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美股市场在科技股暴跌后企稳 - WSJ

/ 6 min read

中文摘要:

在经历前一日科技股大幅抛售后,美国股市于周三企稳。投资者重新评估美联储的政策路径和科技股的估值水平。标普500指数小幅上涨,道琼斯工业平均指数收高约150点,而纳斯达克综合指数微跌。此前一日,科技股因盈利担忧而重挫,特斯拉、英伟达和Palantir等公司领跌。市场分析人士表示,投资者目前在寻求平衡短期调整与长期成长潜力。与此同时,美国国债收益率下滑,美元走软,黄金价格小幅上扬。美联储官员的讲话继续成为市场焦点,投资者关注12月是否会进一步降息。

全文(中英对照):

U.S. Markets Stabilize After Tech Rout

美股市场在科技股暴跌后企稳

U.S. stocks steadied on Wednesday after a sharp selloff in technology shares the previous day rattled markets and reignited debate over lofty valuations.

周三,美国股市在前一日科技股大幅抛售后企稳,这场暴跌曾动摇市场并重新引发对高估值的讨论。

The S&P 500 added 0.2% while the Dow Jones Industrial Average climbed about 150 points. The Nasdaq Composite slipped 0.1%, held back by continued weakness in megacap tech stocks.

标准普尔500指数上涨0.2%,道琼斯工业平均指数上升约150点。纳斯达克综合指数下跌0.1%,受大型科技股持续疲软拖累。

Apple and Microsoft rose modestly after Tuesday’s losses, while Tesla, Nvidia, and Palantir continued to decline.

苹果和微软在周二下跌后小幅回升,而特斯拉、英伟达和Palantir则继续下跌。

Investors have become increasingly cautious after a run of mixed earnings reports and comments from Federal Reserve officials signaling uncertainty about the path of interest rates.

在一系列喜忧参半的财报以及美联储官员关于利率前景的模糊表态后,投资者变得更加谨慎。

“The market is adjusting to the reality that valuations in certain areas—especially AI and semiconductor stocks—have run far ahead of fundamentals,” said Kristina Hooper, chief global strategist at Invesco.

景顺首席全球策略师克里斯蒂娜·胡珀表示:“市场正在适应这样一个现实:某些领域,尤其是人工智能和半导体股票的估值,已远远超出基本面。”

The yield on the 10-year U.S. Treasury fell to 4.06%, easing from the previous session’s rise.

10年期美国国债收益率下降至4.06%,从前一交易日的升势中回落。

The dollar weakened slightly against a basket of peers, while gold edged higher after recent declines.

美元兑一篮子主要货币小幅走软,而黄金在此前下跌后略有反弹。

Investors also digested new data showing U.S. companies added 42,000 jobs in October, according to ADP, suggesting a gradual cooling in the labor market.

投资者还消化了ADP的最新数据显示——美国企业10月份新增4.2万个就业岗位,表明劳动力市场正逐步降温。

Markets are now awaiting Thursday’s jobless claims data and upcoming remarks from Fed Chair Jerome Powell for further policy clues.

市场目前正等待周四的失业救济申请数据以及美联储主席鲍威尔即将发表的讲话,以获取更多政策方向的线索。

“Investors are trying to reconcile the optimism around AI and innovation with the reality of slower earnings growth,” said Michael Arone, chief investment strategist at State Street Global Advisors.

道富环球投资管理公司首席投资策略师迈克尔·阿隆表示:“投资者正试图在对人工智能与创新的乐观情绪,与盈利增长放缓的现实之间寻找平衡。”

Oil prices traded near 74abarrel,steadyafterrecentdeclines,whileBitcoinhoveredaround74 a barrel, steady after recent declines, while Bitcoin hovered around 100,000 following this week’s sharp pullback.

油价在每桶74美元附近波动,较近期下跌后保持稳定;比特币在本周大幅下跌后徘徊于10万美元附近。

“The market needed a breather after an intense rally in recent months,” said Quincy Krosby, chief global strategist at LPL Financial. “Today’s action shows investors are being more selective, focusing on quality and earnings stability.”

LPL Financial首席全球策略师昆西·克罗斯比表示:“经过过去几个月的强劲上涨,市场需要喘口气。今天的走势表明,投资者变得更加挑剔,更关注公司质量与盈利稳定性。”