<p>美国股指期货在周四下跌，此前周三的收盘表现不一。主要基准指数的期货均有所下滑。</p>
<p>人工智能热潮仍在持续。<strong>超微半导体公司</strong>（NASDAQ:AMD）周三上涨超过 11%，而 <strong>美光科技公司</strong>（NASDAQ:MU）上涨约 6%。</p>
<p>与此同时，美联储周三发布的会议纪要显示，<strong>唐纳德·特朗普</strong> 总统的贸易关税继续对增长和通胀前景施加压力，引发了人们对美联储能在多长时间内维持其计划中的降息周期的担忧。</p>
<p>此外，特朗普在周三宣布以色列和哈马斯已同意和平计划的初步阶段。</p>
<p>10 年期国债收益率为 4.13%，而两年期国债收益率为 3.59%。CME 集团的 FedWatch 工具的预测显示，市场预计美联储在 10 月会议上降息的可能性为 94.6%。</p>
<p><strong>SPDR S&amp;P 500 ETF Trust</strong>（NYSE:SPY）和 <strong>Invesco QQQ Trust ETF</strong>（NASDAQ:QQQ）在周四的盘前交易中下跌，分别跟踪 S&amp;P 500 指数和纳斯达克 100 指数。根据 Benzinga Pro 的数据，SPY 下跌 0.040%，报 673.11 美元，而 QQQ 下跌 0.10%，报 610.82 美元。</p>
<h2><strong>关注股票</strong></h2>
<h3>百事</h3>
<ul>
<li><strong>百事公司</strong>（NASDAQ:PEP）在周四的盘前交易中上涨 0.27%，其财报将在开盘前发布。分析师预计每股收益为 2.26 美元，营收为 238.3 亿美元。</li>
</ul>
<ul>
<li>根据 <strong>Benzinga 的股票评级</strong>，PEP 在短期、中期和长期内维持较弱的价格趋势，质量排名较差。更多表现细节可在此查看。</li>
</ul>
<h3>Turn Therapeutics</h3>
<ul>
<li><strong>Turn Therapeutics Inc.</strong>（NASDAQ:TTRX）在周三开始在纳斯达克资本市场交易后，股价上涨 271.43%。</li>
</ul>
<ul>
<li><strong>Benzinga 的股票评级</strong> 显示，TTRX 的价格趋势较强。更多表现细节可在此查看。</li>
</ul>
<h3>AiRWA</h3>
<ul>
<li><strong>AiRWA Inc.</strong>（NASDAQ:YYAI）在重新品牌为 Connexa Sports Technologies Inc.后上涨 47.72%，标志着从体育科技转向 Web3 和区块链金融服务的转变。</li>
</ul>
<ul>
<li>根据 <strong>Benzinga 的股票评级</strong>，YYAI 在短期、中期和长期内维持较弱的价格趋势，但价值排名较强。更多表现细节可在此查看。</li>
</ul>
<h3>达美航空</h3>
<ul>
<li><strong>达美航空公司</strong>（NYSE:DAL）在周四的盘前交易中上涨 0.75%，其财报将在开盘前发布。分析师预计每股收益为 1.52 美元，营收为 150.4 亿美元。</li>
</ul>
<ul>
<li><strong>Benzinga 的股票评级</strong> 显示，DAL 在中长期内维持较强的价格趋势，但短期内价格趋势较差，价值排名中等。更多表现细节可在此查看。</li>
</ul>
<h3>李维斯</h3>
<ul>
<li><strong>李维斯公司</strong>（NYSE:LEVI）上涨 0.32%，分析师预计其将在收盘后发布季度收益，每股 31 美分，营收为 15 亿美元。</li>
</ul>
<ul>
<li>LEVI 在短期、中期和长期内维持较强的价格趋势，增长排名较高。更多表现细节可在此查看。</li>
</ul>
<h2><strong>上个交易日的线索</strong></h2>
<p>周三，工业、信息技术和公用事业股票录得最大涨幅，推动大多数 S&amp;P 500 行业实现正面收盘，尽管能源和金融股票逆势下跌。</p>
<p>美国股市大多收高，纳斯达克综合指数上涨超过 1%，创下新的历史最高点和收盘高点，因科技股再次强劲上涨。</p>
<h2><strong>分析师见解</strong></h2>
<p><strong>杰里米·西格尔</strong> 教授对股票持 “建设性” 态度，认为它们在 6-12 个月的视角下 “比长期债券更具吸引力”。</p>
<p>他认为当前的 “市场上升趋势仍然保持不变，人工智能资本支出正在加速”。这一积极展望伴随着谨慎的态度，因为他密切关注本季度的 “关税测试”，以观察消费者和公司如何适应潜在的价格上涨和需求变化。</p>
<p>与此同时，<strong>达尔尚·德赛</strong>，Aspect Bullion &amp; Refinery 的首席执行官表示，由于以色列和哈马斯之间的和平协议，黄金价格正在回落。他表示，该协议减轻了对避险资产的需求。</p>
<p>“然而，价格下跌的主要驱动因素似乎是近期金价上涨后技术上超买的状态。如果我们在中东或贸易方面看到更多积极的发展，黄金价格的进一步上涨可能会受到限制，因为投资者将继续锁定收益。也就是说，任何急剧的修正可能会提供一个良好的买入机会，考虑到持续的地缘政治和经济不确定性，” 他补充道。</p>
<h2><strong>即将发布的经济数据</strong></h2>
<p>以下是投资者将在周四关注的内容；</p>
<ul>
