<div id="readability-page-1">Earnings beat expectations: Cisco, Applied Materials, and Constellation Energy all exceeded Wall Street forecasts, driven by AI demand and energy market strength. Policy and rate uncertainty: Markets are recalibrating for possible Fed rate hikes as inflation stays stubborn and yields hit multi-year highs. Geopolitical tensions persist: U.S.-China talks and Middle East conflicts add to uncertainty, with trade, Taiwan, and oil supply routes under scrutiny.</div>

應用材料

思科

CSCL

CEGX

<p>思科、應用材料和康斯特 ellation Energy 的收益超出了華爾街的預期，這得益於人工智能需求和能源市場的強勁表現。然而，市場正在調整以應對潛在的美聯儲加息，原因是持續的通脹和高收益率。此外，持續的地緣政治緊張局勢，包括美中關係和中東衝突，也加劇了市場的不確定性</p>

儘管存在宏觀風險，人工智能和能源行業的收益仍然推動了華爾街的樂觀情緒