Lumentum Holdings 株価情報 (NASDAQ: LITE)

最新ニュース Lumentum Holdings (NASDAQ:LITE) 株価情報

LUMENTUM HOLDINGS INC

Lumentum Holdings

Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.

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８月３日（水）午前８時３０分（米国東部時間）に公表される消費者物価指数（CPI）速報に先駆け、主要指数先物は神経質な値動きを示している。債券利回りは消費者物価指数発表前に低下している。今回の報告が価格圧力の緩和が続いていることを確認した場合、米連邦準備制度理事会（FRB）は利上げを余儀なくされる可能性がある。経済学者やストラテジストは、FRB総裁のジェローム・パウエル氏が今月末に予定されている＜ジャクソンホール・シンポジウム＞で、利上げ見通しについてさらに明確な見解を示すと予想している。

ウォール・ストリート　主要先物指数が反応

Lumentum Holdings Inc

Lite Access Technologies Inc

Litecoin - TrueUSD

Litecoin - United States Dollar

Litecoin Cash

Litentry - United States Dollar

Valneva (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VALN#NASDAQ">VALN</a>) reported quarterly losses of $(0.13) per share which beat the analyst consensus estimate of $(0.20) by 35 percent. This is a 114.61 percent decrease over earnings of $0.89 per share from the same period last year. The company reported quarterly sales of $51.77 million which beat the analyst consensus estimate of $40.20 million by 28.79 percent. This is a 45.54 percent increase over sales of $35.57 million the same period last year.

Earnings Beats

VALN

Valneva Q1 EPS $(0.13) Beats $(0.20) Estimate, Sales $51.77M Beat $40.20M Estimate

Guidance

LIVN

LivaNova Updates FY2025 Adj EPS Guidance from $3.65-$3.75 to $3.60-$3.70 vs $3.56 Est; Updates FY2025 Sales Guidance from $1.30B-$1.30B to $1.32B-$1.34B On A Reported Basis vs $1.30B Est

Amazon.com Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) autonomous vehicle company Zoox has reportedly recalled over 270 vehicles to rectify a software issue that led to a crash in Las Vegas, Nevada, on April 8, 2025.
What Happened: A Zoox robotaxi, which had no occupants at the time, crashed into a passenger vehicle in Las Vegas. However, no injuries were reported following the accident, Reuters reported on Tuesday.
Following the crash, the company had reportedly halted operations and initiated a safety review as well as developed a software update to rectify the issue, the report suggests.
Zoox says its software "may make an inaccurate prediction when another vehicle slowly approaches perpendicularly and stops. In these scenarios, the Zoox vehicle may not be able to avoid a crash.&#8221;
The AV company also conceded that the issue may occur at speeds greater than 40 miles per hour when a vehicle "incrementally encroaches" from a perpendicular driveway, the report said.
Why It Matters: The recall comes in as the autonomous vehicle sector in the U.S. is steadily gaining pace, with Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo leading the charge, followed by Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Zoox.&nbsp;
Waymo <a href="https://www.benzinga.com/markets/equities/25/04/45090602/google-backed-waymo-and-toyota-forge-strategic-partnership-to-bring-autonomous-driving-tech-to-personally-owned-vehicles">recently partnered</a> with Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) to collaborate on developing autonomous vehicles, with special focus on personal ownership. Tesla CEO Elon Musk also reaffirmed the company's <a href="https://www.benzinga.com/tech/25/05/45213809/teslas-elon-musk-says-manually-driven-cars-will-be-unusual-in-the-future-shares-updates-on-spacex-neuralink">June Robotaxi launch</a> in Austin.
Elsewhere, Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) recently <a href="https://www.benzinga.com/markets/25/05/45162888/uber-heats-up-robotaxi-battle-against-tesla-waymo-with-may-mobility-deal">announced a partnership</a> with AV company May Mobility to operate thousands of robotaxis on the Uber platform. The company also <a href="https://www.benzinga.com/25/05/45214653/uber-could-win-the-robo-taxi-war-says-expert-analyst-predicts-75-gains-on-ride-hailing-cost-drop">got into an agreement</a> with German automaker Volkswagen AG (OTCPK: VLKAF) to operate VW ID. Buzz robotaxis in the U.S.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="194" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07060647/AMZN-MAY-7-2025-1024x194.jpg" alt="" class="wp-image-905243" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07060647/AMZN-MAY-7-2025-1024x194.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07060647/AMZN-MAY-7-2025-300x57.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07060647/AMZN-MAY-7-2025-768x145.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07060647/AMZN-MAY-7-2025-1536x290.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07060647/AMZN-MAY-7-2025.jpg 1629w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
AMZN scores well on Growth and Quality metrics and has satisfactory Momentum and Value scores. For more such insights, sign up for<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Benzinga Edge</a> today!
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<li><a href="https://www.benzinga.com/25/05/45126638/tesla-will-own-the-autonomous-market-dan-ives-says-shrugging-off-waymo-toyota-agreement">Waymo-Toyota Tie-Up A Threat To Elon Musk&#8217;s Tesla? Dan Ives Dismisses It, Says &#8216;No One Can Compete With Their Scale And Scope&#8217;</a></li>
</ul>

