美国股市在人工智能类股票强劲表现和通胀数据改善的推动下上扬[1]。标普500指数上涨0.4%，纳斯达克指数涨幅达0.7%，道琼斯指数上升13点[1]。超微电脑因盈利大幅超出预期，每股收益高于预期84%，股价应声上涨19.6%[1]；CoreWeave股价涨幅19.4%[1]；英伟达也上扬3.1%[1]。
市场情绪的提振还源于通胀数据的好转[1]。美国通胀率从6月的3.5%回落至3.4%[1]，这一变化推动10年期美债收益率从周二晚间的4.70%下降至4.68%[1]。受此影响，交易员对美联储在9月加息的预期大幅下调，从50%降至40%[1]。此外，布伦特原油价格小幅下跌0.2%至88.74美元/桶[1]。
亚太市场表现不一[1]。澳洲ASX期货指示开盘下跌21点或0.2%[1]，而韩国Kospi指数则上涨3.7%[1]。
US equity markets closed higher as artificial intelligence stocks delivered robust earnings results and fresh inflation figures eased pressure on interest rates. The S&P 500 advanced 0.4%, while the Nasdaq climbed 0.7%, with the Dow Jones rising 13 points—less than 0.1%.[1] AI-focused equities led the rally, as Supermicro Computer reported earnings per share that exceeded expectations by 84%, sending its stock up 19.6%.[1] CoreWeave similarly surged 19.4%, and Nvidia gained 3.1%.[1]
The market's strength was reinforced by softer inflation readings from the United States. Consumer price data fell to 3.4% from 3.5% in June, though it remained elevated compared to the prior year.[1] This development prompted a shift in market expectations regarding Federal Reserve policy, with traders reducing their probability assessment for a September rate hike from 50% to 40%.[1] The 10-year Treasury yield declined to 4.68% from 4.70% the previous evening, reflecting the reduced rate-hike pressure.[1]
Asia-Pacific markets showed mixed signals ahead of the US momentum. South Korea's Kospi index climbed 3.7%, while Australian ASX futures indicated a 21-point or 0.2% decline at the open.[1] Brent crude oil prices fell 0.2% to $88.74 per barrel.[1]