KUALA LUMPUR, July 29 (Bernama) -- Bursa Malaysia rebounded to close higher on Wednesday on selective buying of defensive stocks after a volatile trading session. IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said consumer products and services stocks lifted the key index higher, overcoming lingering geopolitical concerns. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 3.08 points to 1,715.56 from yesterday’s close of 1,712.48. The benchmark index, which opened 1.91 points higher at 1,714.39, moved between 1,710.79 and 1,720.59 during the day’s trading. In the broader market, gainers outstripped decliners 550 to 476, while 612 counters were unchanged, 1,129 untraded, and 48 suspended. Turnover rose to 2.96 billion units valued at RM2.48 billion from 2.94 billion units valued at RM2.56 billion on Tuesday.
市场概况：美股三大指数全线上涨
纳斯达克综合指数：上涨 0.8%（+164.81 点）至 20,895.30，近三周内第10次刷新历史高点
标普500指数：上涨 0.5%（+33.66 点）至 6,297.36，再创新高
道琼斯工业指数：上涨 0.5%（+229.71 点）至 44,484.49，逼近去年高点
宏观利好：零售强劲 + 失业数据降温
6月零售销售激增 +0.6%（市场预期仅+0.2%）
- 初请失业金人数降至 221,000，连续5周下滑，为两个月低点数据缓解了市场对特朗普关税政策引发的通胀和就业问题的担忧
个股焦点：科技 & 消费双引擎
🔺 科技巨头再领涨：
NVIDIA（+1%）再创历史新高，收于 $173
微软 MSFT（+1.2%）报 $511.70，刷新纪录
Oracle、Palantir 同样创下新高
🔺 财报亮眼公司助攻：
百事 PepsiCo（+7.5%）Q2表现超预期
联合航空 UAL（+3.1%）财报强劲
“七巨头”观察（Mag-7）：
涨跌分布如下：
微软、NVIDIA 再创新高
特斯拉（-0.7%）、Meta（-0.2%）、苹果（-0.1%）略有调整
当日涨幅王
Lucid Group (LCID)：+36.2%，与 Uber 和 Nuro 合作推出 2万辆自动驾驶电动车
QuantumScape (QS)：+19.9%，财报前站上两年高点
Sarepta (SRPT)：+19.6%，裁员重组释放正面信号
当日跌幅榜
Sonic Automotive (SAH)：-10.7%，遭 JPMorgan 降级
Abbott (ABT)：-8.5%，尽管Q2表现好，但Q3指引疲弱
Spirit Aviation (FLYY)：-6.6%，破发以来最低收盘价
投资者关注重点
- 科技股动能强劲
- 经济数据支撑市场信心
- Q2财报季全面启动，料将引发下一轮波动
Comments
Post a Comment