<p>美國股指期貨在週四下跌，此前週三的收盤表現不一。主要基準指數的期貨均有所下滑。</p>
<p>人工智能熱潮仍在持續。<strong>超微半導體公司</strong>（NASDAQ:AMD）週三上漲超過 11%，而 <strong>美光科技公司</strong>（NASDAQ:MU）上漲約 6%。</p>
<p>與此同時，美聯儲週三發佈的會議紀要顯示，<strong>唐納德·特朗普</strong> 總統的貿易關税繼續對增長和通脹前景施加壓力，引發了人們對美聯儲能在多長時間內維持其計劃中的降息週期的擔憂。</p>
<p>此外，特朗普在週三宣佈以色列和哈馬斯已同意和平計劃的初步階段。</p>
<p>10 年期國債收益率為 4.13%，而兩年期國債收益率為 3.59%。CME 集團的 FedWatch 工具的預測顯示，市場預計美聯儲在 10 月會議上降息的可能性為 94.6%。</p>
<p><strong>SPDR S&amp;P 500 ETF Trust</strong>（NYSE:SPY）和 <strong>Invesco QQQ Trust ETF</strong>（NASDAQ:QQQ）在週四的盤前交易中下跌，分別跟蹤 S&amp;P 500 指數和納斯達克 100 指數。根據 Benzinga Pro 的數據，SPY 下跌 0.040%，報 673.11 美元，而 QQQ 下跌 0.10%，報 610.82 美元。</p>
<h2><strong>關注股票</strong></h2>
<h3>百事</h3>
<ul>
<li><strong>百事公司</strong>（NASDAQ:PEP）在週四的盤前交易中上漲 0.27%，其財報將在開盤前發佈。分析師預計每股收益為 2.26 美元，營收為 238.3 億美元。</li>
</ul>
<ul>
<li>根據 <strong>Benzinga 的股票評級</strong>，PEP 在短期、中期和長期內維持較弱的價格趨勢，質量排名較差。更多表現細節可在此查看。</li>
</ul>
<h3>Turn Therapeutics</h3>
<ul>
<li><strong>Turn Therapeutics Inc.</strong>（NASDAQ:TTRX）在週三開始在納斯達克資本市場交易後，股價上漲 271.43%。</li>
</ul>
<ul>
<li><strong>Benzinga 的股票評級</strong> 顯示，TTRX 的價格趨勢較強。更多表現細節可在此查看。</li>
</ul>
<h3>AiRWA</h3>
<ul>
<li><strong>AiRWA Inc.</strong>（NASDAQ:YYAI）在重新品牌為 Connexa Sports Technologies Inc.後上漲 47.72%，標誌着從體育科技轉向 Web3 和區塊鏈金融服務的轉變。</li>
</ul>
<ul>
<li>根據 <strong>Benzinga 的股票評級</strong>，YYAI 在短期、中期和長期內維持較弱的價格趨勢，但價值排名較強。更多表現細節可在此查看。</li>
</ul>
<h3>達美航空</h3>
<ul>
<li><strong>達美航空公司</strong>（NYSE:DAL）在週四的盤前交易中上漲 0.75%，其財報將在開盤前發佈。分析師預計每股收益為 1.52 美元，營收為 150.4 億美元。</li>
</ul>
<ul>
<li><strong>Benzinga 的股票評級</strong> 顯示，DAL 在中長期內維持較強的價格趨勢，但短期內價格趨勢較差，價值排名中等。更多表現細節可在此查看。</li>
</ul>
<h3>李維斯</h3>
<ul>
<li><strong>李維斯公司</strong>（NYSE:LEVI）上漲 0.32%，分析師預計其將在收盤後發佈季度收益，每股 31 美分，營收為 15 億美元。</li>
</ul>
<ul>
<li>LEVI 在短期、中期和長期內維持較強的價格趨勢，增長排名較高。更多表現細節可在此查看。</li>
</ul>
<h2><strong>上個交易日的線索</strong></h2>
<p>週三，工業、信息技術和公用事業股票錄得最大漲幅，推動大多數 S&amp;P 500 行業實現正面收盤，儘管能源和金融股票逆勢下跌。</p>
<p>美國股市大多收高，納斯達克綜合指數上漲超過 1%，創下新的歷史最高點和收盤高點，因科技股再次強勁上漲。</p>
<h2><strong>分析師見解</strong></h2>
<p><strong>傑里米·西格爾</strong> 教授對股票持 “建設性” 態度，認為它們在 6-12 個月的視角下 “比長期債券更具吸引力”。</p>
<p>他認為當前的 “市場上升趨勢仍然保持不變，人工智能資本支出正在加速”。這一積極展望伴隨着謹慎的態度，因為他密切關注本季度的 “關税測試”，以觀察消費者和公司如何適應潛在的價格上漲和需求變化。</p>
<p>與此同時，<strong>達爾尚·德賽</strong>，Aspect Bullion &amp; Refinery 的首席執行官表示，由於以色列和哈馬斯之間的和平協議，黃金價格正在回落。他表示，該協議減輕了對避險資產的需求。</p>
<p>“然而，價格下跌的主要驅動因素似乎是近期金價上漲後技術上超買的狀態。如果我們在中東或貿易方面看到更多積極的發展，黃金價格的進一步上漲可能會受到限制，因為投資者將繼續鎖定收益。也就是説，任何急劇的修正可能會提供一個良好的買入機會，考慮到持續的地緣政治和經濟不確定性，” 他補充道。</p>
<h2><strong>即將發佈的經濟數據</strong></h2>
<p>以下是投資者將在週四關注的內容；</p>
<ul>
