<p>美国股指下跌，道琼斯指数领跌，跌幅超过 1%</p>
<p>12 月工厂订单下降 0.7%，预期为下降 0.6%</p>
<p>欧洲 STOXX 600 指数下跌约 0.2%</p>
<p>美元上涨；原油上涨约 1%；黄金上涨超过 1%；比特币下跌超过 2%</p>
<p>美国 10 年期国债收益率降至约 4.05%。欢迎来到路透社记者为您带来的实时市场报道。您可以与我们分享您的想法，</p>
<h3>尽管下雪，关税焦虑让华尔街变红</h3>
<p>周一，华尔街及周边地区遭遇白色暴风雪，主要指数转为下跌，因为关税不确定性再次成为投资者关注的焦点，他们似乎对周五的上涨感到后悔，消费类股票领跌。此外，周一的政策评论也不够鸽派。</p>
<p>在美国东北部，暴雪和强风导致交通系统停运，许多商家关闭，许多居民躲在室内等待天气好转，才开始认真清理。美国股指在周五收盘时上涨，此前美国最高法院以 6-3 的裁决推翻了特朗普总统去年施加的大部分关税，认为他所依赖的紧急法并不允许征收关税。但当特朗普宣布首先征收 10%，然后是 15% 的全球关税，并可能持续五个月以寻求长期解决方案时，热情受到抑制。</p>
<p>因此，消费品选择指数（.SPLRCD）下跌约 2.4%，成为标准普尔 500 指数（.SPX）11 个主要行业组中最大的下跌者之一，紧随其后的是金融类股（.SPSY），下跌 2.6%。一些最弱的消费类股票与旅游相关，包括 Expedia（EXPE.O）和 Booking（BKNG.O）。DoorDash（DASH.O）也是其中最弱的股票之一，尽管它上周发布了强劲的当前季度预测，但经纪公司仍下调了对该送餐服务的目标价。在防御性行业中，表现最好的股票不断变化，消费品（.SPLRCS）和医疗保健（.SPXHC）与公用事业（.SPLRCU）一起成为领头羊。能源行业（.SPNY）也在上涨，因为油价达到六个月来的最高点，美国和伊朗准备进行第三轮核谈判，同时在最新的美国关税动荡后，经济不确定性也成为焦点。美联储理事克里斯托弗·沃勒周一表示，如果美国正朝着更高生产率和更高增长的经济发展，这可能意味着利率也会更高，这与有关美国生产能力变化可能让美联储降息的论点相悖。然而，值得注意的是，达美乐比萨（DPZ.O）的股价上涨 4.7%，因为它超出了华尔街对美国同店销售的第四季度预期，价值驱动的促销和新菜单项目刺激了需求。这一消息似乎也提升了对 Papa John’s（PZZA.O）的需求，其股价上涨 2.8%。</p>
<p>这一切都发生在本周的大型财报事件之前，人工智能芯片领导者 Nvidia（NVDA.O）将在周三发布财报，背景是近期科技股因对 AI 相关干扰的担忧而出现剧烈波动。</p>
<p>这是您早上的快照，时间为东部时间上午 10:31：</p>
<p>（Sinéad Carew）</p>
<h3>早前在实时市场：美国法院对特朗普关税的打击引发政策混乱和全球市场的缓解 点击此处 粮食：准备获得一些大收益？ 点击此处 价值轮换尚未结束 - JPM 点击此处 矿业资本支出信号让美银对设备制造商保持谨慎 点击此处 科技拖累 STOXX 下跌，贸易混乱施压；公用事业上涨 点击此处 开盘前：欧洲期货小幅下跌 点击此处 计算关税混乱的成本 点击此处</h3>
<p>华尔街指数下跌</p>
<p><img src="https://imageproxy.pbkrs.com/https://fingfx.thomsonreuters.com/gfx/mkt/gdvzarneypw/Pasted%20image%201771860761927.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="863" height="716" original-src="https://imageproxy.pbkrs.com/https://fingfx.thomsonreuters.com/gfx/mkt/gdvzarneypw/Pasted%20image%201771860761927.png"/></p>

