市场整体表现 - 标普500指数下跌约0.1% 纳斯达克指数下跌0.3% 道琼斯指数上涨0.6% [3] - 美联储宣布下调基准利率25个基点 并暗示可能进一步降息 [3] 住房建筑行业 - 住宅建筑商信心指数维持在2022年12月以来最低水平 [4] - 建筑材料供应商Builders FirstSource股价下跌5.6% 成为标普500中跌幅最大个股 [4] - 地板专业公司Mohawk Industries股价下跌4% [4] 出行与配送行业 - Uber Technologies股价下跌5% 因竞争对手Lyft与Waymo宣布自动驾驶合作 [5][9] - Lyft股价上涨超过13% 因其与Alphabet旗下Waymo达成自动驾驶出租车合作 [5] - Waymo将与Lyft合作 从明年开始提供全自动驾驶服务 [5][9] 医疗科技行业 - Insulet股价下跌3% 公司宣布首席财务官离职 [6] - 公司预计第三季度营收增长将超预期 因美国和海外市场客户增加强劲 [6] - Hologic股价上涨7.7% 成为标普500中表现最佳个股 因Blackstone和TPG重新就潜在收购进行洽谈 [7] 企业软件行业 - Workday股价上涨7.3% 因激进投资者Elliott Investment Management披露持有超过20亿美元头寸 [10] - Elliott对公司管理团队及运营和资本改善多年计划表示认可 [10] 媒体行业 - Fox Corp股价上涨约3% 部分收复上周跌幅 [11] - Murdoch家族就媒体帝国控制权达成和解 Lachlan Murdoch巩固领导地位 [11] - 公司继续探索吸引年轻观众方案 包括上月推出的Fox One流媒体服务 [11]

股价表现 - 股价上涨超过6% 因激进投资者Elliott Management披露持有超过20亿美元仓位 [1] 资本运作 - 宣布50亿美元股票回购计划 持续至2027财年 [1] - 以11亿美元收购AI公司Sana 此前还收购了Paradox和Flowise [2] 战略发展 - 通过收购强化人工智能领域布局 [2] - 获得激进投资者明确支持 认可管理层近年表现 [1] 行业动态 - HR软件行业并购活跃 竞争对手Dayforce被Thoma Bravo以123亿美元收购 [2]

Wednesday, September 17, 2025, saw U.S. stock markets deliver a mixed performance, largely influenced by a highly anticipated Federal Reserve interest rate decision and significant corporate news. While the Dow Jones Industrial Average showed resilience, both the S&P 500 and Nasdaq Composite edged lower, reflecting a cautious sentiment among investors. The market's primary focus remained squarely on the Federal Reserve's afternoon announcement, where a widely expected rate cut materialized, marking the firs ...

主要股指表现 - 道琼斯指数上涨450.24点（0.98%）至46,208.14 [1][7] - 标普500指数上涨7.91点（0.12%）至6,614.70 [1][7] - 纳斯达克指数下跌57.05点（0.26%）至22,276.91 [1][7] 美联储政策动向 - 美联储降息25个基点并暗示更多降息 因就业增长放缓和就业风险上升 [7] - 通胀仍高于目标时降息表明对经济健康和就业背景的担忧 [1][7] 半导体行业动态 - 英伟达下跌3.1% 因中国网信办要求大型科技公司停止采购其AI芯片 [1][7] - 半导体指数将结束九连涨 为2017年9月以来最长连涨纪录 [3] 板块及个股表现 - 防御性板块表现强劲：消费品板块上涨1.2% 医疗保健板块上涨0.6% [4] - 金融板块反弹1% 美国运通上涨2.7%创历史新高 [4] - 新堡垒能源大涨26.5% 因与波多黎各政府达成液化天然气供应协议 [6][8] - Workday上涨8% 因Elliott Management建立超过20亿美元持仓 [6][8] - Lyft大涨13.8% 因与Waymo合作在纳什维尔推出自动驾驶出租车服务 [6][8] - Uber下跌5% 位列标普500指数成分股跌幅榜首 [6][8] 市场广度数据 - 纽交所上涨股与下跌股比例达2.22:1 纳斯达克为1.73:1 [8] - 标普500创14个52周新高和1个新低 纳斯达克综合指数创75个新高和26个新低 [8] 历史月度表现 - 三大指数9月均录得上涨 尽管该月历史上对美股不利 [5][8] - 2000年以来标普500在9月平均下跌1.5% [5][8]

