美股在2024年上半年最後交易日先升後跌,標普500指數即市一度突破5,500點的歷史新高,納斯達克指數一度升穿18,000點的歷史關口,惟收市雙雙倒跌。美國通脹放緩,聯邦儲備局的標準指標、核心PCE指數按年增長2.6%,符合預期。Nike大跌近兩成,因為公司業績差過預期,同時下調了全年指引。然而在AI熱潮帶動下,大市在6月以至上半年均有可觀升幅,標指和納指在過去6個月升幅雙位數,道瓊斯指數雖然仍然報升,但明顯跑輸。
Nuclear plant operator Constellation Energy's stock is up more than 80% this year on AI-related bets.
AI has done a lot of impressive stuff to the stock market. But perhaps most impressively, it's turned "boring" utilities into an exciting trade.