<p><strong>纳斯达克综合指数</strong>(^IXIC 2.13%) 在新的经济数据表明通胀放缓后上涨了大约 2%，这让投资者松了一口气，同时也导致国债收益率下降。<strong>道琼斯工业平均指数</strong>(^DJI 1.49%) 上涨超过 600 点。</p>
<p>许多人工智能（AI）股票在这一消息后上涨。半导体公司 <strong>美光科技</strong>(MU 5.96%) 截至东部时间中午 12:12 上涨了 5.7%。与此同时，AI 软件公司 <strong>BigBear.ai</strong>(BBAI 4.05%) 和 <strong>C3.ai</strong>(AI 3.04%) 分别上涨了近 5% 和 3%。</p>
<h2>市场松了一口气</h2>
<p>在 12 月份的生产者价格指数（PPI）报告显示上涨幅度低于预期后，股票在昨天开始反弹，这表明通胀仍在下降。今天早上的重点是消费者价格指数（CPI），结果没有让人失望。</p>
<p>12 月份消费者价格较上月上涨 0.4%，略高于预期。然而，剔除波动较大的食品和燃气价格后的核心 CPI 仅上涨 0.2%，略低于预期，再次表明价格压力可能开始减轻。CPI 同比上涨 2.9%，符合预期。美国 10 年期国债收益率在最近几周达到高位后，下降了大约 12 个基点，降至 4.67%。</p>
<p>该报告看起来不错，因为大部分上涨来自于能源价格的 2.6% 的跳升，远高于过去几个月的水平。同时，作为 CPI 中权重最大的部分，住房价格继续改善，价格有所缓解。</p>
<p>“今天的 CPI 可能会让美联储感到更加鸽派。它不会改变本月晚些时候暂停加息的预期，但应该会抑制一些关于美联储可能加息的讨论，”<strong>摩根士丹利</strong> 财富管理首席经济策略师艾伦·泽特纳告诉 CNBC。“根据市场的初步反应，投资者在经历了几个月的高通胀数据后似乎感到了一丝宽慰。”</p>
<p>在其他好消息中，今天早上报告财报的主要银行交出了强劲的业绩，显示出经济基础稳固。押注美联储今年将如何调整利率的交易员仍然担心通胀，但今年多次降息的可能性增加，尽管大多数人仍认为只会有一次降息。</p>
<h2>经济形势有所改善，但仍未走出困境</h2>
<p>今天的通胀报告描绘了一幅美好的图景。通胀继续朝着正确的方向发展，劳动力市场强劲，收益率可能因经济扩张而上升，因此今天投资者购买新闻是有道理的。当然，情况一直很不稳定，我怀疑在短期内可能仍会如此。通胀仍高于美联储偏好的 2% 目标，一份糟糕的报告可能会对国家中央银行已征服通胀的信念产生怀疑。</p>
<p>今天我没有看到很多公司特定的新闻。BigBear.ai 和 C3.ai 具有巨大的潜力，像 <strong>Palantir Technologies</strong> 的微型版本。然而，考虑到它们尚未盈利，并且在过去几年中大幅上涨，我会保持小规模持仓，直到对它们的前景有更多的清晰认识。</p>
<p>美光科技更值得买入。该公司在内存芯片市场占据强势地位，这在 AI 生态系统中至关重要。该股票的交易价格低于许多 AI 公司，市盈率不到 15 倍。</p>

美光科技

BBAI

<p>纳斯达克综合指数在一份积极的通胀报告发布后上涨约 2%，美光科技、BigBear.ai 和 C3.ai 的股票均出现显著上涨。美光的股价上涨了 5.7%，而 BigBear.ai 和 C3.ai 分别上涨了近 5% 和 3%。消费者物价指数（CPI）显示上涨 0.4%，核心 CPI 仅上涨 0.2%，表明通胀有所缓解。主要银行报告了强劲的收益，增强了投资者信心。尽管通胀仍高于美联储的目标，但经济前景似乎有所改善，导致市场对今年可能降息的预期增加</p>

