S&P 500 And Nasdaq Hit Record Highs As December Trading Begins
S&P 500 And Nasdaq Hit Record Highs As December Trading Begins
Energy stocks underperformed as natural gas prices fell more than 4%, with ConocoPhillips and other sector leaders losing over 2%.The S&P 500 and Nasdaq Composite reached new record levels on Monday, kicking off December on a strong note after a robust November performance. The S&P 500 edged up 0.24% to close at 6,047.15, while the Nasdaq surged 0.97%, ending at 19,403.95. However, the Dow Jones Industrial Average dipped 0.29%, closing at 44,782.00 after briefly surpassing the 45,000 mark.
標準普爾500指數和納斯達克綜合指數在週一達到了新的紀錄水平，爲12月的強勁開局奠定基礎，11月的表現也十分出色。標準普爾500指數上漲0.24%，收於6047.15，而納斯達克則飆升0.97%，收於19403.95。然而，道瓊斯指數下跌0.29%，收於44782.00，在短暫超過45000大關後回落。
Sector and Stock Highlights
板塊和股票亮點
Tech and consumer discretionary stocks led gains, with Tesla jumping 3.5% following an upgrade by Roth MKM, which cited CEO Elon Musk's alignment with President-elect Donald Trump as a growth catalyst. Super Micro Computer soared nearly 29% after an internal investigation cleared it of misconduct. Retail giant Amazon also added over 1%, benefiting from strong Cyber Monday sales.
科技和消費品股票領漲，特斯拉上漲3.5%，這是因爲Roth MKM對其進行了升級，認爲CEO埃隆·馬斯克與當選總統特朗普的合作是一個增長催化劑。超微電腦飆升近29%，因爲內部調查證明其沒有不當行爲。零售巨頭亞馬遜也上漲超過1%，受益於強勁的網絡星期一銷售。
Energy stocks underperformed as natural gas prices fell more than 4%, with ConocoPhillips and other sector leaders losing over 2%.
能源股票表現不佳，因爲天然氣價格下跌超過4%，康菲石油和其他領軍企業也損失超過2%。
Market Outlook
市場前景
Jay Hatfield, CEO of InfraCap, predicted a steady but subdued market climb into year-end, estimating the S&P 500 could reach 6,200, a modest gain of under 3%. "We've priced in much of the optimism surrounding the pro-business administration, but details on policies are crucial," he noted.
InfraCap首席執行官傑伊·哈特菲爾德預測市場將在年底前穩步但溫和上漲，預計標準普爾500指數將達到6200，漲幅不到3%。他說：「我們已將大部分圍繞親商業政府的樂觀情緒計入其中，但政策的細節至關重要。」
November's market momentum, fuelled by a post-election rally, was significant for small-cap stocks. The Russell 2000 gained over 10%, marking its best month of the year. Historically, strong Novembers tend to precede solid Decembers, with Canaccord Genuity highlighting a median December gain of 1.96% following 20%+ year-to-date rallies.
11月的市場勢頭在選舉後反彈中顯著，對小型股而言尤爲重要。羅素2000指數上漲超過10%，創下今年最佳月份。歷史上，強勁的11月通常會預示出色的12月，Canaccord Genuity指出在20%以上的年初至今增幅後，12月的中位數漲幅爲1.96%。
Consumer Confidence and Economic Indicators
消費者信心和經濟因子
Despite investor optimism, UBS warned of "froth" in financial markets, citing record consumer confidence in stock prices, which may not align with broader economic sentiment. Meanwhile, the ISM manufacturing index for November improved to 48.4, reflecting a contraction but showing signs of recovery.
儘管投資者樂觀，瑞士銀行警告金融市場存在"泡沫"，指出消費者對股票價格的信心創下新紀錄，這可能與更廣泛的經濟情緒不符。同時，11月的ISM製造指數改善至48.4，反映出萎縮，但顯示出復甦跡象。
Retail and Holiday Trends
零售和假期趨勢
Cyber Monday sales are projected to hit a record US$13.2 billion, up 6.1% from last year, according to Adobe Analytics. Key retail stocks like Bath & Body Works and Lululemon saw gains, while Target and Kroger struggled.
根據adobe分析，網絡星期一的銷售預計將達到創紀錄的132億美元，比去年增長6.1%。關鍵零售股票如浴缸和身體工作室以及Lululemon均出現上漲，而Target和Kroger則面臨困難。
Analysts' Perspectives
分析師的觀點
Oppenheimer and Bank of America remain bullish on equities, with the latter seeing long-term benefits for stocks over bonds despite elevated valuations. Morgan Stanley and UBS identified opportunities in stocks like Cloudflare, Okta, and Five Below, citing near-term growth potential and resilience against policy risks.
Oppenheimer和美國銀行對股票保持看好，後者儘管估值偏高，仍然認爲股票相比債券在長期內會有好處。摩根士丹利和瑞士銀行在股票如cloudflare、okta和five below中發現了機會，指出其短期內的增長潛力以及對政策風險的抵禦能力。
As December unfolds, historical trends and consumer sentiment suggest a favourable finish to the year, though market participants remain cautious about potential volatility ahead.
隨着12月的到來，歷史趨勢和消費者情緒暗示着今年有一個良好的收尾，儘管市場參與者對未來可能的波動保持謹慎。
CNBC
在Insider Monkey的詳細分析中，我們使用了Reddit和Quora等平台，並針對紐約州內不同地區進行了自己的生活成本分析，以列出15個適合在社會保障金的基礎上在紐約州生活的退休人員的預算友好型地方的清單。隨後，我們按照每個地方的生活成本指數、平均租金以及可居住性評分對它們進行了評估。然後，將每個地點分別評分，即可生成一個獨具特色的Insider Monkey分數。然後，依據這些分數，以遞增方式對地點進行排名。
譯文內容由第三人軟體翻譯。
