纽约，9月30日：周三美股震荡走势，陷入利好利空消息的拉锯战中。
NEW YORK, Sept 30 : US stocks gyrated on Wednesday, caught in the tug-of-war of mixed signals.
低于预期的通胀数据降低了市场对美联储加息的预期，而强劲的GDP、消费支出和私营部门就业数据则凸显了美国经济的韧性。即便如此，油价上涨令通胀担忧依然存在，长期美债收益率连续第七个交易日上行。
Cooler-than-expected inflation data tempered rate hike expectations from the Federal Reserve, while upbeat GDP, consumer spending and private payrolls data underscored US economic resilience. Even so, rising crude prices kept inflation jitters alive, while long-dated US Treasury yields moved higher for the seventh straight day.
本周标普500指数和道琼斯指数下跌，纳斯达克指数上涨。本季度（7-9月）标普500指数和纳斯达克指数录得涨幅，但道琼斯指数下跌。
The S&P 500 and the Dow lost ground on the week, while the Nasdaq advanced. For the quarter, the S&P 500 and the Nasdaq posted gains, but the Dow ended the July-September period lower.
以下将详细分析今日市场走势。如果您有更多阅读时间，推荐以下几篇文章帮助您理解今日市场发生了什么。
I will go into more detail on today's market moves below. If you have more time to read, here are a few articles I recommend to help you make sense of what happened in markets today.
- 通胀数据降温降低美联储10月加息可能性
- Cool inflation data diminishes the likelihood of an October rate hike from the Federal Reserve
- 得益于强劲消费支出，美国二季度GDP被上调
- Second-quarter US GDP revised higher amid robust consumer spending
- 联邦贸易委员会展开全行业调查，评估AI潜在风险
- The Federal Trade Commission is conducting an industry-wide probe to determine potential dangers posed by AI
- 随着冬季临近，俄罗斯对乌克兰能源网络发动了广泛预期中的空袭
- Russia unleashed widely anticipated airstrikes against Ukraine's energy grid as winter looms
- 证监会提议新规，旨在让合格投资者更多接触私募资产今日关键市场动态
- The Securities and Exchange Commission proposes new regulations aimed at giving accredited investors more access to private assets Today's Key Market Moves
- 大宗商品/金属：因美伊谈判停滞，原油收高；金价反转早盘涨幅，因能源价格上涨盖过了通胀降温数据今日焦点 投资者已翻过动荡的一个月和一个季度，市场完好无损地走出。
• STOCKS: Wall Street was mixed, with tech boosting the Nasdaq into positive territory, while European stocks logged their first monthly loss in six, bogged down by oil prices, bond yields • SECTORS/SHARES: Tech, communication services and software/services were clear outperformers; megacaps, led by Alphabet and Apple, provided upside muscle • FX: The dollar softened against a basket of world currencies as cool inflation data reduced rate hike bets
尽管全球债券遭抛售，由飙升的能源成本、不断攀升的债务、通胀担忧、AI引发末日的生存恐惧、即将到来的中期选举、旨在结束伊朗战争的谈判缺乏进展，以及九月历来是股市最差月份这一简单事实所驱动。
• BONDS: US Treasury yields notched a seventh straight day of gains to reach multi-year highs • COMMODITIES/METALS: Crude prices settled higher amid stalled US-Iran talks; Gold reversed earlier gains as higher energy prices eclipsed cool inflation data Today's Talking Points Investors have closed the book on a tumultuous month and quarter, and markets have emerged intact.
- 伊朗称收到华盛顿对其最新提案的回应，美军从伊拉克撤军特朗普总统称拒绝了德黑兰最新的和平提案，但伊朗外长阿拉格齐表示未收到正式拒绝，伊朗政府发言人称阿拉格齐已传达回应：若美方解除封锁，伊朗将在七天内重新开放霍尔木兹海峡。
This, despite a global bond rout driven by spiking energy costs, mounting debt, inflation jitters, existential fears of an AI-driven apocalypse, looming midterm elections, lack of progress in negotiations aimed toward ending the Iran war, and the simple fact that September is traditionally the worst month for stocks. * Iran says it received Washington's response to its latest proposal as US troops withdraw from Iraq While President Trump said he rejected Tehran's latest peace proposal, Iran's foreign minister, Abbas Araqchi, said he had not received a formal rejection, and an Iranian government spokesperson said Araqchi had conveyed a response to Iran's proposal to reopen the Strait of Hormuz within seven days after the US lifts its blockade.
与此同时，伊朗盟友庆祝最后一批美军从邻国伊拉克撤离，称此举是其“抵抗轴心”的胜利。
Meanwhile, Iran's allies were celebrating the departure of the last American forces from neighboring Iraq, calling the pullout a victory for its "axis of resistance."
- 沙特拒绝以色列请求，不允许其飞机接走以色列乘客据两名安全消息人士透露，一架阿联酋航空航班在沙特紧急降落后，沙特拒绝了派遣以色列军机接回以色列公民的请求。
- Saudi Arabia denies Israeli request to allow its planes to pick up Israeli passengers Saudi Arabia turned down the request to send Israeli military aircraft to retrieve Israeli citizens after a flydubai flight made an emergency landing in the kingdom, according to two security sources.
该航空公司称，乘客原定继续飞往迪拜，此前副驾驶刺伤机长并试图撞机。但以色列总理内塔尼亚胡表示，乘客制服了袭击者，其他飞行员安全降落飞机。明日何事能动市场？
The passengers were set to resume their journey to Dubai, the airline said, after the co-pilot stabbed the pilot and tried to crash the plane. But passengers restrained the attacker while other pilots landed the plane, said Israeli Prime Minister Benjamin Netanyahu. What could move markets tomorrow?
- 美联储发言人：里士满联储主席托马斯·巴尔金、美联储理事克里斯托弗·沃勒、副主席菲利普·杰斐逊、理事米歇尔·鲍曼、纽约联储主席约翰·威廉姆斯、达拉斯联储主席洛里·洛根想要在每个工作日早晨在收件箱中接收“交易日”资讯吗？请点击此处。
• US Federal Reserve speakers: Richmond Fed President Thomas Barkin, Fed Governor Christopher Waller, Vice Chair Philip Jefferson, Vice Chair Michelle Bowman, NY Fed President John Williams, Dallas Fed President Lorie Logan Want to receive Trading Day in your inbox every weekday morning? here.
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