美國市場分析 5/27/20
對經濟敏感的周期性股票,包括金融股和工業股,過去一周一直在反彈,部分抹去了在冠狀病毒大流行期間遭受的沉重損失。零售商類股也提振指數。 Nordstrom上漲17%,Gap躍升19%,在標準普爾500指數中漲幅居前。
有跡象顯示,白宮和國會正在考慮採取更多措施,以減輕歷史失業率水平對經濟的影響,這令股市近日來受到提振。一名高級經濟顧問在接受福克斯新聞(Fox News)採訪時表示,特朗普政府正在研究提供現金激勵的提議,以鼓勵失業的美國人重返工作崗位。
交易員還樂觀地認為,消費支出的早期跡象可能會變得更加持久。餐廳預訂和酒店及航空公司支出似乎正在回升,這有助於進一步推高這些行業的股價。
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