After coming under pressure over the course of the previous session, stocks saw further downside during trading on Wednesday. The major averages showed a lack of direction early in the session but slid more firmly into negative territory as the day progressed.The major averages finished the day off their worst levels but still moderately lower. The Dow slid 171.50 points or 0.4 percent at 46,121.28, the Nasdaq fell 75.62 points or 0.3 percent to 22,497.86 and the S&P 500 dipped 18.95 points or 0.3 percent ...

市场情绪与预期 - 标普500和纳斯达克期货微幅上涨 道指期货涨22点或0.05% 标普500期货涨11.5点或0.2% 纳斯达克100期货涨78.5点或0.3% [3] - 投资者评估美联储主席鲍威尔谨慎言论 并关注本周关键经济数据 [1] - 市场高度偏向鸽派预期 任何言论不及预期都可能引发情绪波动 [4] 美联储政策动向 - 鲍威尔未明确支持政策制定者中任一阵营 部分官员支持更激进降息以支撑就业 另一部分主张克制以避免通胀复燃 [2] - 美联储强调在应对通胀风险与劳动力市场疲软信号间需保持微妙平衡 [2] - 上周25基点降息推动股市上涨 投资者期待更多宽松政策维持势头 [3] 股市估值与结构 - 鲍威尔指出资产价格似乎处于较高估值水平 [1] - 部分行业存在股票估值过高担忧 过去三个月仅17%的标普500成分股跑赢指数 显示上涨行情广度狭窄 [4] 经济数据关注点 - 核心个人消费支出数据将受密切关注 该数据是美联储偏好通胀指标 若读数超预期强劲可能支持更谨慎降息步伐 若较弱则强化进一步降息预期 [5] - 周三住房市场数据可提供消费者需求和建筑商信心洞察 高借贷成本持续影响可负担性 [5] 个股表现 - Lithium Americas美国上市股价大涨67% 因报道称特朗普政府考虑收购该公司至多10%股权 [7]

Jeff Grills of Aegon Asset Management says he is "more optimistic" about stock valuations going in 2026, with US growth continuing to accelerate and potential Fed rate cuts providing "a very good backstop." Grills shares his views on the markets on Bloomberg Television. ...