周一，亚洲股市和美国股指期货小幅走高。此前，由于对芯片需求和人工智能盈利能力的担忧，市场在上周经历了剧烈的每周抛售，日本日经指数和台湾基准指数均上涨约2.5%。
Asian markets and U.S. equity futures edged higher Monday after a steep weekly sell-off driven by concerns over chip demand and AI profitability, with Japan’s Nikkei and Taiwan’s benchmark each gaining about 2.5%.
在上周的科技股抛售潮将其推入熊市区域后，日本日经指数于周一早盘反弹。日经225指数上涨2%，至58,584.11点，收复了周五6%跌幅的一部分，而更广泛的东证指数则上涨2.8%，至3,810.91点。
Japan’s Nikkei rebounded early Monday after last week’s technology sell-off pushed it into bear-market territory. The Nikkei 225 rose 2% to 58,584.11, clawing back some of Friday’s 6% drop, while the broader Topix gained 2.8% to 3,810.91.
日本国债收益率周一小幅走高，部分逆转了上周的急剧下跌。上周，人工智能相关股票的抛售曾促使投资者涌向更安全的资产。
Japanese government bond yields edged higher on Monday, partially reversing last week’s sharp decline, when a sell-off in AI-related stocks drove investors toward safer assets.
油价周一低开。美国总统唐纳德·特朗普表示，随着结束冲突的努力显示出进展，他不太可能下令对伊朗进行进一步打击，尽管两国均报告称霍尔木兹海峡内或附近有船只遭到袭击。截至格林尼治标准时间01时38分，布伦特原油下跌84美分，跌幅0.85%，至每桶97.48美元；美国西得克萨斯中间基原油下跌32美分，跌幅0.35%，至90.51美元。
Oil prices opened lower on Monday after U.S. President Donald Trump said he was unlikely to order further strikes on Iran as efforts to end the conflict showed progress, even as both countries reported attacks on ships in or near the Strait of Hormuz. By 0138 GMT, Brent crude had fallen 84 cents, or 0.85%, to $97.48 a barrel, while U.S. West Texas Intermediate was down 32 cents, or 0.35%, at $90.51.
周一，美元兑欧元汇率维持在近一年半高位附近，兑澳大利亚元汇率维持在七个月高位附近，此前美元在周五创下了近六个月来的最大单日涨幅。强劲的美国就业数据提振了利率可能保持较高水平的预期。
The U.S. dollar held near a 1½-year high against the euro and a seven-month high against the Australian dollar on Monday, after Friday’s sharpest gain in nearly six months. Strong U.S. jobs data had boosted expectations that interest rates could remain higher.
由于油价回落有助于缓解通胀担忧，黄金价格周一小幅上涨。然而，由于强于预期的非农就业数据引发了美联储可能更长时间维持美国高利率的预期，金价涨幅受到限制。
Gold prices rose slightly on Monday as easing oil prices helped temper inflation concerns. However, gains were limited by expectations that the Federal Reserve may keep U.S. interest rates elevated for longer after stronger-than-expected payrolls data.
周一公布的数据显示，中国10月生产者物价通胀率以近四年半以来的最快速度上升，而消费者物价通胀率则有所放缓。这些数据表明，尽管疲软的国内需求对消费价格造成了压力，但油价上涨带来的成本压力仍在持续。
China’s producer inflation rose in October at its fastest pace in nearly four and a half years, while consumer inflation slowed, according to data released Monday. The figures point to continued cost pressures from higher oil prices, even as weak domestic demand weighs on consumer prices.
英伟达周日表示，其董事会正在调查首席执行官黄仁勋是否成为外国情报工作针对的目标，此前有媒体报道称，他与一名向北京传递信息的中国女商人关系密切。黄仁勋告诉员工，他曾对妻子不忠，并对自己的行为承担“全部责任”，而英伟达则表示，他仍致力于继续领导公司，不会中断。
Nvidia said Sunday that its board is investigating whether CEO Jensen Huang was targeted by a foreign intelligence effort, following a media report alleging that he had a close relationship with a Chinese businesswoman who passed information to Beijing. Huang told employees he had been unfaithful to his wife and accepted “full responsibility” for his actions, while Nvidia said he remains committed to leading the company without interruption.
道琼斯指数期货周日晚间微幅上涨，标普500指数期货基本持平，纳斯达克指数期货下跌。英伟达董事会目前正在调查关于其首席执行官黄仁勋成为外国间谍目标的主张。
Dow Jones Futures advanced slightly on Sunday evening, S&P 500 futures stayed largely unchanged, and Nasdaq futures declined. The Nvidia board is currently investigating the allegations that its CEO, Jensen Huang, was the target of foreign spying.
道琼斯指数跌至51,285.73点，周跌幅为0.94%。纳斯达克指数下跌3.37%，至24,579.42点；标普500指数下跌2.68%，至7,376.86点。
The Dow Jones fell to 51,285.73, posting a weekly loss of 0.94%. The Nasdaq fell 3.37% to 24,579.42, while the S&P 500 fell 2.68% to 7,376.86.