主要股指表现 - 标普500指数下跌0.17% 道琼斯工业指数上涨0.77% 纳斯达克100指数下跌0.80% [1] - 欧洲斯托克50指数上涨0.11% 中国上证综指上涨0.37% 日经225指数下跌0.25% [6] 美联储政策与利率 - 美联储批准25个基点降息 预计年底前还将进行两次降息 [1] - 市场预期FOMC会议将降息25个基点 关注点阵图是否显示年内累计降息约70个基点 [5] - 10年期美债收益率上升0.6个基点至4.034% [7] 住房市场数据 - 8月新屋开工月率下降8.5%至130.7万套 低于预期的136.5万套 [3] - 8月建筑许可月率意外下降3.7%至131.2万套 创5.25年新低 低于预期的137万套 [3] - 9月12日当周MBA抵押贷款申请增长29.7% 其中购房抵押贷款子指数增长2.9% 再融资子指数大幅增长57.7% [4] - 30年期固定抵押贷款利率下降10个基点至6.39% 创11个月新低 [4] 科技股与芯片板块 - 英伟达下跌超过2% 因中国网信办要求大型企业终止RTX Pro 6000D芯片订单 [2][11] - 科技七巨头普遍下跌 亚马逊、特斯拉和Meta跌幅超1% Alphabet下跌0.77% 微软下跌0.34% [12] - Workday上涨超过8% 因Guggenheim证券将其评级从中性上调至买入 目标价285美元 [14] 个股表现与公司动态 - 曼联下跌超过6% 因报告第四季度亏损并下调2026年收入展望 [12] - Uber下跌超过4% 因SEC文件显示CEO出售2860万美元股票 [13] - Roivant Sciences大涨超过12% 其治疗皮肌炎药物在3期试验中达到主要终点 [14] - Zillow上涨超过3% 因Bernstein将其评级从市场表现上调至跑赢大盘 目标价105美元 [14] - 沃尔玛上涨超过2% 因美国银行将目标价从120美元上调至125美元 [15] - MasTec上涨超过1% 因Wolfe Research将其评级从同业表现上调至跑赢大盘 目标价227美元 [15] - Duolingo下跌超过3% 因匈牙利竞争管理局对其商业行为展开调查 [13] - Progressive下跌超过1% 因BMO资本市场将其评级从跑赢大盘下调至市场表现 [13] 国际通胀与利率 - 欧元区8月CPI下修至同比上涨2.0% 核心CPI维持在2.3% [9] - 英国8月CPI同比上涨3.8%与7月持平 核心CPI从3.8%放缓至3.6% [9] - 利率互换市场定价显示ECB在10月30日会议降息25个基点的概率为2% [9] - 10年期德国国债收益率下降1.5个基点至2.678% 英国国债收益率下降1.6个基点至4.623% [8] 经济数据预期 - 预计周四公布的周度初请失业金人数将减少2.3万人至24万人 [5]

Dow Jones Industrial Average rose 461.88, up 3.10 points (+0.67%), while the S&P 500 edged down 0.1%, and the Nasdaq Composite slipped 0.5% by midday. The market is pricing in a nearly 96% chance of a 25 basis point cut when the Fed announces its decision at 2:00 p.m. ET. Analysts are watching the updated dot plot closely, which will reveal whether policymakers foresee additional cuts before year-end. With inflation still above target and labor market indicators showing signs of slowdown, investors are tryi ...

Workday (NASDAQ:WDAY) outlined stronger-than-expected operating margins, rising free cash flow, and accelerating artificial intelligence adoption at its Analyst Day, prompting optimism about long-term growth. With over 75 million users, robust renewals, and expanding AI-driven products, Workday set guidance that points to higher margins and $15 free cash flow per share by fiscal 2028. Goldman Sachs analyst Kash Rangan maintained a Buy rating on Workday with a price forecast of $280. Also Read: Workday Acqu ...

David Paul Morris / Bloomberg / Getty Images Lyft shares soared after Google’s Waymo announced an expanded partnership to bring robotaxi service to Nashville starting next year, while shares of rival Uber slumped. Key Takeaways Major U.S. equities indexes were mixed at midday ahead of a highly anticipated decision on interest rates from the Federal Reserve. Shares of Workday surged after activist investor Elliott Investment Management announced a $2 billion stake. Nvidia shares slipped following a re ...

Throughout 2025, one key theme has dominated the rise in the S&P 500: the gains have been concentrated in large-cap tech stocks. And yet there is also been a stark gap between the winners and the losersWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. ...

FOSTER CITY, Calif., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Incorta, the pioneering open data delivery platform, today announced that its new drill-through capability for Workday Adaptive Planning is being demonstrated live at Workday Rising 2025 during the session “Cloud Data Connector and Optimizing Your Data Foundation to Enhance Insights” [25-PLP1442]. The new integration gives finance teams instant, in-context access to the transactions behind any number in their plan or report, eliminating manual extracts ...