<p>主要美国股指当天收盘上涨，罗素 2000 指数以 0.33% 的温和涨幅领涨。道琼斯指数和标准普尔 500 指数均上涨 0.19%，而纳斯达克指数上涨 0.10%。</p>
<p>今天股市赢家和输家呈现出明显的分化，投资者积极奖励部分科技、商品和基础设施相关股票，同时从消费、零售、旅游和一些高增长动量股中撤出资金。</p>
<p>半导体和与人工智能相关的股票推动了许多涨幅最大的股票，而消费品和部分科技股的疲软则对市场造成了压力。这种分歧突显出市场仍然愿意追逐受青睐行业的增长和动量，但同样迅速惩罚面临估值压力、增长放缓担忧或获利了结的股票。</p>
<p>一些最大的蓝筹股赢家（涨幅 5% 或以上）</p>
<ul>
<li>康宁 (GLW): +10.89%</li>
<li>巴里克矿业 (B): +9.02%</li>
<li>高通 (QCOM): +8.42%</li>
<li>Vertiv Holdings (VRT): +8.23%</li>
<li>CF Industries (CF): +8.23%</li>
<li>Coinbase Global (COIN): +7.68%</li>
<li>西部数据 (WDC): +7.46%</li>
<li>Papa John’s (PZZA): +7.19%</li>
<li>美光 (MU): +6.50%</li>
<li>Ciena Corp (CIEN): +6.09%</li>
<li>First Solar (FSLR): +6.06%</li>
<li>Nebius NV (NBIS): +5.11%</li>
</ul>
<p>一些最大的输家（跌幅 5% 或以上）</p>
<ul>
<li>惠而浦 (WHR): -8.59%</li>
<li>Shake Shack (SHAK): -8.08%</li>
<li>Shopify (SHOP): -7.13%</li>
<li>Intuitive Surgical (ISRG): -6.67%</li>
<li>Target (TGT): -5.43%</li>
<li>超级微型计算机 (SMCI): -5.23%</li>
<li>戴尔科技 (DELL): -5.16%</li>
<li>Celsius Holdings (CELH): -5.11%</li>
</ul>
<p>市场在中东的成功或失败前景中挣扎。本周中国也是一个焦点，特朗普总统与多位企业高管和政府官员将于周三开始与中国的习近平及其他中国官员会面。</p>
<p>明天将发布 CPI 数据，预计整体 CPI 将上涨 0.6%，而核心 CPI（不包括食品和能源）预计将上涨 0.3%。</p>

巴里克矿业

基准数据与基础设施房地产 SCTR ETF - Pacer

标普 500 ETF - SPDR

<p>主要美国股指收盘上涨，罗素 2000 指数上涨 0.33%，道琼斯指数和标准普尔 500 指数上涨 0.19%，纳斯达克指数上涨 0.10%。投资者偏好科技、商品和基础设施股票，同时减少对消费和零售行业的投资。显著上涨的股票包括康宁（+10.89%）和巴里克矿业（+9.02%），而惠而浦（-8.59%）和 Shake Shack（-8.08%）则是最大的下跌者。市场情绪受到地缘政治担忧和即将公布的消费者物价指数（CPI）数据的影响，预计整体上涨 0.6%，核心上涨 0.3%</p>