<li>美聯儲主席 <strong>傑羅姆·鮑威爾</strong> 將在東部時間上午 8:30 發言，截止到 10 月 4 日的初請失業金數據因停工而延遲發佈，批發庫存數據將在東部時間上午 10:00 發佈。</li>
<li>美聯儲副主席 <strong>米歇爾·鮑曼</strong> 將在上午 8:35 發言，隨後在下午 3:45，明尼阿波利斯聯儲主席 <strong>尼爾·卡什卡里</strong> 和美聯儲理事 <strong>邁克爾·巴爾</strong> 將在下午 12:45 發言，舊金山聯儲主席 <strong>瑪麗·達利</strong> 將在下午 4:10 和晚上 9:40 發言。</li>
</ul>
<h2><strong>商品、黃金、加密貨幣和全球股市</strong></h2>
<p>原油期貨在紐約早盤交易中上漲 0.32%，徘徊在每桶 62.68 美元附近。</p>
<p>現貨黃金美元下跌 0.08%，徘徊在每盎司 4,038.31 美元附近。其最後的歷史高點為每盎司 4,059.34 美元。美國美元指數現貨上漲 0.12%，報 99.0300。</p>
<p>與此同時，<strong>比特幣</strong>（CRYPTO: BTC）下跌 0.88%，報 121,512.96 美元。</p>
<p>週四，亞洲市場收盤上漲，唯獨香港恒生指數下跌。韓國 Kospi、中國 CSI 300、澳大利亞 ASX 200、日本日經 225 和印度 NIFTY 50 指數均上漲。歐洲市場在早盤交易中表現不一。</p>
<ul>
<li><strong>IREN 從 $9 到 $900？Eric Jackson 預見 IREN 在人工智能轉型中將迎來巨大的上漲：‘100 倍財富機器’</strong></li>
</ul>
<p><em>圖片來源：Shutterstock</em></p>

百事

標普 500 指數

達美航空

<p>美國股指期貨下跌，因為美聯儲會議紀要顯示出持續的關税相關不確定性。標準普爾 500 指數和納斯達克等主要指數出現下滑，百事和達美航空等股票在財報發佈前有顯著波動。超微半導體和美光科技則出現上漲。分析師對股票持謹慎樂觀態度，而黃金價格受到地緣政治發展的影響。即將發佈的經濟數據包括美聯儲主席傑羅姆·鮑威爾的講話和延遲的失業救濟申請數據</p>

<p>U.S. stock futures fell on Thursday following Wednesday’s mixed close. Futures of major benchmark indices were lower.</p>
<div class="lb-trans"><p>美國股指期貨在週四下跌，此前週三的收盤表現不一。主要基準指數的期貨均有所下滑。</p>
</div><p>The AI frenzy is still in full swing. <strong>Advanced Micro Devices Inc.</strong> (NASDAQ:AMD) surged over 11%, while <strong>Micron Technology Inc.</strong>(NASDAQ:MU) gained around 6% on Wednesday.</p>
<div class="lb-trans"><p>人工智能熱潮仍在持續。<strong>超微半導體公司</strong>（NASDAQ:AMD）週三上漲超過 11%，而 <strong>美光科技公司</strong>（NASDAQ:MU）上漲約 6%。</p>
</div><p>Meanwhile, the Fed minutes released on Wednesdays showed that President <strong>Donald Trump</strong>‘s trade tariffs continue to weigh on the outlook for growth and inflation, raising concerns over how long the Federal Reserve can stick with its planned cycle of interest rate cuts.</p>
<div class="lb-trans"><p>與此同時，美聯儲週三發佈的會議紀要顯示，<strong>唐納德·特朗普</strong> 總統的貿易關税繼續對增長和通脹前景施加壓力，引發了人們對美聯儲能在多長時間內維持其計劃中的降息週期的擔憂。</p>
</div><p>Additionally, Trump announced on Wednesday that both Israel and Hamas have agreed to the initial phase of a peace plan.</p>
<div class="lb-trans"><p>此外，特朗普在週三宣佈以色列和哈馬斯已同意和平計劃的初步階段。</p>
</div><p>The 10-year Treasury bond yielded 4.13% and the two-year bond was at 3.59%. The CME Group's FedWatch tool‘s projections show markets pricing a 94.6% likelihood of the Federal Reserve cutting the current interest rates in its October meeting.</p>
<div class="lb-trans"><p>10 年期國債收益率為 4.13%，而兩年期國債收益率為 3.59%。CME 集團的 FedWatch 工具的預測顯示，市場預計美聯儲在 10 月會議上降息的可能性為 94.6%。</p>