随着10月就业数据呈现新增就业岗位16.5万个且失业率降至4.1%，通胀可能会成为关注焦点。投资者将通过接下来的周二公布的CPI数据和周五公布的PPI数据，对物价走势有更清晰的了解。
With the October jobs numbers showing growth of 165,000 payrolls and unemployment dipping to 4.1%, inflation is likely to be under the spotlight. Investors would have a clearer idea on the course of prices through the coming Tuesday’s CPI and Friday’s PPI numbers.
这些数据将对美联储12月8日至9日政策会议的预期产生影响，在联邦基金期货市场上，美联储在周五就业数据公布后加息的几率估计为80%。美国经济数据与财报日历：随着投资者分析公司的季度报告、最新通胀数据以及美联储官员的言论以评估利率情势，华尔街正为又一个忙碌的一周做准备。
These numbers would have an impact on expectations for the Fed’s December 8-9 policy meeting, where the chances for a rate hike following Friday’s jobs numbers are estimated to be 80% in fed-funds futures market. US Economic data and Earnings Calendar: Wall Street is gearing up for another hectic week as investors analyze companies’ quarterly reports, latest inflation numbers, and comments by the Federal Reserve officials to gauge the interest rate scenario.
通胀数据与美联储言论成焦点 随着10月通胀数据成为重头戏，投资者本周将获得对美国经济的全新见解。劳工统计局计划发布消费者价格指数（CPI）和生产者价格指数（PPI）。
Inflation Data and Fed Remarks in Focus Investors will receive fresh insights into the U.S. economy this week as October inflation data takes center stage. The Bureau of Labor Statistics is scheduled to release the Consumer Price Index (CPI) and Producer Price Index (PPI).
几位美联储官员也计划发表讲话，其中包括奥斯坦·古尔斯比、阿尔贝托·穆萨勒姆、米歇尔·鲍曼、贝丝·哈马克和玛丽·戴利。他们的发言可能会为决策者对通胀、经济韧性及利率前景的看法提供线索。
Several Federal Reserve officials are also set to speak, including Austan Goolsbee, Alberto Musalem, Michelle Bowman, Beth Hammack and Mary Daly. Their remarks may offer clues about policymakers’ views on inflation, economic resilience, and the interest-rate outlook.
多家公司将在本周公布季度业绩，多项经济数据也将于本周出炉，这些将反映出企业的景气度及其支出活动以及通胀率。
A number of companies will be reporting their quarterly performance, and various economic numbers will be coming out this week, which will indicate the mood of the businesses and their spending activity along with the rate of inflation.
由于投资者密切关注与人工智能基础设施、网络等相关的公司，财报发布可能会为本周的市场情绪定下基调。
Earnings releases will probably set the tone for market sentiment this week, as investors watch out for companies related to AI infrastructure, networking, and more.
CoreWeave（CRWV）、思科系统（CSCO）和内比乌斯集团（NBIS）的表现很可能会提供人工智能基础设施需求和科技行业支出趋势的迹象。
The performance of CoreWeave (CRWV), Cisco Systems (CSCO), and Nebius Group (NBIS) will likely provide an indication of AI infrastructure demand and technology sector expenditure trends.
经济日历：（2026年11月9日至13日当周）更详细的日历重点财报日历：（2026年11月9日至13日当周）本周聚焦人工智能与科技财报本周即将发布的财报将为市场情绪提供洞察，其中特别受到关注的是涉及人工智能基础设施、网络和半导体领域的企业。
Economic calendar: (week of Nov 09-13, 2026) A more detailed calendar Key Earnings calendar: (week of Nov 09-13, 2026) AI and Tech Earnings in Focus This Week The upcoming earnings announcements this week provide insights into market sentiment, with particular attention being paid to firms involved in AI infrastructure, network, and semiconductor spaces.
CoreWeave公司（CRWV）、思科系统公司（CSCO）和内比乌斯集团（NBIS）是将要公布季度业绩的知名公司中的几家。这些公司的报告可能会让外界对企业对人工智能基础设施的需求以及科技行业支出情况有所了解。
CoreWeave Inc. (CRWV), Cisco Systems Inc. (CSCO), and Nebius Group (NBIS) are some of the prominent companies set to report their quarterly results. The reports from these companies could provide insights into corporate demand for AI infrastructure and technology-sector spending.
除了财务表现外，投资者的焦点将放在管理层对需求、业务储备、资本支出和未来业绩指引的看法上。据Fiscal.ai报道，预计CoreWeave（CRWV）在7月至9月期间每股收益为负1.21美元，销售额为35.4亿美元。
Apart from the financial performance, investor focus will be on management outlooks on demand, pipeline, capital expenditure, and forward guidance. According to Fiscal.ai, CoreWeave (CRWV) is expected to earn negative earnings per share of $1.21 on sales of $3.54 billion in the July-to-September period.
思科第三季度财报成焦点思科系统公司（CSCO）将于周四发布财报，让股东们得以一窥该公司在实现75亿美元人工智能基础设施销售年度目标方面的进展。预计每股收益将增长32%至1.32美元，而去年同期为1美元；销售额预计将增长21.7%至181.1亿美元。
Cisco’s Q3 Report in Focus Cisco Systems (CSCO) is set to report on Thursday, giving shareholders an insight into the company’s progress towards meeting a $7.5 billion annual goal for AI infrastructure sales. Earnings are expected to rise 32% to $1.32 per share, compared to $1 a year ago, while sales should rise 21.7% to $18.11 billion.
