股指期货上涨，有望结束连续两日的跌势。油价走低，加之有关人工智能领域投资的最新消息缓解了投资者的担忧情绪。
US stock futures rise, poised to end a two-day losing streak, as oil prices fall and the latest updates on artificial-intelligence spending helped ease investor concerns.
截至上午7点55分，标普500指数期货上涨0.4%，纳斯达克100指数期货则上涨0.9%。此前周四该指数大幅下跌3.6%，而追踪芯片制造商表现的交易所交易基金在盘前交易中涨幅超过1%。
S&P 500 futures rose 0.4%, while Nasdaq 100 contracts advanced 0.9% as of 7:55 a.m. An exchange-traded fund tracking chipmakers gained more than 1% in premarket trading, after the main benchmark tumbled 3.6% on Thursday.
有报道称，OpenAI预计今年全年营收将达到或超过700亿美元，这一消息缓解了市场对人工智能热潮能否持续的疑虑——此前有报道称该公司的营收可能不及预期。华尔街其他机构也并不认同当前市场存在人工智能泡沫的说法。
A report that OpenAI expects to reach or exceed $70 billion in annualized revenue by year-end helped alleviate anxiety over the durability of the AI boom after an earlier report suggested the company’s sales would fall short of expectations. Others on Wall Street are pushing back on the narrative that the market is witnessing an AI bubble.
“投资者确实存在担忧情绪，但这并非泡沫的迹象，”高盛策略师克里斯蒂安·穆勒-格利斯曼在接受彭博电视采访时说道，“通常而言，在泡沫形成阶段，市场情绪会异常亢奋，人们也会产生‘错失恐惧症’。此外，科技领域的投资往往呈现‘J型曲线’特征：初期需要大量资本投入，随后才能转化为营收增长与生产率的提升。”
“People are worried, and that’s not a sign of a bubble,” Christian Mueller-Glissman, a Goldman Sachs strategist, said in an interview with Bloomberg Television. “Usually, when you’re in the bubble, there’s a lot of exuberance, and people have FOMO.”He also pointed to the J-curve dynamic of technology investment, in which substantial upfront capital spending can take time to translate into revenue growth and productivity gains.
不过，人工智能基础设施相关板块也出现了一些承压迹象。在宣布获得强劲认购、估值有望达到300亿美元后仅几天，由英伟达支持的Firmus Grid Ltd.便搁置了在澳大利亚上市的计划。与此同时，甲骨文公司的信用违约互换利差升至历史高位；摩根士丹利则警告称，项目延期可能对该公司的债务状况产生负面影响。
Still, signs of strain emerged across the AI-infrastructure trade. Nvidia Corp.-backed Firmus Grid Ltd. shelved plans for an Australian initial public offering just days after signaling strong demand for a deal that would have valued the data center company at $30 billion. Credit-default swap spreads on Oracle Corp. reached new highs, as Morgan Stanley warned that project delays could weigh on the company’s debt.
下周，银行业将正式拉开财报季的序幕。过去一个月里，该板块的表现较标普500指数落后11%。美国银行策略师指出，在截至10月7日的一周里，投资者纷纷转向现金资产，货币市场基金的资金流入规模创下2020年4月以来的新高，扭转了前一周资金流出的态势。
Banks will kick off earnings season in earnest next week. The sector has underperformed the S&P 500 by 11% over the past month. Investors rushed into cash in the week through Oct. 7, sending money-market fund inflows to their highest level since April 2020 and reversing withdrawals from the previous week, according to Bank of America Corp. strategists.
在企业新闻方面，达美航空下调了全年调整后每股收益预期，其股价在盘前交易中出现下跌。另有报道称，由于市场需求疲软，苹果公司减少了iPhone 18 Pro及iPhone 18 Pro Max的零部件采购量，受此影响苹果股价下跌约2%。另一方面，埃隆·马斯克旗下的太空探索技术公司宣布已获得低频段频谱资源，这将助力其利用星链卫星成为美国“主要的移动运营商”，受此利好消息推动，该公司股价预计开盘后将上涨。
In corporate news, Delta Air Lines Inc. cut its adjusted earnings per share forecast for the full year and shares dropped in premarket trading. Apple Inc. shares fell about 2% on a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max amid weaker-than-expected demand. SpaceX shares are poised to open higher after Elon Musk’s rocket and AI company said it acquired low-band spectrum that will enable it to use its Starlink satellites to become a “major mobile carrier” in the US.