道琼斯指数

休闲娱乐 ETF - PowerShares

BKNU

达美乐比萨

3 倍做多旅游行业 ETN - MicroSectors

BKNG

EXPE

旅游科技 ETF -ETFMG

<p>美国股指下跌，道琼斯指数领跌，跌幅超过 1%，因关税忧虑和令人失望的工厂订单。消费品行业下跌约 2.4%，旅游类股票如 Expedia 和 Booking 表现最弱。防御性行业如消费品和医疗保健则有所上涨。美联储的评论暗示高利率可能会持续。达美乐比萨的股票在强劲销售后上涨 4.7%，而 Nvidia 的财报预计将在本周发布。总体来看，市场波动性持续，投资者对关税不确定性和经济状况作出反应</p>

<p>US equity indexes fall, Dow leads losses, off &gt;1%</p>
<div class="lb-trans"><p>美国股指下跌，道琼斯指数领跌，跌幅超过 1%</p>
</div><p>Dec Factory orders -0.7% vs -0.6% estimate</p>
<div class="lb-trans"><p>12 月工厂订单下降 0.7%，预期为下降 0.6%</p>
</div><p>Euro STOXX 600 index off ~0.2%</p>
<div class="lb-trans"><p>欧洲 STOXX 600 指数下跌约 0.2%</p>
</div><p>Dollar rallies; crude up ~1%; gold up &gt;1%; bitcoin down &gt;2%</p>
<div class="lb-trans"><p>美元上涨；原油上涨约 1%；黄金上涨超过 1%；比特币下跌超过 2%</p>
</div><p>US 10-Year Treasury yield falls to ~4.05% Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at</p>
<div class="lb-trans"><p>美国 10 年期国债收益率降至约 4.05%。欢迎来到路透社记者为您带来的实时市场报道。您可以与我们分享您的想法，</p>
</div><h3>DESPITE THE SNOW, TARIFF ANXIETY TURNS WALL STREET RED</h3>
<div class="lb-trans"><h3>尽管下雪，关税焦虑让华尔街变红</h3>
</div><p>While Wall Street and surrounding areas battled a whiteout blizzard on Monday, its main indexes turned red as tariff uncertainty came back to the forefront of investors’ minds and they appeared to regret Friday’s advance with consumer stocks leading the selloff. Also Monday’s policy commentary was less than dovish.</p>
<div class="lb-trans"><p>周一，华尔街及周边地区遭遇白色暴风雪，主要指数转为下跌，因为关税不确定性再次成为投资者关注的焦点，他们似乎对周五的上涨感到后悔，消费类股票领跌。此外，周一的政策评论也不够鸽派。</p>
</div><p>In the U.S. northeast, deep snow and high winds shuttered transit systems and kept businesses shuttered while many residents hid indoors waiting for a break in the weather before starting to dig out in earnest. U.S. indexes had closed higher on Friday, after a U.S. Supreme Court 6-3 ruling voided most of the tariffs President Donald Trump imposed last year, finding the emergency law he relied on did not allow tariff imposition. But enthusiasm was dampened when, using a different untested statute, Trump announced first a 10%, then a 15%, global levy that could last five months while the administration seeks longer-term workarounds.</p>
<div class="lb-trans"><p>在美国东北部，暴雪和强风导致交通系统停运，许多商家关闭，许多居民躲在室内等待天气好转，才开始认真清理。美国股指在周五收盘时上涨，此前美国最高法院以 6-3 的裁决推翻了特朗普总统去年施加的大部分关税，认为他所依赖的紧急法并不允许征收关税。但当特朗普宣布首先征收 10%，然后是 15% 的全球关税，并可能持续五个月以寻求长期解决方案时，热情受到抑制。</p>
</div><p>With this, the consumer discretionary index (.SPLRCD) , down ~2.4%, is among the biggest decliners of the S&amp;P 500’s (.SPX) 11 major industry groups right next to financials (.SPSY) , off 2.6%. Some of the weakest consumer stocks are travel related with Expedia (EXPE.O) and Booking (BKNG.O) . DoorDash (DASH.O) was also among the weakest with brokerages cutting their price targets for the delivery service even after it issued a strong current quarter forecast last week. Defensive sectors are top gainers but the ranking keeps changing in a choppy market. Consumer Staples (.SPLRCS) and healthcare (.SPXHC) are leaders along with utilities (.SPLRCU) . The energy sector (.SPNY) is also