<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png"/></p>
<p>纳斯达克综合指数在周二下跌，回吐了前一交易日因人工智能相关股票强劲反弹而获得的一部分涨幅。</p>
<p>以科技股为主的指数下跌了 0.4%，而标准普尔 500 指数则徘徊在平盘附近。道琼斯工业平均指数表现优于其他指数，上涨了 205 点，或 0.5%。</p>
<p>一份报告显示 Meta Platforms 可能将数十亿美元的支出转向 Alphabet 的人工智能芯片，动摇了市场情绪，给英伟达施加压力，并为这一推动市场动能的行业带来了新的波动。</p>
<p>在《信息》报道 Meta 考虑对 Alphabet 设计的人工智能芯片进行重大投资后，英伟达的股价下跌超过 4%。</p>
<p>Alphabet 的股票在消息公布后上涨超过 3%，延续了前一交易日的强劲涨幅。</p>
<p>这一举动突显了高性能半导体领域日益竞争激烈的格局，各公司正在扩大其内部或定制芯片战略，以支持人工智能工作负载。</p>
<h2>市场在科技驱动的反弹后逆转</h2>
<p>周二的回调紧随周一强劲反弹之后，当时所有三大主要美国指数均录得稳健涨幅。</p>
<p>标准普尔 500 指数上涨约 1.6%，纳斯达克上涨 2.7%——这是自 5 月 12 日以来的最佳表现——主要科技股结束了艰难的时期。</p>
<p>道琼斯工业平均指数上涨超过 200 点，或 0.4%。</p>
<p>在周一的交易中，Alphabet 表现突出，收盘上涨 6.3%，创下新高。</p>
<p>博通是标准普尔 500 指数中表现最强的股票，涨幅超过 11%，投资者对与特定应用芯片创新相关的公司给予了奖励。</p>
<p>尽管反弹，所有三大主要指数仍然有可能在本月录得亏损。</p>
<p>对科技股估值过高的担忧，特别是在人工智能领域，促使投资者质疑市场是否会在年末反弹或进一步失去动能。</p>
<p>标准普尔 500 指数在 11 月下跌约 2%，纳斯达克下跌 3.6%，道琼斯下跌 2.3%。</p>
<h2>美联储降息预期仍然高企</h2>
<p>交易员继续关注可能影响美联储 12 月政策决定的发展。</p>
<p>根据 CME FedWatch 工具，市场预计下个月降息 25 个基点的概率超过 80%。</p>
<p>在纽约联储主席约翰·威廉姆斯周五表示 “近期内” 有降息空间后，预期大幅上升。</p>
<p>周一，旧金山联储主席玛丽·达利补充说，由于持续的劳动力市场担忧，她支持放宽政策。</p>
<p>来自 ADP 的新数据显示，私营部门的劳动条件进一步恶化。</p>
<p>这家工资处理公司周二报告称，过去四周私营企业平均每周裁员 13,500 个职位——这一速度显著加快，较上次更新的每周 2,500 个职位损失大幅上升。由于政府停摆仍在阻碍官方数据发布，替代指标的重要性有所增加。</p>
<p>财政部长斯科特·贝森特周二表示，他预计特朗普总统将在假期前对下一任美联储主席做出决定。</p>
<p>美国股市开盘分化，英伟达股价下跌 4%：纳斯达克下跌 0.4%，道琼斯上涨 0.5%。该消息最早出现在 Invezz 上。</p>

