<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/wall-st.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/2026/03/wall-st.png"/></p>
<p>美國股指在週四下跌，因油價上漲和國債收益率上升重新引發了對通脹和地緣政治緊張局勢的擔憂，同時投資者評估英偉達是否提供了足夠的上行空間以證明其高估值，在其又一份強勁的財報發佈後。</p>
<p>標準普爾 500 指數下跌 0.48%，納斯達克綜合指數下跌 0.56%。道瓊斯工業平均指數下跌約 242 點，或 0.49%。</p>
<p>市場回調是由於與伊朗相關的緊張局勢再次升級，路透社報道稱伊朗最高領袖哈梅內伊指示富鈾應留在國內，這使得與美國的談判進展希望變得複雜。</p>
<p>該報告扭轉了週三的樂觀情緒，當時股市在特朗普總統表示與伊朗的談判處於 “最後階段” 後上漲。</p>
<h2>油價和國債收益率再次上漲</h2>
<p>在路透社的報道後，原油價格大幅上漲，加劇了投資者對長期地緣政治不穩定可能導致通脹持續高企的擔憂。</p>
<p>西德克薩斯中質原油期貨上漲 2.9%，至每桶 101.04 美元，而布倫特原油上漲 2.3%，至每桶 107.36 美元。</p>
<p>油價的上漲推動國債收益率上升，市場重新評估通脹前景。</p>
<p>基準 10 年期國債收益率上漲約 5 個基點，達到 4.615%，而 30 年期國債收益率也有所上升。</p>
<p>投資者越來越擔心，能源價格上漲和霍爾木茲海峽周圍的持續干擾可能會加劇通脹壓力，並使美聯儲的政策路徑變得複雜。</p>
<p>週四發佈的經濟數據為美國經濟的強勁提供了新的見解，因為每週失業救濟申請顯示，儘管對與以色列和伊朗衝突相關的通脹壓力的擔憂加劇，勞動力市場仍相對穩定。</p>
<h2>英偉達的業績未能完全打動投資者</h2>
<p>投資者還高度關注英偉達，因為這家人工智能芯片製造商報告的季度業績超出華爾街預期，並宣佈了 800 億美元的股票回購授權。</p>
<p>該公司還將季度現金分紅提高至每股 25 美分，並預計第二季度收入將超過分析師預測。</p>
<p>儘管報告強勁，英偉達的股價略微下跌，因為投資者質疑該公司在競爭加劇的情況下是否能夠持續保持快速增長的步伐。</p>
<p>人工智能芯片的競爭加劇，競爭對手包括英特爾和超微公司，繼續擴大其人工智能產品。</p>
<h2>零售和量子股票大幅波動</h2>
<p>在其他方面，沃爾瑪的股價下跌，因為該零售商維持了全年指引，但預測第二季度利潤低於華爾街預期。</p>
<p>Intuit 的股價大幅下跌，因為該公司下調了 TurboTax 的年度收入預測，並宣佈計劃裁員 17%。</p>
<p>量子計算股票上漲，因《華爾街日報》報道特朗普政府計劃向幾家量子技術公司提供 20 億美元的補助。</p>
<p>IBM 的股價上漲，因為報告顯示其可能獲得約 10 億美元的資金。</p>
<p>GlobalFoundries、D-Wave Quantum 和 Rigetti Computing 的股票也大幅上漲。</p>
<p>投資者還在關注 SpaceX，因為該公司公開提交了首次公開募股申請，提供了關於埃隆·馬斯克更廣泛的人工智能雄心的新細節。</p>
<p>該文章的標題為 “道瓊斯、標準普爾 500 下跌，油價上漲，英偉達未能提振市場情緒”，首次出現在 Invezz 上。</p>

