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除了我们之前讲到过的流动性和加息预期降温的原因，二季度财报也是推升股价的重要因素。最新出炉的美国零售业巨头沃尔玛的业绩显示，营收和每股收益都高于预期，并且预计全年EPS的降幅有所收窄。另一家巨头Home Depot也公布了类似的业绩和展望。两者的股价分别上涨超过5%和4%，为市场持续注入信心。
关于现在是否还是“熊市反弹”的争论是铺天盖地。继续看涨的理由包括了通胀见顶，美联储鹰派态度已过峰值，经济可能软着陆等。而看衰的理由则在于通胀仍在40年高位、75bp加息没有被完全排除、机构仓位仍旧很轻以及全球经济衰退的前景。如果把这些宏观因素先放一边，200天均线是标普500指数眼下的重要关口。如果能突破此处和趋势线将打开更大的上行空间。
标普500（US500）
港股方面，腾讯将在今天公布财报。然而市场更关心的还是关于抛售美团股份的消息。腾讯持有美团17%的股份价值超过1700亿港元，抛售的传闻导致后者股价周二重挫9%。从去年底开始，腾讯就开始陆续减持了京东、新东方在线、华谊兄弟等股份。随着高层的监管和政策方向的转变，腾讯似乎正在顺应这一趋势。如果未来腾讯参与到芯片、高科技等行业的投资中来应该不会太令人意外。
大宗商品市场方面，黄金在1807附近受阻之后转为弱势，若跌破1770或将下探1758一线。原油价格持续回落，WTI跌至86美元的关键水平。而美国天然气价格（代码NatGas）上涨6.2%后再次冲击6和7月的高点。
WTI（SpotCrude）
今天晚间出炉的美国零售销售和美联储会议纪要是本周最大的焦点，美元指数周二几乎持平在106.11，外汇市场总体来看处于观望模式。而在美国之前英国将先公布7月CPI和PPI数据。
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