<li>美联储主席 <strong>杰罗姆·鲍威尔</strong> 将在东部时间上午 8:30 发言，截止到 10 月 4 日的初请失业金数据因停工而延迟发布，批发库存数据将在东部时间上午 10:00 发布。</li>
<li>美联储副主席 <strong>米歇尔·鲍曼</strong> 将在上午 8:35 发言，随后在下午 3:45，明尼阿波利斯联储主席 <strong>尼尔·卡什卡里</strong> 和美联储理事 <strong>迈克尔·巴尔</strong> 将在下午 12:45 发言，旧金山联储主席 <strong>玛丽·达利</strong> 将在下午 4:10 和晚上 9:40 发言。</li>
</ul>
<h2><strong>商品、黄金、加密货币和全球股市</strong></h2>
<p>原油期货在纽约早盘交易中上涨 0.32%，徘徊在每桶 62.68 美元附近。</p>
<p>现货黄金美元下跌 0.08%，徘徊在每盎司 4,038.31 美元附近。其最后的历史高点为每盎司 4,059.34 美元。美国美元指数现货上涨 0.12%，报 99.0300。</p>
<p>与此同时，<strong>比特币</strong>（CRYPTO: BTC）下跌 0.88%，报 121,512.96 美元。</p>
<p>周四，亚洲市场收盘上涨，唯独香港恒生指数下跌。韩国 Kospi、中国 CSI 300、澳大利亚 ASX 200、日本日经 225 和印度 NIFTY 50 指数均上涨。欧洲市场在早盘交易中表现不一。</p>
<ul>
<li><strong>IREN 从 $9 到 $900？Eric Jackson 预见 IREN 在人工智能转型中将迎来巨大的上涨：‘100 倍财富机器’</strong></li>
</ul>
<p><em>图片来源：Shutterstock</em></p>

百事

标普 500 指数

达美航空

<p>美国股指期货下跌，因为美联储会议纪要显示出持续的关税相关不确定性。标准普尔 500 指数和纳斯达克等主要指数出现下滑，百事和达美航空等股票在财报发布前有显著波动。超微半导体和美光科技则出现上涨。分析师对股票持谨慎乐观态度，而黄金价格受到地缘政治发展的影响。即将发布的经济数据包括美联储主席杰罗姆·鲍威尔的讲话和延迟的失业救济申请数据</p>

<p>U.S. stock futures fell on Thursday following Wednesday’s mixed close. Futures of major benchmark indices were lower.</p>
<div class="lb-trans"><p>美国股指期货在周四下跌，此前周三的收盘表现不一。主要基准指数的期货均有所下滑。</p>
</div><p>The AI frenzy is still in full swing. <strong>Advanced Micro Devices Inc.</strong> (NASDAQ:AMD) surged over 11%, while <strong>Micron Technology Inc.</strong>(NASDAQ:MU) gained around 6% on Wednesday.</p>
<div class="lb-trans"><p>人工智能热潮仍在持续。<strong>超微半导体公司</strong>（NASDAQ:AMD）周三上涨超过 11%，而 <strong>美光科技公司</strong>（NASDAQ:MU）上涨约 6%。</p>
</div><p>Meanwhile, the Fed minutes released on Wednesdays showed that President <strong>Donald Trump</strong>‘s trade tariffs continue to weigh on the outlook for growth and inflation, raising concerns over how long the Federal Reserve can stick with its planned cycle of interest rate cuts.</p>
<div class="lb-trans"><p>与此同时，美联储周三发布的会议纪要显示，<strong>唐纳德·特朗普</strong> 总统的贸易关税继续对增长和通胀前景施加压力，引发了人们对美联储能在多长时间内维持其计划中的降息周期的担忧。</p>
</div><p>Additionally, Trump announced on Wednesday that both Israel and Hamas have agreed to the initial phase of a peace plan.</p>
<div class="lb-trans"><p>此外，特朗普在周三宣布以色列和哈马斯已同意和平计划的初步阶段。</p>
</div><p>The 10-year Treasury bond yielded 4.13% and the two-year bond was at 3.59%. The CME Group's FedWatch tool‘s projections show markets pricing a 94.6% likelihood of the Federal Reserve cutting the current interest rates in its October meeting.</p>
<div class="lb-trans"><p>10 年期国债收益率为 4.13%，而两年期国债收益率为 3.59%。CME 集团的 FedWatch 工具的预测显示，市场预计美联储在 10 月会议上降息的可能性为 94.6%。</p>