Tech

AMZN

GOOG

TSLA

UBER

VLKAF

Amazon's Tesla Robotaxi Rival Zoox Recalls 270 Driverless Vehicles Following Las Vegas Crash In April: Report

WIIM

AMD shares are trading higher following better-than-expected Q1 financial results.

SEKEY

Epson Has Made A Strategic Investment In Blank Beauty Inc., A Knoxville-based Tech Platform That Enables On-demand, Customized Manufacturing Of Consumer Packaged Goods

ANET

Arista Networks shares are trading lower after the company reported a Q1 sales miss.

Taboola.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TBLA#NASDAQ">TBLA</a>) sees Q2 sales of $438.000 million-$458.000 million vs $445.92 million analyst estimate.

TBLA

Taboola.com Sees Q2 Sales $438.000M-$458.000M vs $445.92M Est

MRVL

Marvell shares are trading lower after the company postponed its Investor Day amid uncertainty.

Taboola.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TBLA#NASDAQ">TBLA</a>) affirms FY2025 sales outlook from $1.84 billion-$1.89 billion to $1.84 billion-$1.89 billion vs $1.86 billion estimate.

Taboola.com Affirms FY2025 Sales Guidance of $1.84B-$1.89B vs $1.86B Est

WW International shares rae trading lower after the company voluntarily initiated a pre-packaged Chapter 11 bankruptcy filing in Delaware.

Taboola.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TBLA#NASDAQ">TBLA</a>) reported quarterly earnings of $0.07 per share which beat the analyst consensus estimate of $0.05 by 40 percent. This is a 600 percent increase over earnings of $0.01 per share from the same period last year. The company reported quarterly sales of $427.49 million which beat the analyst consensus estimate of $418.97 million by 2.04 percent. This is a 3.26 percent increase over sales of $414.01 million the same period last year.

Taboola.com Q1 Adj. EPS $0.07 Beats $0.05 Estimate, Sales $427.49M Beat $418.97M Estimate

RDWR

Radware Is Executing An Aggressive Strategy To Expand Its Market Presence And Accelerate Growth Across Its Cloud Services Business In The U.S