</div><p>The <strong>SPDR S&amp;P 500 ETF Trust</strong> (NYSE:SPY) and <strong>Invesco QQQ Trust ETF</strong> (NASDAQ:QQQ), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Thursday. The SPY was down 0.040% at $673.11, while the QQQ declined 0.10% to $610.82, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>SPDR S&amp;P 500 ETF Trust</strong>（NYSE:SPY）和 <strong>Invesco QQQ Trust ETF</strong>（NASDAQ:QQQ）在週四的盤前交易中下跌，分別跟蹤 S&amp;P 500 指數和納斯達克 100 指數。根據 Benzinga Pro 的數據，SPY 下跌 0.040%，報 673.11 美元，而 QQQ 下跌 0.10%，報 610.82 美元。</p>
</div><h2><strong>Stocks In Focus</strong></h2>
<div class="lb-trans"><h2><strong>關注股票</strong></h2>
</div><h3>PepsiCo</h3>
<div class="lb-trans"><h3>百事</h3>
</div><ul>
<li><strong>PepsiCo Inc.</strong>(NASDAQ:PEP) was up 0.27% in premarket on Thursday, ahead of its earnings scheduled to be released before the opening bell. Analysts expect earnings of $2.26 per share on revenue of $23.83 billion.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>百事公司</strong>（NASDAQ:PEP）在週四的盤前交易中上漲 0.27%，其財報將在開盤前發佈。分析師預計每股收益為 2.26 美元，營收為 238.3 億美元。</li>
</ul>
</div><ul>
<li>PEP maintained a weaker price trend over the short, medium, and long terms, with a poor quality ranking, as per <strong>Benzinga’s Edge Stock Rankings</strong>. Additional performance details are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li>根據 <strong>Benzinga 的股票評級</strong>，PEP 在短期、中期和長期內維持較弱的價格趨勢，質量排名較差。更多表現細節可在此查看。</li>
</ul>
</div><h3>Turn Therapeutics</h3>
<div class="lb-trans"><h3>Turn Therapeutics</h3>
</div><ul>
<li><strong>Turn Therapeutics Inc.</strong> (NASDAQ:TTRX) surged 271.43% after the clinical-stage biotechnology company commenced trading on the Nasdaq Capital Market on Wednesday.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Turn Therapeutics Inc.</strong>（NASDAQ:TTRX）在週三開始在納斯達克資本市場交易後，股價上漲 271.43%。</li>
</ul>
</div><ul>
<li><strong>Benzinga’s Edge Stock Rankings</strong> indicate that TTRX had a stronger price trend. Additional performance details are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Benzinga 的股票評級</strong> 顯示，TTRX 的價格趨勢較強。更多表現細節可在此查看。</li>
</ul>
</div><h3>AiRWA</h3>
<div class="lb-trans"><h3>AiRWA</h3>
</div><ul>
<li><strong>AiRWA Inc.</strong> (NASDAQ:YYAI) gained 47.72% after the Maryland-based technology company rebranded itself from Connexa Sports Technologies Inc., marking a shift from sports technology to Web3 and blockchain-based financial services.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>AiRWA Inc.</strong>（NASDAQ:YYAI）在重新品牌為 Connexa Sports Technologies Inc.後上漲 47.72%，標誌着從體育科技轉向 Web3 和區塊鏈金融服務的轉變。</li>
