Newsquawk Daily Asia-Pac Opening News - 28th August 2026
Newsquawk ·
US equities finished Thursday's session with mixed underlying breadth despite all major indices closing in positive territory, propelled by Nvidia and its stellar earnings report alongside upbeat future projections. Nevertheless, participation remained narrow as the equal-weight S&P index retreated, and every sector except Technology, which surged roughly 3 percent, slipped into negative territory. The US dollar traded relatively flat against G10 counterparts amid Jackson Hole commentary and labor market data showing initial jobless claims dipping below consensus forecasts. Concurrently, the advance goods trade deficit expanded due to surging capital goods imports driven by intense artificial intelligence hardware demand. Looking toward Friday, market participants are heavily focused on the upcoming address by Federal Reserve Chair Warsh at the Jackson Hole symposium.
AI 시장 분석
U.S. stocks closed higher on Thursday, driven by NVIDIA's strong earnings and robust data center sales. However, gains were limited as all sectors in the S&P 500 outside of technology declined. Ahead of the Jackson Hole meeting, initial jobless claims came in below expectations, while the trade deficit widened due to AI hardware demand. Investors are focusing on the Fed Chair's upcoming speech at the Jackson Hole Symposium and the future direction of monetary policy.
상승 영향
- AI — Direct benefits are expected as NVIDIA's strong earnings, surging data center sales, and high demand for AI hardware are confirmed.
- Semiconductors — Expectations for improved revenue and profitability among related semiconductor companies are rising due to expanding demand for AI hardware.
하락 영향
- Consumer Goods — Investment sentiment has dampened as all sectors except technology closed lower, showing a narrow and unbalanced market rally.
DYAX 전담 분석
NVIDIA's earnings surprise and strong AI hardware demand acted as a direct tailwind for related tech stocks, leading the market higher. In particular, the surge in data center sales, coupled with increased capital goods imports, proved the solid fundamentals of the hardware and AI ecosystem.
The bullish scenario is that continued AI infrastructure investment will allow tech stocks to keep outperforming the market, while the bearish scenario is the simultaneous weakness in other sectors driven by interest rate uncertainty amid a tech-heavy market. Future economic indicators signaling the Jackson Hole remarks and interest rate path must be closely monitored.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 51% · Bearish (Short) 49%
299 participants
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