U.S. stock futures rose on Wednesday after two days of decline on Tuesday. Futures of major benchmark indices were higher in premarket.
The upmove comes after the U.S. and China <a href="https://www.benzinga.com/25/05/45242461/donald-trumps-trade-war-sparks-first-major-us-china-talks-scott-bessent-jamieson-greer-to-meet-chinese-delegation-in-geneva">agreed to hold high-level trade talks</a> in Switzerland this weekend, their first major meeting since President Donald Trump initiated the trade war, amid growing U.S. market concerns over tariff impacts. 
Investors will await the Federal Reserve&#8217;s decision on interest rates, which is slated to be announced by Fed Chair Jerome Powell today afternoon.
Meanwhile, the 10-year Treasury bond yielded 4.32% and the two-year bond was at 3.80%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&#8216;s projections show markets pricing a 95.6% likelihood of the Federal Reserve keeping the current interest rates unchanged in its May meeting. 
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.50%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.50%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-0.51%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.91%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Wednesday. The SPY was down 0.63% to $562.30, while the QQQ declined 0.65% to $484.55, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
Cues From Last Session:
Only utilities and energy sectors advanced on Tuesday, while health care, industrials, and consumer discretionary sectors led the declines.
Fueled by businesses and consumers rushing to import goods before President Trump&#8217;s sweeping tariffs took effect, the U.S. trade deficit ballooned to a record $140.5 billion in March, according to the data released on Tuesday. Federal data revealed significant stockpiling, particularly of pharmaceuticals.
It approximately doubled from $68.6 billion in March 2024.
After Tuesday, the S&amp;P 500 index was out of the correction zone, just down 8.79% from its record high of 6,147.43 points, scaled on Feb. 19. Dow Jones was 9.42% lower than its 52-week high of 45,073.63 points, and Nasdaq 100 was 10.94% lower than its previous high of 22,222.61 points.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>-0.87%</td>
<td>17,689.66</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.77%</td>
<td>5,606.91</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.95%</td>
<td>40,829.00</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-1.50%</td>
<td>1,983.19</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Ed Yaderni from Yardeni Research wrote in his QuickTakes memo that &#8220;A short bout of stagflation is likely.&#8221;
&#8220;We reckoned that the economy would remain resilient. We still think so, but Trump&#8217;s Tariff Turmoil (TTT) is stress-testing the resilience of the economy. It will probably slow economic growth and boost inflation. A short bout of stagflation is likely,&#8221; he added.
Nathan Peterson, director of derivatives analysis at the Schwab Center for Financial Research, said that the AI-led optimism was booming again despite tariff woes.
&#8220;The sentiment around the AI secular growth story feels like it&#8217;s been resurrected, and the market seems more sanguine around companies&#8217; ability to navigate the potential impact of tariffs,&#8221; he said.
According to Cooper Howard, director, fixed income strategy at the Schwab Center for Financial Research, &#8220;The Fed will likely try to signal they are on hold for the time being and want to wait for more clarity about how tariffs will or won't impact the economy,&#8221; said &#8220;The market's projecting three cuts this year, which has been pared back from earlier expectations.&#8221;
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Wednesday:
<ul>
<li>The FOMC meeting will begin at 2:00 p.m., and Fed Chairman Jerome Powell will deliver the verdict at a press conference at 2:30 p.m. ET.</li>
</ul>
<ul>
<li>Consumer credit for March will be out by 3:00 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul>
<li>Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) rose 0.87% in premarket on Wednesday as it is expected to report earnings before the opening bell. Analysts expect a quarterly earnings of $1.20 per share on revenue of $23.14 billion.</li>
<li>Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) was up 0.54% as Wall Street expects it to report earnings of 50 cents per share on revenue of $11.62 billion before the opening bell.</li>
<li>Owens Corning (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OC#NYSE">OC</a>) was 0.021% below the flatline ahead of its earnings before the opening bell. Analysts expect a quarterly earnings of $2.87 per share on revenue of $2.51 billion.</li>
<li>Johnson Controls International PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>) was 0.35% higher as Wall Street expects it to report earnings of 80 cents per share on revenue of $5.66 billion before the opening bell.</li>
<li>Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) rose 2.43% as it reported stronger-than-expected first-quarter financial results Tuesday after the bell. AMD said it expects second-quarter revenue of approximately $7.4 billion, plus or minus $300 million. Analysts are currently forecasting second-quarter revenue of $7.24 billion.</li>
<li>Arista Networks Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) declined 4.37% after posting mixed first-quarter results after Tuesday's closing bell. It reported quarterly earnings of 65 cents per share, which beat the analyst consensus estimate of 60 cents. Quarterly revenue came in at $2 billion, which missed the consensus estimate of $2.02 billion.</li>
<li>Corpay Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPAY#NYSE">CPAY</a>) rose 1.44% after AvidXchange agreed to be acquired by TPG in partnership with Corpay for $2.2 billion.</li>
<li>TPG Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TPG#NASDAQ">TPG</a>) jumped 4.96% as it announced the acquisition of Acquire Peppertree Capital Management.</li>
<li>Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) dropped 4.21% after it postponed its investor day, citing the macroeconomic environment.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading higher in the early New York session by 0.80% to hover around $59.56 per barrel.
Gold Spot US Dollar fell 1.59% to hover around $3,376.07 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was higher by 0.28% at the 99.5120 level.
Asian markets ended higher on Monday except Japan's Nikkei 225. India's S&amp;P BSE Sensex, Australia's ASX 200, China&#8217;s CSI 300, Hong Kong's Hang Seng, and South Korea's Kospi index rose. European markets were falling in early trade.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/05/45245696/smci-issues-strong-q4-revenue-outlook-expects-nvidias-blackwell-to-fuel-growth">SMCI Issues Strong Q4 Revenue Outlook, Expects Nvidia&#8217;s Blackwell To Fuel Growth</a></li>
</ul>
Photo courtesy: Shutterstock

