Tech Stocks Rally After 5-Day Slump As Recession Panic Eases: Nasdaq 100 Movers To Watch Thursday
Tech Stocks Rally After 5-Day Slump As Recession Panic Eases: Nasdaq 100 Movers To Watch Thursday
Tech stocks experienced a significant rebound at the opening of Thursday's session, driven by a sharper-than-expected decline in weekly jobless claims, which eased fears of imminent recession-like conditions in the U.S.
週四的開盤交易中，科技股出現了重大反彈，這是由於美國每週失業救濟申請的下降超出預期，緩解了即將出現類似於經濟衰退的擔憂。
The Nasdaq 100 index, tracked through the Invesco QQQ Trust (NASDAQ:QQQ), surged 2.4% by 10:30 a.m. in New York. This rally puts the index on track to end a five-session losing streak, the longest for the tech-heavy index since December 2022.
納斯達克100指數，通過納指100etf-invesco qqq trust（納斯達克股市的一個etf交易基金）跟蹤，到上午10:30在紐約猛漲2.4%。這次反彈將該指數推向結束連續五個交易日的下跌，這是自2022年12月以來科技重心指數的最長下跌週期。
Within tech industries, chipmakers outperformed, with the VanEck Semiconductor ETF (NYSE:SMH) up 4.3%.
在科技行業中，芯片製造商表現優異，半導體指數etf-vaneck（紐約紐交所的smh）上漲了4.3%。
Initial jobless claims fell to 233,000 for the week ending Aug. 3, a decrease of 17,000 from the previous high of 250,000, and below market expectations of 240,000.
截至8月3日的一週內，初次申請失業救濟金下降至23.3萬，比前一週高250,000的原始值下降了1.7萬，低於市場預期的24萬。
The four-week moving average, which smooths out week-to-week volatility in jobless claims, rose by 2,500 to 240,750, the highest in about a year. The outstanding claims increased by 6,000 to 1,875,000 for the week ending July 27, the highest since November 2021.
平滑了失業金融動的四周推移平均數上漲了2,500，至240,750，爲近一年來最高水平。截至7月27日的一週中，未了結索賠增加了6,000，至1,875,000，是自2021年11月以來的最高點。
Analysts React To Unemployment Data
分析師對失業數據做出反應
This unexpected drop in jobless claims provided a breath of fresh air for the market, propelling tech stocks upward and calming recession fears, at least for the moment.
這一出人意料的失業救濟金下降爲市場帶來了一絲新氣息，推動科技股向上，並使衰退的擔憂得到緩解，至少暫時如此。
"Some good news this morning with jobless claims coming in less than expected," said Chris Zaccarelli, chief investment officer for Independent Advisor Alliance. It's hard to believe a recession has already begun, and "the panic that started earlier in the month was overblown, he said.
「今早的失業金融比預期的少，真是令人感到欣慰，」獨立顧問聯盟的首席投資官克里斯·扎卡里利說。他認爲很難相信經濟衰退已經開始，「本月早些時候開始的恐慌被誇大了。」
Ed Yardeni, president of Yardeni Research, echoed this sentiment, stating the decline in weekly jobless claims "should help to relieve fears that an employment-led recession is underway."
亞當尼研究公司的總裁埃德·雅爾迪尼也表達了同樣的看法，稱每週失業救濟金的下降「應該有助於緩解找工作引發的經濟衰退的擔憂。」
Traders adjusted their expectations for a 50-basis-point cut in September, with market-implied probabilities of such an outcome falling to 54%, down from 70% earlier this morning and nearly 100% following last Friday's weak labor market report.
交易員調整了對9月份50個點子的利率削減的預期，市場暗示這種結果的可能性已經從今天早晨的70%下降到54%，在上週五公佈弱勢勞動市場報告後，可能性甚至接近100%。
The policy-sensitive two-year Treasury yield rose by 9 basis points to 4.06%, after hitting a level as low as 3.65% on Monday.
政策敏感的兩年期國債收益率上升了9個點子，至4.06%，在週一經歷了3.65%的低點之後。
Nasdaq 100 Movers On Thursday
週四納斯達克100關注點的變化
Leading the gains among Nasdaq 100 constituents were:
納斯達克100成分中領先者：
| Name | 1-day %chg |
| ON Semiconductor Corporation (NASDAQ:ON) | 7.13% |
| Arm Holdings plc (NASDAQ:ARM) | 6.52 |
| Datadog, Inc. (NASDAQ:DDOG) | 6.08 |
| Marvell Technology, Inc. (NASDAQ:MRVL) | 5.74 |
| Cadence Design Systems, Inc. (NASDAQ:CDNS) | 5.65 |
| 姓名 | 1天%漲幅 |
| 安森美半導體公司（納斯達克：ON） | 7.13% |
| Arm控股（納斯達克：ARM） | 6.52 |
| datadog | 6.08 |
| Marvell Technology, Inc. (NASDAQ：MRVL) | 10.2022年4月22日和2023年1月31日，未來金融科技超級計算機有限公司與第三方賣方簽訂了「電力銷售和購買協議」。未來金融科技超級計算機有限公司提供了初始的充足按金金額爲$ |
| 鏗騰電子 | 5.65 |
The major contributors to the broader tech index surge were:
對整個科技指數漲幅做出最大貢獻的是：
| Name | Weight | 1-day %chg | Percentage-point (pp) contribution |
| NVIDIA Corporation (NASDAQ:NVDA) | 6.95% | 3.23% | +0.22pp |
| Broadcom Inc. (NASDAQ:AVGO) | 4.66 | 4.73 | + 0.22pp |
| Microsoft Corporation (NYSE:MSFT) | 8.46 | 1.68 | +0.14pp |
| Meta Platforms, Inc. (NASDAQ:META) | 4.87 | 2.84 | +0.14pp |
| Apple Inc. (NASDAQ:AAPL) | 9.19 | 1.22 | +0.11pp |
| 姓名 | 權重 | 1天%漲幅 | 佔比（pp） 貢獻 |
| 英偉達公司（NASDAQ:NVDA） | 6.95% | 3.23% | +0.22pp |
| broadcom corp 8.00% mandatory convertible prf sr a（納斯達克：AVGO） | 4.66 | 4.73 | +0.22pp |
| 微軟-t（紐交所:MSFT） | 8.46 | 1.68 | +0.14pp |
| Meta Platforms, Inc.（NASDAQ：META） | 4.87 | 2.84 | +0.14pp |
| 蘋果公司（納斯達克：AAPL） | 9.19 | 1.22 | +0.11pp |
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Photo via Shutterstock.
圖片來自Shutterstock。
譯文內容由第三人軟體翻譯。