11月10日：周二，世界股市上涨，此前美国总统特朗普表示计划暂缓对伊朗发动新的军事打击，油价下跌提振了市场情绪，投资者静待可能影响短期利率前景的美国通胀数据。
Nov 10 : World stocks rose on Tuesday as a drop in oil prices after US President Donald Trump said he plans to hold off on new military strikes against Iran lifted sentiment ahead of US inflation data that could sway the near-term interest rate outlook.
布伦特原油期货下跌逾1.5%，一度跌破每桶90美元关口，为8月下旬以来首次，投资者寄希望于美伊可能举行的和平谈判。
Brent crude futures fell over 1.5 per cent, briefly dipping below the $90-a-barrel mark for the first time since late August, as investors pinned their hopes on possible peace talks between the US and Iran.
泛欧斯托克600指数上涨0.9%，距离历史高点不到1%，较低的油价有助于缓解自2月底美以与伊朗战争爆发以来一直萦绕投资者心头的通胀担忧。
The pan-European STOXX 600 index climbed 0.9 per cent, coming within 1 per cent of its all-time high as lower oil prices helped ease some inflation concerns which have been on investors' radar since the US-Israeli war with Iran erupted at the end of February.
阿姆斯特丹Van Lanschot Kempen投资管理公司高级投资策略师Joost van Leenders表示：“随着中期选举……特朗普在政治上的处境发生了变化，这很可能使他在受到国会制约之前更希望与伊朗达成协议。”
"The situation for Trump has changed politically with the midterms ... that probably makes it more likely that he wants to come to an accord with Iran before he's held back by Congress," said Joost van Leenders, senior investment strategist at Van Lanschot Kempen Investment Management in Amsterdam.
股市反弹紧随上周的暴跌，后者源于民主党在美国中期选举中取得压倒性胜利，引发了对新法规可能削弱AI交易持久性的担忧。
The stock rebound follows last week's rout in the wake of a sweeping victory by Democrats in the US midterm elections that fed concerns new regulations could dent the durability of the AI trade.
标普500指数期货小幅上涨0.1%，此前现货指数周一录得自4月以来最大单日涨幅，科技股为主的纳斯达克指数收盘大涨2.7%，创逾三个月来最佳单日表现。
Futures tracking the S&P 500 inched 0.1 per cent higher after the cash index clocked its biggest one-day jump since April on Monday and the tech-heavy Nasdaq closed 2.7 per cent higher, its best day in over three months.
韩国KOSPI指数上涨4.4%，日本日经225指数上涨2.9%。MSCI亚太股票指数上涨2%，摆脱了上周触及的七个月低位。
South Korea's KOSPI rose 4.4 per cent, while Japan's Nikkei gained 2.9 per cent. MSCI's broadest index of Asia-Pacific shares pushed 2 per cent higher, moving away from the seven-month low it hit last week.
本周包括CoreWeave在内的科技公司财报将成为市场的另一项考验，CoreWeave被视为投资者对AI焦虑的晴雨表，投资者担忧AI建设的成本及其盈利能力。
Earnings reports due this week from tech companies including CoreWeave, a barometer of investor anxiety over AI, will be another test for markets as investors fret about the cost of the AI buildout and its profitability.
AI交易的下一个考验将是Anthropic的首次公开募股（IPO），一份监管文件显示，此次IPO计划筹集高达644亿美元。这一里程碑式的上市将首次让公开市场对前沿AI公司的估值、增长前景和风险进行评估。
The next test of the AI trade would be Anthropic's public offering, with a regulatory filing showing the IPO is set to raise as much as $64.4 billion. The landmark listing will offer the first public-market assessment of the valuations, growth prospects and risks of frontier AI companies.
市场聚焦英伟达 特朗普周一表示，联邦调查局（FBI）正在调查英伟达首席执行官黄仁勋与一名被指为北京间谍的中国女商人的婚外情，市场关注点依然集中在英伟达身上。该公司周末曾表示，其董事会正在调查黄仁勋是否曾成为外国情报行动的目标。
NVIDIA STILL IN FOCUS Market focus remains on Nvidia after Trump said on Monday that the FBI was looking into CEO Jensen Huang's affair with a Chinese businesswoman alleged to be a spy for Beijing. The company had said over the weekend that its board was probing whether Huang had been the target of a foreign intelligence operation.
周二的一份单独媒体报道称，黄仁勋的婚外情促成了至少价值75亿美元的公司芯片出货。
A separate media report on Tuesday stated that Huang's affair facilitated the shipment of at least $7.5 billion worth of the company's chips.
英伟达股价在盘前交易中上涨0.5%，此前周一股价下跌了4.3%。该公司也将于下周发布财报。
Nvidia shares edged 0.5 per cent higher in premarket trading after dropping 4.3 per cent on Monday. The company is also due to report earnings next week.
与此同时，美联储理事克里斯托弗·沃勒表示，即使政府数据显示通胀上月降温，央行下个月也应提高短期借贷成本，如果通胀前景恶化，应考虑加大幅度加息半个百分点。
Meanwhile, Fed Governor Christopher Waller said the central bank ought to raise short-term borrowing costs next month even if government data shows inflation cooled last month and should consider an upsized half-point rate hike if the inflation picture worsens.
北京时间周三晚间21:30（美东时间上午8:30，格林威治标准时间13:30）将公布的数据预计将显示，美国10月消费者价格可能以温和的速度上涨，但通胀可能依然顽固地居高不下。
Data due at 8:30 a.m. ET (1330 GMT) is expected to show US consumer prices likely increased at a moderate pace in October, but inflation probably remained stubbornly high.
德意志银行分析师在一份报告中表示：“美联储官员的最新言论强化了进一步加息的理由，即使金融市场波动和围绕AI相关投资的不确定性支持对进一步收紧采取审慎的方法。”
"The latest remarks from Fed officials reinforced the case for additional hikes, even as financial-market volatility and uncertainty around AI-related investment supported a deliberate approach towards further tightening," Deutsche Bank analysts said in a note.
CME“美联储观察”工具显示，在周五公布的一份爆冷的10月就业报告后，交易员现在几乎完全预期12月将加息25个基点，而一周前这一概率为74%。
Traders are now almost fully pricing in a 25-basis-point rate hike in December versus a 74 per cent chance seen a week earlier, the CME FedWatch tool showed after a blowout October jobs report on Friday.
两年期国债收益率通常与美联储利率预期同步变动，上升6.5个基点至4.611%。美元兑日元和欧元均持稳。
The 2-year Treasury note yield, which typically moves in step with Fed interest rate expectations, rose 6.5 basis points to 4.611 per cent. The US dollar held steady against both the Japanese yen and the euro.