<p>The <strong>Nasdaq Composite</strong>(^IXIC 2.13%) jumped roughly 2% after new economic data showed easing inflation, a relief to investors that also led to a decline in Treasury yields. The <strong>Dow Jones Industrial Average</strong>(^DJI 1.49%) jumped over 600 points.</p>
<div class="lb-trans"><p><strong>纳斯达克综合指数</strong>(^IXIC 2.13%) 在新的经济数据表明通胀放缓后上涨了大约 2%，这让投资者松了一口气，同时也导致国债收益率下降。<strong>道琼斯工业平均指数</strong>(^DJI 1.49%) 上涨超过 600 点。</p>
</div><p>Shares of many artificial intelligence (AI) stocks moved higher on the news. Semiconductor company <strong>Micron Technology</strong>(MU 5.96%) traded 5.7% higher as of 12:12 p.m. ET. Meanwhile, AI software companies <strong>BigBear.ai</strong>(BBAI 4.05%) and <strong>C3.ai</strong>(AI 3.04%) traded nearly 5% and 3% higher, respectively.</p>
<div class="lb-trans"><p>许多人工智能（AI）股票在这一消息后上涨。半导体公司 <strong>美光科技</strong>(MU 5.96%) 截至东部时间中午 12:12 上涨了 5.7%。与此同时，AI 软件公司 <strong>BigBear.ai</strong>(BBAI 4.05%) 和 <strong>C3.ai</strong>(AI 3.04%) 分别上涨了近 5% 和 3%。</p>
</div><h2>The market breathes a sigh of relief</h2>
<div class="lb-trans"><h2>市场松了一口气</h2>
</div><p>Stocks began to rally yesterday after numbers from December's Producer Price Index (PPI) report rose less than expected, suggesting that inflation is still trending downward. The big spotlight was on the Consumer Price Index (CPI) this morning, which didn't disappoint.</p>
<div class="lb-trans"><p>在 12 月份的生产者价格指数（PPI）报告显示上涨幅度低于预期后，股票在昨天开始反弹，这表明通胀仍在下降。今天早上的重点是消费者价格指数（CPI），结果没有让人失望。</p>
</div><p>Consumer prices in December increased 0.4% from the prior month, slightly ahead of expectations. However, core CPI, stripping out more volatile food and gas prices, only rose 0.2%, slightly less than expectations, once again suggesting that price pressure could be starting to abate. The CPI rose 2.9% year over year, in line with expectations. The yield on the 10-year U.S. Treasury bond fell roughly 12 basis points to 4.67% after hitting high levels in recent weeks.</p>
<div class="lb-trans"><p>12 月份消费者价格较上月上涨 0.4%，略高于预期。然而，剔除波动较大的食品和燃气价格后的核心 CPI 仅上涨 0.2%，略低于预期，再次表明价格压力可能开始减轻。CPI 同比上涨 2.9%，符合预期。美国 10 年期国债收益率在最近几周达到高位后，下降了大约 12 个基点，降至 4.67%。</p>
</div><p>The report looks good because the bulk of the increase came from a 2.6% jump in energy prices, much higher than what has been experienced in past months. Meanwhile, shelter, which is the largest weighting in the CPI, continued to show improvement with prices easing.</p>
<div class="lb-trans"><p>该报告看起来不错，因为大部分上涨来自于能源价格的 2.6% 的跳升，远高于过去几个月的水平。同时，作为 CPI 中权重最大的部分，住房价格继续改善，价格有所缓解。</p>
</div><p>&#34;Today's CPI may help the Fed feel a little more dovish. It won't change expectations for a pause later this month, but it should curb some of the talk about the Fed potentially raising rates,&#34; <strong>Morgan Stanley</strong> Wealth Management's chief economic strategist Ellen Zentner told CNBC. &#34;And judging by the market's initial response, investors appeared to feel a sense of relief after a few months of stickier inflation readings.&#34;</p>
