标普500指数和纳斯达克综合指数周一上涨，因为人工智能（AI）相关股票从上周的急跌中恢复。在本周多家大型公司财报发布之前，油价下跌也支撑了市场。标普500指数和纳斯达克综合指数周五录得自6月下旬以来的最大周跌幅。投资者担心，更高的利率可能会使公司在AI基础设施（尤其是数据中心）上的投资变得更加昂贵，路透社报道。
The S&P 500 and Nasdaq Composite rose on Monday as artificial intelligence (AI)-related stocks recovered from last week's sharp fall. Lower oil prices also supported the market ahead of several major company earnings reports due this week. The S&P 500 and Nasdaq Composite recorded their biggest weekly declines since late June on Friday. Investors were worried that higher interest rates could make it more expensive for companies to invest in AI infrastructure, especially data centers, Reuters reported.
投资者为何担心AI支出？最近的市场抛售反映了人们对公司如何为昂贵的AI基础设施扩张买单的日益担忧。这些担忧给推动美国股市牛市行情的公司带来了压力，而该牛市行情最近刚刚迎来四周年。道琼斯工业平均指数周一下跌，原因是摩根大通、谢尔温-威廉姆斯和维萨股票出现小幅下跌。交易时段也恰逢“黑色星期一”39周年，即1987年10月19日的股市崩盘，当时道琼斯指数暴跌22.6%，路透社报道。
Why are investors worried about AI spending? The recent market selloff reflected growing concerns about how companies will pay for the expensive expansion of AI infrastructure. These concerns have put pressure on companies that have helped drive the US stock market's bull run, which recently completed its fourth anniversary. The Dow Jones Industrial Average fell on Monday as shares of JPMorgan Chase, Sherwin-Williams and Visa recorded small declines. The trading session also took place on the 39th anniversary of Black Monday, the October 1987 stock market crash when the Dow plunged 22.6%, Reuters reported.
尽管收入增长92%且AI在扩张，SpaceX股票可能在2027年前保持平盘。芯片股票在博通和美光上涨时回暖。随着投资者重返AI相关股票，半导体股票上涨。博通上涨2.2%，美光跳涨4.3%。费城半导体指数上涨2.5%，有望终结八日连跌，这是自2008年10月以来的最长每日跌幅序列。亚马逊股票在摩根士丹利将这家电子商务和云计算公司评为“首选”后上涨2.3%。
SpaceX stock may stay flat through 2027 despite 92% revenue growth and AI expansionChip stocks recover as Broadcom and Micron riseSemiconductor stocks rose as investors returned to AI-related shares. Broadcom gained 2.2%, while Micron jumped 4.3%. The Philadelphia Semiconductor Index rose 2.5% and was on track to end an eight-day losing streak, its longest series of daily declines since October 2008. Amazon.com shares gained 2.3% after Morgan Stanley named the e-commerce and cloud computing company its “top pick.”
这一举措进一步推动了科技股的复苏，路透社报道。高盛将CoreWeave评级从“中性”上调至“买入”后，CoreWeave股票回暖。高盛表示，该数据中心公司股价近期下跌创造了买入机会。
The move added to the recovery in technology stocks, Reuters reported. CoreWeave shares recover after Goldman Sachs upgradeGoldman Sachs upgraded data center company CoreWeave to “buy” from “neutral,” saying the recent fall in its share price had created a buying opportunity.
路透社报道，CoreWeave股价在上周下跌超过25%之后，周一小幅上涨0.2%。CoreWeave高达500亿美元的债务负担引发了人们的担忧，导致其股价上周出现急剧下跌。投资者担心为支持人工智能基础设施扩张所需的借贷规模。CFRA Research首席投资策略师Sam Stovall表示，上周科技股抛售的主要动因是利率上升以及围绕CoreWeave的担忧。
CoreWeave shares were last up 0.2% on Monday after falling more than 25% the previous week, according to Reuters. Concerns about CoreWeave's $50 billion debt load contributed to its sharp fall last week. Investors are worried about the amount of borrowing needed to support the expansion of AI infrastructure. Sam Stovall, chief investment strategist at CFRA Research, said the technology stock selloff last week was driven by rising interest rates and concerns surrounding CoreWeave.
