<p><strong>納斯達克綜合指數</strong>(^IXIC 2.13%) 在新的經濟數據表明通脹放緩後上漲了大約 2%，這讓投資者鬆了一口氣，同時也導致國債收益率下降。<strong>道瓊斯工業平均指數</strong>(^DJI 1.49%) 上漲超過 600 點。</p>
<p>許多人工智能（AI）股票在這一消息後上漲。半導體公司 <strong>美光科技</strong>(MU 5.96%) 截至東部時間中午 12:12 上漲了 5.7%。與此同時，AI 軟件公司 <strong>BigBear.ai</strong>(BBAI 4.05%) 和 <strong>C3.ai</strong>(AI 3.04%) 分別上漲了近 5% 和 3%。</p>
<h2>市場鬆了一口氣</h2>
<p>在 12 月份的生產者價格指數（PPI）報告顯示上漲幅度低於預期後，股票在昨天開始反彈，這表明通脹仍在下降。今天早上的重點是消費者價格指數（CPI），結果沒有讓人失望。</p>
<p>12 月份消費者價格較上月上漲 0.4%，略高於預期。然而，剔除波動較大的食品和燃氣價格後的核心 CPI 僅上漲 0.2%，略低於預期，再次表明價格壓力可能開始減輕。CPI 同比上漲 2.9%，符合預期。美國 10 年期國債收益率在最近幾周達到高位後，下降了大約 12 個基點，降至 4.67%。</p>
<p>該報告看起來不錯，因為大部分上漲來自於能源價格的 2.6% 的跳升，遠高於過去幾個月的水平。同時，作為 CPI 中權重最大的部分，住房價格繼續改善，價格有所緩解。</p>
<p>“今天的 CPI 可能會讓美聯儲感到更加鴿派。它不會改變本月晚些時候暫停加息的預期，但應該會抑制一些關於美聯儲可能加息的討論，”<strong>摩根士丹利</strong> 財富管理首席經濟策略師艾倫·澤特納告訴 CNBC。“根據市場的初步反應，投資者在經歷了幾個月的高通脹數據後似乎感到了一絲寬慰。”</p>
<p>在其他好消息中，今天早上報告財報的主要銀行交出了強勁的業績，顯示出經濟基礎穩固。押注美聯儲今年將如何調整利率的交易員仍然擔心通脹，但今年多次降息的可能性增加，儘管大多數人仍認為只會有一次降息。</p>
<h2>經濟形勢有所改善，但仍未走出困境</h2>
<p>今天的通脹報告描繪了一幅美好的圖景。通脹繼續朝着正確的方向發展，勞動力市場強勁，收益率可能因經濟擴張而上升，因此今天投資者購買新聞是有道理的。當然，情況一直很不穩定，我懷疑在短期內可能仍會如此。通脹仍高於美聯儲偏好的 2% 目標，一份糟糕的報告可能會對國家中央銀行已征服通脹的信念產生懷疑。</p>
<p>今天我沒有看到很多公司特定的新聞。BigBear.ai 和 C3.ai 具有巨大的潛力，像 <strong>Palantir Technologies</strong> 的微型版本。然而，考慮到它們尚未盈利，並且在過去幾年中大幅上漲，我會保持小規模持倉，直到對它們的前景有更多的清晰認識。</p>
<p>美光科技更值得買入。該公司在內存芯片市場佔據強勢地位，這在 AI 生態系統中至關重要。該股票的交易價格低於許多 AI 公司，市盈率不到 15 倍。</p>

美光科技

BBAI

<p>納斯達克綜合指數在一份積極的通脹報告發布後上漲約 2%，美光科技、BigBear.ai 和 C3.ai 的股票均出現顯著上漲。美光的股價上漲了 5.7%，而 BigBear.ai 和 C3.ai 分別上漲了近 5% 和 3%。消費者物價指數（CPI）顯示上漲 0.4%，核心 CPI 僅上漲 0.2%，表明通脹有所緩解。主要銀行報告了強勁的收益，增強了投資者信心。儘管通脹仍高於美聯儲的目標，但經濟前景似乎有所改善，導致市場對今年可能降息的預期增加</p>

