<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/stocks.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/2026/02/stocks.png"/></p>
<p>美国股指期货周三小幅上涨，芯片制造商在英伟达财报发布前趋于稳定，这一发布将检验华尔街的人工智能交易是否仍有继续上涨的空间。</p>
<p>这一走势是在债券驱动的抛售压力下出现的，10 年期国债收益率从前一交易日创下的 16 个月高点回落。</p>
<p>在特朗普总统表示与伊朗的战争将 “很快” 结束后，油价也有所下滑，尽管供应风险依然存在。</p>
<p>投资者现在面临一个繁忙的交易时段：英伟达在收盘后发布财报，华盛顿时间下午 2 点发布美联储纪要，以及另一个关于利率是否成为更大威胁的读数。</p>
<h2>开盘前需要了解的 5 件事</h2>
<p><strong>1. 期货上涨，芯片股反弹</strong></p>
<p>美国股指期货在纽约早盘小幅上涨，受益于英伟达季度报告前半导体股票的反弹。</p>
<p>标准普尔 500 期货上涨 0.4%，而以科技股为主的纳斯达克 100 期货上涨 0.8%，扭转了早前的跌势。</p>
<p>道琼斯工业平均指数期货也转为上涨，增加了 75 点，或 0.2%。</p>
<p>英伟达被广泛视为全球人工智能交易的中心，在财报发布前的盘前交易中上涨 1.6%。Marvell Technology 上涨 5%，英特尔上涨 4.9%，美光科技上涨 3.9%。iShares 半导体 ETF 上涨 2%。</p>
<p><strong>2. 英伟达财报成为人工智能支出的测试</strong></p>
<p>英伟达的收益可能会影响到单一股票之外的更广泛市场。</p>
<p>该公司已成为人工智能基础设施需求的一个代理，从数据中心支出到芯片设备、电源管理和云资本支出。</p>
<p>投资者将关注人工智能芯片的需求是否仍然强劲，以支持大型科技和与人工智能相关股票的高估值。</p>
<p><strong>3. 国债收益率回落，但利率焦虑依然存在</strong></p>
<p>国债在全球债券经历了一段艰难时期后提供了一些缓解。</p>
<p>10 年期美国国债收益率在前一交易日攀升至 4.687% 的 16 个月高点后，周三回落至约 4.6533%。</p>
<p>这一回落帮助稳定了股指期货，特别是对利率敏感的科技股。尽管如此，广泛的担忧并未消失。</p>
<p><strong>4. 油价在特朗普评论后下滑，但供应风险依然存在</strong></p>
<p>在特朗普表示与伊朗的战争将 “很快” 结束后，油价下跌，缓解了对中东供应中断的即时担忧。</p>
<p>布伦特原油价格下跌约 1%，至每桶 109.76 美元，而西德克萨斯中质原油交易接近 102.79 美元。</p>
<p>这一下跌为市场提供了一些缓解，市场担心更高的能源成本可能会推动通胀，并使美联储的政策路径更加复杂。</p>
<p><strong>5. 亚德诺交易增加人工智能基础设施主题</strong></p>
<p>交易新闻也使半导体行业保持关注。</p>
<p>亚德诺在盘前交易中上涨 3.8%，此前宣布将以约 15 亿美元现金收购 Empower Semiconductor。</p>
<p>此次收购旨在增强其以人工智能为重点的电源管理产品组合，特别是针对数据中心、边缘计算和汽车市场。</p>
<p>该交易强调了人工智能建设超越图形处理器的趋势。</p>
<p>电力传输、能源效率和数据中心基础设施正成为投资故事的关键部分，因为工作负载变得越来越苛刻。</p>
<p>道琼斯期货上涨 75 点：开盘前需要了解的 5 件事首次出现在 Invezz 上。</p>

