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cover of episode Netflix Impresses After Stocks Hit 1-Month High

Netflix Impresses After Stocks Hit 1-Month High

2025/1/22
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Schwab Market Update Audio

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C
Colin Martin
无可用信息。
K
Keith Lansford
K
Kevin Gordon
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Keith Lansford: 我观察到昨日股市创下一个月新高,这主要归功于收益率下降和市场对有利财政政策的预期。Netflix的强劲收益也提振了市场情绪,其用户增长和利润率扩张尤为突出,这可能会带动其他流媒体公司的股价上涨。此外,美国联合航空公司的业绩也超出预期,进一步增强了市场信心。然而,通货膨胀依然存在,美联储的政策走向仍存在不确定性。 与此同时,经济指标数据也值得关注,例如会议委员会即将公布的12月领先指标。宝洁和强生等大型公司的财报也即将出炉,它们的业绩将对市场产生重要影响。科技股方面,苹果公司因中国市场iPhone销量低迷而股价下跌,但甲骨文公司则因潜在的AI合资项目而股价上涨,显示出科技行业内部的分化。小型股的表现优于大型股,这与收益率下降的趋势相符。 总的来说,市场情绪较为乐观,但经济前景仍存在不确定性,投资者需要密切关注各种经济指标和公司业绩。 Colin Martin: 就固定收益策略而言,我认为国债收益率可能会保持高位,并面临上行风险。尽管总统没有明确宣布新的关税,但收益率下降的趋势预计不会持续,因为通货膨胀依然顽固,劳动力市场也趋于稳定。这些因素可能会促使美联储在未来几次会议上维持利率不变。 Kevin Gordon: 就投资策略而言,我注意到标普500市值加权指数昨日创下一个月新高,小型股的表现也优于大型股。这表明,在收益率下降的背景下,小型公司受益于更低的借贷成本。

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Following yesterday's S&P 500 close at one-month highs, Netflix reported solid subscriber and revenue gains, lifting shares 10%. Strength could spill into other streaming names.

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