Investing.com —— 随着新云计算厂商 CoreWeave 发布令人振奋的业绩，投资者对人工智能的情绪好转，与主要美国股指挂钩的期货上涨，尽管对美联储加息的押注震动了全球债券市场。据报道，Anthropic 的投行顾问正考虑提高这家 Claude 制造商的首次公开募股 (IPO) 估值，而 OpenAI 的季度收入据称大幅跃升。
Investing.com - Futures linked to the main U.S. stock indices rise, as investor sentiment around artificial intelligence brightened following upbeat results from neocloud player CoreWeave, although bets on Federal Reserve interest rate hikes have rattled global bond markets. Anthropic’s bankers are reportedly eyeing an increase to the Claude maker’s initial public offering valuation, while OpenAI’s quarterly revenue is said to have spiked.
- 期货上涨周三，美国股指期货小幅走高。截至美东时间 03:04 (格林威治时间 08:04)，标普 500 指数期货合约上涨 48 点，涨幅 0.6%；纳斯达克 100 指数期货上涨 412 点，涨幅 1.5%；道琼斯指数期货上涨 102 点，涨幅 0.2%。
- Futures rise U.S. stock futures ticked higher on Wednesday. By 03:04 ET (08:04 GMT), the S&P 500 futures contract had climbed by 48 points, or 0.6%, Nasdaq 100 futures had gained 412 points, or 1.5%, and Dow futures had inched up by 102 points, or 0.2%.
尽管对 AI 的热情重燃，华尔街主要股指在前一交易日下跌。上周，该板块股价剧烈波动，在美国中期选举后对该技术面临更严格政治监管的担忧引发急跌之后，AI 概念股反弹。
The main averages on Wall Street retreated in the prior session, despite renewed enthusiasm around AI. Stocks in the sector gyrated sharply last week, with AI names rebounding after a steep selloff driven by fears of stricter political oversight of the technology after the U.S. midterm elections.
尽管行业风向标英伟达股价持续低迷，对 AI 的乐观情绪依然坚挺，英伟达因首席执行官黄仁勋与一名涉嫌中国间谍的恋情曝光而受挫。有助于抵消英伟达困境的因素包括：Claude 聊天机器人制造商 Anthropic 为潜在的大型首次公开募股提交了文件，以及对中东局势缓和的期望将油价推至 8 月以来最低水平。
Optimism around AI was resilient in the face of an extended slump in shares of industry bellwether Nvidia, which has been hit by revelations surrounding CEO Jensen Huang’s romantic relationship with an alleged Chinese spy. Helping offset Nvidia’s woes was Claude-chatbot-maker Anthropic’s filing ahead of a potential blockbuster initial public offering, as well as hopes for de-escalating Middle East tensions that sent oil prices down to their lowest level since August.
尽管如此，美国短期国债收益率飙升，涨幅创 19 个月新高，拖累股市。美国通胀数据超预期升温，加上部分美联储官员发表鹰派言论，增加了市场押注，即央行可能比最初预期更激进地加息。
Still, short-term U.S. Treasury yields spiked by the most in 19 months, dragging down stocks. A combination of hotter-than-expected U.S. inflation data and hawkish comments from some Fed policymakers increased bets that the central bank may lift interest rates more aggressively than initially thought.
隔夜，AI 行情推动全球股市上扬，而包括日本和澳大利亚在内的多国债券市场遭抛售。美国债券市场将因退伍军人节休市。
Overnight, the AI trade fueled an uptick in equity markets around the world, while bonds sold off in a number of countries, including Japan and Australia. The U.S. bond market will be closed for Veterans Day.
- CoreWeave业绩向好伴随着民主党议员将利用中期选举后的影响力放缓AI发展的担忧，外界长期以来对一个以大规模基建支出计划著称的行业的财务稳健性存疑。
- CoreWeave’s upbeat earnings Along with concerns that Democratic lawmakers will use their post-midterm influence to slow AI development, doubts have long swirled around the financial stability of an industry known for massive infrastructure spending plans.
在此背景下，CoreWeave股价近几周大幅下挫，仅过去一个月就蒸发了逾40%的市值。这家英伟达（Nvidia）投资的公司累计债务约500亿美元，成为为快速AI建设融资而大举借贷的典型代表。
CoreWeave’s shares have tumbled in recent weeks against this backdrop, shedding more than 40% of its value over the past month alone. The Nvidia-backed company has accrued roughly $50 billion in debt, turning it into a poster child for the heavy borrowing being tapped to fund the rapid AI buildout.
然而，在最新财报中，这家为AI开发者提供算力的公司给出了130亿至133亿美元的全年营收指引，超出华尔街预期，显示出尽管数据中心行业面临可能的政治逆风，需求依然强劲。
Yet in its latest earnings, CoreWeave, which offers computing power to AI developers, offered a rosy full-year revenue forecast of $13 billion to $13.3 billion that surpassed Wall Street predictions. It was a sign that demand remains robust despite possible political headwinds confronting the data center industry.
第三季度营收36.6亿美元同样超出预期，而CoreWeave每股亏损1.27美元，亏损幅度小于预期。首席执行官Michael Intrator称这是一个“突破性季度”。CoreWeave股价在盘后交易中飙升逾18%。
Third-quarter sales of $3.66 billion also exceeded expectations, while CoreWeave’s per-share loss of $1.27 was shallower than projected. CEO Michael Intrator said it was a "breakout quarter." Shares of CoreWeave surged by more than 18% in extended hours trading.
