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盘前:投资者静候非农 道指期货涨0.04%
Pre-market: investors wait for non-farm Dow futures to rise 0.04%

新浪財經 ·  {{timeTz}}

全球市场情绪偏谨慎,欧美股市窄幅震荡,投资者都在静候即将出炉的美国7月非农就业报告。

Global market sentiment is cautious, European and American stock markets fluctuate in a narrow range, and investors are waiting for the upcoming US non-farm payrolls report for July.

截至发稿,道指期货涨0.04%,标普500期指涨0.03%,纳指期货跌0.2%。

As of press time, Dow futures are up 0.04%, S & P 500 futures are up 0.03%, and Nasdaq futures are down 0.2%.

英国富时100指数上涨0.02%,德国DAX指数上涨0.1%,法国CAC-40指数上涨0.2%。

The FTSE 100th index in the UK rose 0.02 per cent, Germany's DAX index rose 0.1 per cent and France's CAC-40 index rose 0.2 per cent.

汇市方面,美元温和走高来到92.40左右。

In the foreign exchange market, the dollar rose moderately to around 92.40.

现货黄金延续跌势,位于1800下方交投,日内最多1796.06美元/盎司。

Spot gold continued its decline, trading below 1800, with as much as $1796.06 an ounce on the day.

今天的非农就业报告,最能体现美联储最关注的劳动力复苏状况,一旦出现了“实质性进展”,缩减购债的预期料将进一步升温。

Today's non-farm payrolls report best reflects the labor recovery that the Fed is most concerned about, and once there is "substantial progress", expectations of a reduction in bond purchases are expected to rise further.

“今天是就业日,所有人都在关注7月美国劳动力市场报告,投资者在衡量复苏的步伐,以及数据对FOMC缩减计划的影响,”Caxton FX的高级市场分析师Michael Brown说。

"Today is Employment Day, and everyone is watching the July U.S. labor market report, and investors are measuring the pace of recovery and the impact of the data on the FOMC reduction plan," said Michael Brown, senior market analyst at Caxton FX.

经济学家预计,美国上月新增非农就业岗位87万个,失业率小幅下降至5.7%。

Economists expect the US to create 870000 non-farm jobs last month and the unemployment rate to fall slightly to 5.7 per cent.

“就业报告比以往更重要,因为FOMC正在逐步缩减量化宽松,”Brown说。“强于预期的数据可能会鼓励更多委员采取强硬的转向措施,从而提高美联储比市场预期更早缩减购债规模的可能性。”

"the employment report is more important than ever because FOMC is gradually tapering off quantitative easing," Brown said. "the stronger-than-expected data could encourage more members to take tough turnaround measures, increasing the likelihood that the Fed will scale back its bond purchases sooner than the market expected."

“因此,报告出炉后,经济方面的好消息可能会成为风险资产方面的坏消息。”

"so after the report comes out, good economic news could be bad news for risky assets."

CNBC也指出,所有人都在关注周五的就业报告,该报告将显示美国7月份的劳动数据如何。Commonwealth Financial Network首席投资官Brad McMillan指出,7月非农数据可能在1月的23.3万至6月的85万之间。

CNBC also pointed out that everyone is watching Friday's employment report, which will show how the U. S. labor data for July. Brad McMillan, chief investment officer of Commonwealth Financial Network, pointed out that the non-farm data for July could be between 233000 in January and 850000 in June.

他表示,如果低于30万可能令人担忧,而在30万至40万之间则表明经济“相当健康”。

He said a level below 300000 could be worrisome, while a range between 300000 and 400000 indicated that the economy was "quite healthy".

“更好的结果是与第二季度的平均值保持一致,即在50万至60万之间。这将表明复苏仍在继续,尽管医疗和劳工问题阻止了进一步加速,经济仍有足够的动力以合理的速度向前发展。”

A better result is consistent with the average for the second quarter, between 500000 and 600000. This will show that the recovery is continuing, and although medical and labour problems have prevented further acceleration, the economy still has sufficient momentum to move forward at a reasonable pace. "

“尽管货币政策的不确定性可能引发进一步波动,但我们认为美联储缩减购债规模的举措不太可能逆转股市涨势,”瑞银策略师指出。

"although the uncertainty of monetary policy may lead to further volatility, we believe that the Fed's move to reduce the size of bond purchases is unlikely to reverse the stock market rally," UBS said.Strategists point out.