道琼斯指数

英伟达

亚德诺

<p>美国股指期货周三上涨，道指期货上涨 75 点，因为芯片制造商在英伟达的财报发布前趋于稳定。10 年期国债收益率从 16 个月高点回落，为股票市场提供了一些缓解。尽管供应风险依然存在，油价在特朗普总统建议迅速结束伊朗战争后有所下滑。投资者关注英伟达的业绩、联邦储备会议纪要以及潜在的加息威胁。此外，亚德诺宣布以 15 亿美元收购以增强其人工智能基础设施组合</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/stocks.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/stocks.png"/></p>
<p>US stock-index futures edged higher on Wednesday as chipmakers steadied before Nvidia’s results, a release set to test whether Wall Street’s AI trade still has room to run.</p>
<div class="lb-trans"><p>美国股指期货周三小幅上涨，芯片制造商在英伟达财报发布前趋于稳定，这一发布将检验华尔街的人工智能交易是否仍有继续上涨的空间。</p>
</div><p>The move came after a bond-driven selloff pressured equities, with the 10-year Treasury yield easing from a 16-month high hit in the previous session.</p>
<div class="lb-trans"><p>这一走势是在债券驱动的抛售压力下出现的，10 年期国债收益率从前一交易日创下的 16 个月高点回落。</p>
</div><p>Oil also slipped after President Donald Trump said the war with Iran would end “very quickly,” though supply risks remained.</p>
<div class="lb-trans"><p>在特朗普总统表示与伊朗的战争将 “很快” 结束后，油价也有所下滑，尽管供应风险依然存在。</p>
</div><p>Investors now face a packed session: Nvidia after the close, Fed minutes at 2 pm in Washington, and another read on whether rates are turning into a larger threat.</p>
<div class="lb-trans"><p>投资者现在面临一个繁忙的交易时段：英伟达在收盘后发布财报，华盛顿时间下午 2 点发布美联储纪要，以及另一个关于利率是否成为更大威胁的读数。</p>
</div><h2>5 things to know before Wall Street opens</h2>
<div class="lb-trans"><h2>开盘前需要了解的 5 件事</h2>
</div><p><strong>1. Futures rise as chip stocks rebound</strong></p>
<div class="lb-trans"><p><strong>1. 期货上涨，芯片股反弹</strong></p>
</div><p>US equity futures advanced modestly in early New York trading, helped by a rebound across semiconductor shares before Nvidia’s quarterly report.</p>
<div class="lb-trans"><p>美国股指期货在纽约早盘小幅上涨，受益于英伟达季度报告前半导体股票的反弹。</p>
</div><p>S&amp;P 500 futures rose 0.4%, while contracts on the tech-heavy Nasdaq 100 gained 0.8%, reversing earlier losses.</p>
<div class="lb-trans"><p>标准普尔 500 期货上涨 0.4%，而以科技股为主的纳斯达克 100 期货上涨 0.8%，扭转了早前的跌势。</p>
</div><p>Dow Jones Industrial Average futures also turned higher, adding 75 points, or 0.2%.</p>
<div class="lb-trans"><p>道琼斯工业平均指数期货也转为上涨，增加了 75 点，或 0.2%。</p>
</div><p>Nvidia, widely viewed as the centre of the global AI trade, rose 1.6% in pre-market trading before results due after the closing bell. Marvell Technology gained 5%, Intel rose 4.9% and Micron advanced 3.9%. The iShares Semiconductor ETF added 2%.</p>
<div class="lb-trans"><p>英伟达被广泛视为全球人工智能交易的中心，在财报发布前的盘前交易中上涨 1.6%。Marvell Technology 上涨 5%，英特尔上涨 4.9%，美光科技上涨 3.9%。iShares 半导体 ETF 上涨 2%。</p>
</div><p><strong>2. Nvidia results become a test of AI spending</strong></p>
<div class="lb-trans"><p><strong>2. 英伟达财报成为人工智能支出的测试</strong></p>
</div><p>Nvidia’s earnings are likely to matter well beyond a single stock.</p>
<div class="lb-trans"><p>英伟达的收益可能会影响到单一股票之外的更广泛市场。</p>
</div><p>The company has become a proxy for demand across AI infrastructure, from data-centre spending to chip equipment, power management and cloud capital expenditure.</p>
<div class="lb-trans"><p>该公司已成为人工智能基础设施需求的一个代理，从数据中心支出到芯片设备、电源管理和云资本支出。</p>
</div><p>Investors will be looking for evidence that demand for AI chips remains strong enough to support the premium valuations attached to large technology and AI-linked shares.</p>
