
美国股指期货周一试图反弹,投资者在上周股市大幅下跌后寻找抄底机会,同时等待关于英伟达首席执行官黄仁勋争议的更多消息。
US stock index futures attempted a recovery on Monday as investors hunted for bargains following a steep slide in equities last week, while awaiting more clarity on the controversy surrounding Nvidia CEO Jensen Huang.
涨势开启了关键的一周,预计将提供一些线索,以判断上周中期选举后的抛售是否过度或合理。但尽管开局相对平静,分析师警告称,表面之下有多重担忧正在汇聚。
The gains kick off a pivotal week expected to offer some insight into whether last week's selloff post the midterms went too far or was warranted. But despite the relatively calm start, several concerns were converging under the surface, analysts warned.
英伟达(NVDA.O)股价盘前下跌4.5%,这家全球第二大市值公司因内部调查首席执行官黄仁勋是否成为外国情报机构的目标,引发了对他能否继续领导这家人工智能芯片制造商的质疑。
Shares of Nvidia (NVDA.O), the second most valuable company in the world, fell 4.5% premarket after an internal investigation into whether CEO Huang had been targeted by a foreign intelligence effort raised questions about his future at the AI chipmaker.
Capital.com高级市场分析师Daniela Hathorn表示:“考虑到黄仁勋在英伟达成功及更广泛的人工智能投资叙事中的核心作用,即使是关于领导层不确定性的猜测,也可能让投资者感到不安。”
"Given Huang's central role in Nvidia's success and the wider AI investment narrative, even speculation about leadership uncertainty could unsettle investors," said Daniela Hathorn, senior market analyst at Capital.com.
此外,上周民主党在中期选举中获胜后,关于人工智能繁荣可持续性的疑虑依然存在,而10月就业数据强于预期后,对12月加息的担忧也持续发酵。
Additionally, questions about the sustainability of the AI boom lingered following the Democrats' midterm triumph last week, and fears of a December rate hike also persisted following October's stronger-than-expected jobs data.
美国东部时间上午5:10,道琼斯E-mini期货上涨376点,涨幅0.73%;标普500 E-mini期货上涨29.75点,涨幅0.40%;纳斯达克100 E-mini期货上涨56.5点,涨幅0.21%。
At 5:10 a.m. ET, Dow E-minis were up 376 points, or 0.73%, S&P 500 E-minis rose 29.75 points, or 0.40%, and Nasdaq 100 E-minis added 56.5 points, or 0.21%.
Zaye Capital Markets首席投资官Naeem Aslam表示:虽然“抄底”推动了反弹,“但纳斯达克期货涨幅温和,而道琼斯期货涨幅较大,表明投资者依然保持挑剔。”
While "bargain hunting" was driving a recovery, "the modest gains in Nasdaq futures compared with the stronger advance in Dow futures suggest that investors remain selective," said Naeem Aslam, chief investment officer at Zaye Capital Markets.
部分芯片制造商股价盘前下跌,英特尔(INTC.O)、美满电子科技(MRVL.O)和高通(QCOM.O)跌幅在0.50%至1.21%之间。
Shares of some chipmakers fell premarket, with Intel (INTC.O), Marvell Technology (MRVL.O) and Qualcomm (QCOM.O) down between 0.50% and 1.21%.
费城半导体指数(.SOX)周五收盘录得自2025年3月以来最大单周跌幅。
The Philadelphia Semiconductor Index (.SOX) ended Friday with its biggest weekly loss since March 2025.
Capital Economics亚太区市场主管Thomas Mathews写道:“股市中的人工智能回调可能还有很长的路要走。”
"The AI correction in equities could have much further to run," wrote Thomas Mathews, head of markets for Asia Pacific at Capital Economics.
他补充说,另一个风险是,如果有任何迹象表明超大规模云服务商正在削减资本支出。
"One further risk would be any concrete sign that the hyperscalers were paring back capital expenditures," he added.
微软(MSFT.O)、Alphabet(GOOGL.O)和META(META.O)各自涨幅均不足1%,表明投资者不愿大举建仓。
Microsoft (MSFT.O), Alphabet (GOOGL.O) and META (META.O) were up less than 1% each, suggesting investors were hesitant to take big positions.
投资巨头KKR和能源公司Constellation Energy(CEG.O)的财报将于周一公布。Constellation Energy是一家受益于人工智能热潮的能源公司。
Earnings are due on Monday from investment giant KKR and Constellation Energy (CEG.O), an energy firm with exposure to the AI boom.
KKR在财报公布前上涨3.7%,而Constellation Energy持平。
KKR was up 3.7% ahead of the results, while Constellation was flat.
据LSEG Data and Analytics收益与股票研究主管Tajinder Dhillon称,截至周四,标准普尔500指数中335家公布财报的公司中,有82.4%的业绩超出预期。
Of the 335 companies in the S&P 500 that reported earnings as of Thursday, 82.4% beat estimates, according to Tajinder Dhillon, head of earnings and equity research at LSEG Data and Analytics.