该公司补充称:“劳动力市场疲软,通胀预期得到很好控制,以及新冠病毒变种带来的风险,使得2023年之前加息的可能性不大。”

The company added: "the weak labour market, well-controlled inflation expectations and the risks posed by a variant of novel coronavirus make it unlikely to raise interest rates before 2023."

渣打银行全球外汇研究主管Steve Englander表示,即使是一个接近当前共识的数字,也会激起市场的反应。

Steve Englander, head of global foreign exchange research at Standard Chartered Bank, said that even a figure close to the current consensus would provoke a reaction from the market.

“一个可以被解读为乐观信号的重要数据可能会强化利率预期,”他说道,特别是由于近期市场对于反应升息题材已经有所退缩。

"an important data that can be interpreted as a sign of optimism may strengthen interest rate expectations," he said, especially as the market has recently flinched in response to interest rate hikes.

皇家伦敦资产管理公司的基金经理特雷弗·格里瑟姆 (Trevor Greetham) 表示,股市正“缓慢地走高”,“对我来说,感觉股市可能会受到Delta变体的打击而下跌,但下跌后会再次反弹”。与此同时,格里瑟姆表示,现在不是减持股票的时候,因为企业收益仍在飙升。

Trevor Grissom, fund manager at Royal London Asset Management, said the stock market was "slowly moving higher". "for me, it feels like the stock market may be hit by a variant of Delta and fall, but then it will bounce back again". At the same time, Mr Grissom says now is not the time to sell stocks because corporate earnings are still soaring.

焦点个股

Focus stocks

Beyond Meat盘前跌近4%,第二季度净亏损同比扩大一倍,且差于市场预期。

Beyond meat fell nearly 4% before trading, and its second-quarter net loss doubled year-on-year and fell short of market expectations.

DraftKings盘前直线拉升,现涨4%,第二季度营收超出预期,平均月度付费用户同比大增近3倍。

DraftKings rose in a straight line before trading and is now up 4%. Revenue in the second quarter exceeded expectations, and the average number of monthly paying users nearly tripled compared with the same period last year.

普拉格能源盘前涨6.7%,第二季度营收好于预期,并上调21财年业绩指引。

Prager Energy rose 6.7% in pre-market trading, posted better-than-expected revenue in the second quarter, and raised its guidance for fiscal year 21.

维珍银河盘前涨3.7%,第二季度营收远超预期,将重启航天销售计划。

Virgin GalaxyPre-market rise of 3.7%, revenue in the second quarter far exceeded expectations, will restart space sales plan.

诺瓦瓦克斯医药盘前跌超10%,第二季度净亏损同比扩大逾18倍。

Novak Pharmaceuticals fell more than 10% before trading, and the net loss in the second quarter increased more than 18 times compared with the same period a year earlier.

Eton Pharmaceuticals盘前涨10.4%,美国食品药品监督管理局(FDA)今日将审核是否批准Eton Pharmaceuticals治疗癫痫的口服新药。

Eton Pharmaceuticals rose 10.4% before trading, and the US Food and Drug Administration (FDA) will review today whether to approve new oral drugs for Eton Pharmaceuticals to treat epilepsy.

Cloudflare盘前跌5.3%,第三季度和21财年调整后每股收益指引不及预期。

Cloudflare fell 5.3% before trading, and the adjusted earnings per share guidance for the third quarter and fiscal year 21 fell short of expectations.

Robinhood上涨近4%,收回了周四的部分亏损,此前一份文件显示,这家交易应用程序运营商的早期投资者可以出售股票。

Robinhood rose nearly 4% to recoup some of Thursday's losses after a document showed that early investors in the trading app operator could sell shares.

开心汽车盘前涨25%,宣布将成立新能源汽车部门,组建新能源汽车研发、生产和营销等团队。

Kaixinqic rose 25% before the day, announcing that he would set up a new energy vehicle department and set up a new energy vehicle research and development, production and marketing team.

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