Investing.com - 与美国主要股指挂钩的期货走高，投资者正在评估民主党在美国中期选举中取得重大胜利的影响。一股强大的支持民主党浪潮使该党有望控制国会两院，市场正在思考可能采取措施放缓人工智能建设的步伐。超威半导体（Advanced Micro Devices）股价在盘后交易中飙升，得益于数据中心芯片强劲销售带来的乐观前景。
Investing.com - Futures linked to the main U.S. stock averages point higher, as investors assess the impact of a major Democratic victory in the American midterm elections. A large wave of support for Democrats leaves the party set to take control of both chambers of Congress and markets pondering a potential move to decelerate the artificial intelligence build-out. Shares of Advanced Micro Devices surge in extended hours trading on an upbeat outlook powered by strong sales of data-center chips.
- 期货上涨周三，美国股指期货上涨。截至美国东部时间03:37（格林威治标准时间08:37），标普500指数期货合约上涨15点，涨幅0.2%；纳斯达克100指数期货跳涨64点，涨幅0.2%；道琼斯指数期货攀升237点，涨幅0.5%。
- Futures climb U.S. stock futures rose on Wednesday. By 03:37 ET (08:37 GMT), the S&P 500 futures contract had gained 15 points, or 0.2%, Nasdaq 100 futures had jumped by 64 points, or 0.2%, and Dow futures had climbed by 237 points, or 0.5%.
在前一交易日，基准标普500指数和科技股为主的纳斯达克综合指数收高，而蓝筹股道琼斯工业平均指数下跌。围绕伊朗战争可能出现外交解决方案的乐观情绪有助于打压油价并推高股价，尽管中东冲突前景仍存在重大不确定性。
In the prior session, the benchmark S&P 500 and tech-heavy Nasdaq Composite finished higher, while the blue-chip Dow Jones Industrial Average declined. Optimism around a potential diplomatic solution to the Iran war helped to drive down oil prices and push up stocks, although significant uncertainty still surrounds the outlook for the Middle East conflict.
“这一背景帮助美国股市终于从近期的回撤中实现反弹”，此前市场担忧大规模债务驱动的人工智能基础设施支出难以为继。
"That backdrop helped U.S. equities to finally stage a recovery" from a recent retreat spurred by worries over the sustainability of massive debt-fueled expenditures on artificial intelligence infrastructure.
同时，一批新数据指向美国经济持续强劲。例如，一个追踪指标显示职位空缺跃升至四个月高位，而另一项工厂订单指标增幅超出预期。
Meanwhile, a new batch of data pointed to ongoing strength in the U.S. economy. For example, one tracker showed a jump in job openings to a four-month high, while a separate gauge of factory orders grew by more than anticipated.
- 民主党夺得国会控制权交易员目前正在消化备受瞩目的美国中期选举结果，民主党在选举中赢得了参众两院的控制权。
- Democrats seize Congress Traders were now parsing through the long-awaited U.S. midterms, which saw Democrats secure control over both chambers of Congress.
民调在大选前曾显示，选民对可负担性挑战和伊朗战争感到沮丧，民主党迎来一波支持浪潮。但对该党的支持似乎比预期更强，民主党在共和党总统唐纳德·特朗普的传统票仓的部分全州范围竞选中大获全胜。
A wave of backing for Democrats had been suggested by polls in the run-up to the election, as voters expressed frustration with affordability challenges and the Iran war. But that support for the party appears to have been even stronger than anticipated, with Democrats sweeping to victory in some statewide races in traditional strongholds of President Donald Trump’s Republicans.
关键在于，当国会于1月召开时，民主党将掌控众议院和参议院的多数席位，这意味着任何新法律都至少需要获得民主党一定程度的批准。尽管如此，特朗普仍保留对立法的关键否决权，赋予白宫驳回众参两院通过法案的能力。
Crucially, the Democrats will hold majorities in the House of Representatives and Senate when Congress convenes in January, meaning that any new laws must require at least a modicum of Democratic approval. Still, Trump retains a critical veto power over legislation, granting the White House the ability to reject bills passed by both the House and Senate.
对于市场而言，预期升温，认为民主党可能利用其对国会的控制权，对人工智能实施更严格的监管，并放缓这项新兴技术的建设步伐。人工智能是美国选民的另一大关切议题，特别是对可能导致的失业以及大型数据中心大量涌现的不满。
For markets, expectations have risen that the Democrats could use their Congressional control to place more stringent regulations on AI and slow the build-out of the nascent technology. AI was another key issue for American voters, particularly fears of possible job losses and discontentment with the proliferation of huge data centers.
隔夜，对人工智能推广放缓的担忧一度拖累亚洲科技股和美国股指期货——但这些跌幅随后大多收窄。
Overnight, concerns over a decelerating AI rollout temporarily weighed on tech stocks in Asia and U.S. equity futures -- but those losses were later broadly pared back.
荷兰国际集团（ING）分析师在一份报告中表示：“鉴于人工智能在推动美国经济方面的作用，关于新一届民主党主导的国会是否会放缓人工智能资本支出计划的猜测，一度冲击市场。最初的市场波动出现逆转，很可能是因为民主党要等到1月才正式就职。”
"Given AI’s role in powering the U.S. economy, speculation over whether a new Democrat Congress would slow AI capex plans briefly hit markets," analysts at ING said in a note. "That the initial market moves are being reversed probably owes to the fact that the Democrats do not take office until January."