Market Summary

Treasuries

CPAY

US Stocks Likely To Open Higher Ahead Of Fed's Verdict On Interest Rates: 'A Short Bout Of Stagflation Is Likely,' Says Expert

GEO Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEO#NYSE">GEO</a>) is looking for Q2 GAAP EPS of $0.15-$0.17 vs $0.24 analyst estimate. sees sales of $615.000 million-$625.000 million vs $635.62 million analyst estimate.

GEO Group Sees Q2 GAAP EPS $0.15-$0.17 vs $0.24 Est; Sees Sales $615.000M-$625.000M vs $635.62M Est

Full Year 2025 Guidance
BeiGene is maintaining its full year 2025 revenue and expense guidance. Guidance is summarized below:
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">FY 20251</td>
</tr>
<tr>
<td colspan="2" rowspan="1">Total Revenue</td>
<td colspan="1" rowspan="1">$4.9 billion to $5.3 billion</td>
</tr>
<tr>
<td colspan="2" rowspan="1">GAAP Operating Expenses (R&amp;D and SG&amp;A)</td>
<td colspan="1" rowspan="1">$4.1 billion to $4.4 billion</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Additional:</td>
<td colspan="1" rowspan="1">GAAP Gross Margin Percentage in mid-80% range</td>
<td colspan="1" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">
Positive Full Year GAAP Operating Income
Generation of Positive Cash Flow from Operations
</td>
<td colspan="1" rowspan="1">&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
</tr>
</tbody>
</table>
</figure>

CORRECTION: BeiGene Affirms FY2025 Sales Guidance of $4.90B-$5.30B Vs. $5.09B Estimate

Acushnet Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOLF#NYSE">GOLF</a>) reported quarterly earnings of $1.62 per share which beat the analyst consensus estimate of $1.31 by 23.66 percent. This is a 20 percent increase over earnings of $1.35 per share from the same period last year. The company reported quarterly sales of $703.37 million which beat the analyst consensus estimate of $697.68 million by 0.82 percent. This is a 0.59 percent decrease over sales of $707.55 million the same period last year.

GOLF

Acushnet Hldgs Q1 EPS $1.62 Beats $1.31 Estimate, Sales $703.37M Beat $697.68M Estimate

OSCR

Oscar Health Affirms FY2025 Sales Guidance of $11.20B-$11.30B vs $11.18B Est

Earnings Misses

CORRECTION: BeiGene Q1 Adj. EPADS $1.22 Beats $(0.74) Estimate, Sales $1.12B Miss $1.14B Estimate

LifeStance Health Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LFST#NASDAQ">LFST</a>) sees Q2 sales of $332.000 million-$352.000 million vs $352.76 million analyst estimate.

