2020.8.19《北威觀測站》S&P 500指數 8/18衝破歷史新高
《Bellwether Watchpoint》 S&P 500 Breaks Through Record High (8/18)

美國時間週二(8/18),S&P 500指數終於不負眾望地在盤中衝破了今年2/19創下的歷史新高,飆升至3,395.06點。收盤時,則是整體上漲0.2%以3,389.78作收。其中,必須性消費股(Consumer discretionary sector)帶動了1.5%的漲幅。

美國疫情爆發以來,最具有整體經濟指標性的S&P從2/19的高點,下跌至3/23的低點超過50%;但是卻沒有停留很久。3/23至今(8/18),Facebook飆漲超過77%,Amazon超過74%、Apple超過106%、Netflix則是36.5%,而Microsoft則是超過55.9%的漲幅;這些科技巨頭來勢洶洶的漲勢是今年以來驅使S&P指數順利航向復甦的主要動力。

Morgan Stanley的執行董事Andrew Slimmon表示昨天漲幅主要緣於最近正面的整體經濟資料和公司財報。但另一方面,現在的市場對於負面的消息也特別脆弱。另外,最近的市場對於政府財政刺激的規劃實施更是極為敏感,而聯準會自疫情爆發以來寬鬆救市的態度,以及連續兩波前所未見的政府補助,對短期市場來說都是大喜之事。

Nasdaq指數也在週二爬升0.7%(11,210.8點作收),而道瓊則微微落後,在收盤時下跌0.2%(27,778點)。

《Bellwether Watchpoint》 S&P Breaks Through Record High 2020.8.19

On Tuesday (8/18), the S&P 500 Index finally rose to an all-time intraday high of 3,395.06 points, breaking its previous record set on 2/19. The index closed at 3,379.78 points, gaining 0.2% during the day. Among all sectors, consumer discretionary performed best, rising 1.5%.

Due to the coronavirus pandemic, the S&P fell from its high (2/19) to its low (3/23) by more than 50%, but didn’t stay there for long. Since 3/23, Facebook shares soared over 77%, Amazon over 74%, Apple over 106%, Netflix 36.5%, and Microsoft rose more than 55.9%. These tech giants were the main forces that drove the S&P towards a speedy recovery.

Andrew Slimmon, the MD of Morgan Stanley mentioned in a note that the market performance was mainly caused by good news, including ones regarding the general economy and reports from firms. However, the market also seems to be vulnerable to bad news. In addition, the market seems to be extremely sensitive to fiscal and monetary stimulus. As FED turned to more QE, and the US government rolled out trillions of dollars worth of aids in order to control the economic damage of the pandemic in the short run.

The Nasdaq Composite also climbed 0.7% on Tuesday (closed with 11,210.8 points), while the Dow lagged, closing 0.2% lower (at 27,778 points).

整理撰寫:Abby Dzeng
資料來源:CNBCInvesting.com

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