<p>The <strong>Nasdaq Composite</strong>(^IXIC 2.13%) jumped roughly 2% after new economic data showed easing inflation, a relief to investors that also led to a decline in Treasury yields. The <strong>Dow Jones Industrial Average</strong>(^DJI 1.49%) jumped over 600 points.</p>
<div class="lb-trans"><p><strong>納斯達克綜合指數</strong>(^IXIC 2.13%) 在新的經濟數據表明通脹放緩後上漲了大約 2%，這讓投資者鬆了一口氣，同時也導致國債收益率下降。<strong>道瓊斯工業平均指數</strong>(^DJI 1.49%) 上漲超過 600 點。</p>
</div><p>Shares of many artificial intelligence (AI) stocks moved higher on the news. Semiconductor company <strong>Micron Technology</strong>(MU 5.96%) traded 5.7% higher as of 12:12 p.m. ET. Meanwhile, AI software companies <strong>BigBear.ai</strong>(BBAI 4.05%) and <strong>C3.ai</strong>(AI 3.04%) traded nearly 5% and 3% higher, respectively.</p>
<div class="lb-trans"><p>許多人工智能（AI）股票在這一消息後上漲。半導體公司 <strong>美光科技</strong>(MU 5.96%) 截至東部時間中午 12:12 上漲了 5.7%。與此同時，AI 軟件公司 <strong>BigBear.ai</strong>(BBAI 4.05%) 和 <strong>C3.ai</strong>(AI 3.04%) 分別上漲了近 5% 和 3%。</p>
</div><h2>The market breathes a sigh of relief</h2>
<div class="lb-trans"><h2>市場鬆了一口氣</h2>
</div><p>Stocks began to rally yesterday after numbers from December's Producer Price Index (PPI) report rose less than expected, suggesting that inflation is still trending downward. The big spotlight was on the Consumer Price Index (CPI) this morning, which didn't disappoint.</p>
<div class="lb-trans"><p>在 12 月份的生產者價格指數（PPI）報告顯示上漲幅度低於預期後，股票在昨天開始反彈，這表明通脹仍在下降。今天早上的重點是消費者價格指數（CPI），結果沒有讓人失望。</p>
</div><p>Consumer prices in December increased 0.4% from the prior month, slightly ahead of expectations. However, core CPI, stripping out more volatile food and gas prices, only rose 0.2%, slightly less than expectations, once again suggesting that price pressure could be starting to abate. The CPI rose 2.9% year over year, in line with expectations. The yield on the 10-year U.S. Treasury bond fell roughly 12 basis points to 4.67% after hitting high levels in recent weeks.</p>
<div class="lb-trans"><p>12 月份消費者價格較上月上漲 0.4%，略高於預期。然而，剔除波動較大的食品和燃氣價格後的核心 CPI 僅上漲 0.2%，略低於預期，再次表明價格壓力可能開始減輕。CPI 同比上漲 2.9%，符合預期。美國 10 年期國債收益率在最近幾周達到高位後，下降了大約 12 個基點，降至 4.67%。</p>
</div><p>The report looks good because the bulk of the increase came from a 2.6% jump in energy prices, much higher than what has been experienced in past months. Meanwhile, shelter, which is the largest weighting in the CPI, continued to show improvement with prices easing.</p>
<div class="lb-trans"><p>該報告看起來不錯，因為大部分上漲來自於能源價格的 2.6% 的跳升，遠高於過去幾個月的水平。同時，作為 CPI 中權重最大的部分，住房價格繼續改善，價格有所緩解。</p>
</div><p>&#34;Today's CPI may help the Fed feel a little more dovish. It won't change expectations for a pause later this month, but it should curb some of the talk about the Fed potentially raising rates,&#34; <strong>Morgan Stanley</strong> Wealth Management's chief economic strategist Ellen Zentner told CNBC. &#34;And judging by the market's initial response, investors appeared to feel a sense of relief after a few months of stickier inflation readings.&#34;</p>
