每个工作日，吉姆·克雷默的CNBC投资俱乐部都会发布“收盘冲刺”——一份可操作的下午更新，正好赶在华尔街交易最后一小时之前。股市大体持平——较美联储周三下午结束为期两天的10月会议、决定维持利率不变之前略有下跌。短期利率目标区间维持在3.75%至4%。政策声明称“通胀依然居高不下”，但美联储希望在采取进一步行动前获取更多信息。
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are pretty much flat — down a bit from where they were before the Federal Reserve ended its two-day October meeting by holding interest rates steady Wednesday afternoon. The target range for short-term rates remains 3.75% to 4%. The policy statement said that "inflation remains elevated," but the Fed wants more information before taking further action.
有两名持不同意见者主张加息。美联储在9月三年来首次上调隔夜拆借利率。在会后新闻发布会上，美联储主席凯文·沃什重申，2%——不再更高——是央行的通胀目标利率。“不存在软性通胀目标，”他强调道。12月加息的市场概率——无论在美联储消息公布前后——均维持在80%以上。沃什还表示，美联储将在未来几年减少议息会议的次数。
There were two dissenters who wanted to see a rate hike. The Fed increased the overnight lending rate for the first time in three years in September. During his post-meeting news conference, Fed Chairman Kevin Warsh reiterated that 2% — nothing higher — is the central bank's target rate on inflation. "There is no soft inflation target," he stressed. The market odds of a rate hike in December — both before and after the Fed news — remained at more than 80%. Warsh also said the Fed will reduce the number of rate-setting meetings in coming years.
存储芯片股反弹，此前SK海力士公布季度营收和营业利润大幅飙升，并计划扩大资本回报。管理层表示，预计存储芯片需求将继续超过供应。该韩企在美国交易的股份上涨逾12.5%。美国竞争对手美光科技股价上涨近6%，将连涨纪录延续至四个交易日。尽管较6月创下的1213美元历史收盘高位仍低约19%，但该股今年以来仍累计上涨240%。
Memory and storage stocks are rallying after SK Hynix reported soaring quarterly revenue and operating profit, as well as larger capital returns plans. Management said that demand in memory is expected to continue to outpace supply. Shares of the South Korean company that trade in the United States are up more than 12.5%. Shares of U.S.-based rival Micron are up nearly 6%, extending their winning streak to four straight sessions. While about 19% lower than its record high close of $1,213 back in June, the stock is still up 240% year to date.
苹果的密集产品发布持续进行。周三，俱乐部持仓股苹果推出首款触控屏笔记本电脑，推翻此前多年坚称不会推出此类产品的立场。自约翰·特努斯于9月1日出任CEO以来，新款触控屏MacBook Pro机型已是第三次重大产品发布。
Apple's rolling product launches continue . On Wednesday, Club name Apple released its first touchscreen laptop, reversing years of saying it would not do so. The new touchscreen MacBook Pro models are the third major product launch since John Ternus became CEO on Sept. 1.
就像 iPhone Duo 之于 iPhone 18 Pro 机型一样，新款笔记本电脑的价格定位将高于搭载最新 M6 芯片的新款非触控屏 14 英寸 MacBook Pro（起售价 1999 美元），其起售价为 2899 美元。这是一个财报密集发布的夜晚，俱乐部持仓股 Alphabet、微软 和联邦快递 领衔榜单。其他发布财报的知名公司包括福特、T-Mobile、Carvana、霍尼韦尔航空航天、美高梅国际酒店集团、ServiceNow、eBay、Chipotle 和 Fortinet。
Like the iPhone Duo in relation to the iPhone 18 Pro models, the new laptops will be at a higher price point (starting at $2,899) than the new non-touchscreen MacBook Pro 14-inch with the newest M6 chip (starting at $1,999). It's a busy night of earnings, with Club names Alphabet , Microsoft , and FedEx at the top of the list. Other notable companies reporting include Ford, T-Mobile, Carvana, Honeywell Aerospace, MGM Resorts, ServiceNow, eBay, Chipotle, and Fortinet.
盘前，投资组合持仓股礼来 和林德 已公布季度业绩。其他公司包括卡特彼勒、默克 和百时美施贵宝。在经济数据方面，周四早盘将公布 9 月 PCE 价格指数和第三季度 GDP 初值。()
Before the open, portfolio holdings Eli Lilly and Linde are out with quarterly results. Others include Caterpillar, Merck, and Bristol Myers. On the economic data side of things, Thursday morning brings the September PCE price index and the first read on third-quarter GDP. ()