
Investing.com - 加拿大主要股指期货周五下跌,此前加拿大股市在上一交易日受到人工智能驱动的美国股市暴跌的影响。通过InvestingPro追踪加拿大股市——现可享受55%的折扣。截至东部时间上午7:08(格林威治标准时间12:08),S&P/TSX 60指数标准期货合约下跌6点,或0.3%。
Investing.com - Futures linked to Canada’s main stock index pointed lower on Friday, after Canadian shares were caught up in an artificial intelligence-driven rout in U.S. stocks in the prior session. Track Canadian stocks with InvestingPro - now 55% off By 07:08 ET (12:08 GMT), the S&P/TSX 60 index standard futures contract had fallen by 6 points, or 0.3%.
周四,S&P/TSX综合指数暴跌至五个月来的最差表现,下跌2%,收于35,605.27点。该指数的科技板块下跌3.8%,电子设备供应商Celestica的股价拖累了该板块。
On Thursday, the S&P/TSX composite index slumped to its worst day in five months, sliding by 2% to end at 35,605.27. The index’s technology sector retreated by 3.8%, weighed down by shares of electronic gear provider Celestica.
加拿大能源行业股票也下跌了2.5%。本周油价波动,交易员们权衡了民主党控制的国会可能迅速结束伊朗战争的预期,以及霍尔木兹海峡油轮遭受新袭击的消息。
Canadian energy-industry shares also fell by 2.5%. Oil prices have gyrated this week as traders weighed expectations that a Democratic-controlled Congress could push for a rapid end to the Iran war against fresh attacks on tankers in the Strait of Hormuz.
在周五的震荡交易中,基准布伦特原油期货最后上涨0.5%,报每桶98.73美元,而美国西德克萨斯中质原油期货上涨0.5%,报每桶90.98美元。然而,这两份合约都将录得大幅的周度下跌。
In volatile trading on Friday, benchmark Brent crude futures were last higher by 0.5% at $98.73 a barrel, while U.S. West Texas Intermediate crude futures had risen by 0.5% to $90.98 a barrel. Both contracts were on track for steep weekly declines, however.
与此同时,现货黄金下跌0.5%,报每盎司4,068.57美元,但仍有望实现超过5%的周度上涨。
Spot gold, meanwhile, was down by 0.5% at $4,068.57 an ounce, but remained on pace for a weekly gain of more than 5%.
人工智能暴跌在逢低买盘和芯片股反弹中暂停。美国股市的暴跌在周五企稳,逢低买盘为芯片股提供了喘息之机,此前对民主党中期选举胜利对人工智能热潮影响的担忧引发了广泛的股市暴跌。
AI rout pauses amid dip-buying, chip stock rebound A rout in U.S. stocks steadied on Friday, as dip buyers offered a respite to chip stocks following a broad-based equity-market rout sparked by worries over the implications of a Democratic midterms victory on the artificial intelligence boom.
截至东部时间上午7:22(格林威治标准时间12:22),纳斯达克100指数期货上涨379点,或1.4%,标普500指数期货上涨18点,或0.2%。道琼斯指数期货表现落后,下跌481点,或1.0%。
By 07:22 ET (12:22 GMT), Nasdaq 100 futures had climbed by 379 points, or 1.4%, and S&P 500 futures had gained 18 points, or 0.2%. Dow futures were the laggard, sliding by 481 points, or 1.0%.
芯片制造商在开盘前反弹。AI芯片巨头英伟达上涨约4%,同行超威半导体和美光科技分别上涨7%和8%。一只追踪美国芯片行业的交易所交易基金也上涨逾5%。数据中心公司CoreWeave同样跳涨逾10%。
Chipmakers rebounded before the opening bell. AI semiconductor giant Nvidia rose by roughly 4%, while peers Advanced Micro Devices and Micron were up by 7% and 8%, respectively. An exchange-traded fund tracking the U.S. chip industry also advanced by more than 5%. Data-center firm CoreWeave jumped by more than 10% as well.
美国金融市场周四暴跌,交易员担心民主党将加强对AI的监管,纷纷抛售涉足这项新兴技术的股票并套现离场。抛售迅速蔓延至整个科技行业,纳斯达克综合指数总市值估计蒸发约2.5万亿美元。这是自2020年3月新冠疫情高峰期以来未见的跌幅。
U.S. financial markets tumbled on Thursday, spurred by traders fearful of greater Democratic regulation of AI racing to exit stocks exposed to the nascent technology and pick up cash. The wipeout spread rapidly through the tech industry, eventually shedding an estimated $2.5 trillion in total market value off the Nasdaq Composite. It was a drop not seen since March 2020, the height of the COVID-19 pandemic.
