<ul>
<li>期货下跌：道琼斯指数下跌 1.76%，标准普尔 500 指数下跌 1.84%，纳斯达克指数下跌 2.32%</li>
</ul>
<ul>
<li>德黑兰誓言关闭霍尔木兹海峡，影响油价</li>
</ul>
<ul>
<li>投资者在利率削减不确定性中等待美联储信号</li>
</ul>
<ul>
<li>MongoDB 股价暴跌 27%，因利润预测未达预期</li>
</ul>
<p>（更新价格，增加科技和黄金股票的细节）</p>
<p>作者：Johann M Cherian 和 Pranav Kashyap</p>
<p>3 月 3 日（路透社）- 纳斯达克在美国股票指数期货中领跌，周二下跌 2.3%，投资者评估美国和以色列对伊朗的打击对通胀和全球贸易的影响。</p>
<p>德黑兰威胁攻击任何试图通过霍尔木兹海峡的船只，加上几家中东石油和天然气生产商的生产暂停，推动全球航运费上涨，并推高原油和天然气价格。</p>
<p>该海峡是一个关键的瓶颈，约占全球石油消费总量的五分之一。</p>
<p>航空公司和旅游等受原油价格影响的行业连续第二天受到打击。达美航空（DAL.N）和皇家加勒比（RCL.N）各下跌约 4%。</p>
<p>“这将很大程度上取决于油价，” 德意志银行的吉姆·里德领导的一组策略师表示。“任何持续的价格飙升无疑会引发更有意义的风险规避行为。”</p>
<p>科技股如英伟达（NVDA.O）和微软（MSFT.O）分别下跌 3.1% 和 1.8%，此前一交易日有所上涨。纳斯达克上市的内存股如闪迪（SNDK.O）暴跌 8.4%，西部数据（WDC.O）下跌 5.6%，也从 2 月份的强劲反弹中回落。</p>
<p>投资者担心更高的油价可能会加剧整体经济的通胀，并进一步复杂化中央银行官员已经面临的由关税驱动的价格上涨的政策决策。</p>
<p>美国 10 年期国债收益率（US10YT=RR）触及一周多来的最高水平，投资者将美联储 25 个基点的降息预期推迟至 9 月，而非 7 月，根据 LSEG 编制的数据。</p>
<p>市场将关注美联储的新信号，考虑到近期对利率路径的分歧。投票成员约翰·威廉姆斯、杰弗里·施密德和尼尔·卡什卡里预计将在当天晚些时候发言。美国东部时间 05:59，道琼斯 E-mini 期货（YMcv1）下跌 858 点，跌幅 1.76%；标准普尔 500 E-mini 期货（EScv1）下跌 124.5 点，跌幅 1.84%；纳斯达克 100 E-mini 期货（NQcv1）下跌 579.5 点，跌幅 2.32%。</p>
<p>追踪小型股指数的期货（RTYcv1）下跌 2.8%，而华尔街的恐慌指数 CBOE 波动率指数（.VIX）飙升至三个月来的新高 26.99 点。</p>
<p>石油和天然气以及国防股票是为数不多的几只上涨股票。西方石油（OXY.N）上涨 3.7%，切尼尔能源（LNG.N）上涨 9.8%，洛克希德·马丁（LMT.N）上涨 1.4%，而航空动力（AVAV.O）上涨 2.7%。由于美元走强，传统避险资产如贵金属价格下滑，导致美国上市的矿业公司如西班牙斯蒂尔沃特（SBSW.N）和金田（GFI.N）分别下跌 12% 和 9%。</p>
<p>美国投资者还在应对人工智能模型可能对传统企业造成的干扰的不确定性，以及私人信贷领域的紧张情绪。</p>
<p>MongoDB（MDB.O）股价暴跌 27.4%，因该数据库软件公司预测季度利润低于华尔街预期。</p>
<p>本周晚些时候将发布一系列美国数据，包括 1 月份零售销售、ADP 就业数据和备受关注的非农就业报告。</p>
<p>CBOE 波动率指数</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260302/VIX-INDEX-365D/akveyzjrwvr/chart.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1420" height="844" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260302/VIX-INDEX-365D/akveyzjrwvr/chart.png"/></p>

美国 WTI 原油 ETF

油气服务 ETF - Market Vectors

油气开采 ETF - SPDR

美国油气勘探与生产 ETF - iShares

MDBX

<p>美国股指期货大幅下跌，纳斯达克指数下跌 2.3%，投资者对中东局势升级及其对通胀的潜在影响作出反应。德黑兰关于霍尔木兹海峡的威胁导致油价上涨，影响了依赖原油的行业。科技股也遭受重创，MongoDB 的股价在利润预测令人失望后暴跌 27%。市场在对利率削减的不确定性中等待美联储的信号，而由于美元走强，避险资产也出现下跌</p>

