<p>欧洲股市和美国期货上涨</p>
<p>美元上涨，部分美联储官员对降息表示不安</p>
<p>财报关注科技公司</p>
<p>没有就业数据，关注私营部门就业和每月商业活动</p>
<p>（持续更新）</p>
<p>作者：阿曼达·库珀</p>
<p>伦敦，11 月 3 日（路透社）- 全球股市周一上涨，投资者对美中贸易休战和人工智能投资激增的乐观情绪推动了市场，而美元则因对美国大幅降息预期的减弱而触及三个月高点。</p>
<p>投资者仍然关注上周的发展，包括中央银行会议和美中达成的为期一年的贸易休战协议，该协议在广泛预期之内。但人们对休战能否持续整个期限仍存疑虑。</p>
<p>在欧洲，广泛的 STOXX 600 指数上涨 0.4%，在财报密集的另一周中，美元上涨，美国股指期货上涨 0.3% 至 0.5%。</p>
<p>投资者无法依赖每月美国就业报告这一通常的经济基准，而必须关注私营部门就业和本周即将发布的商业活动调查的劳动组成部分。</p>
<p>“如果不是因为政府关门，我们本该期待周五发布的十月份美国就业报告。但鉴于我们无法获得政府数据发布，周三 ADP 的私营部门就业报告可能会受到过度关注，特别是在鲍威尔主席上周的鹰派新闻发布会之后，” 德意志银行策略师吉姆·里德表示。</p>
<h3>该谨慎了吗？</h3>
<p>美联储上周如预期降息。但主席杰罗姆·鲍威尔表示，12 月再降息 “并非板上钉钉”，与投资者认为这几乎是定局的看法相悖。</p>
<p>市场情绪依然高涨，强劲的股市、不错的财报和美元的回升都证明了这一点，但一些分析师认为，华盛顿与北京之间的贸易休战等其他积极因素可能已经成为过去。</p>
<p>在亚洲，数据显示，主要制造业中心在十月份面临困难，因美国需求疲软和特朗普总统的关税影响了该地区的工厂订单。</p>
<p>“我们建议投资者在上涨时锁定一些收益，在回调时进行积累，并在年末时转向更具防御性的投资策略，” 美银策略师在一份报告中表示。</p>
<h3>鹰派美联储言论</h3>
<p>周五，一些美联储官员表达了对美国中央银行降息决定的不安，尽管有影响力的美联储理事克里斯托弗·沃勒主张进一步政策宽松以支撑疲软的劳动市场。</p>
<p>交易员们现在预计 12 月降息的概率为 68%，低于上周美联储会议前的几乎确定性，当时中央银行将利率下调了 25 个基点。</p>
<p>美元在过去几周逐渐收复了今年的损失，目前对一篮子六种其他货币的汇率下跌约 7.9%，而在九月份的年初至今损失接近 11%。美元指数（=USD）在十月份上涨了 2%，是自七月份以来的最大月度涨幅。</p>
<p>周一，欧元（EUR=）下跌 0.15%，报 1.1516 美元，接近三个月低点，而英镑（GBP=）下跌 0.4%，报 1.312 美元，正值本周晚些时候英国央行的关键利率决定前。日元走弱，美元（JPY=）上涨 0.1%，报 154.13 日元，接近自二月中旬以来的最高点。</p>
<h3>财报季聚焦</h3>
<p>在大型公司的财报表现参差不齐的情况下，投资者渴望看到对人工智能基础设施的广泛资本支出的回报，焦点将转向科技行业。</p>
<p>半导体公司超威半导体（AMD.O）、高通（QCOM.O）和数据分析公司 Palantir Technologies（PLTR.O）本周将发布财报，此外还有优步（UBER.N）和快餐连锁麦当劳（MCD.N）。</p>
<p>在商品市场，黄金（XAU=）重新回到 4000 美元以上，而布伦特原油期货（LCOc1）上涨 0.32%，至每桶 64.98 美元，此前 OPEC+ 决定在明年第一季度不提高产量。</p>

<p>全球股市因对美中贸易休战和对人工智能投资增加的乐观情绪而上涨，同时美元达到三个月来的高点，因为对美国降息的预期减弱。STOXX 600 指数上涨了 0.4%，美国期货上涨了 0.3-0.5%。分析师建议保持谨慎，建议投资者锁定收益并采取防御性策略。美联储最近的降息导致市场情绪复杂，预计 12 月再次降息的可能性为 68%。科技公司的财报即将发布，重点关注 AMD 和 Uber 等公司。黄金和布伦特原油价格也有所上涨</p>

