
纽约:周四(10月15日)因通胀数据令人失望,华尔街股市在开盘震荡后反弹,而人工智能股的压力在亚洲科技股遭受重创后有所缓解。
NEW YORK: Wall Street stocks bounced back from a shaky start after disappointing inflation data on Thursday (Oct 15), while pressure on artificial intelligence shares moderated somewhat following a battering of Asian tech shares.
美国股市早盘因亚洲市场遭受重创而下跌,韩国Kospi指数一度暴跌超过8%,导致短暂交易停牌,随后略微收复部分失地。
US equities sold off early in day following a drubbing in Asia that saw Seoul's Kospi dive more than eight per cent - leading to a brief trading halt - before slightly paring the losses.
日本日经指数因投资者对科技股的担忧而下跌近5%,此前纳斯达克指数周三下跌近2%。分析人士指出,对部分巨额人工智能投资风险的担忧导致了抛售。
Japan's Nikkei sank nearly five per cent as unease over tech names following the Nasdaq's nearly two-per cent fall on Wednesday. Analysts had cited worries over the risk surrounding some massive AI investments had prompted the selling.
周四公布的数据显示,美国9月批发通胀超出分析师预期,同比增长6.3%,为2022年以来最大年增幅,原因是伊朗战争导致油价飙升。
Figures released on Thursday showed US wholesale inflation surged past analysts' expectations in September - a 6.3 per cent increase from one year ago - marking its biggest year-on-year jump since 2022 as petrol prices rocketed due to the war with Iran.
但分析师表示,尽管本周通胀数据偏热,美国国债收益率回落为股市提供了一些支撑。
But analysts said equities received some support from a pullback in US Treasury bonds despite hot inflation readings this week.
收益率回落表明投资者认为这是“一个很好的机会,将部分资金从股票中撤出并重新配置到固定收益资产上”,文图拉财富管理公司的汤姆·卡希尔如是说。
The retreat in yields suggests investors see "a good opportunity to take some money out of equity and rebalance it into fixed income," said Tom Cahill of Ventura Wealth Management.
科技投资者还受到鼓舞,英伟达首席执行官黄仁勋在数据中心运营商CoreWeave周三遭遇大规模抛售后,对其前景表达了乐观态度。
Tech investors were also cheered by comments from Nvidia CEO Jensen Huang expressing optimism about CoreWeave's prospects after the data center operator faced heavy selling on Wednesday.
CoreWeave周四上涨6%,此前曾跌超15%,这一涨幅也为半导体股提供了支撑。费城半导体指数收盘下跌,但仍高于当日低点。
After dropping more than 15 per cent, CoreWeave rose six per cent Thursday, an increase that also gave support to semiconductor shares. The Philadelphia semiconductor index finished down, but well above its session low.
纳斯达克指数微幅收高,而道琼斯指数上涨1.1%,投资者正在将资金从科技板块转向工业板块。
The Nasdaq finished narrowly positive, while the Dow rose 1.1 per cent, avestors are rotating to industrial sectors rather than technology.
其他市场方面,美元下跌,而美国原油价格因美国商业库存大幅下降而上涨超过3%。
In other markets, the dollar fell while US oil prices rose more than three per cent following a big drop in US commercial inventories.
但布伦特期货——即国际原油合约——略有下跌。反应出现差异的原因之一是美国合约的到期时间更快,这使其更容易受到中东战争所引发的即时地缘政治风险的影响。
But Brent futures, the international crude contract, fell slightly. The difference in reactions is partly due to the quicker contract expiration for the US contract, which makes its more vulnerable to immediate geopolitical risks stemming from the Middle East war.