市场摘要：继亚洲股市再次走强之后，伴随 2020年以来最低的房屋开工率，美股开盘略显疲软。但上午晚些时候，密歇根大学消费者信心指数好于预期，市场收复失地，并以小幅上涨收盘。因此，本周是美国股市自去年 11 月以来表现最好的一周。旧经济股票和科技股全面上涨。体育用品制造商耐克公司（Nike）当天表现良好，股价创下 8 年多以来的最长连涨纪录。应用材料公司（Applied Materials）下跌，原因是该公司在人工智能支出竞赛中落后于同行。
隐含波动率进一步下降，尽管上周火花不断，VIX 指数本月仍然走低。即将召开的杰克逊霍尔会议和芝加哥的民主党大会都令人兴奋。
商品方面，黄金走势强劲，现货价格首次突破每盎司 2,500 美元。
在亚洲夜盘交易中，香港市场涨势强劲，而日经指数则从早些时候的高点回落。
Market Highlights: Following another strong session in Asia, US markets were initially little weaker following the lowest housing starts number since 2020. But later in the morning, the University of Michigan consumer confidence numbers came in better than expected and markets recouped their losses to end the day with a small gain. As such, the week was the best for US stock markets since November last year. Gains were across the board in old-economy stocks and technology names alike. Sportswear maker Nike had a positive day with the stock on the longest winning streak in over 8 years. Applied Materials sagged as the firm was lagging its peers in the race for artificial intelligence spending.
Implied volatilities came down further with the VIX index now lower for the month despite all the firework last week. There is some excitement ahead for both the Jackson Hole conference as for the Democratic Convention in Chicago.
In commodities, Gold was strong with the spot price breaking USD 2,500 per ounce for the first time.
In Asian night futures trading, Hong Kong markets added to their strong gains, while the Nikkei retreated from its earlier highs.
主要股指：标普500涨0.20%至5,554.25；道琼斯涨0.24%至40,659.76；纳斯达克100涨0.09%至19,508.52。
美市个股：苹果涨0.59%至226.05美元；特斯拉涨0.92%至216.12美元；英伟达涨1.40%至124.58美元。
亚洲指数自各市场收盘后：日经225期货跌430点至37,640（跌1.18%）；韩国Kospi200期货涨0.63点至369,88（涨0.17%）；恒生指数期货涨151点至17,575（涨0.87%）；恒生国企指数期货涨58点至6,218（涨0.94%）；富时中国A50期货涨11点至11,782（涨0.09%）。
利率与预期：10年期美国国债利率跌3基点至3.88%；2年期美国国债利率跌5基点至4.05%；市场对降息的预期变化不大，大多数人预期9月降息 25基点，在 9 月FOMC 会议上大幅降息（50基点）的概率为 26%。对年内降息次数的主要预期分为三次（42%）和四次（43%）。
外盘商品：原油期货跌1.84%至76.72美元；天然气期货跌3.14%至2.128美元；黄金期货涨2.19%至2,546.90美元。
波动率：现货收于14.80（跌0.43点）；VIX 期货（合约期9月）收于15.85（涨0.10点）；标普500指数1个月平价隐含波动率收于12.2%（基于相同行权价涨0.1点）；纳斯达克100指数1个月平价隐含波动率收于17.7%（基于相同行权价跌0.1点）。
【注：此处的任何内容均不构成购买证券的要约或要约邀请。】
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数据源自芝加哥时间2024年8月16日下午16时Bloomberg (平价波动率数据源自True Partner）。
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