<div class="lb-trans"><p>“今天的 CPI 可能会让美联储感到更加鸽派。它不会改变本月晚些时候暂停加息的预期，但应该会抑制一些关于美联储可能加息的讨论，”<strong>摩根士丹利</strong> 财富管理首席经济策略师艾伦·泽特纳告诉 CNBC。“根据市场的初步反应，投资者在经历了几个月的高通胀数据后似乎感到了一丝宽慰。”</p>
</div><p>In other good news, the major banks reporting earnings this morning delivered strong results and showed an economy on solid footing. Traders betting on what the Federal Reserve will do with rates this year are still concerned about inflation, but the chances of more than one rate cut this year increased, although the majority still think there will only be one.</p>
<div class="lb-trans"><p>在其他好消息中，今天早上报告财报的主要银行交出了强劲的业绩，显示出经济基础稳固。押注美联储今年将如何调整利率的交易员仍然担心通胀，但今年多次降息的可能性增加，尽管大多数人仍认为只会有一次降息。</p>
</div><h2>The economic landscape improved, but is not out of the woods yet</h2>
<div class="lb-trans"><h2>经济形势有所改善，但仍未走出困境</h2>
</div><p>Today's inflation report paints a rosy picture. Inflation continues to trend in the right direction, the job market is strong, and yields may be elevated for the right reasons due to economic expansion, so it makes sense for investors to be buying the news today. Of course, the situation has been volatile, and I suspect it could remain that way in the near term. Inflation remains above the Fed's preferred 2% target, and one bad report could cast doubt on the belief that the country's central bank has conquered inflation.</p>
<div class="lb-trans"><p>今天的通胀报告描绘了一幅美好的图景。通胀继续朝着正确的方向发展，劳动力市场强劲，收益率可能因经济扩张而上升，因此今天投资者购买新闻是有道理的。当然，情况一直很不稳定，我怀疑在短期内可能仍会如此。通胀仍高于美联储偏好的 2% 目标，一份糟糕的报告可能会对国家中央银行已征服通胀的信念产生怀疑。</p>
</div><p>I didn't see a ton of company-specific news today. BigBear.ai and C3.ai have tremendous potential, being positioned like miniature forms of <strong>Palantir Technologies</strong>. However, given that they aren't yet profitable and have risen substantially over the past few years, I would keep positions small until there is more clarity about their trajectory.</p>
<div class="lb-trans"><p>今天我没有看到很多公司特定的新闻。BigBear.ai 和 C3.ai 具有巨大的潜力，像 <strong>Palantir Technologies</strong> 的微型版本。然而，考虑到它们尚未盈利，并且在过去几年中大幅上涨，我会保持小规模持仓，直到对它们的前景有更多的清晰认识。</p>
</div><p>Micron is more of a buy. The company has a strong position in the memory chip market, which is critical in the AI ecosystem. The stock trades cheaper than many AI names, at less than 15 times forward earnings.</p>
<div class="lb-trans"><p>美光科技更值得买入。该公司在内存芯片市场占据强势地位，这在 AI 生态系统中至关重要。该股票的交易价格低于许多 AI 公司，市盈率不到 15 倍。</p>
</div>

Artificial Intelligence (AI) Stocks Micron Technology, BigBear.ai, and C3.ai Pop After Positive Inflation Report

- 纳斯达克综合指数上涨约 2%，因新经济数据表明通胀缓解。  
- 道琼斯工业平均指数上涨超过 600 点，许多人工智能股票随之上涨。  
- 经济前景改善，通胀持续向下，投资者对市场反应积极。  

人工智能（AI）股票美光科技、BigBear.ai 和 C3.ai 在积极的通胀报告发布后大幅上涨