<p>Europe stocks, US futures rise</p>
<div class="lb-trans"><p>欧洲股市和美国期货上涨</p>
</div><p>Dollar up as some Fed officials express discomfort with rate cuts</p>
<div class="lb-trans"><p>美元上涨，部分美联储官员对降息表示不安</p>
</div><p>Earnings focus on tech firms</p>
<div class="lb-trans"><p>财报关注科技公司</p>
</div><p>No payrolls, focus on private-sector jobs, monthly business activity</p>
<div class="lb-trans"><p>没有就业数据，关注私营部门就业和每月商业活动</p>
</div><p>(Updates throughout)</p>
<div class="lb-trans"><p>（持续更新）</p>
</div><p>By Amanda Cooper</p>
<div class="lb-trans"><p>作者：阿曼达·库珀</p>
</div><p>LONDON, Nov 3 (Reuters) - Global stocks rose on Monday, driven by investor optimism over a U.S.-China trade truce and surging investment in artificial intelligence, while the dollar hit three-month highs as expectations for hefty U.S. rate cuts began to wane.</p>
<div class="lb-trans"><p>伦敦，11 月 3 日（路透社）- 全球股市周一上涨，投资者对美中贸易休战和人工智能投资激增的乐观情绪推动了市场，而美元则因对美国大幅降息预期的减弱而触及三个月高点。</p>
</div><p>Investors are still focused on developments from last week, including central bank meetings and the U.S.-China agreement on a year-long trade truce that was within broad expectations. But doubts remain if the truce will last for the full duration.</p>
<div class="lb-trans"><p>投资者仍然关注上周的发展，包括中央银行会议和美中达成的为期一年的贸易休战协议，该协议在广泛预期之内。但人们对休战能否持续整个期限仍存疑虑。</p>
</div><p>In Europe, the broad STOXX 600 share index (.STOXX) rallied 0.4% in another heavy week for earnings, while the dollar gained and U.S. stock futures rose 0.3 to 0.5% (ESc) (NQc1) .</p>
<div class="lb-trans"><p>在欧洲，广泛的 STOXX 600 指数上涨 0.4%，在财报密集的另一周中，美元上涨，美国股指期货上涨 0.3% 至 0.5%。</p>
</div><p>Investors cannot rely on their usual economic touchstone in the first week of the month - the monthly U.S. jobs report - and instead will have to look at private-sector employment and at the labour components of surveys of business activity due this week.</p>
<div class="lb-trans"><p>投资者无法依赖每月美国就业报告这一通常的经济基准，而必须关注私营部门就业和本周即将发布的商业活动调查的劳动组成部分。</p>
</div><p>“If it weren’t for the shutdown, we’d be looking forward to the U.S. jobs report for October on Friday. But given we aren’t getting the government data releases, there’s likely to be outsize attention on the ADP’s report of private payrolls on Wednesday, especially in light of Chair Powell’s hawkish press conference last week,” Deutsche Bank strategist Jim Reid said.</p>
<div class="lb-trans"><p>“如果不是因为政府关门，我们本该期待周五发布的十月份美国就业报告。但鉴于我们无法获得政府数据发布，周三 ADP 的私营部门就业报告可能会受到过度关注，特别是在鲍威尔主席上周的鹰派新闻发布会之后，” 德意志银行策略师吉姆·里德表示。</p>
</div><h3>TIME FOR CAUTION?</h3>
<div class="lb-trans"><h3>该谨慎了吗？</h3>
</div><p>The Federal Reserve last week cut interest rates as expected. But Chair Jerome Powell said another cut in December was “not a foregone conclusion”, contrary to investor belief that it was essentially a done deal.</p>
<div class="lb-trans"><p>美联储上周如预期降息。但主席杰罗姆·鲍威尔表示，12 月再降息 “并非板上钉钉”，与投资者认为这几乎是定局的看法相悖。</p>
</div><p>The mood is still buoyant, as evidenced by robust stock markets, decent earnings and a pickup in the dollar, yet some analysts believe that a number of other positives, such as the trade truce between Washington and Beijing, may already be in the rear-view mirror.</p>
<div class="lb-trans"><p>市场情绪依然高涨，强劲的股市、不错的财报和美元的回升都证明了这一点，但一些分析师认为，华盛顿与北京之间的贸易休战等其他积极因素可能已经成为过去。</p>
</div><p>In Asia, data showed big manufacturing hubs struggled to fire up in October as weak U.S. demand and tariffs under President Donald Trump hit factory orders across the region.</p>
