伦敦：周二（11月3日）股市震荡，市场对人工智能巨头债务驱动的支出日益紧张，但焦点完全集中在美国中期选举上，这可能重塑唐纳德·特朗普总统任内最后两年的局面。
LONDON: Stock markets wavered Tuesday (Nov 3) amid growing nervousness about the debt-fuelled spending by AI heavyweights, though the focus was squarely on US midterm elections that could reshape President Donald Trump's final two years in office.
与此同时，油价恢复下跌，因市场重燃希望，认为美伊对峙可能结束，尽管美国隔夜对霍尔木兹海峡的一个伊朗岛屿发动了空袭。
Oil prices resumed their declines meanwhile on fresh hopes of an end to the US-Iran standoff, despite US strikes overnight on an Iranian island in the Strait of Hormuz.
这些空袭发生在特朗普坚称与德黑兰达成协议“可能发生”几小时后，交易员还引用了中东媒体未经证实的报道，称伊朗核计划和解冻资金方面已取得进展。
They came hours after Trump insisted that a deal with Tehran "could happen", with traders also citing unconfirmed Middle East media reports saying progress on Iran's nuclear programme and frozen funds had been made.
Briefing.com分析师帕特里克·奥黑尔表示：“石油市场的表现似乎在押注，或者说希望这些报道可能有一定可信度。”
"The oil market is acting like, or hoping that, there might be some validity to the report," said analyst Patrick O'Hare at Briefing.com.
能源成本缓和的前景帮助华尔街在连续几个交易日下跌后企稳，尤其是科技股云集的纳斯达克综合指数，盘中晚些时候上涨近1%。
The prospect of easing energy costs helped Wall Street steady after several sessions of losses, in particular on the tech-heavy Nasdaq composite, which was up nearly one per cent in late morning trading.
AJ Bell市场主管丹·科茨沃斯表示：“投资者坐立难安，屏息以待美国中期选举。”
"Investors were sitting uncomfortably as they waited with bated breath for the US midterm elections," said Dan Coatsworth, head of markets at AJ Bell.
美国人周二投票，民主党希望夺取国会控制权，对特朗普在白宫动荡的第二任期施加首个实质性制约。
Americans vote Tuesday with Democrats hoping to seize control of Congress and impose the first significant checks on Trump's tumultuous second term in the White House.
这场选举相当于对其政策的全国性公投，随着民众对生活成本飙升和对伊朗战争的愤怒，舆论急剧转向不利于共和党。
The election amounts to a nationwide judgment on his policies, with the mood turning sharply against Republicans amid anger over soaring living costs and the war against Iran.
科茨沃斯补充道：“能源价格何时回落的不确定性加剧了对人工智能过度支出的担忧，形成了一种担忧的混合体。”
Coatsworth added that "uncertainty around when energy prices will ease back has added to worries about excessive spending on AI, creating a cocktail of worries".
亚马逊、Alphabet、Meta和微软等巨头的财报显示，它们计划继续向数据中心和芯片投入数千亿美元，即使投资者对回报日益不耐烦。
Earnings reports from titans including Amazon, Alphabet, Meta and Microsoft have shown they plan to keep pouring hundreds of billions of dollars into data centres and chips even as investors grow impatient for returns.
周一，苹果公司公布的销售额和利润均超出预期，但该公司警告称，不断上涨的内存芯片成本将在未来几个月冲击其利润率。苹果股价下跌2.3%。但人工智能芯片制造商英伟达和超威半导体的股价均上涨。
Monday saw Apple post forecast-topping sales and profits but it warned that increasing memory chip costs would hit its profit margins in the coming months. Shares in Apple fell 2.3 per cent. But shares in AI chipmakers Nvidia and AMD both climbed.
亚洲科技巨头面临新一轮抛售压力，韩国SK海力士和三星电子股价暴跌，拖累首尔综合指数下跌逾3%。上海股市也下跌，但香港股市微涨。东京股市因假期休市。
Asian tech giants came under renewed pressure, with shares in South Korea's SK hynix and Samsung tumbling, dragging Seoul's Kospi index down more than three per cent. There were also losses in Shanghai, though Hong Kong edged up. Tokyo was closed for a holiday.
欧洲主要股指涨跌互现，伦敦富时100指数在英国石油和壳牌等油气巨头拖累下下跌。
In Europe most stock indices ended little changed, with London's FTSE falling under the weight of its oil and gas firms like BP and Shell.
Tickmill的帕特里克·门内利表示：“受美国总统唐纳德·特朗普关于可能调整海外财政支持的言论触发，原油价格大幅下跌，给指数中的能源权重股带来了沉重压力。”
"A sharp decline in crude oil prices - triggered by remarks from US President Donald Trump regarding potential adjustments to overseas financial support - put heavy pressure on index energy heavyweights," said Patrick Munnelly at Tickmill.