他警告称，这些问题可能会持续，并补充说，投资者将在本周仔细审视公司财报，以识别出风险最高的企业。摩根大通向与经济和国家安全相关的美国产业投资50亿美元。Meta、特斯拉和SpaceX的财报备受关注。投资者正在为本周主要公司的财报做准备。Meta预计将在周三发布财报，市场预期其业绩将超越华尔街预期。
He warned that the problems might continue, adding that investors would closely examine company earnings this week to identify businesses most at risk.JPMorgan invests $5 billion in US industries tied to economic and national securityMeta, Tesla and SpaceX earnings in focusInvestors are preparing for results from major companies this week. Meta is expected to report earnings on Wednesday, with expectations that it will beat Wall Street estimates. Elon Musk-led Tesla is also scheduled to report on Wednesday, while SpaceX is expected to report on Tuesday.
由埃隆·马斯克领导的特斯拉也安排在周三发布财报，而SpaceX预计将在周二发布财报。路透社报道，周一东部时间上午9:52，道琼斯工业平均指数下跌102.02点，跌幅0.20%，报51,900.39点。标普500指数上涨34.27点，涨幅0.45%，报7,693.71点；纳斯达克综合指数上涨249.13点，涨幅0.95%，报26,389.16点。科技股带动市场上涨。
At 9:52 a.m. Eastern Time on Monday, the Dow Jones Industrial Average was down 102.02 points, or 0.20%, at 51,900.39. The S&P 500 gained 34.27 points, or 0.45%, to 7,693.71, while the Nasdaq Composite rose 249.13 points, or 0.95%, to 26,389.16, Reuters reported. Technology stocks lead market gainsMost companies in the S&P 500 were trading lower, but the technology sector led the gains. The sector rose 1.2%, helping lift the overall index despite losses across many other stocks.
标普500指数中的大多数公司股价走低，但科技板块领涨，该板块上涨1.2%，在帮助提升整体指数的同时，许多其他股票仍出现下跌。布伦特原油期货下跌1.3%，报每桶约108美元。
Brent crude oil futures fell 1.3% to around $108 a barrel.
在特朗普决定对俄罗斯免除部分制裁之后，市场出现下跌。英特尔股票在摩根大通将其评级从“减持”上调至“中性”后上涨5.1%。路透社报道称，该评级调整表明对该芯片制造商股票的看法更为积极。克利夫利夫斯钢铁公司股价因第三季度利润超出分析师预期而飙升8.7%。根据路透社的报道，在纽约证券交易所（NYSE），下跌股票数量超过上涨股票数量，比例为1.18比1；而在纳斯达克，上涨股票数量超过下跌股票数量，比例同样为1.18比1。
The decline followed US President Donald Trump's decision to waive some sanctions on Russia. Intel shares gained 5.1% after JPMorgan upgraded the stock to “neutral” from “underweight.”The rating change indicated a more positive view of the chipmaker's shares, according to Reuters. Shares of steelmaker Cleveland-Cliffs surged 8.7% after the company reported third-quarter profit above analysts' expectations. On the New York Stock Exchange (NYSE), declining stocks outnumbered advancing stocks by a ratio of 1.18 to 1. On the Nasdaq, advancing stocks outnumbered declining stocks by the same ratio, according to Reuters.
标普500指数录得八个新的52周高点和两个新低。纳斯达克综合指数录得12个新高但120个新低，这表明尽管指数整体上涨，但许多纳斯达克上市的个股仍承受压力。
The S&P 500 recorded eight new 52-week highs and two new lows. The Nasdaq Composite recorded 12 new highs but 120 new lows, showing that many individual Nasdaq-listed stocks remained under pressure despite the index's overall rise.