以下是 《股市因政府停摆协议乐观预期强势反弹——华尔街日报(Stocks Roar Back on Optimism for Shutdown Deal)》 的完整整理稿,格式与之前完全一致:
中文摘要:
《华尔街日报》报道,国会即将就结束美国政府停摆达成协议的消息,推动美股强劲反弹,科技股领涨。纳斯达克综合指数上涨2.3%,标普500上涨1.5%,道指上涨0.8%。市场情绪明显改善,投资者预期政府重启后将恢复关键经济数据的发布,为美联储12月利率决议提供参考。此前市场受到科技股盈利、估值及经济担忧的压力,但AI概念股强势回归,英伟达上涨5.8%,AMD上涨4.5%,Palantir领涨8.8%。分析人士称,“今天是科技与AI的复苏日”,市场对估值过高的担忧已被逆转。与此同时,白银上涨4.5%,黄金上涨2.8%,贵金属延续强势。分析人士认为,政府停摆结束将有助于恢复消费与信心,但防御性板块如公用事业和日用品则走低。整体来看,市场重拾风险偏好,科技股重新成为领涨主力。
全文(中英对照):
Stocks Roar Back on Optimism for Shutdown Deal
股市因政府停摆协议乐观预期强势反弹
Reports of a potential government reopening deal led to a tech-stock rally, with the Nasdaq Composite Index up 2.3% and the S&P 500 up 1.5%.
有关政府可能重新开放的报道引发科技股反弹,纳斯达克综合指数上涨2.3%,标普500指数上涨1.5%。
Investors are feeling bullish again.
投资者再次转向看涨。
Reports that Congress was closing in on a deal to reopen the government sparked a rally in tech stocks and other riskier trades, and gave investors hope that federal officials would soon roll out key economic-data reports that had been suspended by the shutdown.
有报道称国会接近达成重启政府的协议,这不仅推动了科技股及高风险资产反弹,也让投资者期待联邦政府能尽快恢复停摆期间暂停的关键经济数据发布。
The Senate cleared a key hurdle late Sunday after Democrats provided just enough votes to advance a measure designed to end the impasse. The Senate’s next big step will be to send the measure back to the Republican-led House.
周日晚间,民主党提供了足够票数帮助参议院通过结束僵局的关键程序。下一步,该措施将被送交共和党控制的众议院。
Concerns over tech earnings, valuations and the economy weighed heavily on the market last week. Some of the hardest-hit sectors and stocks were among the best performers Monday, showcasing the resilience of the three-year-old AI-fueled bull market.
上周,市场因科技公司盈利、估值及经济担忧而承压。周一,部分此前跌幅最大的板块和个股领涨,显示出这场由人工智能推动的三年牛市的韧性。
“It’s a tech and AI recovery day,” said Louis Navellier, founder of investment firm Navellier & Associates. “The apparent overvaluation concerns of AI names have been reversed in a big way.”
“今天是科技与AI的复苏日,”投资公司Navellier & Associates创始人路易斯·纳维利埃表示,“市场此前对AI股估值过高的担忧已大幅消散。”
The Nasdaq Composite Index rebounded from its worst week since April to close Monday up 2.3%. The S&P 500 was 1.5% higher, while the Dow Jones Industrial Average added 0.8%, or 381 points.
纳斯达克综合指数从4月以来最糟糕的一周中反弹,周一收涨2.3%。标普500指数上涨1.5%,道琼斯工业平均指数上涨0.8%(381点)。
The information-technology and communications-services sectors led the S&P 500, just like they have all year. Market darling Palantir was the day’s top performer, adding 8.8%, while Nvidia and AMD rose 5.8% and 4.5%, respectively. Bitcoin also rebounded after touching a multimonth low on Friday.
信息技术和通信服务板块领涨标普500,延续全年强势。市场宠儿Palantir涨8.8%,英伟达涨5.8%,超微半导体(AMD)涨4.5%。比特币在上周五触及数月低点后反弹。
A low reading from the University of Michigan’s consumer sentiment index and rising layoff data had weighed on markets last week. Before the shutdown, government data had shown a resilient economy, but investors have now gone two months without a jobs report.
上周密歇根大学消费者信心指数走低及裁员公告增多使市场承压。在停摆前,政府数据曾显示经济虽放缓但仍具韧性,但投资者已连续两个月未能获得就业报告。
That looks set to end soon. Analysts expect delayed economic data, including the September employment report, to be released once the government reopens, helping the Federal Reserve weigh its December interest-rate decision.
这种情况可能很快结束。分析师预计政府重启后将发布延期的数据,包括9月就业报告,这将有助美联储在12月评估利率决议。
“Investors stand to benefit from an imminent reopening,” said José Torres, senior economist at Interactive Brokers.
“投资者有望从即将到来的重启中受益,”Interactive Brokers高级经济学家何塞·托雷斯表示。
Consumer staples and utilities, typically viewed as defensive sectors, declined.
通常被视为防御型的消费品和公用事业板块下跌。
Elsewhere, precious metals extended gains. Silver rose 4.5%, one of its best days of the year, while gold gained 2.8%.
其他市场方面,贵金属延续涨势。白银上涨4.5%,创年内最佳表现之一,黄金上涨2.8%。
✅ 这是 《股市因政府停摆协议乐观预期强势反弹——华尔街日报》 的完整中英对照稿。
是否继续下一篇(《民主党对八名参议员达成的结束政府停摆协议表示愤怒——华尔街日报》)?