
周四晚间,美国股指期货走势接近持平,此前OpenAI公布的收入报告表现平平,令此前涨势迅猛的人工智能板块热度有所减退。
U.S. stock futures were near flat Thursday night after an underwhelming revenue report from OpenAI took some steam out of the high-flying artificial intelligence trade.
标普500指数期货上涨0.09%,纳斯达克100指数期货则上涨0.05%。道琼斯工业平均指数期货上涨23点,涨幅为0.04%。
S&P 500 futures were up 0.09%, while Nasdaq 100 futures added 0.05%. Dow Jones Industrial Average futures advanced 23 points, or 0.04%.
在火箭公司SpaceX宣布达成一项收购全国性频谱组合的协议后,其股价在延长交易时段上涨2%。而Verizon和T-Mobile的股价则下跌,投资者担忧该协议可能加剧市场竞争。
Shares of SpaceX rose 2% in extended trading after the rocket company announced a deal to buy a nationwide spectrum portfolio. Shares of Verizon T-Mobile slid as investors wondered worried the agreement could drive up competition.
周四,人工智能板块股票出现下跌,此前CNBC证实,OpenAI告知投资者,截至9月底,其年化收入达到500亿美元。上个月曾有广泛报道称该收入为680亿美元,但一位了解此事的人士表示,该数字还包括来自合作伙伴的总收入。
AI stocks dropped on Thursday after CNBC confirmed that OpenAI told investors that it saw $50 billion in annualized revenue at the end of September. A $68 billion figure was widely reported last month, though a person familiar with the matter said it also included gross revenue from partners.
CoreWeave股价下跌超过7%,而Oracle、Intel和Super Micro Computer的股价均下跌约5%。
CoreWeave fell more than 7%, while Oracle Intel Super Micro Computer all lost around 5%.
Advanced Micro Device股价下跌近4%,Nvidia则下跌近3%。
Advanced Micro Device slid close to 4%, while Nvidia shed almost 3%.
Man Group首席市场策略师Kristina Hooper在CNBC的《Closing Bell: Overtime》节目中表示:“如果出现连续多日这样的走势……我们可能会看到人工智能相关股票出现真正的崩盘。”“这可能会打击投资者情绪。”
"If we have a number of days like this ... we could see a real rout in AI-related names," said Kristina Hooper, chief market strategist at Man Group, on CNBC's "Closing Bell: Overtime." "That could sour investors."
纳斯达克综合指数下跌超过1%,创下自8月中旬以来的最大单日跌幅。本周早些时候,这一科技股权重指数曾创下历史新高,而周四则成为其连续第二个交易日下跌。
Nasdaq Composite dropped more than 1%, marking its biggest one-day loss since mid August. Thursday marked the second down day in a row for the tech-heavy index after it climbed to fresh all-time records earlier in the week.
科技股的疲软拖累标普500指数下跌0.5%,这也是该指数连续第二个交易日收跌。不过,蓝筹股板块则逆势而上,30只成分股组成的道琼斯指数收盘时基本持平。
Tech's troubles dragged down the S&P 500 to a 0.5% loss, marking its second straight day in the red. But the blue-chip bucked the downtrend, with the 30-stock index ending the session slightly above flat.
本周迄今,道琼斯指数和纳斯达克综合指数均接近持平。而更广泛的标普500指数本周有望实现0.6%的涨幅。
The Dow and Nasdaq Composite are both around flat week to date. The broad S&P 500 is on track for a gain of 0.6% for the week.
周五开盘前,投资者将关注达美航空的财报。此外,10月份的消费者信心数据也将在当天上午公布。
Investors will monitor Delta Air Lines earnings before the bell on Friday. Consumer sentiment data for October is also expected in the morning.
36分钟前:受人工智能行业前景存疑及中东局势紧张影响,华尔街走低,亚洲市场预计开盘平淡周五,由于市场对人工智能行业的增长前景再度产生疑虑,加之中东地区地缘政治紧张局势持续,亚太地区股市预计开盘表现平淡,投资者情绪受到抑制。
36 Min Ago Asia markets set for subdued open after Wall Street falls on AI jitters, Middle East tensions Asia-Pacific markets were set for a subdued open Friday as renewed doubts over the artificial intelligence boom and lingering geopolitical tensions in the Middle East dent investor sentiment.
日本股市开盘预计走低。目前,日经指数芝加哥期货与大阪期货价格分别报68,515点和68,390点,而前一交易日收盘价为69,042.11点。
Japan's was set to fall at open, with its Chicago and Osaka futures contracts last at 68,515 and 68,390 respectively, compared with the index's previous close of 69,042.11.
香港恒生指数期货报价为23,802点,高于前一交易日的收盘价23,785.79点。
Futures for Hong Kong's Hang Seng index stood at 23,802, higher than its last close of 23,785.79.
澳大利亚标普/ASX 200指数在开盘首小时内上涨0.44%。韩国股市因节假日休市。
Australia's S&P/ASX 200 added 0.44% in its first hour of trade. South Korean markets are closed for a holiday.