advancing as oil prices reached a six-month high as the U.S. and Iran prepared for a third round of nuclear talks while increased economic uncertainty was also in focus after the latest U.S. tariff upheaval. Adding another potential damper to investors looking for more dovish monetary policy, Federal Reserve Governor Christopher Waller said on Monday that if the U.S. is moving to a higher-productivity, higher-growth economy it could imply that interest rates would also be higher, countering arguments that an unfolding change in U.S. productive capacity could let the Fed cut interest rates. In positive news, however, Domino’s Pizza (DPZ.O) shares are up 4.7% after it beat Wall Street fourth-quarter estimates for U.S. same-store sales as value-driven promotions and new menu items fueled demand. The news appears to be boosting the appetite for Papa John’s (PZZA.O) with its shares up 2.8%.</p>
<div class="lb-trans"><p>因此，消费品选择指数（.SPLRCD）下跌约 2.4%，成为标准普尔 500 指数（.SPX）11 个主要行业组中最大的下跌者之一，紧随其后的是金融类股（.SPSY），下跌 2.6%。一些最弱的消费类股票与旅游相关，包括 Expedia（EXPE.O）和 Booking（BKNG.O）。DoorDash（DASH.O）也是其中最弱的股票之一，尽管它上周发布了强劲的当前季度预测，但经纪公司仍下调了对该送餐服务的目标价。在防御性行业中，表现最好的股票不断变化，消费品（.SPLRCS）和医疗保健（.SPXHC）与公用事业（.SPLRCU）一起成为领头羊。能源行业（.SPNY）也在上涨，因为油价达到六个月来的最高点，美国和伊朗准备进行第三轮核谈判，同时在最新的美国关税动荡后，经济不确定性也成为焦点。美联储理事克里斯托弗·沃勒周一表示，如果美国正朝着更高生产率和更高增长的经济发展，这可能意味着利率也会更高，这与有关美国生产能力变化可能让美联储降息的论点相悖。然而，值得注意的是，达美乐比萨（DPZ.O）的股价上涨 4.7%，因为它超出了华尔街对美国同店销售的第四季度预期，价值驱动的促销和新菜单项目刺激了需求。这一消息似乎也提升了对 Papa John’s（PZZA.O）的需求，其股价上涨 2.8%。</p>
</div><p>And this is all ahead of the big earnings event of the week with artificial intelligence chip leader Nvidia (NVDA.O) due to report on Wednesday against a backdrop of fierce volatility in tech stocks in recent weeks over jitters about the potential for AI-related disruption.</p>
<div class="lb-trans"><p>这一切都发生在本周的大型财报事件之前，人工智能芯片领导者 Nvidia（NVDA.O）将在周三发布财报，背景是近期科技股因对 AI 相关干扰的担忧而出现剧烈波动。</p>
</div><p>Here is your morning snapshot from 10:31 a.m. ET:</p>
<div class="lb-trans"><p>这是您早上的快照，时间为东部时间上午 10:31：</p>
</div><p>(Sinéad Carew)</p>
<div class="lb-trans"><p>（Sinéad Carew）</p>
</div><h3>EARLIER ON LIVE MARKETS: US COURT BLOW TO TRUMP TARIFFS TRIGGERS POLICY SCRAMBLE AND GLOBAL MARKET RELIEF CLICK HERE GRAINS: POISED TO REAP SOME BIG GAINS? CLICK HERE ROTATION INTO VALUE NOT OVER YET - JPM CLICK HERE MINERS’ CAPEX SIGNALS KEEP BOFA WARY ON EQUIPMENT MAKERS CLICK HERE TECH DRAGS STOXX LOWER AS TRADE CHAOS WEIGHS; UTILITIES RISE CLICK HERE BEFORE THE BELL: EUROPEAN FUTURES INCH LOWER CLICK HERE COUNTING THE COST OF TARIFF CHAOS CLICK HERE</h3>
<div class="lb-trans"><h3>早前在实时市场：美国法院对特朗普关税的打击引发政策混乱和全球市场的缓解 点击此处 粮食：准备获得一些大收益？ 点击此处 价值轮换尚未结束 - JPM 点击此处 矿业资本支出信号让美银对设备制造商保持谨慎 点击此处 科技拖累 STOXX 下跌，贸易混乱施压；公用事业上涨 点击此处 开盘前：欧洲期货小幅下跌 点击此处 计算关税混乱的成本 点击此处</h3>
</div><p>Wall Street indexes fall</p>
<div class="lb-trans"><p>华尔街指数下跌</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://fingfx.thomsonreuters.com/gfx/mkt/gdvzarneypw/Pasted%20image%201771860761927.png" alt="" original-src="https://fingfx.thomsonreuters.com/gfx/mkt/gdvzarneypw/Pasted%20image%201771860761927.png"/></p>

尽管有雪的关税焦虑，华尔街依然呈现下跌趋势