</ul>
</div><ul>
<li>YYAI maintained a weaker price trend over the short, medium, and long terms, with a strong value ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li>根據 <strong>Benzinga 的股票評級</strong>，YYAI 在短期、中期和長期內維持較弱的價格趨勢，但價值排名較強。更多表現細節可在此查看。</li>
</ul>
</div><h3>Delta Air Lines</h3>
<div class="lb-trans"><h3>達美航空</h3>
</div><ul>
<li><strong>Delta Air Lines Inc.</strong> (NYSE:DAL) was up 0.75% ahead of its earnings scheduled to be released before the opening bell. Analysts expect earnings of $1.52 per share on revenue of $15.04 billion.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>達美航空公司</strong>（NYSE:DAL）在週四的盤前交易中上漲 0.75%，其財報將在開盤前發佈。分析師預計每股收益為 1.52 美元，營收為 150.4 億美元。</li>
</ul>
</div><ul>
<li><strong>Benzinga’s Edge Stock Rankings</strong> indicate that DAL maintains a stronger price trend in the long and medium terms, but a poor price trend in the short term, with a moderate value ranking. Additional performance details are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Benzinga 的股票評級</strong> 顯示，DAL 在中長期內維持較強的價格趨勢，但短期內價格趨勢較差，價值排名中等。更多表現細節可在此查看。</li>
</ul>
</div><h3>Levi Strauss</h3>
<div class="lb-trans"><h3>李維斯</h3>
</div><ul>
<li><strong>Levi Strauss &amp; Co.</strong>(NYSE:LEVI) was 0.32% higher as analysts expect it to post quarterly earnings of 31 cents per share on revenue of $1.50 billion after the closing bell.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>李維斯公司</strong>（NYSE:LEVI）上漲 0.32%，分析師預計其將在收盤後發佈季度收益，每股 31 美分，營收為 15 億美元。</li>
</ul>
</div><ul>
<li>LEVI maintained a stronger price trend over the short, medium, and long terms, with a robust growth ranking. Additional performance details, as per <strong>Benzinga’s Edge Stock Rankings</strong>, are available here.</li>
</ul>
<div class="lb-trans"><ul>
<li>LEVI 在短期、中期和長期內維持較強的價格趨勢，增長排名較高。更多表現細節可在此查看。</li>
</ul>
</div><h2><strong>Cues From Last Session</strong></h2>
<div class="lb-trans"><h2><strong>上個交易日的線索</strong></h2>
</div><p>Recording the biggest gains on Wednesday, industrials, information technology, and utilities stocks led most S&amp;P 500 sectors to a positive close, though energy and financial stocks bucked the overall market trend and ended lower.</p>
<div class="lb-trans"><p>週三，工業、信息技術和公用事業股票錄得最大漲幅，推動大多數 S&amp;P 500 行業實現正面收盤，儘管能源和金融股票逆勢下跌。</p>
</div><p>U.S. stocks settled mostly higher, with the Nasdaq Composite surging over 1% to fresh all-time intraday and closing highs following another relentless surge in technology stocks.</p>
