每个工作日，由吉姆·克莱默主持的CNBC投资俱乐部都会发布“收盘前速递”——这份实用的午后市场更新报告恰好在华尔街交易时段的最后一小时发布。周五华尔街的涨势十分强劲，有望推动标普500指数和纳斯达克指数在本周实现正增长。在彭博社的一篇报道澄清了有关OpenAI年化营收预期的种种疑虑后，科技股也从周四的跌势中反弹。
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Wall Street's rally Friday looks good enough to keep the S & P 500 and Nasdaq positive for the week. Tech stocks bounced back from Thursday's sell-off after a Bloomberg report cleared up confusion about OpenAI's annualized revenue expectations.
债券收益率与油价的平稳走势同样为股市上涨提供了助力。周五表现最出色的个股当属派拓网络，其股价涨幅超过4.5%；紧随其后的是克劳德斯特里克，涨幅也超过了3.5%。从全周表现来看，有两只非人工智能概念股名列前茅：折扣零售商TJX与卡迪纳健康本周股价涨幅均超过4%。电信股遭遇重挫则成为本周市场的一大热点，其诱因是SpaceX达成了一项收购频谱的协议，旨在提升其星链服务的移动网络能力。
Tame bond yields and oil prices also supported the stock rally. Our best performers on Friday were Palo Alto Networks , up more than 4.5%, and CrowdStrike , up more than 3.5%. For the week, two of our non-AI names topped the list: Off-price retailer TJX and Cardinal Health each posted weekly gains of more than 4%. The rout in telecom stocks is a market story . It's because of SpaceX's deal to buy spectrum to expand the mobile capabilities of its Starlink service.
由于预期行业竞争将愈发激烈，T-Mobile成为电信股中跌幅最大的公司，股价下跌了13%；威瑞森与AT&T的跌幅也分别达到约10%。埃隆·马斯克旗下的SpaceX表示，此次以80亿美元从投资机构Grain Management手中收购频谱，将助力星链实现“太空中的卫星移动网络与地面基础设施的无缝整合，从而让全球各地的设备都能顺畅联网”。
T-Mobile suffered the biggest decline of carrier stocks, falling 13%, on the promise of increased competition. Verizon and AT & T fell roughly 10% each. Elon Musk's SpaceX said the $8 billion spectrum purchase from investment firm Grain Management will allow Starlink to combine its "satellite-to-mobile constellation in space with an advanced terrestrial deployment that can seamlessly connect devices everywhere."
本周，高盛与巴克莱分别在研究报告中对SpaceX给予了高度评价。下周将迎来财报季：我们投资组合中的富国银行、高盛以及强生均会在周二开盘前公布季度财报；同样属于持仓标的的纽约银行则将于周四上午发布业绩。经济数据方面，9月份的消费者物价指数与生产者物价指数将分别于周三和周四公布，这两项数据均可能影响市场对美联储本月晚些时候利率决策的预期。
SpaceX got lots of love from analysts this week in separate notes from Goldman Sachs and Barclays. Earnings season kicks off next week . Club names Wells Fargo , Goldman Sachs , and Johnson & Johnson each report their quarterly results before Tuesday's opening bell. Bank of New York , also a portfolio holding, reports earnings Thursday morning. On the economic docket, data on September consumer prices and producer prices are out on Wednesday and Thursday, respectively. Both could sway expectations on what the Federal Reserve might do with interest rates at its meeting later this month.
继9月份三年来首次加息之后，预计此次央行将维持利率不变。根据芝加哥商品交易所的FedWatch工具显示，市场仍倾向于在12月实施加息。
After raising rates for the first time in three years in September, central bankers are expected to hold steady this time around. According to the CME FedWatch tool, the market does still favor a December rate hike. ()