周四,有关OpenAI营收情况的新信息引发了市场对人工智能行业前景的担忧,导致美国科技股承压。此外,唐纳德·特朗普总统表示无意与伊朗达成协议以结束战争,受此影响油价上涨,进一步打击了投资者信心。本周个人投资者看涨情绪显著增强,看跌情绪大幅减弱根据美国个人投资者协会最新发布的每周调查,近期个人投资者的看涨情绪明显上升,看跌情绪则显著下降。
U.S. technology stocks came under pressure Thursday after fresh details about OpenAI's revenue raised concerns over the artificial intelligence trade. Denting sentiment further, oil prices rose after President Donald Trump said he was not keen on making a deal with Iran to end the war. Individual investors a lot more bullish and a lot less bearish this week than recently Main Street investors have grown a lot more bullish and a lot less bearish lately, according to the latest weekly survey by the American Association of Individual Investors.
本周,对股市未来六个月前景持乐观态度的投资者比例升至40.3%,为7月中旬以来的最高水平;这一数值较上周的34.6%有所提升,也高于37.5%的历史平均水平。
Optimism toward the six-month outlook for stocks rose to 40.3% this week, the highest since mid-July, up from 34.6% last week and above the historical average of 37.5%.
自称看跌的投资者比例本周降至39.0%,低于上周的46.5%,更远低于三周前创下的53.3%这一峰值。从历史数据来看,此类投资者比例通常为31.5%,上一次低于该水平是在2026年1月。
Investors describing themselves as bearish dropped to 39.0% this week from 46.5% last week and 53.3%, the highest since May 2025, just three weeks ago. Historically, bears account for 31.5% of the survey and were last below that level in January 2026.
自称对股市未来六个月前景持中立态度的散户投资者比例本周升至20.8%,高于上周的18.9%。不过这一数值仍低于31.0%的历史平均水平。
Mom-and-pop investors who characterize themselves as neutral about the six-month outlook for stocks rose to 20.8% in the latest week, from 18.9% last week. The historical average is 31.0%.
2小时前 SpaceX宣布频谱资产组合交易后股价上涨;电信股下跌 周四盘后交易中,这家火箭公司股价上涨近3%,此前该公司披露了一项收购全国性频谱资产组合的协议。
2 Hours Ago SpaceX rises after announcing spectrum portfolio deal; telecom stocks fall shares rose almost 3% in extended trading on Thursday after the rocket company unveiled an agreement to buy a nationwide spectrum portfolio.
电信股下挫,交易员担心随着竞争加剧,这些公司可能失去市场份额。
tumbled as traders worried that they could lose market share as competition rises.
盘后交易中涨跌幅最大的股票:Humana、T-Mobile和Park Aerospace 以下是盘后交易中成为头条的公司。
Stocks making the biggest moves in after-hours trading: Humana, T-Mobile and Park Aerospace Here are the companies making headlines in extended trading.
电信运营商——Grain Management宣布已与SpaceX达成协议,埃隆·马斯克旗下的太空公司将收购其全国性的800兆赫频谱资产组合,此举将增强Starlink Mobile的能力。
Telecom providers – Grain Management announced it has reached an agreement with SpaceX in which Elon Musk's space company will purchase its nationwide 800 megahertz spectrum portfolio, a move that will bolster Starlink Mobile's capabilities.
T-Mobile下跌6%,AT&T跌近7%,Verizon跌超6%。
dropped 6%, fell almost 7% and lost more than 6%.
管理式医疗服务提供商——在医疗保险和医疗补助服务中心(CMS)发布了其Medicare Plan Finder上用于今年秋季开放注册期的2027年星级评级后,保险公司股价剧烈波动。Humana股价飙升12%,因其最大的Medicare Advantage合同评级有所改善。Alignment Healthcare暴跌23%。
Managed care providers – Insurers' shares swung sharply after the Centers for Medicare & Medicaid Services rolled out its 2027 Star Ratings on its Medicare Plan Finder for open enrollment this fall. Shares of Humana surged 12% after the insurer's largest Medicare Advantage contract saw its rating improve. Alignment Healthcare cratered 23%.
Park Aerospace——这家为航空航天市场生产复合材料的制造商吐回早盘涨幅,下跌1%。Park Aerospace第二季度每股收益21美分,营收2080万美元。去年同期为每股收益12美分,营收1640万美元。
Park Aerospace– The manufacturer of composite materials for the aerospace market shed earlier gains and traded down 1%. Park Aerospace earned 21 cents per share on revenue of $20.8 million in the second quarter. That compares to 12 cents a share and $16.4 million in the year-ago period.
周四晚美股期货小幅变动 期货市场在纽约开盘时,美股期货小幅变动。
Stock futures open little changed Thursday night U.S. stock futures were little changed as the futures market opened in New York.
标普500指数期货上涨0.02%,纳斯达克100指数期货上涨0.1%。道琼斯指数期货基本持平。
S&P 500 futures were up 0.02%, while the Nasdaq-100 futures added 0.1%. Dow futures were about flat.