<p>Major US stock indices closed higher on the day, with the Russell 2000 leading the charge with a modest gain of 0.33%. Both the Dow and the S&amp;P rose by 0.19%, while the NASDAQ index increased by 0.10%.</p>
<div class="lb-trans"><p>主要美国股指当天收盘上涨，罗素 2000 指数以 0.33% 的温和涨幅领涨。道琼斯指数和标准普尔 500 指数均上涨 0.19%，而纳斯达克指数上涨 0.10%。</p>
</div><p>The stock market winners and losers showed a sharply bifurcated tone today, with investors aggressively rewarding select technology, commodity, and infrastructure-related names while rotating out of consumer, retail, travel, and some high-growth momentum stocks.</p>
<div class="lb-trans"><p>今天股市赢家和输家呈现出明显的分化，投资者积极奖励部分科技、商品和基础设施相关股票，同时从消费、零售、旅游和一些高增长动量股中撤出资金。</p>
</div><p>Semiconductor and AI-linked shares helped power many of the session’s biggest gainers, while weakness in consumer discretionary and select technology names weighed on the downside. The divergence highlighted a market still willing to chase growth and momentum in favored sectors, but equally quick to punish stocks facing valuation pressure, slowing growth concerns, or profit taking.</p>
<div class="lb-trans"><p>半导体和与人工智能相关的股票推动了许多涨幅最大的股票，而消费品和部分科技股的疲软则对市场造成了压力。这种分歧突显出市场仍然愿意追逐受青睐行业的增长和动量，但同样迅速惩罚面临估值压力、增长放缓担忧或获利了结的股票。</p>
</div><p>Some of the biggest large cap winners (Gains of 5% or More)</p>
<div class="lb-trans"><p>一些最大的蓝筹股赢家（涨幅 5% 或以上）</p>
</div><ul>
<li>Corning (GLW): +10.89%</li>
<li>Barrick Mining (B): +9.02%</li>
<li>Qualcomm (QCOM): +8.42%</li>
<li>Vertiv Holdings (VRT): +8.23%</li>
<li>CF Industries (CF): +8.23%</li>
<li>Coinbase Global (COIN): +7.68%</li>
<li>Western Digital (WDC): +7.46%</li>
<li>Papa John’s (PZZA): +7.19%</li>
<li>Micron (MU): +6.50%</li>
<li>Ciena Corp (CIEN): +6.09%</li>
<li>First Solar (FSLR): +6.06%</li>
<li>Nebius NV (NBIS): +5.11%</li>
</ul>
<div class="lb-trans"><ul>
<li>康宁 (GLW): +10.89%</li>
<li>巴里克矿业 (B): +9.02%</li>
<li>高通 (QCOM): +8.42%</li>
<li>Vertiv Holdings (VRT): +8.23%</li>
<li>CF Industries (CF): +8.23%</li>
<li>Coinbase Global (COIN): +7.68%</li>
<li>西部数据 (WDC): +7.46%</li>
<li>Papa John’s (PZZA): +7.19%</li>
<li>美光 (MU): +6.50%</li>
<li>Ciena Corp (CIEN): +6.09%</li>
<li>First Solar (FSLR): +6.06%</li>
<li>Nebius NV (NBIS): +5.11%</li>
</ul>
</div><p>Some of the biggest losers (Losses of 5% or More)</p>
<div class="lb-trans"><p>一些最大的输家（跌幅 5% 或以上）</p>
</div><ul>
<li>Whirlpool (WHR): -8.59%</li>
<li>Shake Shack (SHAK): -8.08%</li>
<li>Shopify (SHOP): -7.13%</li>
<li>Intuitive Surgical (ISRG): -6.67%</li>
<li>Target (TGT): -5.43%</li>
<li>Super Micro Computer (SMCI): -5.23%</li>
<li>Dell Technologies (DELL): -5.16%</li>
<li>Celsius Holdings (CELH): -5.11%</li>
</ul>
<div class="lb-trans"><ul>
<li>惠而浦 (WHR): -8.59%</li>
<li>Shake Shack (SHAK): -8.08%</li>
<li>Shopify (SHOP): -7.13%</li>
<li>Intuitive Surgical (ISRG): -6.67%</li>
<li>Target (TGT): -5.43%</li>
<li>超级微型计算机 (SMCI): -5.23%</li>
<li>戴尔科技 (DELL): -5.16%</li>
<li>Celsius Holdings (CELH): -5.11%</li>
</ul>
</div><p>The market wrestled with the prospects for success or failure from the Middle East. China is also a focus of this week as President Trump along with a number of corporate executives and government officials will be meeting with China's Xi along with other China officials starting Wednesday.</p>
<div class="lb-trans"><p>市场在中东的成功或失败前景中挣扎。本周中国也是一个焦点，特朗普总统与多位企业高管和政府官员将于周三开始与中国的习近平及其他中国官员会面。</p>
</div><p>Tomorrow the CPI data will be released with expectations for the headline to rise by 0.6% while the core (ex food and energy) is expected to rise by 0.3%.</p>
<div class="lb-trans"><p>明天将发布 CPI 数据，预计整体 CPI 将上涨 0.6%，而核心 CPI（不包括食品和能源）预计将上涨 0.3%。</p>
</div>

US stocks close marginally higher.

- 美国主要股指上涨，罗素 2000 指数涨 0.33%。  
- 投资者对科技、商品等领域股票表现积极，消费股遭抛售。  
- 明日将发布 CPI 数据，预期总指数上涨 0.6%。

美国股市微幅收高