道瓊斯指數

標普 500 指數

納斯達克綜合指數

<p>美國股指在週四下跌，因油價上漲和國債收益率上升加劇了通脹擔憂。標準普爾 500 指數下跌 0.48%，納斯達克指數下跌 0.56%，道瓊斯指數下跌 0.49%。與伊朗的緊張局勢使與美國的談判變得複雜，而英偉達的強勁財報未能令投資者感到滿意，導致其股價小幅下跌。油價飆升，西德克薩斯中質原油上漲 2.9%，至每桶 101.04 美元，進一步影響市場情緒</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/wall-st.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/wall-st.png"/></p>
<p>US stock indices moved lower on Thursday as rising oil prices and higher Treasury yields renewed concerns about inflation and geopolitical tensions, while investors evaluated whether Nvidia delivered enough upside to justify its elevated valuation after another strong earnings report.</p>
<div class="lb-trans"><p>美國股指在週四下跌，因油價上漲和國債收益率上升重新引發了對通脹和地緣政治緊張局勢的擔憂，同時投資者評估英偉達是否提供了足夠的上行空間以證明其高估值，在其又一份強勁的財報發佈後。</p>
</div><p>The S&amp;P 500 fell 0.48%, while the Nasdaq Composite declined 0.56%. The Dow Jones Industrial Average dropped about 242 points, or 0.49%.</p>
<div class="lb-trans"><p>標準普爾 500 指數下跌 0.48%，納斯達克綜合指數下跌 0.56%。道瓊斯工業平均指數下跌約 242 點，或 0.49%。</p>
</div><p>The market pullback followed renewed tensions involving Iran after a Reuters report said Iran’s Supreme Leader Ayatollah Mojtaba Khamenei directed that enriched uranium remain inside the country, complicating hopes for progress in negotiations with the United States.</p>
<div class="lb-trans"><p>市場回調是由於與伊朗相關的緊張局勢再次升級，路透社報道稱伊朗最高領袖哈梅內伊指示富鈾應留在國內，這使得與美國的談判進展希望變得複雜。</p>
</div><p>The report reversed some of the optimism seen on Wednesday, when equities rallied after President Donald Trump said negotiations with Iran were in the “final stages.”</p>
<div class="lb-trans"><p>該報告扭轉了週三的樂觀情緒，當時股市在特朗普總統表示與伊朗的談判處於 “最後階段” 後上漲。</p>
</div><h2>Oil and treasury yields climb again</h2>
<div class="lb-trans"><h2>油價和國債收益率再次上漲</h2>
</div><p>Crude prices jumped sharply following the Reuters report, intensifying investor concerns that prolonged geopolitical instability could keep inflation elevated.</p>
<div class="lb-trans"><p>在路透社的報道後，原油價格大幅上漲，加劇了投資者對長期地緣政治不穩定可能導致通脹持續高企的擔憂。</p>
</div><p>West Texas Intermediate crude futures rose 2.9% to $101.04 per barrel, while Brent crude gained 2.3% to $107.36 a barrel.</p>
<div class="lb-trans"><p>西德克薩斯中質原油期貨上漲 2.9%，至每桶 101.04 美元，而布倫特原油上漲 2.3%，至每桶 107.36 美元。</p>
</div><p>The rise in oil prices pushed Treasury yields higher as markets reassessed the inflation outlook.</p>
<div class="lb-trans"><p>油價的上漲推動國債收益率上升，市場重新評估通脹前景。</p>
</div><p>The benchmark 10-year Treasury yield climbed roughly 5 basis points to 4.615%, while the 30-year Treasury yield also moved higher.</p>
<div class="lb-trans"><p>基準 10 年期國債收益率上漲約 5 個基點，達到 4.615%，而 30 年期國債收益率也有所上升。</p>
</div><p>Investors have increasingly worried that higher energy prices and continued disruption around the Strait of Hormuz could fuel inflationary pressures and complicate the Federal Reserve’s policy path.</p>
<div class="lb-trans"><p>投資者越來越擔心，能源價格上漲和霍爾木茲海峽周圍的持續干擾可能會加劇通脹壓力，並使美聯儲的政策路徑變得複雜。</p>
</div><p>Economic data released Thursday offered fresh insight into the strength of the US economy, as weekly jobless claims showed the labor market remained relatively stable despite growing concerns over inflation pressures linked to the conflict between Israel and Iran.</p>
<div class="lb-trans"><p>週四發佈的經濟數據為美國經濟的強勁提供了新的見解，因為每週失業救濟申請顯示，儘管對與以色列和伊朗衝突相關的通脹壓力的擔憂加劇，勞動力市場仍相對穩定。</p>
</div><h2>Nvidia results fail to fully impress investors</h2>
<div class="lb-trans"><h2>英偉達的業績未能完全打動投資者</h2>
</div><p>Investors also focused heavily on Nvidia after the AI chipmaker reported quarterly results that exceeded Wall Street expectations and announced an $80 billion share repurchase authorization.</p>
<div class="lb-trans"><p>投資者還高度關注英偉達，因為這家人工智能芯片製造商報告的季度業績超出華爾街預期，並宣佈了 800 億美元的股票回購授權。</p>
</div><p>The company also raised its quarterly cash dividend to 25 cents per share and projected second-quarter revenue above analyst forecasts.</p>
<div class="lb-trans"><p>該公司還將季度現金分紅提高至每股 25 美分，並預計第二季度收入將超過分析師預測。</p>
</div><p>Despite the strong report, Nvidia shares traded slightly lower as investors questioned whether the company could continue sustaining its rapid pace of growth amid rising competition.</p>
<div class="lb-trans"><p>儘管報告強勁，英偉達的股價略微下跌，因為投資者質疑該公司在競爭加劇的情況下是否能夠持續保持快速增長的步伐。</p>
</div><p>Competition in artificial intelligence chips has intensified as rivals, including Intel and Advanced Micro Devices, continue expanding their AI offerings.</p>
<div class="lb-trans"><p>人工智能芯片的競爭加劇，競爭對手包括英特爾和超微公司，繼續擴大其人工智能產品。</p>
</div><h2>Retail and quantum stocks move sharply</h2>
<div class="lb-trans"><h2>零售和量子股票大幅波動</h2>
</div><p>Elsewhere, Walmart shares fell after the retailer maintained its full-year guidance but forecast second-quarter profit below Wall Street estimates.</p>
<div class="lb-trans"><p>在其他方面，沃爾瑪的股價下跌，因為該零售商維持了全年指引，但預測第二季度利潤低於華爾街預期。</p>
</div><p>Intuit dropped sharply after lowering its annual revenue forecast for TurboTax and announcing plans to cut 17% of its workforce.</p>
<div class="lb-trans"><p>Intuit 的股價大幅下跌，因為該公司下調了 TurboTax 的年度收入預測，並宣佈計劃裁員 17%。</p>
</div><p>Quantum computing stocks rallied after a Wall Street Journal report said the Trump administration planned to award $2 billion in grants to several quantum technology firms.</p>
<div class="lb-trans"><p>量子計算股票上漲，因《華爾街日報》報道特朗普政府計劃向幾家量子技術公司提供 20 億美元的補助。</p>
</div><p>IBM rose after the report indicated it could receive roughly $1 billion in funding.</p>
<div class="lb-trans"><p>IBM 的股價上漲，因為報告顯示其可能獲得約 10 億美元的資金。</p>
</div><p>Shares of GlobalFoundries, D-Wave Quantum, and Rigetti Computing also posted strong gains.</p>
<div class="lb-trans"><p>GlobalFoundries、D-Wave Quantum 和 Rigetti Computing 的股票也大幅上漲。</p>
</div><p>Investors were also monitoring SpaceX after the company publicly filed for its initial public offering, offering new details about Elon Musk’s broader artificial intelligence ambitions.</p>
<div class="lb-trans"><p>投資者還在關注 SpaceX，因為該公司公開提交了首次公開募股申請，提供了關於埃隆·馬斯克更廣泛的人工智能雄心的新細節。</p>
</div><p>The post Dow, S&amp;P 500 fall as oil prices rise and Nvidia fails to lift sentiment appeared first on Invezz</p>
<div class="lb-trans"><p>該文章的標題為 “道瓊斯、標準普爾 500 下跌，油價上漲，英偉達未能提振市場情緒”，首次出現在 Invezz 上。</p>
</div>