</div><p>The <strong>SPDR S&amp;P 500 ETF Trust</strong> (NYSE:SPY) and <strong>Invesco QQQ Trust ETF</strong> (NASDAQ:QQQ), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Thursday. The SPY was down 0.040% at $673.11, while the QQQ declined 0.10% to $610.82, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>SPDR S&amp;P 500 ETF Trust</strong>（NYSE:SPY）和 <strong>Invesco QQQ Trust ETF</strong>（NASDAQ:QQQ）在周四的盘前交易中下跌，分别跟踪 S&amp;P 500 指数和纳斯达克 100 指数。根据 Benzinga Pro 的数据，SPY 下跌 0.040%，报 673.11 美元，而 QQQ 下跌 0.10%，报 610.82 美元。</p>
</div><h2><strong>Stocks In Focus</strong></h2>
<div class="lb-trans"><h2><strong>关注股票</strong></h2>
</div><h3>PepsiCo</h3>
<div class="lb-trans"><h3>百事</h3>
</div><ul>
<li><strong>PepsiCo Inc.</strong>(NASDAQ:PEP) was up 0.27% in premarket on Thursday, ahead of its earnings scheduled to be released before the opening bell. Analysts expect earnings of $2.26 per share on revenue of $23.83 billion.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>百事公司</strong>（NASDAQ:PEP）在周四的盘前交易中上涨 0.27%，其财报将在开盘前发布。分析师预计每股收益为 2.26 美元，营收为 238.3 亿美元。</li>
</ul>
</div><ul>
<li>PEP maintained a weaker price trend over the short, medium, and long terms, with a poor quality ranking, as per <strong>Benzinga’s Edge Stock Rankings</strong>. Additional performance details are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li>根据 <strong>Benzinga 的股票评级</strong>，PEP 在短期、中期和长期内维持较弱的价格趋势，质量排名较差。更多表现细节可在此查看。</li>
</ul>
</div><h3>Turn Therapeutics</h3>
<div class="lb-trans"><h3>Turn Therapeutics</h3>
</div><ul>
<li><strong>Turn Therapeutics Inc.</strong> (NASDAQ:TTRX) surged 271.43% after the clinical-stage biotechnology company commenced trading on the Nasdaq Capital Market on Wednesday.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Turn Therapeutics Inc.</strong>（NASDAQ:TTRX）在周三开始在纳斯达克资本市场交易后，股价上涨 271.43%。</li>
</ul>
</div><ul>
<li><strong>Benzinga’s Edge Stock Rankings</strong> indicate that TTRX had a stronger price trend. Additional performance details are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Benzinga 的股票评级</strong> 显示，TTRX 的价格趋势较强。更多表现细节可在此查看。</li>
</ul>
</div><h3>AiRWA</h3>
<div class="lb-trans"><h3>AiRWA</h3>
</div><ul>
<li><strong>AiRWA Inc.</strong> (NASDAQ:YYAI) gained 47.72% after the Maryland-based technology company rebranded itself from Connexa Sports Technologies Inc., marking a shift from sports technology to Web3 and blockchain-based financial services.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>AiRWA Inc.</strong>（NASDAQ:YYAI）在重新品牌为 Connexa Sports Technologies Inc.后上涨 47.72%，标志着从体育科技转向 Web3 和区块链金融服务的转变。</li>
