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:TSM:STOCK:COMMON">TSM-US</a>) 跌 1.19%；日月光 ADR(<a href="https://invest.cnyes.com/usstock/detail/ASX?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:ASX:STOCK:COMMON">ASX-US</a>) 跌 2.66%；聯電 ADR(<a href="https://invest.cnyes.com/usstock/detail/UMC?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:UMC:STOCK:COMMON">UMC-US</a>) 跌 3.12%；中華電信 ADR(<a href="https://invest.cnyes.com/usstock/detail/CHT?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:CHT:STOCK:COMMON">CHT-US</a>) 跌 0.20%。</p> <h6>企業新聞</h6> <p>輝達 (<a href="https://invest.cnyes.com/usstock/detail/NVDA?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:NVDA:STOCK:COMMON">NVDA-US</a>) 周二市值短暫衝破 1 兆美元大關，成為首家躋身「兆元俱樂部」的晶片商，但尾盤回吐部分漲幅，收漲 2.99%。部分 AI 概念股延續氣勢，C3.ai(<a href="https://invest.cnyes.com/usstock/detail/AI?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:AI:STOCK:COMMON">AI-US</a>) 收盤暴漲 33.4%，UiPath(<a href="https://invest.cnyes.com/usstock/detail/PATH?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:PATH:STOCK:COMMON">PATH-US</a>) 漲約 6%，</p> <p>特斯拉 (<a href="https://invest.cnyes.com/usstock/detail/TSLA?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:TSLA:STOCK:COMMON">TSLA-US</a>) 收漲 4.14%，在報導傳出特斯拉執行長馬斯克 (ELon Musk) 的私人飛機抵達中國後，特斯拉盤中上漲 6%，這是馬斯克睽違三年來首度訪問中國，根據路透報導，馬斯克將和中國高階官員會面，並參觀特斯拉上海廠。</p> <p>電動車充電樁業者 ChargePoint(<a href="https://invest.cnyes.com/usstock/detail/CHPT?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:CHPT:STOCK:COMMON">CHPT-US</a>) 收盤大漲 14.13%，股價創兩個月新高。美國銀行 (BofA) 分析師看好該公司站穩在歐美充電市場的領先地位，估值也具有說服力，因此將其調升至「買入」(Buy) 評等。</p> <p>因石油和天然氣價格下跌，能源股普遍承壓。德文能源公司 (<a href="https://invest.cnyes.com/usstock/detail/DVN?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:DVN:STOCK:COMMON">DVN-US</a>) 收跌 2.31%，Diamondback(<a href="https://invest.cnyes.com/usstock/detail/FANG?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:FANG:STOCK:COMMON">FANG-US</a>) 跌 1.15%，雪佛龍 (<a href="https://invest.cnyes.com/usstock/detail/CVX?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:CVX:STOCK:COMMON">CVX-US</a>) 和埃克森美孚 (<a href="https://invest.cnyes.com/usstock/detail/XOM?utm_source=wantgoonews&utm_medium=RSS" target="_self" rel="noopener noreferrer" data-ga-target="news" data-ga-event-name="Click_Quote" data-ga-section="News_Article_文中行情" data-ga-click-item="USS:XOM:STOCK:COMMON">XOM-US</a>) 分別跌約 0.6% 和 0.9%。</p> <h6>經濟數據</h6> <ul> <li>美國 4 月 S&P Case-Shiller 20 大城房價指數年減 1.1%，前值年增 0.4%</li> <li> 美國 5 月經濟研究聯合會消費者信心指數報 102.3，前值 103.7</li> </ul> <h6>華爾街分析</h6> <p>CFRA 首席投資策略師 Sam Stovall 指出：「若第一次表決失敗，迫使國會必須再投一次，我也不會感到驚訝，但我堅信，舉債上限協議將在 6 月 5 日之前獲得通過。」</p> <p>Fort Pitt Capital 投資分析師 Chris Barto 表示：「市場最終會戰勝擔憂，債務上限問題顯然是其中之一。但我認為，在某種程度上，市場已消化達成協議的可能性。」</p> <p>Commonwealth Financial Network 投資管理主管 Brian Price 稱：「Fed 依然是所有投資人的關注焦點。這是一場關於 Fed 潛在行動的拉鋸戰：他們是否會再升息一、兩次，或是停止行動，看看未來幾個月的通膨數據如何。」</p> <p>Bolvin Wealth Management Group 總裁 Gina Bolvin 認為，消費者信心下滑可能是一項逆勢看漲的指標，而下一個牽動市場走勢的催化劑，將是本周的非農就業報告。</p> <p class="warning">數字皆為截稿前更新，請依實際報價為主</p>