---
title: "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"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286653715.md"
description: "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"
datetime: "2026-05-16T21:29:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286653715.md)
  - [en](https://longbridge.com/en/news/286653715.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286653715.md)
---

# 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

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.

### 相關股票

- [CEG.US](https://longbridge.com/zh-HK/quote/CEG.US.md)
- [AMAT.US](https://longbridge.com/zh-HK/quote/AMAT.US.md)
- [CSCO.US](https://longbridge.com/zh-HK/quote/CSCO.US.md)
- [CSCL.US](https://longbridge.com/zh-HK/quote/CSCL.US.md)
- [CEGX.US](https://longbridge.com/zh-HK/quote/CEGX.US.md)

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