</ul>
</div><ul>
<li>YYAI maintained a weaker price trend over the short, medium, and long terms, with a strong value ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li>根据 <strong>Benzinga 的股票评级</strong>，YYAI 在短期、中期和长期内维持较弱的价格趋势，但价值排名较强。更多表现细节可在此查看。</li>
</ul>
</div><h3>Delta Air Lines</h3>
<div class="lb-trans"><h3>达美航空</h3>
</div><ul>
<li><strong>Delta Air Lines Inc.</strong> (NYSE:DAL) was up 0.75% ahead of its earnings scheduled to be released before the opening bell. Analysts expect earnings of $1.52 per share on revenue of $15.04 billion.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>达美航空公司</strong>（NYSE:DAL）在周四的盘前交易中上涨 0.75%，其财报将在开盘前发布。分析师预计每股收益为 1.52 美元，营收为 150.4 亿美元。</li>
</ul>
</div><ul>
<li><strong>Benzinga’s Edge Stock Rankings</strong> indicate that DAL maintains a stronger price trend in the long and medium terms, but a poor price trend in the short term, with a moderate value ranking. Additional performance details are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Benzinga 的股票评级</strong> 显示，DAL 在中长期内维持较强的价格趋势，但短期内价格趋势较差，价值排名中等。更多表现细节可在此查看。</li>
</ul>
</div><h3>Levi Strauss</h3>
<div class="lb-trans"><h3>李维斯</h3>
</div><ul>
<li><strong>Levi Strauss &amp; Co.</strong>(NYSE:LEVI) was 0.32% higher as analysts expect it to post quarterly earnings of 31 cents per share on revenue of $1.50 billion after the closing bell.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>李维斯公司</strong>（NYSE:LEVI）上涨 0.32%，分析师预计其将在收盘后发布季度收益，每股 31 美分，营收为 15 亿美元。</li>
</ul>
</div><ul>
<li>LEVI maintained a stronger price trend over the short, medium, and long terms, with a robust growth ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li>LEVI 在短期、中期和长期内维持较强的价格趋势，增长排名较高。更多表现细节可在此查看。</li>
</ul>
</div><h2><strong>Cues From Last Session</strong></h2>
<div class="lb-trans"><h2><strong>上个交易日的线索</strong></h2>
</div><p>Recording the biggest gains on Wednesday, industrials, information technology, and utilities stocks led most S&amp;P 500 sectors to a positive close, though energy and financial stocks bucked the overall market trend and ended lower.</p>
<div class="lb-trans"><p>周三，工业、信息技术和公用事业股票录得最大涨幅，推动大多数 S&amp;P 500 行业实现正面收盘，尽管能源和金融股票逆势下跌。</p>
</div><p>U.S. stocks settled mostly higher, with the Nasdaq Composite surging over 1% to fresh all-time intraday and closing highs following another relentless surge in technology stocks.</p>
