纽约：美国股市周一（11月9日）反弹，油价下跌缓解了通胀担忧，助推标普500指数从2025年4月以来最大单周跌幅中回升，科技股上涨，尽管人工智能龙头英伟达在围绕首席执行官黄仁勋的争议声中下挫。
NEW YORK: US stocks rallied on Monday (Nov 9), as a drop in oil prices tempered inflation fears and helped the S&P 500 rebound from its biggest weekly drop since April 2025, and tech shares jumped even as AI heavyweight Nvidia slumped with controversy swirling around CEO Jensen Huang.
上周，民主党在美国中期选举中大获全胜，引发市场担忧新法规可能削弱人工智能交易的持久性，导致股市下挫。
Last week, stocks slumped after a sweeping victory by Democrats in the US midterm elections fed concerns that new regulations could dent the durability of the AI trade.
周一，标普500指数11大板块指数中有9个涨幅超过1%。工业和可选消费板块表现最佳，均上涨约4%。
Nine of the 11 major S&P 500 sector indexes saw gains of more than 1 per cent on Monday. Industrials and consumer discretionary were the top performers, rising about 4 per cent each.
英伟达逆势下跌 市场整体处于反弹模式，但全球市值第二大公司英伟达却大幅下挫，盘中触及3月31日以来最低水平。在内部调查一项外国情报行动是否以黄仁勋为目标后，投资者开始质疑其在该人工智能芯片制造商的未来。
NVIDIA FALLS DESPITE BROADER GAINS Markets were in rally mode even as Nvidia, the second most valuable company in the world, tumbled and hit its lowest intraday level since Mar 31. Investors questioned CEO Huang's future at the AI chipmaker after an internal investigation into whether a foreign intelligence effort had targeted him. "The AI story is not going away if people are worried about that, the Democrats are not going to destroy AI.
“如果人们担心这个，人工智能的故事不会就此结束，民主党无法摧毁人工智能。他们做不到。它有自己的生命力。他们可以对其进行监管，但肯定无法阻止它，”SlateStone Wealth合伙人兼首席市场策略师肯·波尔卡里在佛罗里达州朱庇特表示。
They can't. It's got a life of its own. They can put regulation around it, but they're certainly not stopping it," said Ken Polcari, partner and chief market strategist at SlateStone Wealth in Jupiter, Florida.
原油价格大幅下跌提供了进一步支撑，有助于缓解对价格压力的担忧，因为美国总统特朗普淡化了对伊朗重启打击的可能性。“油价下跌肯定是在火上浇油，”波尔卡里说。
Providing further support was a sharp drop in crude oil prices that helped dampen concerns about price pressures, as US President Donald Trump downplayed the likelihood of renewed strikes on Iran. "Oil prices for sure, if they're down, that's certainly adding fuel to the fire," said Polcari.
根据初步数据，标普500指数上涨172.97点，涨幅2.34%，收于7549.83点；纳斯达克综合指数上涨671.13点，涨幅2.73%，收于25250.55点；道琼斯工业平均指数上涨1104.20点，涨幅2.16%，收于52394.36点。
According to preliminary data, the S&P 500 .SPX gained 172.97 points, or 2.34 per cent, to end at 7,549.83 points, while the Nasdaq Composite .IXIC gained 671.13 points, or 2.73 per cent, to 25,250.55. The Dow Jones Industrial Average rose 1,104.20 points, or 2.16 per cent, to 52,394.36.
本周将公布通胀数据，劳工部将于周二发布10月消费者价格指数（CPI）报告，周五发布生产者价格指数（PPI）。
Inflation readings are on the docket this week as the Labour Department will release its Consumer Price Index report for October on Tuesday and Producer Price Index on Friday.
分析师认为反应过度 部分华尔街分析师也认为上周的跌势属于过度反应。摩根士丹利和瑞银表示，上周人工智能（AI）股票的暴跌过度，即使民主党控制美国国会两院，对数据中心发展实施极端监管的风险也很低。
ANALYSTS SEE OVERREACTION Some analysts on Wall Street also viewed last week's decline as an overreaction. Morgan Stanley and UBS said last week's rout in AI stocks was overdone, and risks were low of extreme regulation of data center developments, even with Democratic majorities the US Congress.
尽管油价有所回落，但根据CME“美联储观察”工具，市场对美联储12月政策会议加息的预期仍维持在80%以上，因为10月强劲的就业报告给了央行继续加息的空间。
Even as oil prices have eased, expectations for a rate hike at the Federal Reserve's December policy meeting remain above 80 per cent, according to CME FedWatch, as October's strong jobs report gave the central bank latitude to continue raising rates.
周一，里奇蒙德联储主席巴尔金表示，美联储在制定应对通胀的对策时，应“谨慎行事”推进货币政策。
On Monday, Richmond Federal Reserve President Tom Barkin said the Fed should move its monetary policy "with care" as it maps a response to inflation.
芯片股大涨。费城半导体指数飙升约7%，此前该指数上周暴跌逾12%，录得自2025年4月4日当周以来最大单周跌幅。英伟达是该指数周一唯一下跌的成分股，而博通和超微半导体是最大贡献股。
Chipmakers surged. The Philadelphia Semiconductor Index shot up about 7 per cent after plunging more than 12 per cent last week, its biggest weekly drop since the week ended Apr 4, 2025. Nvidia was the sole decliner in the index on Monday, while Broadcom and Advanced Micro Devices were the two biggest boosts.
投资巨头KKR股价上涨，因其季度利润创下历史新高。拥有AI建设敞口的能源公司星座能源飙升逾10%，因其经调整后的第三季度利润超出预期。
Shares of investment giant KKR advanced after its quarterly profit hit a record high. Constellation Energy, an energy firm with exposure to the AI buildout, shot up more than 10 per cent after its adjusted third-quarter profit surpassed expectations.
伯克希尔·哈撒韦A类股上涨，此前该企业集团报告第三季度利润下降。
Berkshire Hathaway's class A shares gained after the conglomerate reported lower third-quarter profit.