<div class="lb-trans"><p>投资者将关注人工智能芯片的需求是否仍然强劲，以支持大型科技和与人工智能相关股票的高估值。</p>
</div><p><strong>3. Treasury yields ease, but rate anxiety remains</strong></p>
<div class="lb-trans"><p><strong>3. 国债收益率回落，但利率焦虑依然存在</strong></p>
</div><p>Treasuries offered some relief after a bruising stretch for global bonds.</p>
<div class="lb-trans"><p>国债在全球债券经历了一段艰难时期后提供了一些缓解。</p>
</div><p>The 10-year US yield, which climbed to a 16-month high of 4.687% in the previous session, eased to about 4.6533% on Wednesday.</p>
<div class="lb-trans"><p>10 年期美国国债收益率在前一交易日攀升至 4.687% 的 16 个月高点后，周三回落至约 4.6533%。</p>
</div><p>That pullback helped stabilise equity futures, particularly rate-sensitive technology shares. Even so, the broader concern has not gone away.</p>
<div class="lb-trans"><p>这一回落帮助稳定了股指期货，特别是对利率敏感的科技股。尽管如此，广泛的担忧并未消失。</p>
</div><p><strong>4. Oil slips after Trump comment, but supply risks linger</strong></p>
<div class="lb-trans"><p><strong>4. 油价在特朗普评论后下滑，但供应风险依然存在</strong></p>
</div><p>Oil prices fell after Trump said the war with Iran would end “very quickly”, easing some immediate concern about Middle East supply disruptions.</p>
<div class="lb-trans"><p>在特朗普表示与伊朗的战争将 “很快” 结束后，油价下跌，缓解了对中东供应中断的即时担忧。</p>
</div><p>Brent crude is down around 1% at $109.76 a barrel, while West Texas Intermediate traded near $102.79.</p>
<div class="lb-trans"><p>布伦特原油价格下跌约 1%，至每桶 109.76 美元，而西德克萨斯中质原油交易接近 102.79 美元。</p>
</div><p>The decline offered some relief to markets worried that higher energy costs could feed into inflation and complicate the Fed’s policy path.</p>
<div class="lb-trans"><p>这一下跌为市场提供了一些缓解，市场担心更高的能源成本可能会推动通胀，并使美联储的政策路径更加复杂。</p>
</div><p><strong>5. Analog Devices deal adds to AI infrastructure theme</strong></p>
<div class="lb-trans"><p><strong>5. 亚德诺交易增加人工智能基础设施主题</strong></p>
</div><p>Deal news also kept semiconductors in focus.</p>
<div class="lb-trans"><p>交易新闻也使半导体行业保持关注。</p>
</div><p>Analog Devices rose 3.8% in pre-market trading after announcing it would buy Empower Semiconductor for about $1.5 billion in cash.</p>
<div class="lb-trans"><p>亚德诺在盘前交易中上涨 3.8%，此前宣布将以约 15 亿美元现金收购 Empower Semiconductor。</p>
</div><p>The acquisition is aimed at strengthening its AI-focused power-management portfolio, particularly for data centres, edge computing and automotive markets.</p>
<div class="lb-trans"><p>此次收购旨在增强其以人工智能为重点的电源管理产品组合，特别是针对数据中心、边缘计算和汽车市场。</p>
</div><p>The deal underlines how the AI buildout is extending beyond graphics processors.</p>
<div class="lb-trans"><p>该交易强调了人工智能建设超越图形处理器的趋势。</p>
</div><p>Power delivery, energy efficiency and data-centre infrastructure are becoming key parts of the investment story as workloads grow more demanding.</p>
<div class="lb-trans"><p>电力传输、能源效率和数据中心基础设施正成为投资故事的关键部分，因为工作负载变得越来越苛刻。</p>
</div><p>The post Dow futures rise 75 points: 5 things to know before market opens appeared first on Invezz</p>
<div class="lb-trans"><p>道琼斯期货上涨 75 点：开盘前需要了解的 5 件事首次出现在 Invezz 上。</p>
</div>

Dow futures rise 75 points: 5 things to know before market opens

- 美国股指期货小幅上涨，芯片股反弹，市场关注 Nvidia 财报。  
- 10 年期国债收益率从 16 个月高位回落，缓解股市压力。  
- 石油价格下滑，因特朗普称与伊朗的战争将 “很快” 结束。

道琼斯指数期货上涨 75 点：市场开盘前需要知道的五件事