<div class="lb-trans"><p>美国股市大多收高，纳斯达克综合指数上涨超过 1%，创下新的历史最高点和收盘高点，因科技股再次强劲上涨。</p>
</div><h2><strong>Insights From Analysts</strong></h2>
<div class="lb-trans"><h2><strong>分析师见解</strong></h2>
</div><p>Professor <strong>Jeremy Siegel</strong> remains “constructive on equities,” viewing them as looking “better than long bonds on a 6-12-month horizon”.</p>
<div class="lb-trans"><p><strong>杰里米·西格尔</strong> 教授对股票持 “建设性” 态度，认为它们在 6-12 个月的视角下 “比长期债券更具吸引力”。</p>
</div><p>He sees the current “market uptrend remains intact with AI capex proceeding apace”. This positive outlook is tempered by a note of caution, as he is closely watching the “tariff test” this quarter to see how consumers and companies adapt to potential price increases and demand shifts.</p>
<div class="lb-trans"><p>他认为当前的 “市场上升趋势仍然保持不变，人工智能资本支出正在加速”。这一积极展望伴随着谨慎的态度，因为他密切关注本季度的 “关税测试”，以观察消费者和公司如何适应潜在的价格上涨和需求变化。</p>
</div><p>Meanwhile, <strong>Darshan Desai</strong>, the CEO of Aspect Bullion &amp; Refinery, said that gold prices were easing because of a peace deal between Israel and Hamas. He said that the deal eased demand for safe-haven assets.</p>
<div class="lb-trans"><p>与此同时，<strong>达尔尚·德赛</strong>，Aspect Bullion &amp; Refinery 的首席执行官表示，由于以色列和哈马斯之间的和平协议，黄金价格正在回落。他表示，该协议减轻了对避险资产的需求。</p>
</div><p>“However, the main driver of the decline appears to be the technically overbought conditions in the bullion following the recent surge. If we see more positive developments in the Middle East or on the trade front, further upside in gold prices could be limited as investors would continue to lock in gains. That said, any sharp correction might offer a good buying opportunity given the continuing geopolitical &amp; economic uncertainty,” he added.</p>
<div class="lb-trans"><p>“然而，价格下跌的主要驱动因素似乎是近期金价上涨后技术上超买的状态。如果我们在中东或贸易方面看到更多积极的发展，黄金价格的进一步上涨可能会受到限制，因为投资者将继续锁定收益。也就是说，任何急剧的修正可能会提供一个良好的买入机会，考虑到持续的地缘政治和经济不确定性，” 他补充道。</p>
</div><h2><strong>Upcoming Economic Data</strong></h2>
<div class="lb-trans"><h2><strong>即将发布的经济数据</strong></h2>
</div><p>Here's what investors will be keeping an eye on Thursday;</p>
<div class="lb-trans"><p>以下是投资者将在周四关注的内容；</p>
</div><ul>
<li>Federal Reserve Chair <strong>Jerome Powell</strong> will speak at 8:30 a.m. ET, initial jobless claims data for the week ending Oct. 4 will be delayed owing to the shutdown, and wholesale inventories data will be released at 10:00 a.m. ET.</li>
