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因科技业类股抛售以及对经济可能减速的担忧加剧,华尔街主要股指周二逢卖压重击。 S&P 500指数下跌1%,道琼指数暴跌404点,那斯达克指数下跌1.6%。 最新经济数据显示,ISM 服务业 PMI 不如预期,且工厂订单降幅比预估更多。
继12月小幅回落0.3%之后,1月美国制造成品需求月降3.6%。 这个数字比市场预测的2.9%跌幅还要大,也是自2020年4月以来最严重的一次衰退,运输设备(-16.2%)、基础金属(-1.9%)、金属制品(-0.9%)和机械(-0.3%)的订单明显萎缩。 但同时,电脑和电子产品产业出现正面发展,成长1.3%,电气设备、电器及零件增长0.9%。

(美国工厂订单月率, US Census Bureau)
ISM 服务业PMI 于2月下降至52.6,低于1月录得的四个月高点53.4,且劣于预期的53。 服务业增长速度略有所放缓,原因是供应商交付缩减(48.9 vs 52.4)和就业人数减少(48 vs 50.5)。 总体而言,尽管对通货膨胀、就业和持续的地缘政治对抗心存担忧,但大多数服务业者对商业状况持乐观态度。

(美国服务业采购经理人指数, ISM)
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