<ul>
<li>Futures down: Dow 1.76%, S&amp;P 500 1.84%, Nasdaq 2.32%</li>
</ul>
<div class="lb-trans"><ul>
<li>期货下跌：道琼斯指数下跌 1.76%，标准普尔 500 指数下跌 1.84%，纳斯达克指数下跌 2.32%</li>
</ul>
</div><ul>
<li>Tehran vows to close Strait of Hormuz, impacting oil prices</li>
</ul>
<div class="lb-trans"><ul>
<li>德黑兰誓言关闭霍尔木兹海峡，影响油价</li>
</ul>
</div><ul>
<li>Investors await Fed signals amid rate cut uncertainty</li>
</ul>
<div class="lb-trans"><ul>
<li>投资者在利率削减不确定性中等待美联储信号</li>
</ul>
</div><ul>
<li>MongoDB shares plunge 27% after profit forecast misses estimates</li>
</ul>
<div class="lb-trans"><ul>
<li>MongoDB 股价暴跌 27%，因利润预测未达预期</li>
</ul>
</div><p>(Updates prices throughout, adds details on tech and gold stocks)</p>
<div class="lb-trans"><p>（更新价格，增加科技和黄金股票的细节）</p>
</div><p>By Johann M Cherian and Pranav Kashyap</p>
<div class="lb-trans"><p>作者：Johann M Cherian 和 Pranav Kashyap</p>
</div><p>March 3 (Reuters) - The Nasdaq led losses among U.S. stock index futures with a 2.3% drop on Tuesday as investors assessed the fallout of U.S. and Israeli strikes on Iran on inflation and global trade.</p>
<div class="lb-trans"><p>3 月 3 日（路透社）- 纳斯达克在美国股票指数期货中领跌，周二下跌 2.3%，投资者评估美国和以色列对伊朗的打击对通胀和全球贸易的影响。</p>
</div><p>Tehran’s threat to attack any vessel attempting to transit the Strait of Hormuz, combined with production halts by several Middle Eastern oil and gas producers, has driven global shipping rates higher and pushed up crude and natural gas prices.</p>
<div class="lb-trans"><p>德黑兰威胁攻击任何试图通过霍尔木兹海峡的船只，加上几家中东石油和天然气生产商的生产暂停，推动全球航运费上涨，并推高原油和天然气价格。</p>
</div><p>The strait, a critical chokepoint, carries roughly one-fifth of the world’s total oil consumption.</p>
<div class="lb-trans"><p>该海峡是一个关键的瓶颈，约占全球石油消费总量的五分之一。</p>
</div><p>Industries such as airlines and travelthat are exposed to crude prices were knocked back for a second day. Delta (DAL.N) and Royal Caribbean (RCL.N) fell about 4% each.</p>
<div class="lb-trans"><p>航空公司和旅游等受原油价格影响的行业连续第二天受到打击。达美航空（DAL.N）和皇家加勒比（RCL.N）各下跌约 4%。</p>
</div><p>“Much will depend on the price of oil,” said a group of strategists led by Deutsche Bank’s Jim Reid. “Any sustained spike would undoubtedly trigger a more meaningful risk-off move.”</p>
<div class="lb-trans"><p>“这将很大程度上取决于油价，” 德意志银行的吉姆·里德领导的一组策略师表示。“任何持续的价格飙升无疑会引发更有意义的风险规避行为。”</p>
</div><p>Technology stocks such as Nvidia (NVDA.O) and Microsoft (MSFT.O) were down 3.1% and 1.8%, respectively, after gaining in the previous session. Nasdaq-listed memory names such as Sandisk (SNDK.O) slumped 8.4% and Western Digital (WDC.O) lost 5.6%, also cooling off from a strong rally in February.</p>
<div class="lb-trans"><p>科技股如英伟达（NVDA.O）和微软（MSFT.O）分别下跌 3.1% 和 1.8%，此前一交易日有所上涨。纳斯达克上市的内存股如闪迪（SNDK.O）暴跌 8.4%，西部数据（WDC.O）下跌 5.6%，也从 2 月份的强劲反弹中回落。</p>
</div><p>Investors were worried that higher oil prices could stoke inflation across the broader economy and further complicate policy decisions for central bank officials already contending with price increases driven by tariffs.</p>
<div class="lb-trans"><p>投资者担心更高的油价可能会加剧整体经济的通胀，并进一步复杂化中央银行官员已经面临的由关税驱动的价格上涨的政策决策。</p>
