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今日股市:道指、标普 500 指数 11 月 11 日实时动态 - 彭博社

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以下是 《今日股市:道指、标普 500 指数 11 月 11 日实时动态——彭博社(Stock Market Today: Dow, S&P Live Updates for November 11)》 的完整中英对照稿,保持与你之前一致的格式:


中文摘要: 11月11日,亚洲股市连续第二天上涨,因美国政府停摆有望结束提振了市场情绪,带动从大宗商品到加密货币的广泛反弹。日本、韩国和澳大利亚股市高开,标普500指数上涨1.5%,纳斯达克100上涨2.2%,创6月底以来最佳表现。美元下跌,黄金与比特币走强。特朗普支持结束政府停摆的协议,并提出向公民发放2000美元“关税红利”的想法。市场押注政府重启将恢复关键经济数据发布,为美联储政策提供清晰指引。与此同时,大宗商品、在美上市中概股和科技股领涨,小鹏汽车ADR飙升15%,台积电ADR上涨3.1%。专家指出,停摆结束后美国经济数据恢复将影响美联储12月决议。企业方面,沃伦·巴菲特宣布淡出公众视野;AI公司CoreWeave下调收入预期;加密货币交易所Gemini亏损超预期;欧盟计划逐步排除华为和中兴设备。整体而言,市场风险偏好显著回升,投资者重新回到风险资产领域。


全文(中英对照):

Stock Market Today: Dow, S&P Live Updates for November 11 今日股市:道指、标普 500 指数 11 月 11 日实时动态


Asian stocks advanced for a second consecutive day as progress toward ending the record-long US government shutdown lifted sentiment, sparking a cross-asset rally from commodities to cryptocurrencies. 亚洲股市连续第二天走高,因美国政府有望结束创纪录的停摆提振了市场情绪,引发从大宗商品到加密货币的跨资产上涨。


Shares in Japan, South Korea and Australia all rose at the open. The S&P 500 rose 1.5% on Monday and the Nasdaq 100 added 2.2%. The MSCI All Country World Index had its best day since late June, and a Bloomberg gauge of commodity prices rose to the highest level since August 2022. The dollar weakened, while gold and Bitcoin rallied. 日本、韩国和澳大利亚股市开盘均上涨。标普500指数周一上涨1.5%,纳斯达克100指数上涨2.2%。MSCI全球指数创下6月底以来最佳单日表现,彭博大宗商品指数升至2022年8月以来最高水平。美元走弱,黄金与比特币上涨。


Gains for US stocks were accompanied by declines in Treasuries as the White House expressed support for the bipartisan deal to end the shutdown. Separately, President Donald Trump floated the idea of paying a $2,000 “tariff dividend” to US citizens. 在白宫表态支持结束政府停摆的两党协议后,美股上涨,同时美债收益率下降。此外,特朗普总统提出向美国公民发放2000美元“关税红利”的想法。


The cross-asset moves signaled that investors were willing to return to riskier areas of the market after recent selling in technology stocks driven by valuation concerns. Many bet that reopening the government will restore key economic data on jobs and inflation, providing greater clarity on the Fed’s policy path. 跨资产的上涨表明,投资者在经历因高估值担忧引发的科技股抛售后,重新回到风险资产领域。许多人押注,政府重启将恢复就业和通胀等关键经济数据,为美联储的政策路径提供更清晰的指引。


“Reopening would not only boost sentiment, but also open the way for data releases,” said Fiona Cincotta at City Index. City Index分析师菲奥娜·辛科塔表示:“政府重启不仅能提振市场情绪,还将为经济数据发布扫清障碍。”


A stopgap funding bill that would end the shutdown was on track to pass in the Senate Monday night. Trump expressed support for the bipartisan deal. 旨在结束政府停摆的临时拨款法案预计将在周一晚间于参议院获得通过。特朗普已公开支持该两党协议。


While investors piled into risky assets, bonds declined. Treasuries face a $125 billion demand test from this week’s auctions. The bond market will be closed Tuesday for Veterans Day. 当投资者涌入风险资产时,债券市场下跌。本周美债拍卖总规模达1250亿美元。因退伍军人节,债券市场将于周二休市。


Commodities also rallied, with aluminum advancing alongside copper and other industrial metals. Aluminum, which reached a three-year high last week, remains one of the strongest performers on the LME amid Chinese capacity curbs. 大宗商品亦全面上涨,铝价与铜等工业金属同步攀升。上周触及三年高点的铝,受中国限产政策影响,仍是伦敦金属交易所表现最强劲的品种之一。


A gauge of US-listed Chinese firms rallied 2.3%. XPeng Inc.’s ADRs climbed as much as 15%, while TSMC’s ADRs rose 3.1%. 追踪在美上市中国企业的指数上涨2.3%。小鹏汽车ADR一度飙升15%,台积电ADR上涨3.1%。


Japanese Prime Minister Sanae Takaichi aims to use her first stimulus package to jump-start growth through investments in key industries. 日本首相高市早苗计划通过其首个刺激方案推动关键行业投资,以重振经济增长。


Trump also said the US was “pretty close” to a trade deal with India and may lower tariffs on Indian goods “at some point.” 特朗普还表示,美国与印度的贸易协议“非常接近”,并将在“某个时候”降低对印度商品的关税。


Historical precedent from the 2013 shutdown suggests that the September employment report could be among the first to be released—within three business days of reopening, said Deutsche Bank’s Jim Reid. 德意志银行策略师吉姆·里德表示,根据2013年停摆的历史先例,9月就业报告可能在政府重启后三个工作日内发布。


If the government reopens and data flows resume, Fed officials will face delayed and retroactively compiled figures. Alternative measures for inflation remain scarce. 假设政府重新开放并恢复数据发布,美联储官员将面对滞后并追溯修订的数据;通胀替代指标仍然稀缺。


Corporate News(企业新闻)

  • Warren Buffett said he’s “going quiet,” marking the end of an era for one of the world’s most watched investors. 沃伦·巴菲特宣布将“保持沉默”,标志着这位最受关注的投资大师时代的结束。

  • CoreWeave Inc. lowered revenue forecasts after contract delays, a setback for the AI infrastructure company. CoreWeave公司因客户合同延期而下调收入预期,对这家AI基础设施公司是一次打击。

  • Gemini Space Station, the crypto exchange founded by the Winklevoss twins, reported larger-than-expected losses. 由温克莱沃斯兄弟创立的加密货币交易所Gemini亏损幅度超出预期。

  • EU Commission is exploring ways to phase out Huawei and ZTE from member states’ telecom networks. 欧盟委员会正研究如何在成员国通信网络中逐步淘汰华为和中兴设备。


Market Data(市场数据)

  • S&P 500 futures flat at 9:31 a.m. Tokyo 标普500期货东京时间上午9:31持平
  • Nikkei 225 +0.7%;Hang Seng futures -0.2%;ASX 200 +0.1%;Euro Stoxx 50 +0.5%。
  • Dollar Index持平;日元154.17;人民币离岸价7.1222;欧元1.1557;澳元0.6534。
  • Bitcoin报105,666美元;Ether上涨0.7%至3,564美元。
  • WTI原油下跌0.2%报每桶60美元;现货黄金上涨0.2%至每盎司4125.80美元。

✅ 这是 《今日股市:道指、标普 500 指数 11 月 11 日实时动态——彭博社》 的完整中英对照稿。 是否继续下一篇?