10月2日：全球股票基金连续第二周迎来资金净流入。尽管债券收益率有所上升，但市场对人工智能领域投资的乐观情绪以及美国通胀率有所放缓，均推动了投资者对股票的需求。
Oct 2 : Global equity funds attracted inflows for a second straight week, as optimism around AI investment and softer US inflation pushed up investor demand for stocks despite rising bond yields.
根据伦敦证券交易所集团理柏的数据，截至9月30日的一周内，股票基金录得347.6亿美元的资金净流入，这一数值虽低于前一周的443.1亿美元。
Equity funds recorded net inflows of $34.76 billion in the week through September 30, down from $44.31 billion in the previous week, according to LSEG Lipper data.
市场对人工智能领域投资的乐观预期有效提振了风险偏好。美光科技于周三发布的财报显示，其季度营收预期高于市场预期，反映出市场对用于人工智能应用的存储芯片需求旺盛。
Risk appetite was largely supported by optimism over AI spending. Micron Technology on Wednesday forecast quarterly revenue above estimates, signaling strong demand for memory chips used in AI applications.
高盛指出，美国各大大型云服务提供商预计将在2026年投入约8000亿美元用于资本开支，市场普遍预期这一数字在2027年将进一步升至1.1万亿美元。高盛认为，强劲的订单储备以及供应紧张的局面持续支撑着相关投资；与此同时，今年各大云服务提供商的云业务营收增速也显著加快。
Goldman Sachs said that the largest US hyperscalers are on track to spend about $800 billion on capital expenditure in 2026, with consensus expecting spending to rise to $1.1 trillion in 2027. The bank said strong revenue backlogs and a supply-constrained environment were continuing to support investment, while cloud revenue growth among major providers had accelerated sharply this year.
另一方面，美国商务部周三发布的报告显示，8月份美国通胀率涨幅低于预期，7月份物价水平也较最初报告更为温和，这降低了美联储在10月份再度加息的紧迫性。
Meanwhile, a Commerce Department report on Wednesday showed that US inflation rose less than expected in August, while July price pressures were more moderate than initially reported, reducing the urgency for the Federal Reserve to raise rates again in October.
投资者连续第二周净买入美国股票基金，金额达206亿美元。欧洲及亚洲股票基金也分别录得61.9亿美元与61.6亿美元的资金净流入。
Investors made net purchases of $20.6 billion in US equity funds for a second consecutive week. European and Asian equity funds also recorded net inflows of $6.19 billion and $6.16 billion, respectively.
不过，行业主题基金整体则出现净流出，一周内资金流出额达9.197亿美元。此前投资者曾连续三周买入科技类基金，但本周则撤出了26.3亿美元。与此同时，投资者分别向金融类基金和公用事业类基金投入了11.3亿美元与4.68亿美元。
Sectoral funds, however, posted net weekly outflows of $919.7 million as investors withdrew $2.63 billion from technology funds after a three-week buying streak. They bought $1.13 billion in financial funds and $468 million in utility funds.
全球债券基金也连续第二周迎来资金流入，一周内净流入额达47.6亿美元，不过这一数值显著低于前一周的92.4亿美元。
Global bond funds attracted $4.76 billion in inflows for a second consecutive week, though this was substantially lower than inflows of $9.24 billion in the previous week.
短期债券基金和政府债券基金分别录得54.3亿美元和41.3亿美元的大幅资金流入，而高收益债券基金则净流出22.9亿美元。
Short-term and government bond funds stilled significant inflows of $5.43 billion and $4.13 billion, respectively, while high-yield bond funds saw outflows of $2.29 billion.
货币市场基金净流出1165.2亿美元——为4月15日以来最大单周流出规模。
Money market funds posted net outflows of $116.52 billion — the largest weekly withdrawal since April 15.
在商品基金中，黄金和贵金属基金周度净买入2.752亿美元，创下三周来的最低流入规模。能源基金周度净流出5.59亿美元，此前一周曾净流入8930万美元。
Among commodity funds, gold and precious-metals funds saw net weekly purchases of $275.2 million, their smallest inflow in three weeks. Energy funds posted net weekly outflows of $559 million, following inflows of $89.3 million the previous week.
新兴市场股票基金连续第四周录得13.7亿美元资金流出。根据涵盖29099只基金的数据，投资者还从债券基金中净撤出17.5亿美元。
In emerging markets, equity funds recorded outflows of $1.37 billion for a fourth straight week. Investors also withdrew a net $1.75 billion from bond funds, according to data covering 29,099 funds.