〈美股盤後〉特斯拉漲逾4% 標普進一步進入牛市區 周線連4紅

<p>美股週五 (9 日) 高開迎接嶄新的一天，大型股領漲，標準普爾 500 指數自 8 月以來首次盤中突破 4,300 點，不過，隨著大型股從盤中高點回落，其他板塊走軟，漲勢很快有些退卻。區域銀行股賣壓湧現，材料、工業，以及能源股表現敬陪末座，四大指數盤中狹幅震盪。<p> <p>Netflix 因訂閱量有所增加，股價彈升 2.60%，通訊服務類股隨之提振。搭上人工智慧狂潮，Adobe 上漲 3.4%。通用跟進福特採用特斯拉北美充電設備標準後，特斯拉股價猛升逾 4%，實現連續第 11 個交易日漲勢。</p> <p>科技股勁揚之下，美股主指收盤全紅，標普微升 0.11%，進一步進入牛市區域，自 2022 年 8 月以來首次觸及 4,300 點。</p> <p>標普本週上漲 0.39%，連續第四週走升，距離上一次取得相同成績是在去年 8 月份。<a href="https://invest.cnyes.com/index/GI/IXIC?utm_source=wantgoonews&utm_medium=RSS">那指</a>週漲約 0.14%，連續第七週上漲，這是自 2019 年 11 月以來的首見。<a href="https://invest.cnyes.com/index/GI/DJI?utm_source=wantgoonews&utm_medium=RSS">道指</a>週漲幅達 0.34%。</p> <p>政經方面，聯準會將於 6 月 13-14 日召開貨幣政策會議，多數經濟學家預估，美國聯準會下週將暫停升息，將是 15 個月連續升息以來首次，並在 12 月之前會維持政策不變，儘管聯準會面臨著美國經濟仍有彈性和頑強的通膨。</p> <p>據美國銀行引述 EPFR Global 資料顯示，截至 6 月 7 日為止一週，全球股票基金吸資 77 億美元，科技股基金 8 週以來首見資金外流，涉額 12 億美元，全球債券及貨幣市場基金分別流入 134 億及 706 億美元。</p> <p>美國官員披露，美國國務卿布林肯 (Antony Blinken) 下週將前往中國進行外交會談，將於 18 日抵達當地，但尚未公布中國行程的細節。</p> <h6>週五 (9 日) 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>上漲 43.17 點，或 0.13%，收 33,876.78 點。</li> <li><a href="https://invest.cnyes.com/index/GI/IXIC?utm_source=wantgoonews&utm_medium=RSS">那斯達克</a>指數上漲 20.62 點，或 0.16%，收 13,259.14 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 4.93 點，或 0.11%，收 4,298.86 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 10.65 點，或 0.30%，收 3,524.97 點。</li> </ul> <h6>焦點個股</h6> <p>科技五大天王多收高。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>) 跌 0.66%；Meta (<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>) 上漲 0.14%；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 0.22%；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>) 漲 0.074%；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>) 上漲 0.47%。</p> <p><a href="https://invest.cnyes.com/index/GI/DJI?utm_source=wantgoonews&utm_medium=RSS">道瓊</a>成分股互有消長。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>) 下跌 1.51%；陶氏化學 (<a href="https://invest.cnyes.com/usstock/detail/DOW?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:DOW:STOCK:COMMON">DOW-US</a>) 下跌 1.97%；IBM (<a href="https://invest.cnyes.com/usstock/detail/IBM?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:IBM:STOCK:COMMON">IBM-US</a>) 漲 0.66%；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>) 上漲 2.76%；聯合健康 (<a href="https://invest.cnyes.com/usstock/detail/UNH?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:UNH:STOCK:COMMON">UNH-US</a>) 漲 0.69%。</p> <p><a href="https://invest.cnyes.com/index/GI/SOX?utm_source=wantgoonews&utm_medium=RSS">費半</a>成分股普遍收紅。應用材料 (<a href="https://invest.cnyes.com/usstock/detail/AMAT?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:AMAT:STOCK:COMMON">AMAT-US</a>) 下跌 0.06%；AMD (<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>) 上漲 3.20%；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>) 上漲  0.17%；德儀 (<a href="https://invest.cnyes.com/usstock/detail/TXN?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:TXN:STOCK:COMMON">TXN-US</a>) 下跌 0.95%；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>) 上漲 2.37%；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 0.68%。</p> <p>台股 ADR 集體收高。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>) 上漲 2.86%；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>) 上漲 1.28%；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>) 上漲 0.12%；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>) 上漲 0.27%。</p> <h6>企業新聞 </h6> <p>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>) 上漲 0.22% 至每股 180.96 美元。TrendForce 預估 2024 年蘋果 Vision Pro 出貨量僅約 20 萬台，但需要等待後續消費款 Apple Vision 的推出，蘋果可否提供吸引消費者日常應用的功能服務，才能以此拉升整體 AR 市場的快速發展。</p> <p>通用汽車 (<a href="https://invest.cnyes.com/usstock/detail/GM?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:GM:STOCK:COMMON">GM-US</a>) 上漲 1.06%。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>) 收紅 4.06% 至每股 244.40 美元，連續第十一個交易日收紅。繼福特汽車之後，通用汽車宣布下一代電動汽車 (EV) 將採用特斯拉北美洲的充電頭標準，意味北美市場的三大電動車品牌已經就充電硬體標準達成一致。</p> <p>Netflix (<a href="https://invest.cnyes.com/usstock/detail/NFLX?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:NFLX:STOCK:COMMON">NFLX-US</a>) 上漲 2.60% 至每股 420.02 美元。研究公司 Antenna 數據顯示，5 月 23 日，串流媒體巨擘 Netflix 對密碼共享的打擊措施生效後的頭幾天，該公司在美國的單日註冊人數大幅增加。摩根大通此前預估，Netflix 打擊密碼共享的舉措將在 2024、2025 年帶來近 60 億美元的營收，看好 Netflix 股票還有 18% 的上漲空間。</p> <p>Adobe (<a href="https://invest.cnyes.com/usstock/detail/ADBE?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:ADBE:STOCK:COMMON">ADBE-US</a>) 揚升 3.41% 至每股 454.00 美元。富國銀行將其 Adobe 股票評級從「買入」上調至「增持」，樂觀看待 Adobe 業績可受惠於人工智慧 (AI) 發展。</p> <h6>華爾街分析</h6> <p>瑞銀全球財富管理美洲區首席投資長 Solita Marcelli 警示，切勿假設近期股市將獲得動力持續上漲。</p> <p>Marcelli 認為：「雖然許多投資人認為，標準普爾 500 指數較 10 月低點上漲了 20%，市場將進入牛市，但我們仍有可能看到熊市反彈，指在熊市下跌趨勢中出現幾天甚至幾週的反彈上漲，在市場創下歷史新高之前，我們不可能知道熊市谷底是否已經過去。」</p> <p>摩根大通技術策略主管 Jason Hunter 表示：「目前還不清楚這是否是一種以衰退為主題的軋空行情，也不知道它是會像 2022 年 8 月份標普最後一次逼近 4300 點之後那樣大幅波動，還是繼續維持漲勢。」</p> <p class="warning">數字皆為截稿前更新，請依照實際報價為主</p>