Cassiar Gold Corp. (TSXV: GLDC, OTCQX: CGLCF)
振兴加拿大卑诗省Cassiar黄金产区
美国股市4月创出2024年以来的最差表现,其中标普500指数的11个板块当中10个都录得今年以来的最大单月百分比跌幅,可谓是一片凄惨。不过,在跌跌之声当中,矿商和公用事业成为了难得的亮点。
从指数来看,标普500指数和纳斯达克综合指数本月分别下跌4.2%和4.4%,均创出去年10月以来的首个月度下跌。此外,道琼斯工业平均指数下跌5%,创2022年9月以来的最大跌幅。指数下跌的原因包括顽固的高通胀打压了美联储的降息预期,同时一季报业绩表现不一以及中东紧张局势升级加剧了市场的波动。
从板块看,房地产和医疗板块分别领跌8.6%和5.2%。此外,4月美股的超大市值科技股,比如说最知名的“美股七雄”也大幅回落,拖累信息技术和通信服务板块分别下跌5.5%和2.2%。可选消费板块下跌4.4%。
标普500指数的公用事业板块4月上涨1.6%,也是唯一上涨的板块,其中贡献最大的个股NextEra Energy, Inc.(NYSE:NEE)、Southern Co(NYSE:SO)、Dominion Energy Inc.(NYSE:D)以及NRG Energy Inc(NYSE:NRG)的股价涨幅均在4%至8%之间。
以下是4月标普500指数的11个板块ETF的表现情况:
板块ETF | 4月表现 |
Utilities Select Sector SPDR Fund (NYSE:XLU) | 2.06% |
Energy Select Sector SPDR Fund (NYSE:XLE) | 0.01% |
Consumer Staples Select Sector SPDR Fund (NYSE:XLP) | -1.11% |
Industrials Select Sector SPDR Fund (NYSE:XLI) | -3.23% |
Consumer Discretionary Select Sector SPDR Fund (NYSE:XLY) | -3.68% |
Financial Select Sector SPDR Fund (NYSE:XLF) | -3.85% |
Materials Select Sector SPDR Fund (NYSE:XLB) | -4.13% |
Communication Services Select Sector SPDR Fund (NYSE:XLC) | -4.24% |
Technology Select Sector SPDR Fund (NYSE:XLK) | -4.78% |
Health Care Select Sector SPDR Fund (NYSE:XLV) | -4.85% |
Real Estate Select Sector SPDR Fund (NYSE:XLRE) | -7.83% |
从行业来看,贝莱德BlackRock(NYSE:BLK)的iShares提供的25个行业ETF当中,只有5个4月是上涨的,其中矿业普涨,白银、铜和黄金开采股票都有不错的涨幅。具体到个股,泛美白银Pan American Silver(NYSE:PAAS)的股价上涨超过20%,Newmont Corporation(NYSE:NEM)上涨14%,英美资源集团Anglo American(OTCQX:AAUKF)上涨超过40%。
以下是行业ETF的表现情况:
行业ETF | 4月表现 |
iShares MSCI Global Silver and Metals Miners ETF (NYSE:SLVP) | 12.11% |
iShares Copper and Metals Mining ETF (NYSE:COPX) | 9.50% |
iShares MSCI Global Gold Miners ETF (NYSE:RING) | 5.93% |
iShares MSCI Global Metals & Mining Producers ETF (NYSE:PICK) | 2.81% |
iShares MSCI Global Energy Producers ETF (NYSE:FILL) | 2.46% |
iShares U.S. Aerospace & Defense ETF (NYSE:ITA) | -1.16% |
iShares U.S. Oil & Gas Exploration & Production ETF (NYSE:IEO) | -1.37% |
iShares Residential and Multisector Real Estate ETF (NYSE:REZ) | -1.66% |
iShares Lithium Miners and Producers ETF (NYSE:ILIT) | -3.30% |
iShares U.S. Broker-Dealers & Securities Exchange ETF (NYSE:IAI) | -3.74% |
iShares U.S. Financial Services ETF (NYSE:IYG) | -3.88% |
iShares Expanded Tech Sector ETF (NYSE:IGM) | -4.37% |
iShares Semiconductor ETF (NYSE:SOXX) | -4.40% |
iShares U.S. Healthcare Providers ETF (NYSE:IHF) | -4.79% |
iShares U.S. Insurance ETF (NYSE:IAK) | -4.85% |
iShares U.S. Regional Banks ETF (NYSE:IAT) | -5.11% |
iShares U.S. Pharmaceuticals ETF (NYSE:IHE) | -5.38% |
iShares U.S. Oil Equipment & Services ETF (NYSE:IEZ) | -5.45% |
iShares Mortgage Real Estate ETF (NYSE:REM) | -5.57% |
iShares U.S. Medical Devices ETF (NYSE:IHI) | -5.75% |
iShares Global Timber & Forestry ETF (NYSE:WOOD) | -6.20% |
iShares Expanded Tech-Software Sector ETF (NYSE:IGV) | -6.76% |
iShares U.S. Digital Infrastructure and Real Estate ETF (NYSE:IDGT) | -7.12% |
iShares Biotechnology ETF (NYSE:IBB) | -7.23% |
iShares U.S. Transportation ETF (NYSE:IYT) | -8.34% |
iShares U.S. Home Construction ETF (NYSE:ITB) | -9.60% |