周一，AI股票反弹推动纳斯达克指数收盘创历史新高，投资者正关注本月大型科技公司的第三季度财报。
An AI-stock rally powered the Nasdaq to a record close Monday, as investors looked to Big Tech’s third-quarter earnings this month.
SpaceX、英伟达、Meta和微软股价均上涨，一位投资者向CNBC表示，这暗示了一种“反向债券交易”：“买入科技股，抛售其他一切。”
SpaceX, Nvidia, Meta, and Microsoft all gained, suggesting a kind of “inverse bond trade,” an investor told CNBC: “It’s buy tech, sell everything else.”Demand for compute is strong enough that hyperscalers remain undeterred by higher borrowing costs, a dilemma for the US Federal Reserve: The AI investment boom is adding to inflation even as interest rates begin to bite elsewhere, suggesting the Fed may have to “hurt the part of the economy that is more rate sensitive,” Barclays’ global chairman of research told The New York Times.
算力需求强劲，使得超大规模数据中心运营商不因借贷成本上升而却步，这给美联储带来两难困境：AI投资热潮在推高通胀，而利率上调已开始抑制经济其他领域，巴克莱全球研究主管向《纽约时报》表示，这表明美联储可能不得不“损害对利率更敏感的经济部门”。—— Brendan Ruberry
— Brendan Ruberry