Investing.com - 与美国主要股指挂钩的期货在持平线上下徘徊，投资者等待关键通胀数据，并评估围绕人工智能交易的不稳定情绪。受伊朗战争有望通过外交途径解决的希望影响，油价跌至每桶约90美元；而英伟达股价在盘后交易中小幅走高，此前该股周一因围绕首席执行官黄仁勋的丑闻而遭到抛售。
Investing.com - Futures linked to the main U.S. stock indices hover around both sides of the flatline, as investors await key inflation figures and assess fragile sentiment around the artificial intelligence trade. Oil falls to roughly $90 a barrel on hopes for a diplomatic resolution to the Iran war, while Nvidia shares tick higher in after-hours trading following a selloff on Monday triggered by a scandal surrounding CEO Jensen Huang.
- 期货涨跌互现美国股指期货周二开盘指向涨跌互现。截至美东时间03:17（格林尼治标准时间08:17），标普500指数期货合约上涨13点，涨幅0.2%；纳斯达克100指数期货下跌22点，跌幅0.1%。道琼斯指数期货上涨252点，涨幅0.5%。
- Futures mixed U.S. stock futures pointed to a mixed open on Tuesday. By 03:17 ET (08:17 GMT), the S&P 500 futures contract had risen by 13 points, or 0.2%, while Nasdaq 100 futures had dipped by 22 points, or 0.1%. The Dow futures contract was higher by 252 points, or 0.5%.
华尔街主要股指在上一交易日上涨，新一轮逢低买盘推动基准标普500指数创下自4月以来的最佳单日表现。上周，涉足这一新兴技术的股票经历了过山车式波动，此后围绕人工智能的乐观情绪再度升温，尤其是半导体行业追踪指数录得自7月以来的最大单日涨幅。
The main averages on Wall Street gained in the prior session, as a renewed bout of dip-buying powered the benchmark S&P 500 to its best day since April. Optimism once again brightened around AI following last week's roller-coaster moves in stocks exposed to the nascent technology, with a tracker of the semiconductor industry in particular notching its largest one-day gain since July.
德意志银行分析师指出，在一系列抛售和复苏之后，标普500指数在美国中期选举后的四个交易日里目前“仅”下跌0.25%。交易员一直在试图判断民主党的大胜（尤其是在拥有大规模数据中心项目的各州州长选举中的胜利）是否会导致人工智能发展放缓。
Following a series of selloffs and recoveries, the S&P 500 is now down "only" 0.25% in the four business days after the U.S. midterm elections, analysts at Deutsche Bank noted. Traders have been attempting to gauge whether a major victory for Democrats, especially in gubernatorial races in states that host massive data center projects, will lead to slowdown in AI development.
“此次反弹没有明显的催化剂，但正如我们的股票策略师所指出的，上周走势后，股票仓位已明显偏低，而在科技领域，仓位现已低于‘解放日’后的低点，”德意志银行分析师表示。
"There wasn’t an obvious catalyst for the bounceback, but as our equity strategists noted, equity positioning had become sizably underweight after last week’s moves, and in tech, positioning was now beneath its lows after Liberation Day," the Deutsche Bank analysts said.
- CPI数据即将公布现在注意力转向美国月度通胀数据的发布，这些数据可能有助于厘清美联储利率政策未来的路径。
- CPI ahead Attention now turns to the release of monthly U.S. inflation figures, which could help clarify the path ahead for Federal Reserve interest rate policy.
整体消费者价格预计在截至10月的12个月里上涨3.9%，环比上涨0.3%。所谓的“核心”指标——即剔除食品和燃料等波动较大项目后的指标——预计同比上涨2.8%，环比上涨0.2%。
Headline consumer prices are tipped to have risen by 3.9% in the twelve months to October and 0.3% month-over-month. The so-called "core" gauge, which strips out volatile items like food and fuel, is seen increasing by 2.8% year-over-year and 0.2% month-over-month.
另类数据提供商Truflation的分析师指出，能源仍是整体物价涨幅的“主要摆动因素”。就10月而言，Truflation预测能源价格较去年同期上涨20.7%，其中汽油价格上涨37.7%。
Energy is still the "principal swing factor" for overall price gains, flagged analysts at Truflation, an alternative data provider. For October, Truflation has projected a 20.7% rise in energy prices versus a year earlier, with gasoline climbing 37.7%.
加油站成本上升在一定程度上助长了对负担能力的不满，这种不满帮助推动了中期选举中对美国总统唐纳德·特朗普经济政策的强烈谴责。美国选民在多场全州范围的竞选中广泛支持挑战特朗普共和党候选人的民主党候选人，使民主党在此过程中控制了国会两院。这一胜利可能使特朗普更难大力推行其政策目标，包括与伊朗的持续战争以及对全球贸易伙伴加征关税。
Higher costs at the gas pump partially fueled discontentment over affordability that helped drive a sharp rebuke of U.S. President Donald Trump's economic policy in midterm elections. American voters widely supported Democratic challengers to Trump's Republican candidates in several statewide races, giving Democrats control over both chambers of Congress in the process. The victory could make it more difficult for Trump to aggressively pursue his policy goals, including the ongoing war with Iran and tariffs on global trading partners.