<div class="lb-trans"><p>在亚洲，数据显示，主要制造业中心在十月份面临困难，因美国需求疲软和特朗普总统的关税影响了该地区的工厂订单。</p>
</div><p>“We advise investors to lock in some gains on the rises and accumulate on the corrections, and rotate into more defensive positioning toward year-end,” BofA strategists said in a note.</p>
<div class="lb-trans"><p>“我们建议投资者在上涨时锁定一些收益，在回调时进行积累，并在年末时转向更具防御性的投资策略，” 美银策略师在一份报告中表示。</p>
</div><h3>HAWKISH FEDSPEAK</h3>
<div class="lb-trans"><h3>鹰派美联储言论</h3>
</div><p>A clutch of Fed officials on Friday aired their discomfort with the U.S. central bank’s decision to cut interest rates, even as influential Fed Governor Christopher Waller made the case for more policy easing to shore up a weakening labour market.</p>
<div class="lb-trans"><p>周五，一些美联储官员表达了对美国中央银行降息决定的不安，尽管有影响力的美联储理事克里斯托弗·沃勒主张进一步政策宽松以支撑疲软的劳动市场。</p>
</div><p>Traders are now pricing a 68% chance of a rate cut in December, down from a near certainty last week before the Fed meeting, where the central bank lowered rates by 25 basis points.</p>
<div class="lb-trans"><p>交易员们现在预计 12 月降息的概率为 68%，低于上周美联储会议前的几乎确定性，当时中央银行将利率下调了 25 个基点。</p>
</div><p>The dollar has been clawing back this year’s losses over the past few weeks and is now down around 7.9% against a basket of six other currencies, compared with a year-to-date loss of closer to 11% in September. The dollar index (=USD) posted a gain of 2% in October, its largest monthly increase since July.</p>
<div class="lb-trans"><p>美元在过去几周逐渐收复了今年的损失，目前对一篮子六种其他货币的汇率下跌约 7.9%，而在九月份的年初至今损失接近 11%。美元指数（=USD）在十月份上涨了 2%，是自七月份以来的最大月度涨幅。</p>
</div><p>On Monday, the euro (EUR=) was down 0.15% at $1.1516, around three-month lows, while sterling (GBP=) was down 0.4% at $1.312, ahead of a knife-edge Bank of England rate decision later this week. The yen weakened, leaving the dollar (JPY=) up 0.1% at 154.13 yen, near its highest since mid-February.</p>
<div class="lb-trans"><p>周一，欧元（EUR=）下跌 0.15%，报 1.1516 美元，接近三个月低点，而英镑（GBP=）下跌 0.4%，报 1.312 美元，正值本周晚些时候英国央行的关键利率决定前。日元走弱，美元（JPY=）上涨 0.1%，报 154.13 日元，接近自二月中旬以来的最高点。</p>
</div><h3>EARNINGS SEASON IN FOCUS</h3>
<div class="lb-trans"><h3>财报季聚焦</h3>
</div><p>After a mixed bag of earnings from the megacap companies that showed investors were keen to see a return on the extensive capital spending on AI infrastructure, focus will be on the technology sector.</p>
<div class="lb-trans"><p>在大型公司的财报表现参差不齐的情况下，投资者渴望看到对人工智能基础设施的广泛资本支出的回报，焦点将转向科技行业。</p>
</div><p>Semiconductor firm Advanced Micro Devices (AMD.O) , Qualcomm (QCOM.O) and data analytics company Palantir Technologies (PLTR.O) report this week, along with Uber (UBER.N) and fast-food chain McDonald’s (MCD.N) .</p>
<div class="lb-trans"><p>半导体公司超威半导体（AMD.O）、高通（QCOM.O）和数据分析公司 Palantir Technologies（PLTR.O）本周将发布财报，此外还有优步（UBER.N）和快餐连锁麦当劳（MCD.N）。</p>
</div><p>In commodities, gold (XAU=) was back above $4,000, while Brent crude futures (LCOc1) rose 0.32% to $64.98 a barrel, after OPEC+ decided to refrain from raising output in the first quarter of next year.</p>
<div class="lb-trans"><p>在商品市场，黄金（XAU=）重新回到 4000 美元以上，而布伦特原油期货（LCOc1）上涨 0.32%，至每桶 64.98 美元，此前 OPEC+ 决定在明年第一季度不提高产量。</p>
</div>

GLOBAL MARKETS-Stocks gain on US/China trade truce; dollar boosted by Fed outlook

- 全球股市因美中贸易休战和人工智能投资激增而上涨。  
- 美元上涨，因部分美联储官员对降息表示不安。  
- 投资者关注科技公司财报及私营部门就业数据。  

全球市场——由于美中贸易休战，股市上涨；美元因美联储前景而走强