英伟达股价创历史新高,美国9月非农不及预期
Bloomberg News Now: Nvidia Shares Hit Record High After Selloff
涵盖美股关键标的走势、美国核心宏观数据(非农)及地缘能源政策变动,信息密度高且相互关联,适合关注宏观联动与资产配置的读者快速掌握全貌。
News when you want it with Bloomberg News now. I'm Matt Piper. The U.S. added fewer jobs than expected in September, and wage growth slowed, signaling some caution among employers amid rising costs. Nonfarm payrolls increased 29,000 last month, missing all estimates, and the unemployment rate rose to 4.2%, partly reflecting a growing workforce. But, says National Economic Council director Kevin Hassett on Bloomberg open interest.
随时随地获取彭博新闻。我是马特·派珀。9月美国新增就业人数低于预期,工资增长放缓,表明在成本上升的背景下雇主们有所谨慎。非农就业人数上月仅增加2.9万人,未能达到所有预测值,失业率升至4.2%,部分反映了劳动力队伍的不断壮大。但国家经济委员会主任凯文·哈塞特在彭博开放式兴趣节目中表示。
Factory construction workers was up about 12,000 this month, which means it's up 112,000 since President Trump took office. So think about it, 112,000 people like that. So what about the Michigan football stadium that many people are out? There are building factories to create future jobs in the U.S. and that's about as bullish aside as I've seen for the economy since I've been watching it. NSC Director Kevin Hassett on Bloomberg Open interest.
本月工厂建筑工人增加了约1.2万人,这意味着自特朗普总统上任以来已增加了11.2万人。想想看,有11.2万人从事此类工作。那么对于许多人都在谈论的密歇根大学橄榄球场呢?美国正在建设工厂以创造未来的就业机会,这是我观察经济以来所见过的最乐观的迹象之一。国家安全和经济顾问委员会(NSC)主任凯文·哈塞特在彭博开放式兴趣节目中发表上述言论。
Neil Dutta is with Renaissance Macro Research. I mean, you still, I think are really just on one more bad inflation number away from them pulling the trigger on a hike. I mean, if you think about going into next year, uh, the fed sees, uh, core inflation cooling to 2.5%, uh, in 2027 on a Q4, uh, over two four basis. Think about what we've seen in the first quarter of every year going back to 2023. You know, core inflation over that first quarter runs close to 4% at an annual rate.
尼尔·达塔来自文艺复兴宏观研究公司。我的意思是,我认为你们离触发加息的决定只差一个糟糕的通胀数据了。我的意思是,如果考虑到明年,美联储预计核心通胀将在2027年第四季度降至2.5%(基于两年期年化)。想想看,自2023年以来每年第一季度我们看到的状况。你知道,核心通胀在第一季度的年化率接近4%。
Neil Dutta with Renaissance Macro Research, the group of seven nations and his partners are to increase as much as 100 million barrels of emergency oil and diesel stocks amid pressure from the Trump administration to quell rising fuel prices. The release, being coordinated by the International Energy Agency, will take place over the next four months as French President Emmanuel Macron. He says the G7 would like to trigger a drop in fuel prices.
文艺复兴宏观研究公司的尼尔·达塔指出,七国集团及其伙伴国拟在特朗普政府施压要求遏制燃料价格上涨之际,释放多达1亿桶的应急石油和柴油储备。此次释放行动由国际能源署协调,将在未来四个月内进行,法国总统埃马纽埃尔·马克龙表示,七国集团希望引发燃料价格下跌。
The decision came after the US floated the possibility of a debilitating diesel export ban if European countries did not release more supplies. We checked the markets all day here at Bloomberg. The Dow is up 3/10 of a percent. The S&P is up 7/10. The Nasdaq is up 1.2%. Bitcoin is trading at $85,200. The two year yield is up three basis points. The ten year yield is up two basis points. Oil has been dropping. Brent is at $101 a barrel.
这一决定是在美国暗示,如果欧洲国家不释放更多供应,可能会实施严重损害性的柴油出口禁令后作出的。我们在彭博社全天监测市场:道琼斯指数上涨0.3%,标普500指数上涨0.7%,纳斯达克指数上涨1.2%。比特币交易价格为85,200美元。两年期收益率上升三个基点,十年期收益率上升两个基点。油价持续下跌,布伦特原油价格为每桶101美元。
WTI is at $90 a barrel. New York Governor Kathy Hochul says the woman, who accused members of a Cornell University fraternity of gang rape was failed by people obligated to protect her, including police and the county prosecutor. At the heart of all this is one young woman and what she deserved from the very beginning. Every parent who sends their child off to college expects them to be safe. And if something terrible happens, the student deserves to know that the people they turn to will listen to them, protect them, and fight for them.
