科技股空头头寸自6月反弹以来增加逾300亿美元

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美股市场在昨天的交易日出现了科技股引领的回调,不过周四盘前交易时段的股指期货显示出华尔街对今天的交易持谨慎乐观的态度。

美股大盘指数在周三跳空下挫,并且三大指数均跌至均线下方,虽然美联储联邦公开市场委员会的会议纪要暗示未来加息幅度可能较小的态度帮助股指自低点收复了部分跌幅。

受到多数大型科技股下跌的拖累,纳斯达克综合指数下跌1.25%。在两家评级公司对苹果公司的目标价调整后,苹果公司的股价逆势上涨了0.88%。

S3合伙人公司的分析师Ihor Dusaniwsky在近期发布的一份报告中表示,自从市场在6月16日触底以来,科技股板块的空头头寸增加了309亿美元,这是全部行业板块中按美元金额计算增加最多的。

道琼斯工业平均指数收盘跌至33980.32点,结束了连续五个交易日的上涨势头。代表更广的市场指数标普500指数则下跌0.72%,跌至4274.04点。

截至发稿时,标普500指数期货和纳斯达克100指数期货分别上涨0.16%和0.13%。道琼斯指数期货微幅上涨0.11%。

基金管理公司Navellier Associates的Louis Navellier在一份报告中表示,“如果市场表现的有什么不正常,那仅仅是因为现在是8月份。”

他认为考虑到财报季进入尾声,8月下半月的市场将表现的波澜不兴,不过他预期市场会在劳工节周末前反弹。他补充道,市场反弹之后可能会出现更多的盘整走势。

基金经理Louis Navellier表示:“我认为如果你在寻觅市场的低点,9月21日看起来是加仓的好节点,因为美联储可能将进行其最后一次的加息行动”。

投资者在周四将对美国每周申请失业救济金数据和制造业调查数据报告作出反应,这两项数据均在股市开盘前公布。美国房地产经纪人协会将于美国东部时间上网10点公布7月份的现房销售数据。

这也意味着市场的焦点可能会集中于下午的两位美联储委员发表的演讲上。明尼阿波利斯联储主席尼尔·卡什卡里和堪萨斯城联储主席埃斯特·乔治将发表公开的演讲。

网络硬件巨头思科系统公司的股票在该公司公布季度业绩财报后反弹。市场也开始对更多的零售商季度业绩财报数据进行思索。

原油期货连续第2个交易日走高。

亚洲主要股市跟随了华尔街在前一天的走低,周四收盘大多下滑。欧洲股市则正在从前一交易日的抛售中恢复。

据Benzinga Pro的数据,在周四的盘前交易时段,SPDR标普500指数ETF上涨0.11%升至427.14美元,Invesco纳斯达克指数ETF上涨0.04%升至328.61美元。

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