
纽约:周二(11月10日),华尔街股市回落,备受丑闻困扰的英伟达再度大幅下跌,而美元则因一份美国通胀数据偏热而走强,该数据提升了美联储加息的预期。
NEW YORK: Wall Street stocks retreated Tuesday (Nov 10), with scandal-hit Nvidia notably tumbling again while the dollar gained after a hot US inflation report boosted expectations of Federal Reserve interest rate hikes.
在多个亚洲和欧洲股市上涨之后,受美国数据显示10月通胀放缓幅度不及预期的影响,华尔街股指在整个交易时段承压。
After an up day on several Asian and European bourses, Wall Street indices were under pressure throughout the session following US data showing inflation slowed less than expected in October.
该报告发布之际,距美联储理事克里斯托弗·沃勒呼吁对通胀作出迅速反应仅几个小时,他暗示甚至可能支持12月加息50个基点。
The report came hours after Fed Governor Christopher Waller called for a swift response to inflation, suggesting he could even support a 50-basis-point hike in December.
另一位美联储官员、达拉斯联储主席洛丽·洛根也表达了对迅速采取行动应对通胀的强烈支持。
A second Fed official, Dallas Fed President Lorie Logan, also signalled strong support for swift action to address inflation.
“这表明通胀压力仍在加速,美联储将不得不采取激进措施,”克雷塞特资本管理公司首席市场策略师乔·齐德尔表示。三大股指均收低,以科技股为主的纳斯达克领跌,下跌0.7%。股市也在消化一些积极进展。
"This is a recognition that inflationary pressures continue to accelerate and the Fed is going to have to be aggressive," said Joe Zidle, chief market strategist, Cresset Capital Management. All three major indices ended lower, led by the tech-focused Nasdaq which lost 0.7 per cent. Equity markets also digested some positive developments.
油价因美国与伊朗协议可能更接近的希望而继续回落,而人工智能巨头安思克披露计划在即将进行的首次公开募股中筹集最高640亿美元,预计本月稍后上市。
Oil prices continued to retreat on hopes a US-Iran agreement may be closer, while artificial intelligence titan Anthropic disclosed plans to raise up to US$64 billion in its upcoming initial public offering, in a listing expected later this month.
齐德尔还认为,加息计划中有一个积极的一面,即市场欢迎美联储的立场,认为“我们看到了问题,并且我们正在掌控之中。”上周,对人工智能数据中心建设放缓的担忧引发了科技板块的大规模抛售,不过买家已重新入场,华尔街大部分股票周二开盘走高。
Zidle also viewed a silver lining in the plan to hike interest rates in that the market welcomed the Fed's stance as, 'We are seeing a problem and we're on top of it.'" Fears of a slower AI data centre buildout sparked heavy selling across the tech sector last week, though buyers have stepped back in, with much of Wall Street opening higher Tuesday.
但该板块仍因英伟达爆出的重磅消息而动荡不安:该公司首席执行官黄仁勋与一名据称涉嫌为中国间谍的女性之间存在一段婚外情。这家人工智能芯片巨头目前正接受联邦调查局的调查。
But the sector continued to be roiled by Nvidia's bombshell revelation of an affair between CEO Jensen Huang and a woman reportedly suspected of being a Chinese spy. The AI chip behemoth is now the subject of an FBI investigation.
英伟达股价在周一下跌4.3%后,又下跌了5.5%。该公司在盘中市值一度跌至微软之下,但最终收盘时重新成为仅次于苹果的全球第二大上市公司股票。
Nvidia shares fell a further 5.5 per cent after a 4.3 per cent drop Monday. The company slid below Microsoft in market valuation during the session, but ultimately ended back at the world's second most valuable publicly traded equity after Apple.
Anthropic首次公开募股(IPO) 由于人工智能聊天机器人Claude的开发商Anthropic表示,将寻求低于几周前传出的约1000亿美元估值,AI热度的降温已对其IPO计划造成影响。
ANTHROPIC IPO The increased AI wariness has taken a toll on Anthropic's IPO plans, after the maker of artificial intelligence chatbot Claude said it would seek less than the estimated US$100 billion floated just a few weeks ago.
这一预测出现在一份证券申报文件中,文件显示,其第三季度收入飙升至170亿美元,而一年前仅为14亿美元。
The forecast came in a securities filing in which it revealed that revenue soared to US$17 billion in the third quarter, up from just US$1.4 billion a year earlier.
交易平台XTB的研究主管Kathleen Brooks表示:“即使Anthropic下周IPO成功,AI交易的前景也不清晰,可能会继续挣扎。”欧洲和亚洲股市大多上涨。
"The path is not clear for the AI trade, and it may continue to struggle" even if the Anthropic IPO is successful next week, said Kathleen Brooks, research director at the trading platform XTB. European and Asian stock markets mostly rose.
国际基准布伦特原油价格跌破每桶90美元,创下自8月以来的首次,但最终收于每桶91.49美元,下跌1.2%。
International benchmark Brent crude oil prices fell below US$90 a barrel for the first time since August but finished at US$91.49 a barrel, down 1.2 per cent.
在线交易和投资平台IG的首席技术分析师Axel Rudolph表示:“特朗普总统发出信号,表明可能无需对伊朗进一步打击——正值霍尔木兹海峡石油流量增加、中东出口向战前水平恢复之际——这缓解了供应担忧。”
"President Trump signaling that further strikes on Iran may not be necessary - at a time when oil flows through the Strait of Hormuz are increasing and Middle Eastern exports recover towards pre-war levels - ease supply concerns," said Axel Rudolph, chief technical analyst at online trading and investing platform IG.