市场摘要：继众击（Crowdstrike）宕机事件后，美国的投资者们在一片计算机混乱中醒来。世界各地的航班停飞，个别银行、医院、政府和交易所报告故障。股指期货走低，股指也在美股开盘后跟着走低。上午较晚市场恢复平静，但逐步下滑至近三天以来交易的低点附近。
科技板块，AI芯片制造商英伟达和马斯克的特斯拉走低，而i-phone生产商苹果则略有上涨。经过几周的强劲上涨，黄金价格略有回调。
亚洲夜盘，日经225期货和韩国Kospi200期货较日间收盘有所下跌，而在全会召开周遭受重创的香港股市则小幅回升。
下周美国财报季将为市场带来看点，同时拜登总统是否会退出与特朗普的竞选也将持续被关注。
Market Highlights US investors awoke to widespread computer chaos following the Crowdstrike cybersecurity outage. Flights were grounded world wide and several banks, hospitals, governments and exchanges reported issues. Equity index futures were lower and after US market open indices followed suit. Markets calmed down later in the morning, but gradually slid to close near the lows for the third daily decline in a row.
Artificial Intelligence chipmaker Nvidia and Elon Musk’s Tesla were among the technology losers, while i-phone producer Apple was able to have a marginal gain. Following its strong performance the past weeks, Gold took a breather.
In Asian night futures trading, Nikkei and Kospi nurtured losses compared to their daytime session close, while the Hong Kong stocks which were battered over the week in which the Plenum took place, had a small recovery.
Next week will bring excitement as the US earnings season kicks off, but also because of the ongoing saga around President Biden and whether he would or would not drop out of the election race against Donald Trump.
主要股指：标普500跌0.71%至5,505.00；道琼斯跌0.93%至40,287.53；纳斯达克100跌0.93%至19,522.62。
美市个股：苹果涨0.06%至224.31美元；特斯拉跌4.02%至239.20美元；英伟达跌2.61%至117.93美元。
亚洲指数自各市场收盘后：日经225期货跌400点至39,640（跌1.00%）；韩国Kospi200期货跌3.90点至382.10（跌1.01%）；恒生指数期货涨13点至17,450（跌0.07%）；恒生国企指数期货涨5点至6,173（跌0.08%）；富时中国A50期货涨27点至12,296（涨0.22%）。
利率与预期：10年期美国国债利率涨4基点至4.24%；2年期美国国债利率涨4基点至4.51%；降息预期有所下降（但仍高于几周前），9月降息25基点已成普遍共识（降息50基点的概率为5%），年内降息三次的概率为49%。
外盘商品：原油期货跌3.10%至80.25美元；天然气期货涨0.05%至2.126美元；黄金期货跌2.24%至2,449.20美元。
波动率：VIX现货收于16.52（涨0.59点）；VIX期货（合约期8月）收于15.95（涨0.66点）；标普500指数1个月平价隐含波动率收于13.7%（基于相同行权价涨0.3点）；纳斯达克100指数1个月平价隐含波动率收于19.8%（基于相同行权价涨0.8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7月19日下午16时Bloomberg (平价波动率数据源自True Partner）。
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