股东们将密切关注来自硅一（Silicon One）和光网络产品的任何设计中标情况、供应链成本压力之下的毛利率状况，以及表现不佳的Splunk安全和软件业务的业绩。在大选后的市场动荡中，该公司股价大幅下跌，但今年仍上涨了22%。摩根士丹利于周四将该股票评级下调至增持。
Shareholders will keep a close eye on any design wins from the Silicon One and optical networking products, the state of the gross margins under supply chain cost pressure, and the performance of the underperforming Splunk security and software business. Shares of the company have plummeted amid the post-election market turbulence yet still risen 22% for the year. Morgan Stanley lowered the stock rating to overweight on Thursday.
本周将有更多公司发布财报本周还将有其他公司发布财报，例如直觉机器公司（LUNR）、Ondas Holdings（ONDS）、Cerebras Systems（CBRS）和星座能源（CEG）。
More Companies Set to Report This Week There will be other firms reporting their earnings this week as well, such as Intuitive Machines (LUNR), Ondas Holdings (ONDS), Cerebras Systems (CBRS), and Constellation Energy (CEG).
这也将包括Lucid Group（LCID）、特朗普媒体与科技集团（DJT）、AST SpaceMobile（ASTS）、火箭实验室（RKLB）、The Trade Desk（TTD）、Skydance Media（SKYD）和Rigetti Computing（RGTI）等公司。美国每周指数概率图：2026年11月9日至13日的美国每周市场概率图。我们可能会见证一轮空头回补的反弹！！“市场保持非理性的时间可以比你的资本存活的时间更长。”情绪读数源自基于历史数据的评分系统，其中包括地缘政治风险。
This will also include firms such as Lucid Group (LCID), Trump Media & Technology Group (DJT), AST SpaceMobile (ASTS), Rocket Lab (RKLB), The Trade Desk (TTD), Skydance Media (SKYD), and Rigetti Computing (RGTI). Weekly US Indices Probability Map: The U.S. weekly market probability map for Nov 09-13, 2026. We may witness a relief rally!! "The market can stay irrational longer than your capital can survive". Sentiment readings are derived from a historical data-based scoring system, including geopolitical risk.
阿里·麦昌特（Ali Merchant）是一位经验丰富的金融市场专业人士，在技术分析、资金与资本市场、交易、销售、研究、培训和基金管理方面拥有专业知识。他是www.twtlearning.com的创始人，该网站为基金及对冲基金经理和家族办公室提供金融教育、研究和咨询服务。
Ali Merchant is a seasoned financial market professional with expertise in Technical Analysis, Treasury & Capital Markets, Trading, Sales, Research, Training, & Fund Management. He is the founder of www.twtlearning.com providing financial education, research, and advisory services to fund & hedge fund managers and family offices.
他一直在从事外汇、外汇期权、美国股票及期权、指数、大宗商品与石油以及金属期货的交易。他拥有CMT（特许市场分析师）证书、AAPTA（亚太技术分析师协会）会员身份以及CMT加拿大分会会员身份。他曾在北美和海湾阿拉伯国家合作委员会（海合会）的多个机构担任不同职务，例如荷兰银行、汤森路透、路孚特、MAK艾伦与戴资本合伙人公司（MAK Allen & Day Capital Partners）和桥讯信息公司（Bridge Information Systems）。
He has been trading FX, FX options, US stocks & options, Indices, Commodities & Oil, and Metals Futures. He has a CMT charter, an AAPTA membership, and a CMT Canada membership. He has worked in various roles and organizations in North America and the GCC, such as ABN Amro bank, Thomson Reuters, Refinitiv, MAK Allen & Day Capital Partners, and Bridge Information Systems.
他被视为一位优秀的导师，曾在北美、海湾国家和亚洲培训了2000多名用户，涉及金融市场与产品、主动及被动交易以及技术分析策略。他在桥讯社芝加哥分社工作期间，每天和每周都发布技术分析报告；在荷兰银行资金与资本市场部工作期间，在彭博社和路透社更新技术分析报告。他曾为汤森路透（路孚特）用户的聊天室主持并制作技术分析报告，并就技术分析技术和模型对用户进行培训。
He is regarded as an excellent mentor and has trained more than 2000+ users in North America, Gulf countries & Asia on financial markets & products, active and passive trading, and technical analysis strategies. He emanated technical analysis daily and weekly reports for BridgeNews Chicago bureau and updated technical analysis reports on Bloomberg and Reuters while working with ABN Amro bank treasury & capital markets. Has moderated and produced technical analysis reports for Thomson Reuters (Refinitiv) users’ chat rooms and trained users on technical analysis techniques and models.
他还与中央银行、主权财富基金、全球及地区性银行以及家族办公室合作开展了技术分析与全球市场展望研讨会。
Conducted TA & Global Markets outlook workshop with central banks, sovereign funds, global & regional banks & family offices.