<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/wall-street1.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-wp-media.lon1.digitaloceanspaces.com/2026/03/wall-street1.png"/></p>
<p>美国股市在周二下跌，投资者继续从半导体和科技股中撤回资金，因通胀担忧上升、国债收益率高企以及中东冲突的不确定性。</p>
<p>标准普尔 500 指数下跌 0.5%，纳斯达克综合指数下跌 0.57%。</p>
<p>道琼斯工业平均指数下跌约 0.67%，即 332 点。</p>
<p>这种疲软紧随半导体股票的急剧回调，而这些股票此前推动了今年市场的人工智能驱动的反弹。</p>
<p>在特朗普总统推迟对伊朗的计划军事打击后，投资者也继续关注油价和债券收益率。</p>
<p>与此同时，市场正在为本周晚些时候几家主要公司的财报发布做准备，包括英伟达和沃尔玛的业绩。</p>
<h2>芯片股票涨跌互现</h2>
<p>一些半导体和存储芯片股票下跌，而其他股票则小幅上涨，投资者在该行业历史性反弹后重新评估估值。</p>
<p>英伟达的股票在交易中下跌约 0.69%，使该股有望在周三公司财报发布前连续第三天下跌。</p>
<p>美光科技上涨约 1.94%，扭转了连续三天的下跌趋势。</p>
<p>西部数据科技在周一因首席执行官戴夫·莫斯利关于与激增的人工智能相关需求相关的生产能力限制的评论后大幅下跌，周二上涨 0.21%。</p>
<p>西部数据的股票上涨 0.84%。</p>
<h2>油价和国债收益率仍然是市场焦点</h2>
<p>市场在周二继续对与伊朗和油市相关的变化做出反应。</p>
<p>布伦特原油期货下跌约 1.4%，尽管在特朗普周一表示他已推迟对伊朗的计划军事打击的同时，价格仍保持在每桶 110 美元以上。</p>
<p>西德克萨斯中质原油在周一大幅上涨后也有所下跌。</p>
<p>尽管油价小幅回调，投资者仍然担心持续的地缘政治紧张局势和更高的能源价格可能会使通胀保持在高位，并迫使中央银行维持更紧的货币政策。</p>
<p>基准美国 10 年期国债收益率在周二小幅回落至约 4.62%，此前在周一的交易中达到了自 2025 年 2 月以来的最高水平。</p>
<h2>投资者期待美联储纪要和主要财报</h2>
<p>关注点现在转向周三美联储最新政策会议的纪要发布，投资者希望获得有关美国利率走向的更多信号。</p>
<p>在上周发布的通胀数据高于预期后，交易员们越来越开始定价今年晚些时候再次加息的可能性，而不是预期的降息。</p>
<p>根据 CME FedWatch 的数据，市场现在认为到 1 月份加息的概率超过 40%。</p>
<p>与此同时，企业财报仍然是投资者关注的另一个主要焦点。</p>
<p>英伟达即将发布的业绩预计将提供重要的见解，以判断与人工智能基础设施相关的需求是否继续支撑半导体行业的高估值。</p>
<p>沃尔玛本周晚些时候的财报也可能提供更清晰的视角，了解美国消费者如何应对更高的燃料价格和更广泛的通胀压力。</p>
<p>道琼斯指数下跌 330 点，英伟达在财报发布前滑落，首发于 Invezz。</p>

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<p>美国股市在周二下跌，道琼斯指数下跌 332 点（0.67%），投资者因通胀担忧和地缘政治不确定性而撤出半导体和科技股。英伟达股价在财报发布前下跌 0.69%，而美光科技上涨 1.94%。油价和国债收益率仍然是关注焦点，布伦特原油下跌 1.4%。投资者正在等待美联储纪要和主要财报发布，包括英伟达和沃尔玛，以评估市场方向</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/wall-street1.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/wall-street1.png"/></p>
<p>US stocks moved lower on Tuesday as investors continued pulling back from semiconductor and technology stocks amid rising inflation concerns, elevated Treasury yields, and uncertainty surrounding the Middle East conflict.</p>
<div class="lb-trans"><p>美国股市在周二下跌，投资者继续从半导体和科技股中撤回资金，因通胀担忧上升、国债收益率高企以及中东冲突的不确定性。</p>
</div><p>The S&amp;P 500 fell 0.5%, while the Nasdaq Composite dropped 0.57%.</p>
<div class="lb-trans"><p>标准普尔 500 指数下跌 0.5%，纳斯达克综合指数下跌 0.57%。</p>
</div><p>The Dow Jones Industrial Average declined roughly 0.67%, or 332 points.</p>
<div class="lb-trans"><p>道琼斯工业平均指数下跌约 0.67%，即 332 点。</p>
</div><p>The weakness followed a sharp pullback across semiconductor shares that had previously fueled much of the market’s AI-driven rally this year.</p>
<div class="lb-trans"><p>这种疲软紧随半导体股票的急剧回调，而这些股票此前推动了今年市场的人工智能驱动的反弹。</p>
</div><p>Investors also continued monitoring oil prices and bond yields after President Donald Trump delayed a planned military strike on Iran.</p>
<div class="lb-trans"><p>在特朗普总统推迟对伊朗的计划军事打击后，投资者也继续关注油价和债券收益率。</p>
</div><p>At the same time, markets are preparing for several major corporate earnings releases later this week, including results from Nvidia and Walmart.</p>
<div class="lb-trans"><p>与此同时，市场正在为本周晚些时候几家主要公司的财报发布做准备，包括英伟达和沃尔玛的业绩。</p>
</div><h2>Chip stocks mixed</h2>
<div class="lb-trans"><h2>芯片股票涨跌互现</h2>
</div><p>Some of the semiconductor and memory-chip stocks fell while others posted modest gains as investors reassessed valuations following the sector’s historic rally.</p>
<div class="lb-trans"><p>一些半导体和存储芯片股票下跌，而其他股票则小幅上涨，投资者在该行业历史性反弹后重新评估估值。</p>
</div><p>Nvidia shares fell roughly 0.69% in trading, putting the stock on track for a third consecutive daily decline ahead of the company’s earnings report scheduled for Wednesday.</p>
<div class="lb-trans"><p>英伟达的股票在交易中下跌约 0.69%，使该股有望在周三公司财报发布前连续第三天下跌。</p>