谷歌-A

英伟达

谷歌-C

<p>美国股市开盘表现不一，纳斯达克指数下跌 0.4%，道琼斯指数上涨 0.5%。由于 Meta 可能转向使用 Alphabet 的人工智能芯片，英伟达的股价下跌超过 4%，而 Alphabet 的股价上涨了 3%。尽管周一科技股反弹，但主要指数仍面临一个亏损的月份，市场对科技估值的担忧持续存在。由于劳动力市场数据和美联储官员的评论，市场对美联储降息的预期依然高涨</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png"/></p>
<p>The Nasdaq Composite fell on Tuesday, giving back some of the prior session’s gains after a strong rally in artificial intelligence-linked names.</p>
<div class="lb-trans"><p>纳斯达克综合指数在周二下跌，回吐了前一交易日因人工智能相关股票强劲反弹而获得的一部分涨幅。</p>
</div><p>The tech-heavy index lost 0.4%, while theS&amp;P 500hovered around the flatline. TheDow Jones Industrial Averageoutperformed, rising 205 points, or 0.5%.</p>
<div class="lb-trans"><p>以科技股为主的指数下跌了 0.4%，而标准普尔 500 指数则徘徊在平盘附近。道琼斯工业平均指数表现优于其他指数，上涨了 205 点，或 0.5%。</p>
</div><p>Sentiment was shaken by a report suggesting Meta Platforms may shift billions of dollars in spending toward Alphabet’s AI chips, pressuring Nvidia and introducing fresh volatility into a sector that has driven much of the market’s momentum this year.</p>
<div class="lb-trans"><p>一份报告显示 Meta Platforms 可能将数十亿美元的支出转向 Alphabet 的人工智能芯片，动摇了市场情绪，给英伟达施加压力，并为这一推动市场动能的行业带来了新的波动。</p>
</div><p>Nvidia shares dropped more than 4% after The Information reported that Meta was considering a major investment in Alphabet-designed AI chips.</p>
<div class="lb-trans"><p>在《信息》报道 Meta 考虑对 Alphabet 设计的人工智能芯片进行重大投资后，英伟达的股价下跌超过 4%。</p>
</div><p>Alphabet stock rose more than 3% on the news, extending the previous session’s sharp gains.</p>
<div class="lb-trans"><p>Alphabet 的股票在消息公布后上涨超过 3%，延续了前一交易日的强劲涨幅。</p>
</div><p>The move highlighted the increasingly competitive landscape in high-performance semiconductors as companies expand their in-house or custom chip strategies to support AI workloads.</p>
<div class="lb-trans"><p>这一举动突显了高性能半导体领域日益竞争激烈的格局，各公司正在扩大其内部或定制芯片战略，以支持人工智能工作负载。</p>
</div><h2>Market reverses after tech-fueled rally</h2>
<div class="lb-trans"><h2>市场在科技驱动的反弹后逆转</h2>
</div><p>Tuesday’s pullback followed a powerful rebound on Monday, when all three major US indices logged solid gains.</p>
<div class="lb-trans"><p>周二的回调紧随周一强劲反弹之后，当时所有三大主要美国指数均录得稳健涨幅。</p>
</div><p>The S&amp;P 500 rose about 1.6%, and the Nasdaq jumped 2.7% — its best performance since May 12 — as major tech names snapped a difficult stretch.</p>
<div class="lb-trans"><p>标准普尔 500 指数上涨约 1.6%，纳斯达克上涨 2.7%——这是自 5 月 12 日以来的最佳表现——主要科技股结束了艰难的时期。</p>
</div><p>The Dow Jones Industrial Average added more than 200 points, or 0.4%.</p>
<div class="lb-trans"><p>道琼斯工业平均指数上涨超过 200 点，或 0.4%。</p>
</div><p>Alphabet was a standout in Monday’s session, finishing 6.3% higher and notching a fresh record high.</p>
<div class="lb-trans"><p>在周一的交易中，Alphabet 表现突出，收盘上涨 6.3%，创下新高。</p>
</div><p>Broadcom was the strongest performer in the S&amp;P 500, rallying more than 11% as investors rewarded companies tied to application-specific chip innovation.</p>
<div class="lb-trans"><p>博通是标准普尔 500 指数中表现最强的股票，涨幅超过 11%，投资者对与特定应用芯片创新相关的公司给予了奖励。</p>
