全球市场因人工智能（AI）和科技股波动而走势不一，同时美国通胀高企、美国国债收益率飙升。
Global markets are trading on a mixed course due to volatility in artificial intelligence (AI) and tech stocks amid hot US inflation and surging Treasury bond yields.
周三，由于市场预期AI产品需求上升带动科技股上涨，全球市场风险偏好回升。
Risk appetite in global markets rose on Wednesday amid gains in tech stocks due to expected rising demand for AI products.
美国云计算公司CoreWeave业绩好于预期，加上市场预期Anthropic的首次公开募股（IPO）可能使公司估值高于预期，周三推动科技股走高。
US cloud computing firm CoreWeave’s better-than-expected results and expectations that Anthropic’s initial public offering (IPO) could see a higher-than-anticipated company valuation drove tech stocks on Wednesday.
与此同时，据报道，英伟达首席执行官黄仁勋与据称是中国特工的Alice Huang有染，这加剧了外界对其可能被赶出公司的预期，打压了风险偏好。预计英伟达首席财务官（CFO）科莱特·克雷斯将接替黄仁勋。
Meanwhile, Nvidia CEO Jensen Huang’s reported affair with Alice Huang, who is alleged to be a Chinese agent, fueled expectations that he may be ousted from the company, driving down risk appetite. Nvidia’s Chief Financial Officer (CFO) Colette Kress is expected to take over for Huang.
同时，美联储官员以鹰派表态敦促应对通胀，助长了加息预期，提振了美元需求。
At the same time, Federal Reserve officials urged addressing inflation with hawkish statements, fueling the expectations of a rate hike and boosting demand for the dollar.
美元指数周三升至103.08的19个月高点，周四报102.97，涨幅0.1%。与此同时，黄金下跌0.2%，至每盎司3978美元。
The US Dollar Index rose to its 19-month high at 103.08 on Wednesday, while it is trading at 0.1% at 102.97 on Thursday. Gold dropped 0.2% to $3,978 per ounce at the same time.
据报道，美国副总统JD·万斯考虑与伊朗最高国家安全委员会秘书长穆赫辛·雷扎伊少将直接会谈后，1月交割的布伦特原油下跌1.6%，至每桶91.3美元。周四，美国10年期国债收益率徘徊在4.99%。
January-delivery Brent crude oil fell 1.6% to $91.3 a barrel after US Vice President JD Vance reportedly considered direct talks with Maj. Gen. Mohsen Rezaei, the secretary-general of the Iranian Supreme National Security Council. The US 10-Year Treasury yield is hovering at 4.99% on Thursday.
周三，纽约证券交易所交投积极，CoreWeave股价上涨近25%。该公司的业绩缓解了投资者对AI巨额支出的担忧。
The New York Stock Exchange traded positively on Wednesday amid gains in CoreWeave stocks by nearly 25%. The firm’s performance eased investor concerns about massive AI spending.
Nebius集团股价上涨15.4%，Ines股价上涨5.6%。
Nebius Group shares gained 15.4%, and Ines shares rose 5.6%.
芯片制造商方面，Marvell Technology股价大涨9.3%，美光科技股价上涨11.9%，博通股价小幅上涨4%，AMD股价上涨7.3%。
As for chipmakers, Marvell Technology shares surged 9.3%, Micron Technology shares rose 11.9%, Broadcom shares edged up 4%, and AMD shares were up 7.3%.
道琼斯工业平均指数上涨0.49%，标普500指数上涨1.31%，纳斯达克综合指数上涨3%，但受黄仁勋相关消息影响，盘后交易中下跌7.6%。与此同时，受科技和能源板块上涨带动，欧洲股市周三走高。
The Dow Jones Industrial Average rose 0.49%, the S&P 500 gained 1.31%, and the Nasdaq Composite was up 3%, while losing 7.6% in after-hours trading due to developments about Jensen Huang. Meanwhile, European stock markets traded positively on Wednesday due to tech and energy gains.
德国西门子能源股价当日收涨10.8%，此前该公司表示，预计2027财年公司可比营收将增长14%至16%。
German firm Siemens Energy’s shares closed the day up 10.8% after it said it expects the firm’s comparable revenue to rise by 14-16% in fiscal year 2027.
德国联邦银行行长约阿希姆·纳格尔表示，第四季度经济增长可能加速，国防和基础设施支出将支撑需求。
German Bundesbank President Joachim Nagel said the economic growth will likely accelerate in the fourth quarter with defense and infrastructure spending supporting demand.
德国10月年通胀率从9月的3.3%降至2.8%，消费者价格环比下降0.2%。
Germany’s annual inflation fell to 2.8% in October from 3.3% in September, while consumer prices dropped 0.2% month-on-month.
周三，德国DAX 40指数上涨1.2%，法国CAC 40指数上涨0.66%，意大利富时MIB 30指数上涨0.37%，英国富时100指数上涨0.78%。欧洲股指周四开盘延续上涨势头。
Germany's DAX 40 gained 1.2%, France's CAC 40 rose 0.66%, Italy's FTSE MIB 30 climbed 0.37%, and the UK's FTSE 100 was up 0.78% on Wednesday. European indexes started Thursday on a positive trend.
临近周四收盘，亚洲股市出现抛售，为英伟达供货的公司的股票下跌。
Near Thursday’s close, Asian equity markets are seeing a sell-off as the shares of companies supplying Nvidia dropped.
台湾芯片巨头台积电股价下跌1.3%，富士康股价下跌4.7%。
Taiwanese chip giant TSMC’s shares fell 1.3%, and Foxconn shares dropped 4.7%.
日本10月生产者价格指数（PPI）环比上涨0.7%，同比上涨7.1%，超出预期，且较9月加速。这组数据加剧了市场对日本央行加息的预期。
Japan’s Producer Price Index (PPI) rose 0.7% month-on-month and 7.1% year-on-year in October, exceeding estimates and accelerating versus September. The data fueled rate hike expectations by the Bank of Japan (BoJ).
临近收盘，日本日经225指数下跌0.2%，韩国综合指数下跌0.6%，香港恒生指数下跌0.9%，而中国上证综合指数上涨0.2%。
Near the close of trading, Japan’s Nikkei 225 fell 0.2%, South Korea’s Kospi dropped 0.6%, and Hong Kong's Hang Seng was down 0.9%, while China's Shanghai Composite gained 0.2%.