美元/匈牙利福林 (USDHUF) 加自选

周五，美元指数在103.8左右创下11周新高，并将连续第三周上涨，这得益于强劲的美国经济数据和所谓的“特朗普交易”。周四公布的数据显示，9月份美国零售销售增长超过预期，而最新的每周首次申请失业救济人数低于预期。由于特朗普在即将到来的选举中获胜的可能性越来越大，美元也受到了影响，因为他的关税、税收和移民政策被视为通货膨胀，可能会阻止央行进一步降息。投资者现在期待周五美国的房屋开工和建筑许可数据，以及美联储官员的最新评论。从外部来看，在欧洲央行今年第三次将借贷成本削减25个基点后，美元受益于欧元疲软。

The dollar index traded at 11-week highs around 103.8 on Friday and was headed for a third straight weekly gain, underpinned by strong US economic data and the so-called “Trump trade.” Data released on Thursday showed that US retail sales grew more than anticipated in September, while the latest weekly jobless claims came in below forecasts. The dollar also found a bid from rising odds of a Trump victory in the upcoming election, as his policies on tariffs, taxes and immigration are seen as inflationary, potentially keeping the central bank from cutting rates further. Investors now look ahead to US housing starts and building permits data on Friday, as well as fresh commentary from Federal Reserve officials. Externally, the dollar benefited from a weakening euro after the European Central Bank cut borrowing costs by 25 basis points for the third time this year.

纳斯达克100指数期货周五上涨0.2%，Netflix在盘后交易中上涨5%，第三季度收益和收入好于预期，同时报告广告层会员数量季度增长35%。标准普尔500指数期货也上涨了0.1%，道琼斯指数期货持平。在周四的常规交易中，道琼斯指数上涨0.37%，创下历史新高。标普500指数盘中也创下历史新高，收盘下跌0.02%，纳斯达克综合指数微涨0.04%。这些举措出台之际，投资者对强劲的企业盈利和经济数据表示欢迎，但在11月大选和美联储下次会议之前，市场紧张不安。在企业新闻方面，台湾半导体公司（Taiwan Semiconductor）上涨近10%，该芯片制造商的利润因强劲的人工智能需求飙升，提振了其他半导体股。市场也对乐观的零售销售和每周失业救济申请数据做出了反应。投资者现在期待周五更多的收益报告和央行评论。

Nasdaq 100 futures climbed 0.2% on Friday as Netflix jumped 5% in after-hours trading on better-than-expected third quarter earnings and revenue, while reporting a quarterly 35% increase in ad-tier memberships. S&P 500 futures also rose 0.1% and Dow futures were flat. In regular trading on Thursday, the Dow gained 0.37% to another record closing high. The S&P 500 also hit a new all-time high intraday before closing 0.02% lower, while the Nasdaq Composite inched up 0.04%. Those moves came as investors cheered strong corporate earnings and economic data, but markets were jittery ahead of the November election and the next Federal Reserve meeting. In corporate news, Taiwan Semiconductor rallied nearly 10% as the chipmaker’s profit soared on robust AI demand, lifting other semiconductor stocks. Markets also reacted to upbeat retail sales and weekly jobless claims data. Investors now look ahead to more earnings reports and central bank commentary on Friday.

2024年7月，外国对长期证券、短期美国证券和银行流量的净收购为792亿美元的TIC净流入，而一个月前为1591亿美元。其中，外国私人净流入797亿美元，外国官方净流出6亿美元。8月份，外国居民增持了长期美国证券；他们的净购买额为1298亿美元。外国私人投资者的净购买额为1581亿美元，而外国官方机构的净销售额为283亿美元。美国居民增持了长期外国证券，净买入184亿美元。

Net foreign acquisitions of long-term securities, short-term U.S. securities, and banking flows was a net TIC inflow of $79.2 billion in July 2024, following $159.1 billion inflow in a month earlier.Of this, net foreign private inflows were $79.7 billion, and net foreign official outflows were $0.6 billion. Foreign residents increased their holdings of long-term U.S. securities in August; their net purchases were $129.8 billion. Net purchases by private foreign investors were $158.1 billion, while net sales by foreign official institutions were $28.3 billion. U.S. residents increased their holdings of long-term foreign securities, with net purchases of $18.4 billion.

美国股市周四收盘涨跌互现，半导体股在强劲的企业和经济消息后领涨。标准普尔500指数在短暂触及新纪录后小幅下跌，道琼斯指数在触及43272点的历史高点后上涨161点，纳斯达克100指数小幅上涨。英伟达股价上涨0.9%，创下盘中历史新高，此前其主要供应商台湾半导体（TSMC）公布了强劲的第三季度盈利并上调了收入预期。台积电股价飙升10%，带动博通（1.7%）等其他芯片制造商上涨。科技驱动的反弹帮助美国指数接近创纪录水平，扭转了最近市场对人工智能芯片需求的一些担忧。9月份强劲的零售销售数据显示增长0.4%，进一步提振了市场情绪。此外，申请失业救济人数低于预期，强化了消费者支出仍然具有弹性的观点。交易员们现在正将注意力转向即将到来的大型科技公司收益，Netflix将在铃响后发布报告。

US stocks finished mixed on Thursday, with semiconductor shares driving the gains after strong corporate and economic news. The S&P 500 closed marginally lower after briefly touching a new record, the Dow Jones gained 161 points after hitting all time high of the 43,272 mark, and the Nasdaq 100 was slightly higher. Nvidia advanced 0.9% while hit intraday record high after its key supplier, Taiwan Semiconductor (TSMC), posted robust Q3 earnings and raised its revenue outlook. TSMC’s shares spiked 10%, lifting other chipmakers like Broadcom (1.7%). The tech-driven rally helped US indices approach record levels, reversing some recent market jitters over AI chip demand. Strong retail sales data for September, showing a 0.4% rise, further bolstered sentiment. Additionally, jobless claims came in lower than forecast, reinforcing the view that consumer spending remains resilient. Traders are now turning their attention to upcoming Big Tech earnings, with Netflix set to report after the bell.