- 据《金融时报》报道，Anthropic承销商或寻求提高IPO估值与此同时，据《金融时报》报道，Anthropic的承销商正在考虑将该集团的IPO估值提高至1.5万亿美元或更高。
- Anthropic bankers reportedly seeking increase to IPO valuation - FT Meanwhile, Anthropic’s bankers are mulling over plans to increase the group’s IPO valuation to $1.5 trillion or more, according to the Financial Times.
凸显市场对这家AI前沿实验室产品的狂热需求，《金融时报》报道称，承销商预计将发行价提高至高于该公司周二备受瞩目的证券申报文件中设定的70至78美元区间。
Underlining the runaway demand for the AI frontier lab’s products, the FT reported that the bankers are expecting to boost the share price above the $70 to $78-range targeted in the company’s high-profile securities filing on Tuesday.
按该区间上限计算，Anthropic估值将达约1万亿美元。彭博新闻社的估算显示，计入限制性股份、预留慈善捐赠股份及员工期权后，Anthropic的完全稀释估值将在1.4万亿美元左右。
At the top end of the range, Anthropic would be valued at roughly $1 trillion. Factoring in restricted shares, stock reserved for charitable donations and employee stock options, Anthropic’s fully diluted value would be around $1.4 trillion, Bloomberg News estimates showed.
Anthropic将通过与基石投资者的私募配售再筹集260亿美元。该投资者群体包括Alphabet旗下的Google、Nvidia、AMD、Broadcom、Micron Technology、Microsoft和TSMC。
Anthropic will raise an additional $26 billion through a private placement with cornerstone investors. The group includes Alphabet’s Google, Nvidia, AMD, Broadcom, Micron Technology, Microsoft, and TSMC.
- OpenAI季度营收升至100亿美元 - 报道与Anthropic竞争的OpenAI——同样在推进自身的大规模市场首发——在截至9月的三个月内首次产生100亿美元营收，据媒体报道。
- OpenAI quarterly revenue rises to $10 billion - reports Anthropic-rival OpenAI -- which is also pursuing its own blockbuster market debut -- generated $10 billion in revenue for the first time in the three months ending in September, according to media reports.
据称，销售额较上一季度激增近50%，同比增长近三倍。彭博新闻社报道，相关财务细节在周二与投资者的电话会议上披露。
Sales are said to have surged by nearly 50% compared to the prior quarter and have advanced by almost threefold year-over-year. The financial details were shared during a phone call with investors on Tuesday, Bloomberg News reported.
彭博社称，高管们近几个月来通过推出新的人工智能模型、大幅降价以及专注于自主软件代理，致力于巩固OpenAI的市场地位。
Executives have pushed to bolster OpenAI’s market position in recent months through the rollout of new AI models, aggressive price reductions, and a focus on autonomous software agents, Bloomberg said.
《华尔街日报》报道，OpenAI将其调整后的经营利润率从负150%改善至负109%，但该公司距离盈利仍有一段距离。据WSJ估计，调整后的经营亏损小幅上升至109亿美元，且该计算不包括股权报酬增加至26亿美元。
OpenAI also improved its adjusted operating margin to minus 109% from 150%, although the company is still some distance from profitability, The Wall Street Journal reported. Adjusted operating losses edged up to $10.9 billion, according to WSJ estimates, adding that the calculations excluded a rise in stock-based compensation to $2.6 billion.
- Brent油价稳定油价周三在近期下跌后稳定下来，市场关注任何关于美国-以色列对伊朗战争缓和的迹象。
- Brent oil steadies Oil prices stabilized on Wednesday after a recent drop, as markets were focused on any indication of detente in the U.S.-Israel war on Iran.
截至东部时间03:50，Brent原油期货上涨0.5%，报每桶91.92美元，而西得克萨斯中质原油期货微跌0.1%，报每桶85.93美元。
Brent oil futures rose 0.5% to $91.92 a barrel by 03:50 ET, while West Texas Intermediate crude futures inched down 0.1% to $85.93 a barrel.
基准Brent原油合约周二一度跌破每桶90美元，延续了部分由新兴信念所助长的跌势，即民主党主导的美国国会可能会迫使特朗普政府结束与伊朗的冲突。
The benchmark Brent crude contract briefly slipped below the $90-a-barrel level on Tuesday, extending losses fueled in part by an emerging conviction that a Democrat-led U.S. Congress could pressure the Trump administration into ending the conflict with Iran.
美国总统唐纳德·特朗普本周也对伊朗释放了克制信号，淡化了对该国进行更多军事打击的必要性。然而，伊朗表示，目前并没有进行中的和平谈判。NVDA现在算是一个划算的买卖吗？
U.S. President Donald Trump also signaled restraint on Iran this week, downplaying the need for more military strikes against the country. However, Iran has said that there have been no ongoing peace talks. Is NVDA a bargain right now?
找出答案最快的方法是查看我们的公允价值估值。它对NVDA运行了17个经过验证的估值模型，为您提供一个数字，以及相对于今天价格的上涨或下跌空间。
The fastest way to find out is looking at our Fair Value estimate. It runs 17 proven valuation models on NVDA and gives you one number, plus the upside or downside against today’s price.
对数千只其他股票做同样的操作，你就能不再猜测哪些股票已经体现了完美的预期。
Do the same for thousands of other stocks and you stop guessing which ones are already priced for perfection.
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