10Aug 半导体需求缩减 科技股走低

【今日单词】scorching/ˈskɔːtʃɪŋ/adjectivevery hot."the scorching July sun"(of criticism) harsh; severe.在评论里用scorching造句，加强记忆吧~---------------【原文如下】The day in the marketsby Ian Johnston. Source: The Financial TimesWhat you need to know• Tech stocks dragged lower by slowing semiconductor demand• Worries over consumer belt-tightening weigh on global indices• All eyes on US inflation reportWall Street tech stocks fell yesterday after chipmaker Micron Technology warned of slowing consumer demand, sparking concerns over the outlook for the sector.Shares in the US group fell nearly 5 per cent after it said demand was waning for chips used in personal computers and smartphones as customers cut spending.The warning compounded bearish sentiment in the sector following disappointing results for peer Nvidia on Monday. The wider Philadelphia Semiconductor index was down more than 4 per cent.Concerns over consumer demand dragged the Nasdaq Composite down about 1.5 per cent in morning trading in New York and weighed on other global equity indices. The benchmark US S&P 500 dropped 0.4 per cent.In Germany, Adidas and Puma closed down 3.5 and 4.6 per cent respectively, while industrial giant Siemens slipped 2.6 per cent after disappointing results on Monday. The hit to consumer companies helped drag the country’s Dax index down 1.1 per cent at the close, while Europe’s Stoxx 600 lost 0.7 per cent.The economic outlook will become clearer with the release of closely watched US consumer price index data today, which is expected to influence the US Federal Reserve’s plans for monetary policy tightening as it battles scorching inflation. Economists polled by Reuters expect headline inflation to have risen 0.2 per cent from June to July, with core inflation — stripping out food and petrol costs — anticipated to have risen 0.5 per cent. They expect inflation to have reached 8.7 per cent on a year-on-year basis, slightly below the figure for June.“A higher than expected inflation print will lead to another round of hawkish Fed expectations,” said Patrick Moonen, principal strategist at NN Investment Partners. “Then the balance may shift towards value stocks, like financials. On the other hand, if it is better than expected, [high-quality] growth stocks can continue to perform well.”In government bond markets, the yield on the 10-year US Treasury note added 0.01 percentage points to 2.8 per cent as its price slipped. The 10-year German Bund yield was flat. The dollar lost 0.2 per cent against a basket of six currencies.In Asia, Hong Kong’s Hang Seng index closed down 0.2 per cent, while Japan’s Topix lost 0.7 per cent, dragged lower by a 7 per cent decline for SoftBank shares after the conglomerate reported a record $23bn first-quarter loss on Monday.

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