Wall Street Morning Report: Three Major Indices Continue to Fall, Market Cautious Ahead of CPI, AI Computing Power and Optical Communications Benefit from Strong CoreWeave and Lumentum Earnings
- The three major indices closed lower for the second consecutive day, with the Dow Jones down 0.34%, S&P 500 down 0.32%, and Nasdaq down 0.6%.
- Market sentiment is cautious ahead of the upcoming CPI release, with the S&P 500 trading in a narrow range for four sessions.
- Large-cap tech stocks negatively impacted the indices, while semiconductors and AI cloud services performed strongly, with CoreWeave's revenue beating expectations.
- Negotiations over the Strait of Hormuz have led to increased tensions, affecting oil prices, which have risen for three consecutive days.
- Fed officials expressed a hawkish tone regarding potential interest rate hikes, contributing to mixed market expectations.
Wall Street's three major indices opened higher but closed lower for the second consecutive day, with the Dow Jones falling 0.34% to 53,791.85 points, the S&P 500 down 0.32% to 7,728.20 points, and the Nasdaq decreasing by 0.6% to 26,445.45 points. The market is adopting a cautious approach ahead of the key CPI release, with the S&P 500 trading in an extremely narrow range for the fourth consecutive session.
Large-cap tech stocks were a significant drag on the indices, particularly Google, which fell nearly 4% in a single day. In contrast, semiconductor and AI cloud services showed strong performance, with CoreWeave reporting Q2 revenue of $2.575 billion, exceeding expectations and reflecting 112% year-over-year growth.
Negotiations over the Strait of Hormuz have turned into a war of attrition, impacting oil prices, which have risen for three consecutive days, with Brent crude nearing the $90 mark. Meanwhile, Fed officials indicated a hawkish stance regarding interest rates, suggesting that multiple hikes may be necessary to control inflation, leading to mixed market expectations regarding future rate changes.
华尔街早间报告：三大指数持续下跌，市场在CPI发布前保持谨慎，AI计算能力和光通信受益于CoreWeave和Lumentum强劲财报
华尔街三大指数开盘上涨，但连续第二天下跌，道琼斯指数下跌0.34%至53,791.85点，标准普尔500指数下跌0.32%至7,728.20点，纳斯达克下跌0.6%至26,445.45点。市场在即将发布的CPI前采取谨慎态度，标准普尔500指数连续四个交易日波动幅度极窄。
大型科技股对指数产生显著拖累，尤其是谷歌，单日下跌近4%。相比之下，半导体和AI云服务表现强劲，CoreWeave报告第二季度收入为25.75亿美元，超出预期，同比增长112%。
霍尔木兹海峡的谈判已演变为消耗战，影响了油价，油价连续三天上涨，布伦特原油接近90美元。同时，美联储官员对利率持鹰派立场，暗示可能需要多次加息来控制通胀，导致市场对未来利率变化的预期出现分歧。