北京时间1日凌晨,美股周五收跌,三大股指均创今年迄今的最低收盘价。在美联储激进加息可能导致美国经济迅速衰退的担忧影响下,美股三大股指均录得周、月与季度跌幅。周五公布的美国8月核心PCE同比增长4.9%,显示美国通胀压力仍在加速上行。
道指周五收跌500.10点,跌幅为1.71%,报28725.51点;纳指跌161.89点,跌幅为1.51%,报10575.62点;标普500指数跌54.85点,跌幅为1.51%,报3585.62点。
周五盘中,道指最低下跌至28715.85点,标普500指数下跌至3584.13点,均创年内盘中新低。
美股三大股指在本周、本月和第三季度均录得跌幅。
本周道指下跌2.92%,纳指下跌2.69%,标普500指数下跌2.91%。
在刚刚过去的9月份,道指下跌8.84%,纳指下跌10.5%,标普500指数下跌9.34%。
在第三季度,道指下跌6.65%,纳指下跌4.1%,标普500指数下跌5.25%。
有分析师认为美股下挫是美联储有意为之。哈里斯金融集团的常务合伙人Jamie Cox表示:“美股市场状况极为糟糕。但这基本上就是美联储想要的:收紧金融环境——他们认为这将有助于将通胀率降至他们可接受的水准。他们正在利用市场传导机制来实现这一目标。”
周五美众院通过了一项短期支出法案,维持联邦政府在12月16日之前正常运转,避免了政府于30日午夜停摆。
美参院于当地时间9月29日以72票赞成、25票反对的投票结果通过这项法案,众议院于30日以230票赞成、201票反对的投票结果通过,现在已提交给总统拜登批准。
周五经济数据面,美国商务部数据显示,美国8月PCE物价指数同比增长6.2%,高于市场预期的6%,前值为6.3%(上修至6.4%)。
8月PCE物价指数环比增长0.3%,高于预期的0.1%,前值为-0.1%。
周五美股成交额冠军$特斯拉(TSLA.US)$收跌1.1%,成交182亿美元。根据本周举行的马斯克推特收购案公开听证会上披露的信息,马斯克在与推特CEO Parag Agrawal的一次戏剧性短信交流中,改变了收购推特的主意。
另据报道,一些内部文件显示,为了留住员工,特斯拉将开始向员工提供现金奖励,而不是传统的股权奖励。这些文件显示,如果员工愿意,他们仍可以获得股票奖励。但默认情况下,他们将获得现金奖励。
消息人士称,特斯拉计划第四季度在全球生产49.5万辆Model Y、Model 3,产量远高于第三季度;计划在2023年前三季度在全球范围内造160万辆Model Y和Model 3。
第2名$苹果(AAPL.US)$公司收跌3%,成交175亿美元。苹果本周下跌8.13%,在9月份下跌12.1%。据报道,苹果韩国总部遭反垄断机构突击检查,被指控App Store佣金高于30%。
第3名$微软(MSFT.US)$收跌1.94%,成交84亿美元。微软公司近日宣布,任命原欣(Bessie Yuan)为微软中国区总裁。原欣将直接向微软公司全球资深副总裁、大中华区董事长兼首席执行官侯阳博士汇报。原欣曾于2017年至2021年在微软中国工作,时任商业企业事业部(SMC)总经理和大客户事业部(EC)总经理。
第8名太平洋煤电收高0.97%,成交43.5亿美元。
太平洋煤电公司将取代的是思杰系统公司,成为标普500指数成分股,在下周一(10月3日)开盘前生效。被其取代的思杰系统公司将被私募股权公司收购。
第9名美国最大的天然气生产商EQT能源公司收高3.09%,成交41.3亿美元。EQT能源公司将取代Duke Realty成为标普500成分公司。
第10名耐克重挫12.81%,成交40.5亿美元。
该公司第一财季营收126.9亿美元,高于预期的123.1亿美元;每股盈余0.93美元,高于预期的0.92美元;毛利率下降220个基点至44.3%,低于市场预期的45.4%,主要因为运费和物流成本上升、耐克直销业务降价幅度增加以及汇率变动。公司表示,北美库存量增加了65%,正在采取“果断行动”清理库存,预计本财年公司的毛利率将受到“暂时影响”,预计第二财季毛利率将下降350-400基点。
耐克公布财报后,韦德布什将其目标价从121美元下调至101美元,瑞银将其目标价从156美元下调至141美元。
第14名艾伯维收跌5.96%,成交20.9亿美元。
第19名嘉年华邮轮重挫23.25%,创2020年4月以来的最大单日跌幅,成交17.7亿美元。该公司第三财季每股亏损0.65美元,分析师预期亏损0.18美元。
以下为美股当日交易最活跃的20只股票(按成交额):

In the early morning of Beijing time on the 1st, US stocks closed lower on Friday, with all three major stock indexes hitting their lowest closing prices so far this year. All three major indexes of US stocks recorded weekly, monthly and quarterly declines on concerns that an aggressive Fed rate hike could lead to a rapid recession in the US economy. Core PCE in the United States rose 4.9% year-on-year in August, which was announced on Friday, indicating that inflationary pressures in the United States are still accelerating.