LFST

LifeStance Health Gr Sees Q2 Sales $332.000M-$352.000M vs $352.76M Est

Oscar Health Q1 EPS $0.92 Beats $0.83 Estimate, Sales $3.05B Beat $2.86B Estimate

Press Releases

Lumentum Optical Circuit Switch to Improve Next-Generation AI Data Center Scalability

Lumentum to Showcase Cutting-Edge Optical Innovations for Cloud, AI, and Networking Infrastructure at OFC 2025

Lumentum and Marvell Showcase Industry's First Integrated 450G High-Speed Optical Interface at OFC 2025

Lumentum Unveils New Transceivers to Double Fiber Capacity Across Wide Range of Transmission Distances

Lumentum Showcases Next-Generation InP Chip Solutions Enabling Scalable AI Data Centers at OFC 2025

Lumentum Announces Inducement Grants Under Listing Rule 5635(c)(4) of The Nasdaq Stock Market

Lumentum Earns EcoVadis Platinum Medal for Third Consecutive Year

Lumentum to Announce Fiscal Third Quarter 2025 Financial Results on May 6, 2025

Lumentum Announces Upcoming Investor Events

Lumentum Announces Fiscal Third Quarter 2025 Financial Results

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８月３日（水）午前８時３０分（米国東部時間）に公表される消費者物価指数（CPI）速報に先駆け、主要指数先物は神経質な値動きを示している。債券利回りは消費者物価指数発表前に低下している。今回の報告が価格圧力の緩和が続いていることを確認した場合、米連邦準備制度理事会（FRB）は利上げを余儀なくされる可能性がある。経済学者やストラテジストは、FRB総裁のジェローム・パウエル氏が今月末に予定されている＜ジャクソンホール・シンポジウム＞で、利上げ見通しについてさらに明確な見解を示すと予想している。
ただしアトランタ連邦準備制度（FRB）総裁のラファエル・ボスティック氏は、現在の金利が過去２２年間で最も高い水準であるとして、FRBは金利を引き下げる前に証拠をもう少し見たいと述べた。
ただ、ホンハイ精密工業（Hon Hai Precision Industry Co. Ltd.）（OTC：<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>）が強いAIサーバーの需要について述べたコメントは、Nvidia Corp.（（NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>）やその他のAIレバレッジ株に支援をもたらすかもしれない。
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>先物</td>
<td>騰落率（+/-）</td>
</tr>
<tr>
<td>ナスダック100先物</td>
<td>+0.07%</td>
</tr>
<tr>
<td>S&amp;P500先物</td>
<td>+0.05%</td>
</tr>
<tr>
<td>ダウ先物</td>
<td>+0.01%</td>
</tr>
<tr>
<td>R2K先物</td>
<td>+0.44%</td>
</tr>
</tbody>
</table><figcaption class="wp-element-caption">米国時間の水曜のプレマーケット取引で、 SPDR S&amp;P500 ETF トラスト（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>）は0.06％上昇の542.34ドル、インベスコQQQ ETF（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>）は0.05％上昇の462.81ドルとなった。</figcaption></figure>
前場取引の動き
火曜日、予想を上回る形で生産者物価指数（PPI）速報の結果が発表され、リスク選好気配が復活。一時はVIXも18レベルを割り込んだ。全ての主要平均が高く始まり、その後トレード中も上昇し、より高い水準で取引を終えた。テクノロジー銘柄中心のナスダック総合株価指数とS&amp;P500指数は、8月1日以来の最高値で終了。この過程で、S&amp;P500は今年の4日間の中で最大の4日間の上昇を記録した。
テクニカルアナリストでCNBCの寄稿者でもあるFrank Cappelleri氏は、S&amp;P500が６回のセッションで4.8％上昇したことについて言及し、「これは、2023年10月30日から2023年11月6日までの6％上昇以来の最良の記録となった」と述べた。
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter">
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
<a href="https://twitter.com/search?q=%24SPX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$SPX</a> The 6-day advance now is +4.8%.
That&#8217;s the best since the 6-day gain of +6.0% from 10/30-11/6/23.
The index is now challenging its 50-DMA and a key downtrend line…