WTI原油价格为每桶90美元。纽约州州长凯西·霍楚尔表示,一名指控康奈尔大学兄弟会成员实施轮奸的女性遭到本应保护她的人的辜负,这些人包括警察和县检察官。这一切的核心是一位年轻女性以及她从一开始就应得的对待。每位送孩子上大学的父母都期望他们平安无事。如果发生可怕的事情,学生有权知道他们所求助的人会倾听他们的声音、保护他们并为他们而战。
New York Governor Kathy Hochul, during a news conference into which she gave details on her decision to turn the case over to a special prosecutor. State Attorney General Letitia James. The Pentagon is deploying an additional aircraft carrier and 10,000 sailors and marines to the Persian Gulf, giving American commanders more options if President Trump chooses to escalate attacks on Iran. The USS Theodore Roosevelt carrier is headed to the Middle East, and when it arrives, the U.S. could again have three carrier strike groups in that region.
纽约州州长凯西·霍楚尔在新闻发布会上公布了将案件移交给特别检察官的决定细节。州总检察长莱蒂蒂亚·詹姆斯。五角大楼正在向波斯湾增派一艘航空母舰和1万名水兵与海军陆战队员,如果特朗普总统选择升级对伊朗的攻击,将为美国指挥官提供更多选项。罗斯福号航母正驶向中东,届时美国在该地区可能再次拥有三个航母打击群。
Bloomberg Middle East managing editor owner ONT. The US has already sent additional Patriot uh air missile uh batteries to its uh, allies in the region, including Qatar and Saudi Arabia, according to Axios. Uh, which reported on the news earlier this week. So yes, there is clearly an effort underway by the use by the US to beef up its, uh, naval presence and military presence in the region. Bloomberg Middle East managing editor owner wants Nike is cutting jobs and embarking on a sweeping overhaul of the business.
彭博社中东区主编。据Axios报道,美国已向该地区盟友(包括卡塔尔和沙特阿拉伯)增派了额外的爱国者防空导弹系统。Axios在本周早些时候报道了这一消息。因此,显然美国正在努力加强其在地区的海军和军事存在。彭博社中东区主编表示,耐克正在裁员并对业务进行全面重组。
The company announced a restructuring plan that it expects will save $2.5 billion over the next five years. The initiatives were revealed alongside weaker than expected sales for the latest quarter and a disappointing outlook for this fiscal year. Poonam Goyal is a senior US e-commerce and retail analyst at Bloomberg and says the new CEO has had success. But while he has fixed his North America and performance, so we do give him credit for the that though, there's so much more.
该公司宣布了一项重组计划,预计将在未来五年内节省25亿美元。这些举措是在最新季度销售额低于预期以及本财年前景令人失望的背景下公布的。彭博社的高级美国电子商务和零售分析师普纳姆·戈亚尔表示,新任首席执行官取得了成功。虽然他在北美和运动表现领域进行了整改,我们对此给予肯定,但还有更多工作要做。
It affects sports where roughly 50% of Nike's business is still down. Jordan is down. Bloomberg's Poonam Goyal Nike's stock is down today 5.5%. Tesla reported better than expected sales for the third quarter, delivering nearly 487,000 vehicles worldwide in the period. The results are a boon for Tesla following a period of declining auto sales and a lagging stock. The carmaker is in the midst of a planned spending spree of more than $25 billion this year to build out its factory operations and stand up their robotaxi business.
它影响了体育领域,耐克约50%的业务仍表现疲软。乔丹品牌下滑。彭博社的普纳姆·戈伊尔指出,耐克股价今日下跌5.5%。特斯拉报告称第三季度销售额好于预期,该期间在全球交付了近48.7万辆汽车。在经历了一段汽车销售下滑和股价低迷期后,这些结果对特斯拉来说是利好。这家汽车制造商正计划在今年进行超过250亿美元的大规模支出,以扩建其工厂运营并启动其无人驾驶出租车业务。
Tesla stock today is up 5%. Nvidia shares hit a record for the first time since May, after a two month sell off that wipes more than $1 trillion off its market value. The rally has been buoyed by optimism that agents could drive increased demand for semiconductors at a record $150 billion increase in Nvidia's buyback plan. Nvidia shares have gained about 27% so far this year, with its market cap now standing at roughly $5.7 trillion.
特斯拉股价今日上涨5%。英伟达股价自五月以来首次创下纪录,此前经历了两个月的抛售,使其市值蒸发超过1万亿美元。此次反弹得益于乐观情绪,即AI代理可能推动半导体需求增加,英伟达的回购计划增加了创纪录的1500亿美元。今年以来,英伟达股价已上涨约27%,其市值目前约为5.7万亿美元。
That's news. What do you want it with Bloomberg News now? I'm Matt Piper and this is Bloomberg.
这是新闻。你想用彭博新闻做什么?我是马特·派珀,这里是彭博。
更进一步:量化金融体系
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