On Friday, the Dow closed down 500.10 points, or 1.71%, at 28725.51; the Nasdaq fell 161.89, or 1.51%, to 10575.62; and the S & P 500 fell 54.85, or 1.51%, to 3585.62.
On Friday, the Dow fell as low as 28715.85, while the S & P fell to 3584.13, both hitting new intraday lows for the year.
The three major indexes of U. S. stocks fell this week, this month and the third quarter.
This week, the Dow is down 2.92%, the Nasdaq is down 2.69%, and the S & P 500 is down 2.91%.
This past September, the Dow fell 8.84%, the Nasdaq fell 10.5%, and the S & P 500 fell 9.34%.
In the third quarter, the Dow fell 6.65%, the Nasdaq fell 4.1%, and the S & P 500 fell 5.25%.
Some analysts believe that the decline in U. S. stocks is intentional by the Federal Reserve. Jamie Cox, managing partner of Harris Financial Group, said: "the US stock market is in a very bad situation. But that's basically what the Fed wants: to tighten financial conditions, which they think will help bring inflation down to acceptable levels. They are using the market transmission mechanism to achieve this goal. "
On Friday, the House of Representatives passed a short-term spending bill to keep the federal government functioning until December 16, avoiding a midnight shutdown on the 30th.
The US Senate passed the bill by a vote of 72 to 25 on September 29 local time, and the House of Representatives passed it by a vote of 230 to 201 on the 30th, which has now been submitted to President Joe Biden for approval.
On the economic data side on Friday, the US PCE price index rose 6.2 per cent in August from a year earlier, higher than market expectations of 6 per cent, compared with 6.3 per cent (revised to 6.4 per cent), according to the Commerce Department.
The PCE price index rose 0.3 per cent in August from a month earlier, higher than the expected 0.1 per cent, compared with a previous value of-0.1 per cent.
The champion of US stock turnover on Friday$Tesla, Inc. (TSLA.US) $It closed down 1.1% on a turnover of $18.2 billion.Musk changed his mind about buying Twitter in a dramatic text message with Twitter CEO Parag Agrawal, according to information disclosed at a public hearing on the Twitter deal held this week.
According to another report, some internal documents show that in order to retain employees, Tesla, Inc. will begin to offer cash incentives to employees instead of traditional equity incentives. These documents show that employees can still receive stock awards if they wish. But by default, they will receive cash rewards.
According to sources, Tesla, Inc. plans to produce 495000 Model Y and Model 3 worldwide in the fourth quarter, much higher than in the third quarter, and plans to build 1.6 million Model Y and Model 3 worldwide in the first three quarters of 2023.
Second place$Apple Inc (AAPL.US) $The company closed down 3% on a turnover of $17.5 billion.Apple Inc fell 8.13 per cent this week and 12.1 per cent in September. Apple Inc's South Korean headquarters were reportedly raided by antitrust authorities and accused of App Store commissions of more than 30 per cent.
Third place$Microsoft Corp (MSFT.US) $It closed down 1.94% on a turnover of US $8.4 billion.Microsoft Corp recently announced the appointment of Yuan Xin (Bessie Yuan) as president of Microsoft Corp in China. Yuan Xin will report directly to Dr. Hou Yang, Senior Vice President of Microsoft Corp, Chairman and CEO of Greater China. Yuan Xin worked in Microsoft Corp China from 2017 to 2021, when he was General Manager of Commercial Enterprise Division (SMC) and General Manager of key account Business Division (EC).
Pacific Coal Power Company, No. 8, received an increase of 0.97%, with a turnover of US $4.35 billion.
Pacific Coal and Power will replace Citrix Systems as a member of the S & P 500, effective before the opening of trading next Monday. Citrix Systems, which it replaced, will be acquired by private equity firms.
EQT Energy, the ninth largest natural gas producer in the United States, closed up 3.09% on a turnover of $4.13 billion. EQT Energy will replace Duke Realty as a branch of the S & P 500.
In 10th place, Nike Inc fell 12.81% to a transaction of US $4.05 billion.
The company's first-quarter revenue was $12.69 billion, higher than the expected $12.31 billion; earnings per share was $0.93, higher than the expected $0.92; gross profit margin fell 220bp to 44.3%, below market expectations of 45.4%. This is mainly due to the increase in freight and logistics costs, the increase in the price reduction of Nike Inc's direct selling business and exchange rate changes. The company said that North American inventory increased by 65%, is taking "decisive action" to clean up inventory, expects the company's gross margin for the current fiscal year to be "temporarily affected", and expects the gross margin to fall by 350-400 basis points in the second quarter.
After Nike Inc announced the results, Wade Bush lowered his target price from $121to $101and UBS lowered its target price from $156to $141.
Aberdeen finished 14th, down 5.96%, with a turnover of $2.09 billion.
Carnival cruise ship No. 19 tumbled 23.25%, the biggest one-day drop since April 2020, with a turnover of $1.77 billion. The company lost 65 cents a share in the third quarter, and analysts expect a loss of 18 cents.
The following are the 20 most actively traded stocks of the day (by turnover):