关键在于，劳工部消费者价格指数的结果可能会影响加息预期。上周五公布的强劲就业市场数据可能已给美联储官员在下个月加息提供了更大空间，此前决策者在9月实施了三年来的首次加息。理论上，提高借贷成本可以抑制通胀，但也伴随着拖累整体经济活动和就业市场的风险。
Crucially, the outcome of the Labor Department's consumer-price index could sway rate projections. Solid labor market data last Friday may have given Fed officials more headroom to raise rates next month, after policymakers rolled out their first increase in three years in September. In theory, lifting borrowing costs can quell inflation, albeit at the risk of weighing on overall economic activity and the job market.
- 油价滑落至90美元左右同样支撑股市的还有油价下滑，这将基准布伦特原油期货合约拖低至每桶约90美元。
- Oil slips to around $90 Also bolstering stocks has been a downward slide in oil prices, which has dragged the benchmark Brent crude futures contract to roughly $90 a barrel.
就在10月下旬，布伦特原油还在每桶115美元以上成交，当时市场担心中期选举后美国会对伊朗发动新的高强度攻击。
As recently as late October, Brent was exchanging hands at over $115 a barrel, as markets fretted over the prospect of new and intense U.S. attacks on Iran in the wake of the midterms.
然而，外交努力似乎正在积蓄势头。特朗普已表示，他希望为与伊朗的战争找到结束的办法。这场冲突目前已进入第九个月，并在一定程度上导致了能源价格上涨和通货膨胀加剧。
However, diplomatic efforts have appeared to gain momentum. Trump has signaled that he would like to find an end to the war with Iran, a conflict now in its ninth month that has been partly responsible for pushing up energy prices and elevating inflation.
总统是在与卡塔尔首相会晤后发表上述言论的，卡塔尔是华盛顿与德黑兰之间经常性的调解人。尽管如此，特朗普仍警告称美国已“整装待发”，同时形容伊朗的军力“实际上已经结束”。彭博社援引一位知情官员的话报道称，美伊之间的谈判将继续进行，并且可能不会出现新的军事升级。
The president's comments came after a meeting with the prime minister of Qatar, a frequent mediator between Washington and Tehran. Still, Trump warned that U.S. is "locked and loaded," while describing Iran's military "effectively over." Citing an official familiar with the matter, Bloomberg News reported that talks between the U.S. and Iran will carry on and there will likely not be a fresh military escalation.
- 英伟达股价在黄仁勋丑闻中受到关注另一方面，在人工智能宠儿英伟达宣布对首席执行官黄仁勋展开独立调查并跌超4%之后，其股价在盘后交易中微幅走高。
- Nvidia shares in focus amid Huang scandal Elsewhere, shares of Nvidia edged higher in extended hours trading after the AI-darling fell by more than 4% following the company's announcement of an independent investigation into CEO Jensen Huang.
黄仁勋在给员工的一份备忘录中承认，他曾与一名来自新加坡公司的女商人保持恋爱关系，该女子据称是中国间谍。这一消息令英伟达震动。在黄仁勋的领导下，英伟达已成为人工智能行业的风向标，并经常为其提供财务支撑。
In a memo to employees, Huang admitted to having a romantic relationship with a businesswoman from a Singapore-based firm who was allegedly a spy for China. The news has rattled Nvidia, who has become a bellwether -- and frequent financial backstop -- of the AI industry under Huang.
特朗普在白宫举行的记者会上对记者表示：“我知道联邦调查局正在调查（黄仁勋），我认为他会没事的。”特朗普说：“我问过他这个问题。你知不知道她是个间谍？他说我不知道她是个间谍，我真的很相信他。”
Speaking to reporters during a press briefing at the White House, Trump said “I know the FBI is looking into [Huang] and I think that he’ll be in good shape.”“I asked him that question. Did you have any idea that she was a spy? He said I had no idea that she was a spy and I really believe him,” Trump said.
- 路透社：Anthropic撤回向银行散发的大约700亿美元IPO计划Anthropic可能会在周二开始正式推销其潜在的重磅首次公开募股，这让这家Claude开发商有机会在人工智能行业大范围动荡之际，将自己标榜为一项稳健的投资。
- Anthropic roughly $70 billion IPO plan retracted after circulated to banks - Reuters Anthropic may begin formally marketing its potential blockbuster initial public offering on Tuesday, giving the Claude-maker the opportunity to pitch itself as a solid investment despite broader ructions in the AI sector.
路透社周一援引其看到的电子邮件报道称，据报道，该公司在撤回定价信息并称这些数据不准确之前，曾向银行家发送了首次公开募股（IPO）的详细信息。
The company reportedly sent bankers details of the IPO before retracting the pricing information, saying the figures were inaccurate, Reuters reported on Monday, citing emails seen by the news agency.
根据路透社的报道，Anthropic最初分发了一份IPO申报文件副本，表明计划以每股70美元至80美元的价格发行约8.67亿股股份，潜在筹资额最高可达693亿美元。但随后该公司向银行家发送了另一封电子邮件，称定价细节不准确，并将稍后提供更新后的申报文件。
Anthropic initially circulated a copy of an IPO filing indicating plans to offer about 867 million shares at a price range of $70 to $80 apiece, potentially raising as much as $69.3 billion. But it later sent another email to bankers saying the pricing details were inaccurate and that an updated filing would be provided later, according to the Reuters report.