市場匯評

Global equity indexes are trading in opposite directions currently ahead of Federal Open Market Committee members speeches starting at 16:00 CET today. Wall Street ended little changed on Monday. Alphabet shares slumped 0.3% underperforming market while BMO Capital reiterated an “Outperform” rating and $225.00 price target on Alphabet ahead of antitrust decision after US court found Google guilty of illegally maintaining its search monopoly in general search and search text advertising through exclusionary default agreements, Microsoft slid 0.59% on Monday despite Truist lifting its price target for Microsoft shares to $675 from $650 on Monday citing the company’s sustained momentum in cloud and artificial intelligence.

目前，股市指数走势不一，此前华尔街在周五收盘时涨跌不一，经济数据也喜忧参半。苹果公司股价下跌0.5%，表现逊于大盘，有报道称，沃伦·巴菲特的伯克希尔哈撒韦公司在第二季度重新开始出售苹果公司的股票，将其持股减少了40亿美元，至2.8亿股，价值574亿美元。特斯拉股价周五下跌1.5%，因联邦政府针对特斯拉车型的7500美元电动汽车税收抵免政策将于9月到期，部分车型因电池采购门槛问题将失去该优惠。

Global stocks are pointing in opposite directions currently after Wall Street ended at fresh record high on Thursday despite hotter than expected producer prices data. Amazon shares surged 2.87% after the company announced expansion of same-day delivery to more than 1,000 US cities and aiming for 2,300 by year-end with Prime members getting free same-day delivery on orders over $25 as Amazon dropped the prior $9.99 Prime grocery add-on, Intel shares rallied 7.4% on Thursday outperforming market amid reports after a meeting between president Trump and Intel CEO Lip-Bu Tan White House is considering taking a stake in the struggling chipmaker following Intel warning last month that it may have to get out of the chip manufacturing business if it does not land external customers to make chips in its factories.

Equity indexes are trading in opposite directions currently after Wall Street rally continued on Wednesday. Alphabet shares slid 0.68% underperforming market as the Google parent announced a $9 billion investment in Oklahoma over the next two years aimed at expanding its cloud and artificial intelligence (AI) infrastructure, Microsoft shares fell 1.64% on Wednesday amid news of a lawsuit against the tech giant over its lack of ongoing support for Windows 10 after its planned end in October requesting that Microsoft continue support for Windows 10 until its user base drops below 10% of all Windows users.

Global equity indexes are advancing mostly currently after Wall Street rallied to new all-time highs on Tuesday on the back of mild inflation report. Nvidia shares gained 0.6% underperforming market after reports  previous day  on artificial intelligence chip leader's deal that secured a license to sell its H20 AI chips in China in exchange of paying 15% of the revenue from chip sales in China to the US government, Apple shares rose 1.0% on Tuesday after Bank of America reiterated the previous day its “Buy” rating on Alphabet with a price target of $217.00.

全球股市指数目前大多上涨，因市场等待今日14:30 CET公布的7月美国通胀报告。华尔街周一走低。苹果公司股价下跌0.95%，表现逊于大盘。有报道称，针对苹果公司及其多位高管的集体诉讼已提起，指控苹果公司曾公开宣传Siri的增强型人工智能集成功能，仿佛该功能已准备好在即将到来的产品周期中部署，而实际上该公司缺乏这些功能的可工作原型，且低估了将其集成到设备所需的时间。特斯拉周一上涨2.19%，因Model Y需求上升的迹象，特斯拉的订单积压数据显示，Model Y的等待时间已延长至四到六周，而今夏早些时候为一到三周。

目前，股市指数走势不一，此前华尔街在周五收盘走高。苹果公司股价上涨4.2%，表现优于大盘，因这家iPhone制造商承诺将在美国投资1000亿美元，英伟达股价在周五上涨1.1%。

全球股市目前走势分化，此前华尔街周四收盘涨跌不一。亚马逊股价上涨0.37%，因美国银行在OpenAI前一日宣布推出新开放式模型后，重申对亚马逊的“买入”评级及$272.00目标价。这些OpenAI模型将成为首批通过亚马逊云服务（AWS）的Amazon Bedrock和Amazon SageMaker AI平台提供的OpenAI模型。苹果股价周四大涨3.18%，跑赢大盘，此前富国银行重申了其$245.00的目标价，并维持了“超配”评级，此前这家iPhone制造商宣布了$1000亿美元的美国投资计划。

目前，股市指数正在上涨，此前华尔街于周三反弹，而特朗普总统下令对印度商品加征25%的关税。苹果公司股价上涨5.1%，表现优于大盘，因这家iPhone制造商宣布计划额外投资1000亿美元用于美国制造业。微软公司股价周三下跌0.53%，尽管DA Davidson重申了对微软的“买入”评级和650.00美元的目标价。

全球股市指数目前大多上涨，此前华尔街周二因经济数据喜忧参半而下跌。亚马逊股价上涨0.99%，跑赢大盘，此前汇丰银行在亚马逊公司公布第二季度财报后，维持对亚马逊的“买入”评级和$256.00的目标价。苹果股价周二下跌0.2%，尽管投资顾问公司RiverPark Advisors在其2025年第二季度投资者信中表示，仍对苹果的定位“充满信心”。