芯片制造商跌幅居前,费城半导体指数当日暴跌12.25%。英伟达(纳斯达克代码:NVDA)近期刚失去全球市值最高上市公司头衔,周四暴跌近10%,竞争对手超威半导体(纳斯达克代码:AMD)下挫17%。
Chipmakers were by far the worst hit, with the Philadelphia Semiconductor Index sliding 12.25% for the day. Nvidia (NASDAQ:NVDA), which recently relinquished its title as the world’s most valuable listed company, slumped nearly 10% on Thursday, while rival AMD (NASDAQ:AMD) slid 17%.
微软(纳斯达克代码:MSFT)、Meta Platforms(纳斯达克代码:META)、亚马逊(纳斯达克代码:AMZN)和Alphabet(纳斯达克代码:GOOGL)——这些公司都计划在数据中心等AI基础设施上大举投资——股价跌幅在2%至4%之间。
Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), Amazon (NASDAQ:AMZN), and Alphabet (NASDAQ:GOOGL) -- all of which plan to spend heavily on AI infrastructure like data centers -- fell between 2% and 4%.
护售蔓延至更广泛的股市,凸显AI热潮对整体经济增长的支撑作用之大。收盘时,基准标普500指数暴跌4.36%,蓝筹股道琼斯工业平均指数重挫3.44%。一只追踪市场波动率的指标飙升,录得自美国总统唐纳德·特朗普去年推出全面“解放日”关税以来最大单日涨幅。
The selloff bled into wider equities, underscoring just how much the AI boom has been propping up overall economic growth. At the end of the session, the benchmark S&P 500 had slumped by 4.36% and the blue-chip Dow Jones Industrial Average had plummeted by 3.44%. A tracker of market volatility surged to its biggest daily jump since U.S. President Donald Trump rolled out his sweeping Liberation Day tariffs last year.





亏损随后蔓延至周五的亚洲交易时段。MSCI亚太指数跌至自2025年以来的最大跌幅,日本股市暴跌,台湾加权指数跌入熊市领域。在韩国,芯片企业SK海力士和三星电子一直是AI时代的主要赢家,股价大跌触发熔断机制。然而,欧洲和英国股市设法避开了部分冲击。
Losses then spilled over into Friday’s Asian session. The MSCI Asia Pacific index fell to its largest decline since 2025, while stocks in Japan tumbled and Taiwan’s key index dipped into bear market territory. In South Korea, where chip firms SK Hynix and Samsung Electronics have been major winners of the AI era, stocks fell so much a circuit breaker was triggered. Stocks in Europe and the United Kingdom have managed to avoid some of the fallout, however.
除了选举后的紧张情绪外,据报道,AI宠儿Anthropic因计划本月晚些时候上市而面临投资者更严格的审视,路透社报道称这家初创公司可能会推迟上市。
Along with the post-election jitters, reports said AI-darling Anthropic was facing increased investor scrutiny over its plans to publicly list later this month, with Reuters reporting that the startup could potentially delay a listing.
尽管如此,Yardeni Research的分析师在一份报告中辩称,此次抛售代表“买入机会”。“我们将政治反弹视为对AI投资的另一项制约,与财务和物理瓶颈并列。但这些只是减速带,而非路障,尽管华尔街似乎在为后者定价。我们认为这反应过度了,”Yardeni分析师在报告中表示。
Still, analysts at Yardeni Research argued in a note that the selloff represents a "buying opportunity." "We view the political backlash as another constraint on AI investment, alongside financial and physical bottlenecks. But these are speed bumps, not roadblocks, even though Wall Street seems to be pricing in the latter. We think that’s overdone," the Yardeni analysts said in a note.
花旗的分析师也指出,尽管美国选民对AI存在抵触情绪,数据中心仍可能建设,但“数据中心建设的地点和方式可能会改变”。“建设步伐也可能放缓。这对卖铲人,包括半导体股,远非理想,”花旗分析师表示。
Analysts at Citi also suggested that, despite a backlash against AI from American voters, data centers may still be constructed, but "where and how [they] get built may change." "The pace of construction may also be slower. This is far from ideal for the picks and shovels, including semis," the Citi analysts said.
非农就业数据在即 在关注AI自由落体式下跌的同时,投资者也将密切关注可能影响美联储利率计划的关键就业数据。
Nonfarm payrolls ahead With the AI freefall in focus, investors will also be keeping an eye on key labor data that is likely to factor into the Federal Reserve’s plans for interest rates.
9月非农就业数据将于周五早盘公布,预计将显示就业增长较上月有所回升。
Nonfarm payrolls data for September is due Friday morning, and is expected to show a pickup in jobs growth from the prior month.
劳动力市场出现任何韧性迹象,都可能给美联储加息提供更大空间——这一情形可能预示着华尔街将面临更多痛苦。美联储在9月加息25个基点,决策者表示,顽固的通胀很可能引发更多加息。
Any signs of resilience in the labor market could give the Fed more headroom to hike interest rates – a scenario that could herald more pain for Wall Street. The Fed raised rates by 25 basis points in September, with policymakers indicating that sticky inflation was likely to elicit more hikes.