U.S. equities steadied on Friday, clawing back a slice of a punishing week as Treasury yields stopped climbing and risk appetite returned to the most beaten-up corners of the tape.
美國股市周五走穩，收復了本周部分跌幅，因美國國債收益率停止攀升，風險偏好重返跌幅最深的類股。
Bitcoin(CRYPTO: BTC) rallied past $77,000, up more than 20% for the week and on pace for its best weekly gain since 2023.
比特幣（CRYPTO: BTC）反彈突破$77,000，本周漲幅超過20%，有望錄得自2023年以來最佳單周表現。
The S&P 500 was up 0.6% by midday, on track to snap a three-session slide that had knocked the index down more than 1% on the week.
標普500指數午盤上漲0.6%，有望結束連續三個交易日的下跌——此前該指數本周已累計下跌逾1%。
The macro backdrop was firmer than expected.
宏觀背景比預期更為穩固。
S&P Global's flash composite PMI jumped to 56.0 in August from 54.5, the strongest reading in 52 months, with services surging to 56.8 versus 54.0 expected.
標普全球8月綜合PMI初值從54.5躍升至56.0，創52個月來最強讀數，其中服務業PMI飆升至56.8，遠超預期的54.0。
The Dow Jones Industrial Average outperformed, climbing 423 points, or 0.8%, to 53,182.17. The Nasdaq 100 lagged, inching up just 0.1% to 29,251.81 as chip stocks stayed under pressure.
道瓊斯工業平均指數表現領先，上漲423點，或0.8%，收於53,182.17點。納斯達克100指數表現落後，僅微漲0.1%，收於29,251.81，因晶片股持續承壓。
The small-cap Russell 2000 rose 0.7% to 3,011.99, extending a year-to-date gain of more than 21%.
小型股羅素2000指數上漲0.7%，收於3,011.99點，年內迄今漲幅已超21%。
Gold — tracked by theSPDR Gold Shares (NYSE:GLD)— jumped 2.1% to $4,609.70 an ounce, a three-month high, as the dollar index headed for a weekly loss of nearly 1%.
黃金價格——由SPDR Gold Shares（NYSE:GLD）追蹤——跳漲2.1%，報每盎司$4,609.70，創三個月新高，因美元指數本周料將下跌近1%。
Friday's Performance In Major US Indices
主要美股指數周五表現
Updated by 12:15 PM ET
| Index | Last | % Change | MTD | YTD |
|---|---|---|---|---|
| S&P 500 | 7,684.21 | +0.6% | +2.5% | +12.2% |
| Dow Jones | 53,182.17 | +0.8% | +1.9% | +10.6% |
| Nasdaq 100 | 29,251.81 | +0.1% | +0.9% | +15.8% |
| Russell 2000 | 3,011.99 | +0.7% | +1.8% | +21.4% |
更新於美國東部時間12:15
| 指數 | 最新 | 漲跌幅 | MTD | 年初至今 |
|---|---|---|---|---|
| 標普500 | 7,684.21 | +0.6% | +2.5% | +12.2% |
| 道瓊斯 | 53,182.17 | +0.8% | +1.9% | +10.6% |
| 納斯達克100 | 29,251.81 | +0.1% | +0.9% | +15.8% |
| Russell2000 | 3,011.99 | +0.7% | +1.8% | +21.4% |
According to the Benzinga Pro platform:
根據Benzinga Pro平台：
- TheVanguard S&P 500 ETF (NYSE:VOO)gained 0.5%.
- TheSPDR Dow Jones Industrial Average ETF Trust (NYSE:DIA)rose 0.7%.
- TheInvesco QQQ Trust (NASDAQ:QQQ)edged up 0.4%.
- TheiShares Russell 2000 ETF (NYSE:IWM)climbed 0.7%.