<div class="lb-trans"><p>美國股市大多收高，納斯達克綜合指數上漲超過 1%，創下新的歷史最高點和收盤高點，因科技股再次強勁上漲。</p>
</div><h2><strong>Insights From Analysts</strong></h2>
<div class="lb-trans"><h2><strong>分析師見解</strong></h2>
</div><p>Professor <strong>Jeremy Siegel</strong> remains “constructive on equities,” viewing them as looking “better than long bonds on a 6-12-month horizon”.</p>
<div class="lb-trans"><p><strong>傑里米·西格爾</strong> 教授對股票持 “建設性” 態度，認為它們在 6-12 個月的視角下 “比長期債券更具吸引力”。</p>
</div><p>He sees the current “market uptrend remains intact with AI capex proceeding apace”. This positive outlook is tempered by a note of caution, as he is closely watching the “tariff test” this quarter to see how consumers and companies adapt to potential price increases and demand shifts.</p>
<div class="lb-trans"><p>他認為當前的 “市場上升趨勢仍然保持不變，人工智能資本支出正在加速”。這一積極展望伴隨着謹慎的態度，因為他密切關注本季度的 “關税測試”，以觀察消費者和公司如何適應潛在的價格上漲和需求變化。</p>
</div><p>Meanwhile, <strong>Darshan Desai</strong>, the CEO of Aspect Bullion &amp; Refinery, said that gold prices were easing because of a peace deal between Israel and Hamas. He said that the deal eased demand for safe-haven assets.</p>
<div class="lb-trans"><p>與此同時，<strong>達爾尚·德賽</strong>，Aspect Bullion &amp; Refinery 的首席執行官表示，由於以色列和哈馬斯之間的和平協議，黃金價格正在回落。他表示，該協議減輕了對避險資產的需求。</p>
</div><p>“However, the main driver of the decline appears to be the technically overbought conditions in the bullion following the recent surge. If we see more positive developments in the Middle East or on the trade front, further upside in gold prices could be limited as investors would continue to lock in gains. That said, any sharp correction might offer a good buying opportunity given the continuing geopolitical &amp; economic uncertainty,” he added.</p>
<div class="lb-trans"><p>“然而，價格下跌的主要驅動因素似乎是近期金價上漲後技術上超買的狀態。如果我們在中東或貿易方面看到更多積極的發展，黃金價格的進一步上漲可能會受到限制，因為投資者將繼續鎖定收益。也就是説，任何急劇的修正可能會提供一個良好的買入機會，考慮到持續的地緣政治和經濟不確定性，” 他補充道。</p>
</div><h2><strong>Upcoming Economic Data</strong></h2>
<div class="lb-trans"><h2><strong>即將發佈的經濟數據</strong></h2>
</div><p>Here's what investors will be keeping an eye on Thursday;</p>
<div class="lb-trans"><p>以下是投資者將在週四關注的內容；</p>
</div><ul>
<li>Federal Reserve Chair <strong>Jerome Powell</strong> will speak at 8:30 a.m. ET, initial jobless claims data for the week ending Oct. 4 will be delayed owing to the shutdown, and wholesale inventories data will be released at 10:00 a.m. ET.</li>
