周四，由于市场对美国民主党掌控的国会可能出台人工智能（AI）监管规定的担忧日益加剧，全球市场遭遇重大抛售，全球股市市值蒸发约4万亿美元。
Global markets saw a significant selloff amid mounting concerns over artificial intelligence (AI) regulations under Democratic US Congress, wiping around $4 trillion from global stock market valuations on Thursday.
民主党在周二的中期选举中同时赢得了众议院和参议院的控制权。投资者预计民主党将对技术实施监管并限制人工智能投资。
Democrats won both the House of Representatives and the Senate during midterm elections on Tuesday. Investors expect Democrats to implement oversight over technology and limit AI investments.
对人工智能发展可能放缓以及当前投资可能受阻的担忧，加剧了市场的抛售压力，特别是科技股，抛售潮从美国开始并波及全球其他地区。
Concerns that the progress in AI could slow down and current investments might be disrupted fueled selling pressure in the markets, especially in tech stocks, starting in the US and spilling over to the rest of the globe.
随着亚利桑那州民主党众议员亚斯明·安萨里（Yassamin Ansari）提出的关于监管该行业并暂时暂停人工智能发展的提案获得了党内更广泛的支持，与人工智能相关的风险进一步加剧。监管威胁叠加了市场对巨额人工智能投资盈利能力的现有担忧。受这些发展影响，华尔街的半导体和数据中心股票遭受重挫。
The AI related risks intensified after Democratic Representative Yassamin Ansari of Arizona gained broader party support for proposals to regulate the sector and temporarily pause AI development. The regulatory threat compounded existing concerns over the profitability of massive AI investments. Semiconductor and data center stocks across Wall Street suffered with these developments.
迈威尔科技（Marvell Technology）股价暴跌16.43%，应用数字（Applied Digital）下跌14.69%，Core Scientific下跌10.82%，博通（Broadcom）下跌10.43%，英特尔（Intel）下挫10.33%，高通（Qualcomm）下跌9.49%，英伟达（Nvidia）下跌9.26%。
Shares of Marvell Technology plummeted 16.43%, Applied Digital fell 14.69%, Core Scientific dropped 10.82%, Broadcom lost 10.43%, Intel shed 10.33%, Qualcomm declined 9.49%, and Nvidia fell 9.26%.
在地缘政治冲突风险隐现、地缘政治担忧重新点燃的背景下，受霍尔木兹海峡海上航运风险的推动，1月交货的布伦特原油价格上涨1.7%，至每桶99.9美元，油价逼近100美元大关。
Geopolitical concerns reignited with emerging risks of conflict, driving up oil prices close to the $100 level, as January-delivery Brent crude oil climbed 1.7% to $99.9 a barrel, led by risks to maritime shipping in the Strait of Hormuz.
美联储加息预期 美联储官员近期的表态暗示，该行正日益接近加息，特别是在能源成本上升和通胀担忧加剧的情况下。
Fed hike expected Recent statements from Fed officials signaled that the bank is moving closer to hiking rates, especially given rising energy costs and inflation fears.
与此同时，在截至10月31日的一周内，美国首次申请失业救济人数较前一周减少6000人，降至18.9万人，低于预期。与此同时，非农劳动力生产率增长3.6%，超出预期。
Meanwhile, the US’ initial jobless claims fell by 6,000 from the previous week, reaching 189,000 in the week ending Oct. 31, below expectations. Nonfarm labor productivity exceeded expectations by rising 3.6% at the same time.
非农就业数据将于周五发布，并将为劳动力市场提供更清晰的洞察，同时美联储未来的举措可能会根据这一发布而改变。
The nonfarm payrolls data will be released on Friday and provide clearer insight into the labor market, while the Fed’s future moves could change depending on this release.
此外，美国10年期国债收益率周四下跌5个基点至4.84%，周五则持平交易。美元微升0.2%至101.7。
Additionally, the US 10-Year Treasury yield fell by five basis points to 4.84% on Thursday, while trading flat on Friday. The US dollar edged up 0.2% to 101.7.
由于股市下跌导致对流动性的需求增加，黄金下跌1.3%，至每盎司4,046美元。
Gold fell 1.3% to $4,046 per ounce amid the increased need for liquidity as stock markets dropped.
美国三大主要股指周四均遭遇了自特朗普于2025年4月解放日宣布全面关税以来的最差单日表现。
All three major American indexes saw their worst daily performance on Thursday since Trump announced his sweeping tariffs on Liberation Day in April 2025.
标普500指数下跌4.36%，纳斯达克综合指数下跌5.52%，道琼斯工业平均指数下跌3.44%。美国股指周五开盘呈现涨跌互现的趋势。
The S&P 500 dropped 4.36%, the Nasdaq Composite fell 5.52%, and the Dow Jones Industrial Average was down 3.44%. US indexes started Friday on a mixed trend.
与此同时，除法国外，受对科技和人工智能的担忧影响，欧洲股市也走低。
European stocks trade lower Meanwhile, European stock markets also traded lower amid concerns over tech and AI, except for France.
该地区的龙头科技股大幅下跌，其中荷兰芯片制造商阿斯麦的股价在周四下跌了6.6%。
Leading tech stocks in the region sharply fell with the shares of Dutch chipmaker ASML dropping 6.6% on Thursday.
英国央行在预期之内将其政策利率上调25个基点至4%，理由是能源价格高企，行长安德鲁·贝利表示，只要伊朗战争持续，这可能就不是该央行的最后一次加息。
The Bank of England (BoE) raised its policy rate by 25 basis points within estimates to 4%, citing high energy prices, while Governor Andrew Bailey said this may not be the bank’s final rate hike so long as the war in Iran continues.
英国富时100指数下跌0.43%，德国DAX 40指数下跌0.43%，意大利富时MIB 30指数下跌1.03%，而法国CAC 40指数周四上涨0.34%。接近周五收盘时，亚洲股市遭遇抛售，韩国股市跌幅居前。
The UK's FTSE 100 fell 0.43%, Germany's DAX 40 dropped 0.43%, and Italy's FTSE MIB 30 declined 1.03%, while France's CAC 40 rose 0.34% on Thursday. Near Friday’s close, Asian equity markets saw a selloff with losses in South Korea leading the pack.
在投资者因民主党在中期选举中获胜而担忧人工智能监管之际，中国10年期国债收益率跌至1.58%，逼近历史低位。
China’s 10-year bond yield fell to 1.58%, nearing historic lows amid investors concerned about AI regulations with Democrats’ victory in midterms.
接近收盘时，日本日经225指数下跌6.2%，韩国综合股价指数盘中跌幅一度高达8%，随后略有回升，跌幅收窄至5.2%，中国上证综合指数暴跌1.1%，香港恒生指数下跌1.3%。
Near the close of trading, Japan’s Nikkei 225 fell 6.2%, South Korea’s Kospi declined as much as 8% but slightly recovered to a 5.2% drop, China's Shanghai Composite Index plummeted 1.1%, and Hong Kong’s Hang Seng was down 1.3%.