- 標普500ETF-Vanguard（NYSE:VOO）上漲0.5%。
- 道瓊斯工業平均指數ETF-SPDR Dow Jones Industrial Average ETF Trust（紐約證券交易所代碼：DIA）上漲0.7%。
- 納指100ETF-Invesco QQQ Trust（納斯達克：QQQ）微漲0.4%。
- 羅素2000ETF-iShares（NYSE:IWM）上漲0.7%。
Miners And Crypto Desks Lead, Utilities Get Left Behind
礦業股和加密貨幣交易台領漲，公用事業股則落後
TheMaterials Select Sector SPDR Fund(NYSE:XLB) was far and away the best performer, up 2.3% as metals prices ripped higher.
材料類精選行業SPDR基金（紐約證券交易所代碼：XLB）表現遙遙領先，上漲2.3%，因金屬價格大幅攀升。
TheHealth Care Select Sector SPDR Fund(NYSE:XLV) followed with a 1.6% gain and theConsumer Discretionary Select Sector SPDR Fund(NYSE:XLY) added 1.1%.
醫療保健類精選行業SPDR基金（紐約證券交易所代碼：XLV）緊隨其後，上漲1.6%，非必需消費品類精選行業SPDR基金（紐約證券交易所代碼：XLY）則上漲1.1%。
At the other end, theUtilities Select Sector SPDR Fund(NYSE:XLU) slid 1.4% in a broad unwind of the power-and-data-center trade, while theEnergy Select Sector SPDR Fund(NYSE:XLE) and theReal Estate Select Sector SPDR Fund(NYSE:XLRE) were both essentially flat.
另一方面，公用事業類精選行業SPDR基金（紐約證券交易所代碼：XLU）下跌1.4%，因電力和數據中心相關交易普遍平倉；能源類精選行業SPDR基金（紐約證券交易所代碼：XLE）和房地產類精選行業SPDR基金（紐約證券交易所代碼：XLRE）則基本持平。
TheTechnology Select Sector SPDR Fund(NYSE:XLK) managed just 0.1%.
科技類精選行業SPDR基金（紐約證券交易所代碼：XLK）僅上漲0.1%。
Industry-Level Moves Told the Same Story
行業層面的走勢講述了同樣的故事
TheSPDR S&P Metals & Mining ETF(NYSE:XME) surged 3.5%, theVanEck Gold Miners ETF(NYSE:GDX) rose 2.7% and theInvesco WilderHill Clean Energy ETF(NYSE:PBW) gained 2.0%.
SPDR標普金屬與礦業ETF（紐約證券交易所代碼：XME）飆升3.5%，VanEck黃金礦業ETF（紐約證券交易所代碼：GDX）上漲2.7%，Invesco WilderHill清潔能源ETF（紐約證券交易所代碼：PBW）則上漲2.0%。
TheVanEck Semiconductor ETF(NASDAQ:SMH) was the notable laggard, down 0.8%, and theAlerian MLP ETF(NYSE:AMLP) fell 0.5%.
VanEck半導體ETF（納斯達克代碼：SMH）成為顯著的落後者，下跌0.8%，而Alerian MLP ETF（紐約證券交易所代碼：AMLP）下跌0.5%。
Robinhood Markets Inc. (NASDAQ:HOOD)was the top gainer in the Russell 1000, rocketing 11.8% after Trump publicly urged lawmakers to advance the Digital Asset Market CLARITY Act, and after Goldman Sachs lifted its price target on the broker to $123.
Robinhood Markets Inc.（納斯達克代碼：HOOD）是羅素1000指數中漲幅最大的股票，飆升11.8%，此前川普公開敦促立法者推進《數字資產市場CLARITY法案》，且高盛將該券商的目標價上調至$123。
The same legislative catalyst poweredCoinbase Global Inc. (NASDAQ:COIN), up 8.4% as bill proponents flagged optimism ahead of a Sept. 15 Senate procedural vote and roughly $2.7 billion of crypto short positions were liquidated over 24 hours – the largest such flush on record.