</div><p>Despite the rebound, all three major indexes remain on track for a losing month.</p>
<div class="lb-trans"><p>尽管反弹，所有三大主要指数仍然有可能在本月录得亏损。</p>
</div><p>Concerns about elevated tech stock valuations, particularly within the AI complex, have prompted investors to question whether markets will experience a year-end rebound or a further unwind in momentum.</p>
<div class="lb-trans"><p>对科技股估值过高的担忧，特别是在人工智能领域，促使投资者质疑市场是否会在年末反弹或进一步失去动能。</p>
</div><p>The S&amp;P 500 is down about 2% in November, the Nasdaq has declined 3.6%, and the Dow has shed 2.3%.</p>
<div class="lb-trans"><p>标准普尔 500 指数在 11 月下跌约 2%，纳斯达克下跌 3.6%，道琼斯下跌 2.3%。</p>
</div><h2>Fed cut expectations remain elevated</h2>
<div class="lb-trans"><h2>美联储降息预期仍然高企</h2>
</div><p>Traders continue to monitor developments that could influence the Federal Reserve’s December policy decision.</p>
<div class="lb-trans"><p>交易员继续关注可能影响美联储 12 月政策决定的发展。</p>
</div><p>Markets are pricing in more than an 80% chance of a quarter-point rate cut next month, according to the CME FedWatch Tool.</p>
<div class="lb-trans"><p>根据 CME FedWatch 工具，市场预计下个月降息 25 个基点的概率超过 80%。</p>
</div><p>Expectations surged after New York Fed President John Williams said Friday that there was room to lower rates “in the near term.”</p>
<div class="lb-trans"><p>在纽约联储主席约翰·威廉姆斯周五表示 “近期内” 有降息空间后，预期大幅上升。</p>
</div><p>On Monday, San Francisco Fed President Mary Daly added that she supports easing policy due to ongoing labour market concerns.</p>
<div class="lb-trans"><p>周一，旧金山联储主席玛丽·达利补充说，由于持续的劳动力市场担忧，她支持放宽政策。</p>
</div><p>Fresh data from ADP showed private-sector labour conditions deteriorating further.</p>
<div class="lb-trans"><p>来自 ADP 的新数据显示，私营部门的劳动条件进一步恶化。</p>
</div><p>The payroll processor reported Tuesday that private companies have shed an average of 13,500 jobs per week over the past four weeks — a significant acceleration from the 2,500 weekly losses recorded in the prior update. With the government shutdown still hindering official data releases, alternative indicators have taken on added significance.</p>
<div class="lb-trans"><p>这家工资处理公司周二报告称，过去四周私营企业平均每周裁员 13,500 个职位——这一速度显著加快，较上次更新的每周 2,500 个职位损失大幅上升。由于政府停摆仍在阻碍官方数据发布，替代指标的重要性有所增加。</p>
</div><p>Treasury Secretary Scott Bessent said Tuesday he expects President Donald Trump to reach a decision on the next Federal Reserve chair by the holiday season.</p>
<div class="lb-trans"><p>财政部长斯科特·贝森特周二表示，他预计特朗普总统将在假期前对下一任美联储主席做出决定。</p>
</div><p>The post US equities split at open as Nvidia stock slips 4%: Nasdaq down 0.4%, Dow up 0.5% appeared first on Invezz</p>
<div class="lb-trans"><p>美国股市开盘分化，英伟达股价下跌 4%：纳斯达克下跌 0.4%，道琼斯上涨 0.5%。该消息最早出现在 Invezz 上。</p>
</div>

US equities split at open as Nvidia stock slips 4%: Nasdaq down 0.4%, Dow up 0.5%

- 纳斯达克综合指数下跌 0.4%，回吐部分前一交易日的涨幅。  
- Meta 计划将数十亿美元支出转向 Alphabet 的 AI 芯片，导致 Nvidia 股价下跌超过 4%。  
- 市场对美联储降息预期升温，交易员关注即将到来的政策决定。  

美国股市开盘走势分化，英伟达股价下跌 4%：纳斯达克指数下跌 0.4%，道琼斯指数上涨 0.5%