周五，期货下跌，科技巨头股价涨跌不一，油价上涨，美国中期选举还有不到两周时间。投资者正在解读支付巨头运通公司（American Express Co.）的财报，以寻找关于消费和经济健康状况的信号。
Futures fell on Friday with mixed trading in technology megacaps, oil climbing and US midterm elections less than two weeks away. Investors were parsing earnings from payments giant American Express Co. for signals about spending and the health of the economy.
作者：Felice Maranz 截至纽约时间上午7点24分，标普500指数期货下跌0.3%，纳斯达克100指数期货下跌0.1%。西得克萨斯中质原油（WTI）上涨1.6%，突破每桶101美元，而布伦特原油本周上涨近4%，因为沙特阿拉伯的冲突加剧。10年期美国国债收益率升至4.99%。
By Felice Maranz S&P 500 contracts were down 0.3% as of 7:24 a.m. in New York, while Nasdaq 100 futures fell 0.1%. West Texas Intermediate crude oil added 1.6% to top $101 a barrel, while Brent was up almost 4% this week as conflict in Saudi Arabia intensified. Yields on 10-year Treasuries rose to 4.99%.
避险情绪持续，对资助人工智能热潮的焦虑日益加剧。Meta Platforms Inc. 在报告好于预期的业绩并上调资本支出展望后，延续了第二天的跌势。周四，该公司信用风险指标飙升，因为支出计划重新引发了人们对科技巨头将在已饱和的市场发行更多债务的担忧。存储公司西部数据公司（Western Digital Corp.）的股价下跌，尽管其业绩超预期，且展望远高于预期。
Risk-off sentiment lingered, with mounting anxiety about funding the artificial intelligence boom. Meta Platforms Inc. extended losses into a second day after reporting better-than-anticipated results and boosting its capital spending outlook. On Thursday, a gauge of the company’s credit risk surged as spending plans reignited fears tech giants will issue more debt in an already-saturated market. Shares of memory and storage company Western Digital Corp. slipped even after an earnings beat and an outlook that was well above expectations.
“超大规模云服务商的收入强劲，但资本支出持续上升，”巴克莱策略师布拉德利·罗戈夫（Bradley Rogoff）和多米尼克·图布兰（Dominique Toublan）在一份报告中写道。“融资博弈已经明确：在其他人吸收资本之前尽早筹资，但避免资产负债表上背负过多债务。市场对此反应不佳。”周四，科技股为主的纳斯达克100指数下跌2.9%，创下6月下旬以来最大单日跌幅，抛售集中在顶级科技股。费城半导体指数（SOX）下跌6.7%，也是6月以来最大跌幅。
“Hyperscalers’ revenue is strong, but capex keeps rising,” Barclays strategists Bradley Rogoff and Dominique Toublan wrote in a note. “The financing game theory has been spelled out: raise early before others absorb the capital, but avoid too much debt on the balance sheet. Markets haven’t taken that well.”On Thursday, the tech-heavy Nasdaq 100 sank 2.9%, the most intraday since late June, with selling concentrated in top tech stocks. The Philadelphia Semiconductor Index, or SOX, tumbled 6.7%, also the most since June.
关注板块：塔楼公司和无线运营商，此前有报道称SpaceX瞄准美国80,000个或更多蜂窝基站，并正与至少一家基础设施所有者进行谈判。
Sectors in Focus Tower companies and wireless carriers, after SpaceX was said to be targeting 80,000 or more US cell sites, with talks under way with at least one infrastructure owner.
鞋类和运动服装，此前Hoka品牌所有者Deckers Outdoor下调了全年销售预期。分析人士指出，美国消费者需求疲软。
Footwear and athletic apparel, after Hoka-brand owner Deckers Outdoor cut its full-year sales view. Analysts flagged muted US consumer demand.