Dow, S&P 500 fall as oil prices rise and Nvidia fails to lift sentiment

- 美國股指週四下跌，因油價上漲和國債收益率上升引發通脹擔憂。  
- 標普 500 指數下滑 0.48%，納斯達克下跌 0.56%，道瓊斯工業平均指數跌約 242 點。  
- 投資者對英偉達業績報告反應平淡，擔心其在競爭加劇下持續增長的能力。

invezz

英偉達

半導體 ETF - VanEck Vectors

標普 500 ETF - Vanguard

標普 500 ETF - iShares

道瓊斯指數 ETF - SPDR

2 倍做空 NVDA ETF - T-Rex

費城交易所 半導體 ETF - iShares

半導體 3 倍做多 - Direxion

1.5 倍做空英偉達 ETF - Tradr

高科技指數 ETF - SPDR

標普 500 指數股票型基金

納指 100 ETF - Invesco

納斯達克 100 指數 ETF - Invesco

2 倍做空 NVDA ETF - GraniteShares

1 倍做空英偉達 ETF - Direxion

英特爾

沃爾瑪

財捷

格芯

D-Wave Quantum

Rigetti Computing

NVIDIA Corporation

D-WAVE QUANTUM INC C/WTS 05/08/2027 (TO PUR COM)

Rigetti Computing - CW27

由於油價上漲以及英偉達未能提振市場情緒，道瓊斯指數和標普 500 指數下跌