美股大跌“七巨头”全军覆没；布林肯称美国的“系统已经崩溃”
文摘
2024-11-01 19:16
北京
U.S. equity futures moved firmly lower in early Thursday trading, dragged down by losses for megacap tech stocks, as investors worked through another round of earnings from the so-called Magnificent 7 while bracing for a key inflation reading prior to the opening bell.周四早盘，美国股市期货坚定走低，受超大市值科技股下跌拖累，因投资者正在消化所谓“七大巨头”（Magnificent 7）的另一轮财报，同时也在开盘前为一项关键的通胀数据做准备。Stocks ended lower yesterday, with the S&P 500 slipping 19 points to trim its October gain to less than 1%, amid more megacap tech stock declines and a surge higher in Treasury bond yields tied to stronger-than-expected jobs data and a solid reading of third quarter GDP.昨日股市收盘走低，标普500指数下跌19点，将10月份的涨幅缩减至不足1%，这主要是受到更多超大市值科技股下跌以及因强于预期的就业数据和第三季度GDP坚实读数而飙升的国债收益率的影响。Overnight earnings from Meta Platforms (META) and Microsoft (MSFT) , meanwhile, underscored the massive costs linked to the expansion of AI technologies and the toll that is taking on profit margins across the world's biggest tech companies.与此同时，Meta Platforms（META）和微软（MSFT）隔夜公布的财报凸显了人工智能技术扩张所带来的巨大成本，以及这对全球最大科技公司利润率的冲击。Amazon (AMZN) , as well as Apple (AAPL) , will also report September quarter updates after the close of trading, with the former also expected to update on capital spending plans and the latter likely to offer detail on demand for its newly-launched iPhone 16.亚马逊（AMZN）和苹果（AAPL）也将在交易结束后公布9月季度的更新情况，前者预计还将更新资本支出计划，而后者可能会提供有关其新发布的iPhone 16需求情况的详细信息。In the bond market, benchmark 10-year note yields are holding near the highest levels since early July, and were last marked at 4.288%, following yesterday's ADP jobs data and today's PCE inflation report at 8:30 am Eastern time.在债券市场，基准10年期国债收益率维持在7月初以来的最高水平附近，昨日ADP就业数据和今日东部时间上午8:30的个人消费支出（PCE）通胀报告发布后，最新报价为4.288%。Renewed inflation concerns, tied in part to the outperforming economy but also to the added borrowing that is likely to come from either winner in next week's presidential election, has also lifted rate-sensitive 2-year notes to a multi-month high of 4.174%.通胀担忧再度加剧，部分原因是经济表现超预期，但也是因为下周总统大选无论哪位候选人胜出，都可能带来额外的借贷，这也推动了对利率敏感的2年期国债收益率升至4.174%的数月高点。The U.S. dollar index, which tracks the greenback against a basket of six global currencies, was last marked 0.05% higher on the session at 104.040 and on pace for its best monthly gain in two years. Heading into the start of the trading day on Wall Street, sharp pullbacks for Meta and Microsoft are helping shave around 210 points from the Nasdaq at the opening bell, with the Dow Jones Industrial Average called 225 points to the downside.追踪美元兑六种全球货币表现的美元指数，本交易日最新上涨0.05%，报104.040，有望创下两年来最佳月度涨幅。在华尔街交易日开始时，Meta和微软的急剧回调使纳斯达克指数在开盘时下跌约210点，道琼斯工业平均指数预计下跌225点。The S&P 500, which is now up 0.89% heading into the final trading day of October, is priced for a 45 point opening bell decline.标普500指数在10月最后一个交易日开盘前上涨0.89%，但开盘时预计下跌45点。In overseas markets, Europe's Stoxx 600 fell 0.71% in early Frankfurt trading, extending the benchmark's decline to a third consecutive session, while Britain's FTSE 100 fell 0.76% following yesterday's Labour budget statement that included a massive increase in public spending and the biggest tax increases since 1993.