-- 周四下午晚些时候,金融股下跌,纽约证券交易所金融指数和道富金融精选行业SPDR ETF(XLF)均下跌0.2%。 费城住房指数下跌0.5%,道富房地产精选行业SPDR ETF(XLRE)上涨0.8%。 比特币(BTC-USD)上涨0.4%至75,140美元,10年期美国国债收益率上涨2.7个基点至4.309%。 经济新闻方面,上周美国首次申请失业救济人数从前一周向下修正后的21.8万人降至20.7万人,低于彭博社对分析师调查后预期的21.3万人。 美国3月份工业生产下降0.5%,低于彭博社调查预期的0.1%增幅,而2月份的增幅经向上修正后为0.7%。 费城联邦储备银行4月份制造业指数升至26.7,高于3月份的18.1,而彭博社调查预期该指数将降至10。 纽约联邦储备银行4月份服务业指数从3月份的-22.6升至-14,高于彭博社调查预期的-20。 监管方面,美国证券交易委员会(SEC)正在就一项全面审查“综合审计追踪”(Consolidated Audit Trail)及其他用于监管美国证券市场的类似审计追踪系统征求公众意见。 公司方面,尽管营收低于华尔街预期,但嘉信理财(Charles Schwab,股票代码:SCHW)第一季度业绩在客户资产激增的推动下有所增长。高盛(GS)股价下跌7.7%。 路透社报道,受伊朗相关市场波动的影响,高盛(GS)利率交易业务在第一季度面临压力,部分持仓出现亏损。报道称,受利率交易、抵押贷款和信贷产品业绩疲软的影响,高盛固定收益、外汇和大宗商品收入下降10%至40亿美元。高盛股价基本持平。 Marsh & McLennan (MRSH)股价上涨4.6%,此前该公司公布的第一季度调整后净利润和收入均超出分析师预期。 彭博社报道,美国国家篮球协会(NBA)正与包括阿波罗全球管理公司(APO)、Ares Management (ARES)和Sixth Street在内的多家私人信贷公司就潜在的欧洲篮球联赛扩军融资事宜进行初步磋商。阿波罗股价上涨0.1%,Ares股价下跌2.7%。
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