- 芯片交易费用冲击10亿美元，AMD受挫撇开政治不谈，超威半导体（AMD）股价在盘后交易中飙升逾7%。
- AMD dented by $1 billion in chip deal charges Beyond politics, shares of Advanced Micro Devices surged by more than 7% in extended hours trading.
数据中心销售激增，推动这家人工智能芯片制造商公布了比预期更快的2027年增长目标，引发英伟达、英特尔和博通等同行股价在盘后上涨。
Soaring data-center sales led the AI chipmaker to unveil 2027 growth that was faster than projected, sparking an after-hours rally in peers like Nvidia, Intel and Broadcom.
在与分析师的电话会议上，AMD首席执行官苏姿丰表示，预计到2027年整体营收将增长超过80%。据路透社引用的数据，分析师此前预期的增长预测为77%。
In a call with analysts, AMD CEO Lisa Su said overall revenue is now anticipated to expand by over 80% in 2027. According to data cited by Reuters, analysts had been expecting a forecast for growth of 77%.
苏姿丰指出，80%的整体销售额将来自为数据中心设计的芯片，并补充称这些处理器将“推动我们营收和盈利增长的大部分”。然而，AMD第三季度利润受到超过10亿美元非现金费用的冲击，该费用与公司向ChatGPT制造商OpenAI和Instagram母公司Meta Platforms提供认股权证以购买未来股份的策略有关。作为回报，这些公司承诺购买AMD芯片。
Su noted that 80% of overall sales will come from chips designed for data centers, adding that these processors will "drive the majority of our revenue and earnings growth." However, AMD’s third-quarter profits were hit by a more than $1 billion non-cash charge related to the firm’s strategy of offering warrants to buy future stakes in the business to ChatGPT-maker OpenAI and Instagram-parent Meta Platforms. In return, these companies have committed to buy AMD chips.
周三将有更多企业财报出炉，包括芯片设计商Arm Holdings和半导体厂商高通的业绩。
More corporate earnings are due out on Wednesday, including returns from chip designer Arm Holdings and semiconductor name Qualcomm.
- 美国服务业活动数据即将公布在经济数据方面，备受关注的美国服务业活动新读数将成为焦点。
- U.S. services activity data ahead On the economic data front, a new reading of activity in the all-important U.S. services sector will be in focus.
供应管理协会（ISM）非制造业采购经理价格指数预计将在10月略微下滑至54.8，前值为54.9。
The Institute for Supply Management’s non-manufacturing purchasing managers’ price index is seen edging down marginally to 54.8 in October, compared to 54.9 in the preceding month.
高于50的水平表明服务业扩张，该行业占美国经济总活动的三分之二以上。
A level above 50 indicates expansion in the services industry, which accounts for over two-thirds of total U.S. economic activity.
本周早些时候，ISM的一项美国制造业活动指标因国内需求强劲而上升，尽管工厂出厂价格居高不下，凸显出该行业面临的持续通胀压力。
Earlier this week, an ISM gauge of U.S. manufacturing activity increased thanks to solid domestic demand, although factory gate prices stayed elevated, underscoring ongoing inflationary pressures facing the industry.
- 油价因伊朗局势不明及民主党胜选而上涨周三油价小幅上涨。截至美东时间01:57（格林威治标准时间06:57），明年1月到期的布伦特原油期货上涨0.6%至每桶104.20美元，西德克萨斯中质原油（WTI）期货上涨0.5%至每桶96.59美元。
- Oil rises amid Iran uncertainty, Democrat triumph Oil prices edged higher on Wednesday. As of 01:57 ET (06:57 GMT), Brent Oil Futures expiring in January rose 0.6% to $104.20 per barrel, while West Texas Intermediate (WTI) crude futures gained 0.5% to $96.59 per barrel. The U.S. midterm election outcome could complicate the Trump administration’s policy agenda during a time when uncertainty surrounds whether the White House will pursue renewed military action against Iran or seek a diplomatic resolution.
美国中期选举的结果可能会使特朗普政府的政策议程变得更加复杂，正值外界对白宫是否会对伊朗采取新的军事行动，还是寻求外交解决方案仍存不确定性之际。
Trump’s conflicting signals have added to this murky backdrop. The United States carried out what officials described as defensive strikes against Iranian air defense installations on Qeshm Island, near the Strait of Hormuz, earlier this week.
特朗普发出的相互矛盾的信号更增加了这种模糊的背景。本周早些时候，美国对伊朗位于霍尔木兹海峡附近的格什姆岛上的防空设施实施了官方所谓的防御性打击。特朗普表示，华盛顿没有立即实施进一步打击的计划。
Trump said Washington had no immediate plans for further strikes. Tehran and Washington are reviewing fresh proposals from mediators aimed at bridging their differences and preventing a return to all-out war, Bloomberg News reported, citing a diplomat briefed on the matter. Iran, however, said the U.S. response to its conditions for reopening the Strait of Hormuz was unsatisfactory.
据彭博社报道，援引一名知情外交官的话称，德黑兰和华盛顿正在审查调解人提出的新建议，旨在弥合分歧、防止重返全面战争。
Qatar has stepped up mediation efforts, with both sides continuing to exchange proposals, but a senior Iranian official told Reuters that the two countries remained far from an agreement. Democrats secured majorities in both the House of Representatives and Senate, delivering a setback to Trump for the remainder of his second term.
然而，伊朗表示，美国对其重新开放霍尔木兹海峡所提条件的回应令人不满意。卡塔尔加强了调解努力，双方继续交换提案，但一名伊朗高级官员告诉路透社，两国距离达成协议仍很远。
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民主党在众议院和参议院均获得多数席位，给特朗普第二任期剩余时间带来了挫折。
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