<li>Federal Reserve Vice Chair for Supervision <strong>Michelle Bowman</strong> will speak at 8:35 a.m. and later at 3:45 p.m., Minneapolis Fed President <strong>Neel Kashkari</strong> and Fed Governor <strong>Michael Barr</strong> will speak at 12:45 p.m., and San Francisco Fed President <strong>Mary Daly</strong> will speak at 4:10 p.m. and later at 9:40 p.m. ET.</li>
</ul>
<div class="lb-trans"><ul>
<li>美聯儲主席 <strong>傑羅姆·鮑威爾</strong> 將在東部時間上午 8:30 發言，截止到 10 月 4 日的初請失業金數據因停工而延遲發佈，批發庫存數據將在東部時間上午 10:00 發佈。</li>
<li>美聯儲副主席 <strong>米歇爾·鮑曼</strong> 將在上午 8:35 發言，隨後在下午 3:45，明尼阿波利斯聯儲主席 <strong>尼爾·卡什卡里</strong> 和美聯儲理事 <strong>邁克爾·巴爾</strong> 將在下午 12:45 發言，舊金山聯儲主席 <strong>瑪麗·達利</strong> 將在下午 4:10 和晚上 9:40 發言。</li>
</ul>
</div><h2><strong>Commodities, Gold, Crypto And Global Equity Markets</strong></h2>
<div class="lb-trans"><h2><strong>商品、黃金、加密貨幣和全球股市</strong></h2>
</div><p>Crude oil futures were trading higher in the early New York session by 0.32% to hover around $62.68 per barrel.</p>
<div class="lb-trans"><p>原油期貨在紐約早盤交易中上漲 0.32%，徘徊在每桶 62.68 美元附近。</p>
</div><p>Gold Spot US Dollar fell 0.08% to hover around $4,038.31 per ounce. Its last record high stood at $4,059.34 per ounce. The U.S. Dollar Index spot was 0.12% higher at the 99.0300 level.</p>
<div class="lb-trans"><p>現貨黃金美元下跌 0.08%，徘徊在每盎司 4,038.31 美元附近。其最後的歷史高點為每盎司 4,059.34 美元。美國美元指數現貨上漲 0.12%，報 99.0300。</p>
</div><p>Meanwhile, <strong>Bitcoin</strong>(CRYPTO: BTC) was trading 0.88% lower at $121,512.96 per coin.</p>
<div class="lb-trans"><p>與此同時，<strong>比特幣</strong>（CRYPTO: BTC）下跌 0.88%，報 121,512.96 美元。</p>
</div><p>Asian markets closed higher on Thursday, except Hong Kong's Hang Seng index. South Korea's Kospi, China’s CSI 300, Australia's ASX 200, Japan's Nikkei 225, and India’s NIFTY 50 indices rose. European markets were mixed in early trade.</p>
<div class="lb-trans"><p>週四，亞洲市場收盤上漲，唯獨香港恒生指數下跌。韓國 Kospi、中國 CSI 300、澳大利亞 ASX 200、日本日經 225 和印度 NIFTY 50 指數均上漲。歐洲市場在早盤交易中表現不一。</p>
</div><ul>
<li><strong>IREN From $9 To $900? Eric Jackson Foresees Massive Upside For IREN Amid AI Pivot: ‘100x Wealth Machine’</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>IREN 從 $9 到 $900？Eric Jackson 預見 IREN 在人工智能轉型中將迎來巨大的上漲：‘100 倍財富機器’</strong></li>
</ul>
</div><p><em>Photo courtesy: Shutterstock</em></p>
<div class="lb-trans"><p><em>圖片來源：Shutterstock</em></p>
</div>

Stock Market Today: S&P 500, Nasdaq Futures Tumble As Fed Minutes Signal Tariff-Related Uncertainty—PepsiCo, Delta Air Lines, Levi Strauss In Focus

- 美國股指期貨週四下跌，主要基準指數期貨走低。  
- 特朗普的貿易關税影響增長和通脹前景，市場預計美聯儲將降息。  
- 投資者關注即將發佈的經濟數據及美聯儲官員講話。  

今日股市：標普 500 指數和納斯達克期貨下跌，美聯儲紀要顯示關税相關的不確定性——百事、達美航空和 Levi Strauss 成為關注焦點