海外市场方面，欧洲斯托克600指数在法兰克福早盘交易中下跌0.71%，将该基准指数的跌势延续至第三个交易日，而英国富时100指数在昨日包含大幅增加公共支出和自1993年以来最大规模加税的工党预算声明后下跌0.76%。Overnight in Asia, the Bank of Japan held its key lending rates steady following a two-day policy meeting in Tokyo, while the Nikkei 225 slipped 0.5% into the close of trading as the yen held steady at 152.48 against the U.S. dollar.亚洲市场隔夜方面，日本央行在东京举行的为期两天的政策会议后维持关键贷款利率不变，而日经225指数在交易结束时下跌0.5%，日元兑美元汇率稳定在152.48。The regional MSCI ex-Japan benchmark, meanwhile, was marked 0.44% lower heading into the final hours of trading.与此同时，亚洲地区（除日本外）MSCI基准指数在交易最后几小时内下跌0.44%。Secretary of State Antony Blinken called on Congress to help fix a "broken" system that forces damaging budget cuts and leaves key roles vacant for long stretches. America's position in the world is harmed by budget uncertainty and the resulting cuts and hiring freezes, as well as reduced investments in global initiatives, Blinken told the Foreign Service Institute on Wednesday. The dysfunction sows doubt among US allies and partners and emboldens Washington's adversaries, he warned.国务卿安东尼·布林肯呼吁国会帮助修复一个“支离破碎”的系统，该系统强制实行破坏性预算削减，并长期让关键职位空缺。布林肯周三在外交学院表示，预算的不确定性及其导致的削减和招聘冻结，以及对全球倡议投资的减少，损害了美国在世界上的地位。他警告说，这种功能失调在美国盟友和伙伴中播下了疑虑，并助长了华盛顿的对手。"We can't fail to pay our dues at the UN and cede the space to our competitors," he said. "And we can't hold up the confirmation of highly skilled, capable, and patriotic Americans — sometimes for years at a time — when they should be leading our missions overseas." Blinken said Biden administration nominees, including ambassadors, spend an average of 240 days awaiting Senate confirmation — up from 50 days for presidential nominees in 2001. Congressional Republicans have also held up payments to the UN and other global organizations in a push for budget cuts.布林肯周三在外交学院表示，预算的不确定性及其导致的削减和招聘冻结，以及对全球倡议投资的减少，损害了美国在世界上的地位。“我们不能在联合国拖欠会费，并将空间拱手让给我们的竞争对手，”他说，“我们也不能让高素质、有能力和爱国的美国人长期得不到任命确认——有时一拖就是好几年，而他们本应领导我们在海外的任务。” 布林肯说，拜登政府的提名者，包括大使在内，平均需要等待240天才能获得参议院的确认，而2001年总统提名者等待的时间仅为50天。国会共和党人也为推动预算削减而拖延向联合国和其他全球组织的付款。"The system is broken," he said. "It's damaging our diplomacy. It's undermining our competitiveness."“这个系统已经支离破碎，”他说。“它正在损害我们的外交。它正在削弱我们的竞争力。”"And of course, this all feeds our competitors' false narratives of our decline and division," Blinken said. "And it reinforces their conviction, their false conviction that now is the time to challenge the United States and pursue their revisionist goals. It shakes the trust and confidence of our friends."“当然，这一切都在助长竞争对手关于我们衰落和分裂的虚假叙事，”布林肯说。“并强化了他们的信念，他们错误的信念，即现在是挑战美国、追求其修正主义目标的时候了。这动摇了我们朋友的信任和信心。”The secretary called for renewed cooperation between the executive and legislative branches to improve upon the status quo.国务卿呼吁行政和立法部门之间恢复合作，以改善现状。"We have to do better by our people," Blinken said. "We have to do better by our diplomacy. We have to do better by our foreign policy. We have to do better for our country."“我们必须更好地为民众服务，”布林肯说。“我们必须更好地开展外交工作。我们必须更好地制定外交政策。我们必须更好地为国家服务。”
