纽约/伦敦，11月6日电：周五，华尔街股市大多上涨，扭转了此前因担忧民主党在本周选举中获胜将给人工智能行业带来更严格的美国监管，导致全球股市市值蒸发数万亿美元的颓势。
NEW YORK/LONDON, Nov 6 : Wall Street equities mostly rallied on Friday, reversing course after trillions of dollars of world stock market value was wiped out over fears that Democratic election victories this week would bring tighter US regulations for the AI industry.
标普500指数和纳斯达克指数走高，科技、通信服务和非必需消费品板块股票推动涨幅。道琼斯指数当日微跌。在前一交易日遭遇惨烈抛售后，三大指数均有望录得周线下跌。
Benchmark S&P 500 and the Nasdaq were trading higher with technology, communication services and consumer discretionary stocks driving gains. The Dow edged lower on the day. All three indexes were on track for weekly losses following a brutal selloff in the prior session.
道琼斯工业平均指数下跌0.08%，标普500指数上涨0.71%，纳斯达克综合指数上涨1.4%。
The Dow Jones Industrial Average was down 0.08 per cent, the S&P 500 rose 0.71 per cent, and the Nasdaq Composite gained 1.4 per cent.
费城半导体指数上涨4.2%，此前该指数经历了自2025年4月以来最大单日跌幅。英伟达上涨3%，此前该股遭遇自2025年1月以来最糟糕的一天，当时低成本中国人工智能模型DeepSeek的出现重创市场。
The Philadelphia Semiconductor Index was up 4.2 per cent after slumping in its biggest one-day drop since April 2025. Nvidia rose 3 per cent, after suffering its worst day since January 2025, when the emergence of low-cost Chinese AI model DeepSeek hammered markets.
其他重量级芯片制造商，包括超威半导体、英特尔和美光科技，涨幅在5.5%至10%之间，而埃隆·马斯克旗下的特斯拉和SpaceX在本周早些时候下跌后，分别上涨2%和8%。
Other heavyweight chipmakers, including AMD, Intel, and Micron Technology, were up between 5.5 per cent and 10 per cent, while Elon Musk's Tesla and SpaceX were also up 2 per cent and 8 per cent respectively after losses earlier this week.
“AI建设的大部分中断可能不会发生，但这仅仅是从共和党主导转向民主党主导的政府更迭带来的不确定性，不仅在联邦层面，在州和地方层面也是如此，”Sparrow Capital Management总裁兼投资组合经理Gerry Sparrow表示。
"Most of the disruption of the AI buildout will not probably occur but it's just the uncertainty of the change in government from Republican-led to Democratic-led, not only at the federal level but the state, local levels," said Gerry Sparrow, president and portfolio manager at Sparrow Capital Management.
“这导致投资者预期出现一些扰动……围绕选举或任何政治事件的波动，无论是战争还是恐怖袭击，总会扰动市场。”得克萨斯州当选民主党州长吉娜·伊诺霍萨周四表示，该州——已经拥有美国很大份额的数据中心——将出台新法律，保护当地社区免受数据中心进一步大规模建设的影响。
"That's causing some disruption in the expectations of investors... The volatility around elections or any political event, whether it be war or terrorist attack, is always going to disrupt the market." Texas' Democratic governor-elect Gina Hinojosa said on Thursday that the state — which already has a large share of US data centres — will introduce new laws to protect local communities from their further mass buildup.
这轮不安情绪正冲击着人工智能交易，而该交易本已因市场担忧数据中心及其他基础设施的巨额成本将限制未来回报而承压；这种担忧引发了追加保证金通知，令散户投资者和对冲基金同样惊慌失措。
The jitters are hitting an AI trade already under pressure from fears that the massive cost of the data centres and other infrastructure will limit future returns, spurring margin calls and spooking retail investors and hedge funds alike.
连锁反应：这些反弹与全球其他地区的市场走势形成鲜明对比。欧洲斯托克600指数下跌1%。亚洲方面，日本日经指数和韩国综合股价指数均暴跌约6%。对日经指数而言——正如前一天的华尔街一样——这是自2025年4月美国总统唐纳德·特朗普“解放日”贸易关税恐慌以来最大的单日跌幅。
RIPPLE EFFECT The bounces were in stark contrast with market action in the rest of the world. Europe's STOXX 600 lost 1 per cent. In Asia, Japan's Nikkei and South Korea's KOSPI both slumped about 6 per cent. For the Nikkei — just like Wall Street the previous day — it was the biggest one-day drop since US President Donald Trump's "Liberation Day" trade tariff panic of April 2025.
明晟全球所有国家指数下跌0.52%，而明晟除日本以外亚太地区最广泛股指下跌3%。
The MSCI All-World index fell 0.52 per cent while MSCI's broadest index of Asia-Pacific shares outside Japan lost 3 per cent.
非农就业超预期：美国非农就业数据通常是最受关注的数据之一，但此次基本被科技股的戏剧性行情所掩盖；该数据显示就业岗位增加16.5万个，强于预期。
PAYROLLS BEAT FORECASTS US nonfarm payrolls, usually one of the most-focused on pieces of data, but largely overshadowed by the tech drama, showed a stronger-than-expected 165,000 pickup in jobs.
此前预期年度工资增速将放缓至3%以下、为近五年半来首次，这一预期同样未能实现，实际增速为3.1%。
ticipated slowdown in annual wage growth to below 3 per cent for the first time in nearly 5-1/2 years did not materialise either as it came in at 3.1 per cent.
基准美国10年期国债收益率升至4.85%，此前隔夜曾跌至9月9日以来的最低水平。
The yield on the benchmark US 10-year Treasury note ticked up to 4.85 per cent, having dropped to its lowest level since September 9 overnight.
汇市方面，美元兑包括欧元、日元和瑞郎在内的主要货币走高。美元兑日元上涨0.52%，兑瑞郎上涨0.47%。欧元兑美元下跌0.68%，至1.1142美元。
In currencies, the dollar rose against major currencies including the euro, yen and Swiss franc. It was up 0.52 per cent against the yen and rose 0.47 per cent against the Swiss franc. The euro was down 0.68 per cent against the dollar at $1.1142.
布伦特原油价格小幅回升，向每桶100美元靠近，但由于市场寄望中期选举结果可能促使特朗普缓和伊朗战争，油价仍将创下2020年以来最大单周跌幅。现货黄金下跌0.48%，至4067.75美元。
Brent crude prices tiptoed back up towards $100 a barrel, but are still set for their biggest weekly drop since 2020 on hopes the midterms' results might prompt Trump to de-escalate the Iran war. Spot gold fell 0.48 per cent to $4,067.75.