<li>Federal Reserve Vice Chair for Supervision <strong>Michelle Bowman</strong> will speak at 8:35 a.m. and later at 3:45 p.m., Minneapolis Fed President <strong>Neel Kashkari</strong> and Fed Governor <strong>Michael Barr</strong> will speak at 12:45 p.m., and San Francisco Fed President <strong>Mary Daly</strong> will speak at 4:10 p.m. and later at 9:40 p.m. ET.</li>
</ul>
<div class="lb-trans"><ul>
<li>美联储主席 <strong>杰罗姆·鲍威尔</strong> 将在东部时间上午 8:30 发言，截止到 10 月 4 日的初请失业金数据因停工而延迟发布，批发库存数据将在东部时间上午 10:00 发布。</li>
<li>美联储副主席 <strong>米歇尔·鲍曼</strong> 将在上午 8:35 发言，随后在下午 3:45，明尼阿波利斯联储主席 <strong>尼尔·卡什卡里</strong> 和美联储理事 <strong>迈克尔·巴尔</strong> 将在下午 12:45 发言，旧金山联储主席 <strong>玛丽·达利</strong> 将在下午 4:10 和晚上 9:40 发言。</li>
</ul>
</div><h2><strong>Commodities, Gold, Crypto And Global Equity Markets</strong></h2>
<div class="lb-trans"><h2><strong>商品、黄金、加密货币和全球股市</strong></h2>
</div><p>Crude oil futures were trading higher in the early New York session by 0.32% to hover around $62.68 per barrel.</p>
<div class="lb-trans"><p>原油期货在纽约早盘交易中上涨 0.32%，徘徊在每桶 62.68 美元附近。</p>
</div><p>Gold Spot US Dollar fell 0.08% to hover around $4,038.31 per ounce. Its last record high stood at $4,059.34 per ounce. The U.S. Dollar Index spot was 0.12% higher at the 99.0300 level.</p>
<div class="lb-trans"><p>现货黄金美元下跌 0.08%，徘徊在每盎司 4,038.31 美元附近。其最后的历史高点为每盎司 4,059.34 美元。美国美元指数现货上涨 0.12%，报 99.0300。</p>
</div><p>Meanwhile, <strong>Bitcoin</strong>(CRYPTO: BTC) was trading 0.88% lower at $121,512.96 per coin.</p>
<div class="lb-trans"><p>与此同时，<strong>比特币</strong>（CRYPTO: BTC）下跌 0.88%，报 121,512.96 美元。</p>
</div><p>Asian markets closed higher on Thursday, except Hong Kong's Hang Seng index. South Korea's Kospi, China’s CSI 300, Australia's ASX 200, Japan's Nikkei 225, and India’s NIFTY 50 indices rose. European markets were mixed in early trade.</p>
<div class="lb-trans"><p>周四，亚洲市场收盘上涨，唯独香港恒生指数下跌。韩国 Kospi、中国 CSI 300、澳大利亚 ASX 200、日本日经 225 和印度 NIFTY 50 指数均上涨。欧洲市场在早盘交易中表现不一。</p>
</div><ul>
<li><strong>IREN From $9 To $900? Eric Jackson Foresees Massive Upside For IREN Amid AI Pivot: ‘100x Wealth Machine’</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>IREN 从 $9 到 $900？Eric Jackson 预见 IREN 在人工智能转型中将迎来巨大的上涨：‘100 倍财富机器’</strong></li>
</ul>
</div><p><em>Photo courtesy: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

Stock Market Today: S&P 500, Nasdaq Futures Tumble As Fed Minutes Signal Tariff-Related Uncertainty—PepsiCo, Delta Air Lines, Levi Strauss In Focus

- 美国股指期货周四下跌，主要基准指数期货走低。  
- 特朗普的贸易关税影响增长和通胀前景，市场预计美联储将降息。  
- 投资者关注即将发布的经济数据及美联储官员讲话。  

今日股市：标普 500 指数和纳斯达克期货下跌，美联储纪要显示关税相关的不确定性——百事、达美航空和 Levi Strauss 成为关注焦点