</div><p>Micron Technology gained about 1.94%, reversing a three-day losing streak.</p>
<div class="lb-trans"><p>美光科技上涨约 1.94%，扭转了连续三天的下跌趋势。</p>
</div><p>Seagate Technology gained 0.21% after sliding sharply on Monday following comments from CEO Dave Mosley regarding manufacturing capacity constraints tied to surging AI-related demand.</p>
<div class="lb-trans"><p>西部数据科技在周一因首席执行官戴夫·莫斯利关于与激增的人工智能相关需求相关的生产能力限制的评论后大幅下跌，周二上涨 0.21%。</p>
</div><p>Western Digital shares were up 0.84%.</p>
<div class="lb-trans"><p>西部数据的股票上涨 0.84%。</p>
</div><h2>Oil prices and Treasury yields remain market focus</h2>
<div class="lb-trans"><h2>油价和国债收益率仍然是市场焦点</h2>
</div><p>Markets continued reacting Tuesday to shifting developments involving Iran and oil markets.</p>
<div class="lb-trans"><p>市场在周二继续对与伊朗和油市相关的变化做出反应。</p>
</div><p>Brent crude futures fell about 1.4%, though prices remained above $110 per barrel after Trump said Monday that he had delayed a planned military strike against Iran while negotiations continued.</p>
<div class="lb-trans"><p>布伦特原油期货下跌约 1.4%，尽管在特朗普周一表示他已推迟对伊朗的计划军事打击的同时，价格仍保持在每桶 110 美元以上。</p>
</div><p>West Texas Intermediate crude also moved lower after Monday’s sharp gains.</p>
<div class="lb-trans"><p>西德克萨斯中质原油在周一大幅上涨后也有所下跌。</p>
</div><p>Despite the modest pullback in oil, investors remain concerned that prolonged geopolitical tensions and higher energy prices could keep inflation elevated and pressure central banks to maintain tighter monetary policy.</p>
<div class="lb-trans"><p>尽管油价小幅回调，投资者仍然担心持续的地缘政治紧张局势和更高的能源价格可能会使通胀保持在高位，并迫使中央银行维持更紧的货币政策。</p>
</div><p>The benchmark US 10-year Treasury yield eased slightly on Tuesday to around 4.62% after reaching its highest level since February 2025 during Monday’s session.</p>
<div class="lb-trans"><p>基准美国 10 年期国债收益率在周二小幅回落至约 4.62%，此前在周一的交易中达到了自 2025 年 2 月以来的最高水平。</p>
</div><h2>Investors await Fed minutes and major earnings</h2>
<div class="lb-trans"><h2>投资者期待美联储纪要和主要财报</h2>
</div><p>Attention is now shifting toward Wednesday’s release of minutes from the Federal Reserve’s latest policy meeting as investors look for additional signals about the direction of US interest rates.</p>
<div class="lb-trans"><p>关注点现在转向周三美联储最新政策会议的纪要发布，投资者希望获得有关美国利率走向的更多信号。</p>
</div><p>Following hotter-than-expected inflation data released last week, traders have increasingly started pricing in the possibility of another Federal Reserve rate increase later this year rather than anticipated rate cuts.</p>
<div class="lb-trans"><p>在上周发布的通胀数据高于预期后，交易员们越来越开始定价今年晚些时候再次加息的可能性，而不是预期的降息。</p>
</div><p>According to CME FedWatch data, markets are now assigning more than a 40% probability of a rate hike by January.</p>
<div class="lb-trans"><p>根据 CME FedWatch 的数据，市场现在认为到 1 月份加息的概率超过 40%。</p>
</div><p>Meanwhile, corporate earnings remain another major focus for investors.</p>
<div class="lb-trans"><p>与此同时，企业财报仍然是投资者关注的另一个主要焦点。</p>
</div><p>Nvidia’s upcoming results are expected to provide important insight into whether demand tied to artificial intelligence infrastructure continues justifying the semiconductor sector’s elevated valuations.</p>
<div class="lb-trans"><p>英伟达即将发布的业绩预计将提供重要的见解，以判断与人工智能基础设施相关的需求是否继续支撑半导体行业的高估值。</p>
</div><p>Walmart’s earnings later this week could also offer a clearer view into how US consumers are responding to higher fuel prices and broader inflation pressures.</p>
<div class="lb-trans"><p>沃尔玛本周晚些时候的财报也可能提供更清晰的视角，了解美国消费者如何应对更高的燃料价格和更广泛的通胀压力。</p>
</div><p>The post Dow sinks 330 points as Nvidia slides ahead of earnings report appeared first on Invezz</p>
<div class="lb-trans"><p>道琼斯指数下跌 330 点，英伟达在财报发布前滑落，首发于 Invezz。</p>
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道琼斯指数下跌 330 点，英伟达在财报发布前股价下跌