…which ALSO is similar to early Nov&#8217;23. <a href="https://t.co/mTvo9TBu7H">pic.twitter.com/mTvo9TBu7H</a>
— Frank Cappelleri (@FrankCappelleri) <a href="https://twitter.com/FrankCappelleri/status/1823474564686627315?ref_src=twsrc%5Etfw">August 13, 2024</a></blockquote>
</div>
</figure>
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>指数</td>
<td>騰落率</td>
<td>終値</td>
</tr>
<tr>
<td>ナスダック総合株価指数</td>
<td>+2.43%</td>
<td>17187.61</td>
</tr>
<tr>
<td>S&amp;P500指数</td>
<td>+1.68%</td>
<td>5434.43</td>
</tr>
<tr>
<td>ダウ平均株価指数</td>
<td>+1.04%</td>
<td>39765.64</td>
</tr>
<tr>
<td>ラッセル2000</td>
<td>+1.61%</td>
<td>2095.19</td>
</tr>
</tbody>
</table>
</figure>
アナリストの見解
月曜日の暴落後の市場回復についてコメントし、ファンドマネージャーのLouis Navellierは、「大きな地政学的サプライズがない限り、最近の株安の修正からの回復が続く可能性が高いように見えます。今年は強い上昇が見られたわけではなく、慎重になる傾向があるでしょう」と述べている。
彼はまた、「8月28日のNVIDIAの四半期決算は、完全な回復にとって極めて重要なものになるでしょう」とも述べた。
今日発表される主な経済指標
水曜日の最初の１つの主要なデータは７月の消費者物価指数（CPI）速報である。今回の結果が事前の予想とどのように異なるかは以下の通り。
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td></td>
<td>コンセンサス</td>
<td>6月の結果</td>
</tr>
<tr>
<td>消費者物価（前月比）</td>
<td>+0.2%</td>
<td>-0.1%</td>
</tr>
<tr>
<td>消費者物価（前年比）</td>
<td>+3.0%</td>
<td>+3.0%</td>
</tr>
<tr>
<td>中核消費者物価（前月比）</td>
<td>+0.2%</td>
<td>+0.1%</td>
</tr>
<tr>
<td>中核消費者物価（前年比）</td>
<td>+3.2%</td>
<td></td>
</tr>
</tbody>
</table>
</figure>
エネルギー情報管理局（EIA）は午前10時30分（米国東部時間）に、毎週木曜日に発表される石油在庫報告を公表する。
焦点銘柄
<ul>
<li>Peloton Interactive, Inc. （NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>）は、同社がAlphabet, Inc.の（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>）（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>）Fitbitとのコンテンツ提携を発表した後、プレマーケット取引で約7％上昇した。</li>
<li>Kellanova（NASDAQ：<a class="ticker" href="https://www.benzinga.com/stock/K#NASDAQ">K</a>）は、米ウォールストリート・ジャーナルがMars, Inc.が同社を買収する取引を締結しつつあると報じた後、約6.50％上昇した。</li>
<li>Cardinal Health, Inc. （NYSE：<a class="ticker" href="https://www.benzinga.com/stock/CAH#NYSE">CAH</a>）、Brinker International, Inc. （NYSE：<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>）、Performance Food Group Company （NYSE：<a class="ticker" href="https://www.benzinga.com/stock/PFGC#NYSE">PFGC</a>）は、市場が開く前に四半期決算を発表する<a href="https://www.benzinga.com/calendars/earnings">注目の企業</a>の一つである。</li>
<li>市場が閉じた後に決算を発表する銘柄には、Cisco Systems, Inc. （NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>）やLumentum Holdings Inc. （NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>）が含まれる。</li>
</ul>
商品先物、債券、グローバル株式市場
WTI原油先物は下落し、前のセッションで見られた2％以上の下落を拡大する可能性があることを示唆している一方で、ゴールド先物はわずかな上昇を記録している。10年債利回りは1.7ベーシスポイント下落の3.837％となった。Bitcoin（暗号通貨：<a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>）は上昇を続け、6.1万ドルを超えて取引されている。
アジア市場では、ウォール街が好調なパフォーマンスを収めたことを受けて株式市場は上昇、FRBの利下げを織り込み始めた。ただし中国市場と香港市場は軟調な値動きとなっている。ヨーロッパ株式市場では、金融株が小幅な上昇を見せており、UBS AG（NYSE：<a class="ticker" href="https://www.benzinga.com/stock/UBS#NYSE">UBS</a>）の株価が金融株を支えている。
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