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cover of episode Jobless Claims, Broadcom Awaited After Rebound

Jobless Claims, Broadcom Awaited After Rebound

2025/3/6
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Schwab Market Update Audio

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C
Colin Martin
无可用信息。
J
Jeffrey Kleintop
K
Keith Lansford
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Keith Lansford: 我关注到周三的市场反弹,以及今天即将公布的博通和好市多财报,以及失业金申请数据和裁员数据。上周的首次申请失业救济人数意外激增至24万2千人,为12月初以来的最高水平,这可能会比平时引起更多关注。此外,今天的单位劳动成本数据和挑战者企业裁员报告也可能提供就业市场信息。分析师预计美国2月份的就业增长约为15.9万人,失业率维持在4%。ADP的报告显示,政策不确定性和消费者支出放缓可能导致上个月裁员或招聘放缓。周三公布的ISM服务业PMI数据为投资者带来一些缓解,缓解了对经济数据低迷的担忧,这可能促成了周三的反弹。美国可能能够与贸易伙伴就关税问题达成协议,特朗普政府将汽车关税推迟了一个月,但围绕贸易政策的不确定性可能不会很快消失。博通公司即将公布财报,分析师预计每股收益为1.49美元,较上年同期大幅增长。除了博通公司外,好市多、梅西百货、克罗格和盖璞等公司也即将公布财报。汽车股周三上涨,但涨势可能是暂时的,特斯拉的股价涨幅不到1.5%。半导体板块周三反弹,纳斯达克综合指数收复了200日移动均线。标普500指数周三连续第二天触及200日移动均线附近支撑位。10年期美国国债收益率周三晚些时候迅速上涨,回升至4.25%以上。材料和工业板块周三领涨,矿业股受到铜价和金价上涨的推动,能源股表现落后。油价疲软,原因是担心如果经济衰退,美国需求将会下降,美联储3月份会议暂停加息的可能性为93%。周三标普500指数上涨1.12%,道琼斯工业平均指数上涨1.14%,纳斯达克综合指数上涨1.46%。 Jeffrey Kleintop: 我认为汽车股上涨可能是暂时的,因为从墨西哥和加拿大向美国出口的最大公司是总部位于美国的福特和通用汽车,而不是外国公司。 Colin Martin: 我认为,鉴于市场的不确定性,收益率在过去几天波动剧烈。由于增长担忧成为焦点,今年晚些时候降息的可能性仍然很大。

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Broadcom and Costco earnings are due today, along with jobless claims and layoff data. The market rebounded Wednesday on auto tariff delays, but trade and growth fears persist.

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