同樣的立法催化劑也推動了Coinbase Global Inc.（納斯達克代碼：COIN）上漲8.4%，因法案支持者在9月15日參議院程序性投票前表達了樂觀情緒，且約$27億的加密貨幣空頭頭寸在24小時內被清算——創下有史以來最大規模的此類平倉記錄。
Strategy Inc. (NASDAQ:MSTR)rode the same wave 6.4% higher.
Strategy Inc.（納斯達克股票代碼：MSTR）股價同樣上漲了6.4%。
Moderna Inc. (NASDAQ:MRNA)jumped 11.5% in a third straight whipsaw session, still repricing Wednesday's 177% moonshot on the first successful Phase 3 readout for an mRNA cancer vaccine, developed with Merck in melanoma, and after a 27% drop on Thursday.
Moderna Inc.（納斯達克：MRNA）在連續第三個劇烈震盪的交易日中飆升11.5%，此前該股周三因與默克公司合作開發的mRNA癌症疫苗在黑色素瘤治療中取得首個成功的III期試驗結果而暴漲177%，但周四又下跌27%。
MP Materials Corp (NYSE:MP)climbed 8.1%, riding the broader rare-earth and metals bid that also liftedAlbemarle Corp (NYSE:ALB)6.2% andFreeport-McMoRan Inc. (NYSE:FCX)6.2%.
MP Materials Corp（紐約證券交易所：MP）上漲8.1%，受益於整個稀土和金屬類股的買盤推動，該類股同時也帶動美國雅保（紐約證券交易所：ALB）上漲6.2%，麥克莫蘭銅金（紐約證券交易所：FCX）上漲6.2%。
Virtu Financial Inc. (NASDAQ:VIRT)rounded out the leaderboard with an 8.1% gain.
Virtu Financial Inc.（納斯達克：VIRT）以8.1%的漲幅位居領漲榜末位。
On the Downside...
跌幅方面……
Marvell Technology Inc. (NASDAQ:MRVL)was the worst performer in the Russell 1000, sliding 6.5%, with the drop consistent with profit-taking after a multi-week run on custom AI-silicon wins.
邁威爾科技（納斯達克：MRVL）是羅素1000指數中表現最差的股票，下跌6.5%，此次下跌與此前多周因贏得定製AI晶片訂單而持續上漲後的獲利了結行為一致。
Peers followed:Arm Holdings PLC (NASDAQ:ARM)fell 2.5% andIntel Corp. (NASDAQ:INTC)lost 2.1%.
同行緊隨其後：Arm Holdings PLC（納斯達克：ARM）下跌2.5%，英特爾公司（納斯達克：INTC）下跌2.1%。
Ubiquiti Inc. (NYSE:UI)dropped 5.0% in a textbook sell-the-news reaction to its fiscal fourth-quarter print before the open. The networking firm posted EPS of $4.73 against a $4.48 consensus on revenue of $937.3 million, up 23.5% year-over-year and 18.9% sequentially – a clean beat that still fell short of a stock priced for perfection after a vertical run.
Ubiquiti Inc.（紐約證券交易所：UI）在開盤前公佈第四財季業績後，股價下跌5.0%，這是典型的「利多出盡」式拋售。這家網絡設備公司公佈的每股收益為$4.73，高於市場預期的$4.48；營收為$9.373億，同比增長23.5%，環比增長18.9%——儘管業績全面超預期，但該股此前已因垂直上漲而被定價至完美狀態，因此仍難逃下跌命運。
The AI-infrastructure unwind hit the neocloud names the hardest.
AI基礎設施相關股票的回調對「新雲」概念股打擊最為嚴重。
TeraWulf Inc. (NASDAQ:WULF)fell 4.7% andApplied Digital Corp. (NASDAQ:APLD)lost 4.6%, both on no fresh company news. Neither appeared on the earnings calendar and neither drew an analyst action Friday; the moves reflect high-beta bitcoin-miner-turned-GPU-host positioning being cut as data-center enthusiasm cools, with TeraWulf carrying a beta above 4 and Applied Digital above 5.