<div class="lb-trans"><p>“今天的 CPI 可能會讓美聯儲感到更加鴿派。它不會改變本月晚些時候暫停加息的預期，但應該會抑制一些關於美聯儲可能加息的討論，”<strong>摩根士丹利</strong> 財富管理首席經濟策略師艾倫·澤特納告訴 CNBC。“根據市場的初步反應，投資者在經歷了幾個月的高通脹數據後似乎感到了一絲寬慰。”</p>
</div><p>In other good news, the major banks reporting earnings this morning delivered strong results and showed an economy on solid footing. Traders betting on what the Federal Reserve will do with rates this year are still concerned about inflation, but the chances of more than one rate cut this year increased, although the majority still think there will only be one.</p>
<div class="lb-trans"><p>在其他好消息中，今天早上報告財報的主要銀行交出了強勁的業績，顯示出經濟基礎穩固。押注美聯儲今年將如何調整利率的交易員仍然擔心通脹，但今年多次降息的可能性增加，儘管大多數人仍認為只會有一次降息。</p>
</div><h2>The economic landscape improved, but is not out of the woods yet</h2>
<div class="lb-trans"><h2>經濟形勢有所改善，但仍未走出困境</h2>
</div><p>Today's inflation report paints a rosy picture. Inflation continues to trend in the right direction, the job market is strong, and yields may be elevated for the right reasons due to economic expansion, so it makes sense for investors to be buying the news today. Of course, the situation has been volatile, and I suspect it could remain that way in the near term. Inflation remains above the Fed's preferred 2% target, and one bad report could cast doubt on the belief that the country's central bank has conquered inflation.</p>
<div class="lb-trans"><p>今天的通脹報告描繪了一幅美好的圖景。通脹繼續朝着正確的方向發展，勞動力市場強勁，收益率可能因經濟擴張而上升，因此今天投資者購買新聞是有道理的。當然，情況一直很不穩定，我懷疑在短期內可能仍會如此。通脹仍高於美聯儲偏好的 2% 目標，一份糟糕的報告可能會對國家中央銀行已征服通脹的信念產生懷疑。</p>
</div><p>I didn't see a ton of company-specific news today. BigBear.ai and C3.ai have tremendous potential, being positioned like miniature forms of <strong>Palantir Technologies</strong>. However, given that they aren't yet profitable and have risen substantially over the past few years, I would keep positions small until there is more clarity about their trajectory.</p>
<div class="lb-trans"><p>今天我沒有看到很多公司特定的新聞。BigBear.ai 和 C3.ai 具有巨大的潛力，像 <strong>Palantir Technologies</strong> 的微型版本。然而，考慮到它們尚未盈利，並且在過去幾年中大幅上漲，我會保持小規模持倉，直到對它們的前景有更多的清晰認識。</p>
</div><p>Micron is more of a buy. The company has a strong position in the memory chip market, which is critical in the AI ecosystem. The stock trades cheaper than many AI names, at less than 15 times forward earnings.</p>
<div class="lb-trans"><p>美光科技更值得買入。該公司在內存芯片市場佔據強勢地位，這在 AI 生態系統中至關重要。該股票的交易價格低於許多 AI 公司，市盈率不到 15 倍。</p>
</div>

Artificial Intelligence (AI) Stocks Micron Technology, BigBear.ai, and C3.ai Pop After Positive Inflation Report

- 納斯達克綜合指數上漲約 2%，因新經濟數據表明通脹緩解。  
- 道瓊斯工業平均指數上漲超過 600 點，許多人工智能股票隨之上漲。  
- 經濟前景改善，通脹持續向下，投資者對市場反應積極。  

人工智能（AI）股票美光科技、BigBear.ai 和 C3.ai 在積極的通脹報告發布後大幅上漲