</div><p>The U.S. 10-year Treasury yield (US10YT=RR) touched its highest level in more than a week and investors pushed back expectations for a 25-basis-point interest rate cut by the Federal Reserve to September from July, according to LSEG-compiled data.</p>
<div class="lb-trans"><p>美国 10 年期国债收益率（US10YT=RR）触及一周多来的最高水平，投资者将美联储 25 个基点的降息预期推迟至 9 月，而非 7 月，根据 LSEG 编制的数据。</p>
</div><p>Markets will be looking out for fresh signals from the Fed, given recent divisions over the path of rates. John Williams, a voting member, Jeffrey Schmid, and Neel Kashkari are scheduled to speak later in the day. At 05:59 a.m. ET, Dow E-minis (YMcv1) were down 858 points, or 1.76%, S&amp;P 500 E-minis (EScv1) were down 124.5 points, or 1.84%. Nasdaq 100 E-minis (NQcv1) were down 579.5 points, or 2.32%</p>
<div class="lb-trans"><p>市场将关注美联储的新信号，考虑到近期对利率路径的分歧。投票成员约翰·威廉姆斯、杰弗里·施密德和尼尔·卡什卡里预计将在当天晚些时候发言。美国东部时间 05:59，道琼斯 E-mini 期货（YMcv1）下跌 858 点，跌幅 1.76%；标准普尔 500 E-mini 期货（EScv1）下跌 124.5 点，跌幅 1.84%；纳斯达克 100 E-mini 期货（NQcv1）下跌 579.5 点，跌幅 2.32%。</p>
</div><p>Futures tracking the small-caps index (RTYcv1) slid 2.8%, while Wall Street’s fear gauge, the CBOE volatility index (.VIX) , spiked to a fresh three-month high of 26.99 points.</p>
<div class="lb-trans"><p>追踪小型股指数的期货（RTYcv1）下跌 2.8%，而华尔街的恐慌指数 CBOE 波动率指数（.VIX）飙升至三个月来的新高 26.99 点。</p>
</div><p>Oil and gas as well as defense stocks were among the few gainers. Occidental (OXY.N) rose 3.7% and Cheniere Energy (LNG.N) climbed 9.8%, while Lockheed Martin (LMT.N) gained 1.4% and AeroVironment (AVAV.O) added 2.7%. Prices of traditional safe-havens such as precious metals slid due to a stronger dollar (=USD) , pulling down U.S.-listed miners such as Sibanye Stillwater (SBSW.N) and Gold Fields (GFI.N) by 12% and 9%, respectively.</p>
<div class="lb-trans"><p>石油和天然气以及国防股票是为数不多的几只上涨股票。西方石油（OXY.N）上涨 3.7%，切尼尔能源（LNG.N）上涨 9.8%，洛克希德·马丁（LMT.N）上涨 1.4%，而航空动力（AVAV.O）上涨 2.7%。由于美元走强，传统避险资产如贵金属价格下滑，导致美国上市的矿业公司如西班牙斯蒂尔沃特（SBSW.N）和金田（GFI.N）分别下跌 12% 和 9%。</p>
</div><p>U.S. investors are also navigating uncertainties about the scope of disruption AI models could have on traditional businesses, alongside jitters in the private credit space.</p>
<div class="lb-trans"><p>美国投资者还在应对人工智能模型可能对传统企业造成的干扰的不确定性，以及私人信贷领域的紧张情绪。</p>
</div><p>MongoDB (MDB.O) shares plunged 27.4% after the database software company forecast quarterly profit below Street estimates.</p>
<div class="lb-trans"><p>MongoDB（MDB.O）股价暴跌 27.4%，因该数据库软件公司预测季度利润低于华尔街预期。</p>
</div><p>A packed slate of U.S. data will land later this week, including January retail sales, ADP employment figures and the closely watched non-farm payrolls report.</p>
<div class="lb-trans"><p>本周晚些时候将发布一系列美国数据，包括 1 月份零售销售、ADP 就业数据和备受关注的非农就业报告。</p>
</div><p>CBOE Volatility Index</p>
<div class="lb-trans"><p>CBOE 波动率指数</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260302/VIX-INDEX-365D/akveyzjrwvr/chart.png" alt="" original-src="https://www.reuters.com/graphics/AUTOMATED-20260302/VIX-INDEX-365D/akveyzjrwvr/chart.png"/></p>

US STOCKS-Wall St futures slide as Middle East conflict stokes inflation worries

- 纳斯达克指数期货下跌 2.3%，因投资者评估美国和以色列对伊朗的袭击影响。  
- 德黑兰威胁关闭霍尔木兹海峡，油气供应中断推高全球航运和油价。  
- MongoDB 股价下跌 27.4%，预测利润未达预期，市场面临美联储政策不确定性。

美国股市——由于中东冲突引发通胀担忧，华尔街期货下滑