TeraWulf Inc.（納斯達克股票代碼：WULF）下跌了4.7%，Applied Digital Corp.（納斯達克股票代碼：APLD）則下跌了4.6%，兩者均無新的公司消息推動。這兩家公司均未出現在業績日曆上，周五也未有分析師採取行動；其股價波動反映出市場正在削減高貝塔值的比特幣礦企轉型GPU託管業務的倉位，因數據中心熱潮降溫，其中TeraWulf的貝塔值超過4，Applied Digital則超過5。
SOLV Energy Inc. (NASDAQ:MWH)slipped 4.2%.
SOLV Energy Inc.（納斯達克代碼：MWH）下跌4.2%。
The solar engineering and construction firm reported no news Friday, but a 10% holder filed to sell up to 1.33 million Class A shares worth roughly $36.9 million with trades expected from around Aug. 19 – supply that lands into a session where utilities and power-infrastructure names were the market's weakest link.
這家太陽能工程與建築公司周五未發佈任何新聞，但一名持股10%的股東提交檔案，計劃出售最多133萬股A類股票，價值約$3,690萬，預計交易將從8月19日左右開始——這批新增供應恰逢公用事業和電力基礎設施類股成為當日市場表現最弱類股。
Quanta Services Inc. (NYSE:PWR)fell 3.8% andEdison International (NYSE:EIX)dropped 3.7% alongside it.
廣達服務公司（紐約證券交易所代碼：PWR）下跌3.8%，Edison International（紐約證券交易所代碼：EIX）亦隨之下跌3.7%。
Elsewhere in retail,Ross Stores Inc. (NASDAQ:ROST)rallied 4.9% after Thursday's post-close beat, delivering EPS of $2.66 against $1.94 expected.Walmart Inc. (NYSE:WMT)fell another 0.7% and is down roughly 10% on the week after its rare quarterly miss.
在零售類股其他個股中，Ross Stores Inc.（納斯達克股票代碼：ROST）在周四盤後公佈業績超預期後大漲4.9%，每股收益為$2.66，高於預期的$1.94。沃爾瑪（紐約證券交易所股票代碼：WMT）再度下跌0.7%，本周累計跌幅約為10%，此前其罕見地未能達到季度盈利預期。
Friday's Russell 1000 Top Gainers
周五羅素1000指數漲幅居前個股
| Name | % change |
|---|---|
| Robinhood Markets, Inc. | +11.83% |
| Moderna, Inc. | +11.47% |
| Coinbase Global, Inc. | +8.42% |
| Virtu Financial, Inc. (NASDAQ:VIRT) | +8.10% |
| MP Materials Corp. | +8.10% |
| 名稱 | % 漲跌幅 |
|---|---|
| Robinhood Markets, Inc. | +11.83% |
| Moderna, Inc. | +11.47% |
| Coinbase Global, Inc. | +8.42% |
| Virtu Financial, Inc.（納斯達克股票代碼：VIRT） | +8.10% |
| MP Materials Corp. | +8.10% |
Friday's Russell 1000 Top Losers
周五羅素1000指數跌幅居前的股票
| Name | % change |
|---|---|
| Marvell Technology, Inc. | -6.51% |
| Ubiquiti Inc. | -5.03% |
| TeraWulf Inc. | -4.72% |
| Applied Digital Corporation | -4.55% |
| SOLV Energy, Inc. | -4.22% |
| 名稱 | % 漲跌幅 |
|---|---|
| 邁威爾科技公司 | -6.51% |
| Ubiquiti Inc. | -5.03% |
| TeraWulf Inc. | -4.72% |
| Applied Digital Corporation | -4.55% |
| SOLV Energy, Inc. | -4.22% |
(Benzinga)