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cover of episode After Back-to-Back Gains, Fed and Nvidia Awaited

After Back-to-Back Gains, Fed and Nvidia Awaited

2025/3/18
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Schwab Market Update Audio

AI Deep Dive AI Chapters Transcript
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Colin Martin
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Cooper Howard
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Keith Lansford
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Keith Lansford: 本期节目主要关注美联储会议和英伟达的GPU技术大会。英伟达的业绩发布对半导体行业至关重要,投资者关注其新平台和AI需求的最新信息。美联储会议将决定利率走向,并发布经济预测,市场将密切关注鲍威尔主席的讲话,判断其是偏鹰派还是偏鸽派。 同时,本周还将公布2月份的房屋开工和建筑许可数据以及2月份的零售销售数据,这些数据将进一步反映美国经济的状况。此外,3月份的纽约联储制造业指数也显示出经济活动放缓和物价上涨的担忧。亚特兰大联储对第一季度GDP增长的预测为负值,劳动力市场也显示出疲软迹象。 市场波动性有所下降,5月份降息的可能性降低,但6月份至少降息25个基点的可能性仍然较高。关税不确定性对市场情绪的影响依然存在。技术面上,标普500指数的支撑位和阻力位分别为5560点和5750点。 周一,股市上涨,大部分板块飘红,但可选消费品板块表现最差。半导体板块上涨,英特尔和美光科技等芯片股表现强劲。 Colin Martin: 我认为本周的美联储会议不会有意外,联邦基金利率将维持在4.25%-4.5%的区间。考虑到当前经济增长放缓的担忧,鲍威尔主席可能会被问及风险平衡问题。尽管如此,我们仍然预计今年下半年会降息。 Cooper Howard: 2月份的零售销售报告显示经济疲软,汽车和非商店零售商等类别表现疲弱,上个月的数据也被向下修正。这进一步印证了经济增长放缓的担忧。

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Chapters
Housing data and Nvidia's GPU technology conference are likely highlights for Wall Street. The semiconductor sector is recovering from recent losses, and investors will look for updates on Nvidia's new platform and AI demand.
  • Housing data and Nvidia's GPU conference are highlights
  • Semiconductor sector recovering from losses
  • Investors looking for updates on Nvidia's platform and AI demand

Shownotes Transcript

Stocks enter Tuesday up back-to-back days for the first time in a month amid better investor sentiment as tariff noise eased. Nvidia's conference and the Fed meeting are in focus.

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