標普 500 指數預計結束五天連跌

標普 500 指數週五早盤上漲 0.6%，看來將結束五連跌。

The S&P 500 is set to snap a five-day losing streak on Friday, rising 0.6% in early trading to mark its first gain since Christmas. The market is being boosted by gains in heavyweight tech stocks such as Nvidia, which rose 3.9%, and Tesla, which rebounded 1.6% after recent weakness. At the same time, a strong performance from Rivian, which soared 16.1% after reporting better-than-expected fourth-quarter vehicle deliveries, is also adding to the market optimism.

標普 500 指數將於週五結束五連跌，早盤上漲 0.6%，這是自聖誕節以來的首次上漲。英偉達 (Nvidia) 上漲 3.9%，特斯拉 (Tesla) 在近期疲軟後反彈 1.6%，等重量級科技股的上漲提振了市場。同時，Rivian 的強勁表​​現也增加了市場的樂觀情緒，該公司在報告第四季度汽車交付量好於預期後飆升 16.1%。

Nvidia's Outperformance Amid AI Frenzy

Nvidia 在人工智慧狂熱中表現出色

Despite concerns about inflated tech stock prices in the wake of the artificial intelligence (AI) hype, Nvidia's rally is largely driving the broader market gains. The company continues to be one of the strongest forces pushing the S&P 500 higher. According to Solita Marcelli, Chief Investment Officer at UBS Global Wealth Management, while the “easy gains” in AI may have passed, the sustained rally for Nvidia and the sector at large shows no signs of slowing down.

儘管人工智慧（AI）炒作引發了人們對科技股價格上漲的擔憂，但英偉達的漲勢在很大程度上推動了更廣泛的市場上漲。該公司仍然是推動標準普爾 500 指數走高的最強大力量之一。瑞銀全球財富管理首席投資長 Solita Marcelli 表示，雖然人工智慧領域的「輕鬆收益」可能已經過去，但英偉達和整個產業的持續上漲並沒有顯示出放緩的跡象。

Tesla Recovers After Disappointing Delivery Report

特斯拉在交車報告令人失望後恢復元氣

Another key tech stock, Tesla, rose 1.6% on Friday following its report of lower-than-expected vehicle deliveries for the final quarter of 2024. The electric vehicle giant had earlier seen a 6.1% drop amid disappointment in the market over the delivery numbers. However, the current rise signals a resilience in the market, reflecting investor optimism in Tesla's long-term growth story.

另一隻重要科技股特斯拉週五上漲1.6%，此前該股公佈2024 年最後一個季度的汽車交付量低於預期。 6.1% 。然而，當前的上漲標誌著市場的彈性，反映出投資人對特斯拉長期成長故事的樂觀態度。

Rivian Surges on Strong Performance

Rivian 表現強勁，股價飆升

In the electric vehicle space, Rivian saw a significant boost as the company reported deliveries of over 14,000 vehicles in the fourth quarter, surpassing analyst expectations. The stock price soared 16.1% in response, marking a strong performance for the company and reflecting growing investor optimism in the EV market.

在電動車領域，Rivian 取得了顯著的成長，該公司報告第四季度交付了超過 14,000 輛汽車，超出了分析師的預期。股價隨之飆升 16.1%，標誌著該公司業績強勁，也反映出投資人對電動車市場日益樂觀的態度。

U.S. Steel, Alcohol Stocks Decline

美國鋼鐵、酒精庫存下跌

On the downside, U.S. Steel fell sharply by 6.4% after news that President Joe Biden blocked a nearly $15 billion deal with Nippon Steel. Beer, wine, and liquor company stocks also came under pressure as the U.S. Surgeon General raised concerns over the link between alcohol consumption and cancer. Molson Coors Beverage saw a 2.5% drop, while Constellation Brands, which sells Modelo beer and Robert Mondavi wines, fell 1.2%.

不利的一面是，在美國總統拜登阻止與新日鐵達成近 150 億美元交易的消息傳出後，美國鋼鐵公司股價大幅下跌 6.4%。由於美國衛生局局長對飲酒與癌症之間的關聯表示擔憂，啤酒、葡萄酒和白酒公司的股票也面臨壓力。 Molson Coors Beverage 下跌 2.5%，銷售 Modelo 啤酒和 Robert Mondavi 葡萄酒的 Constellation Brands 下跌 1.2%。

Market Anticipates Economic Data, Responds to Global Events

市場預測經濟數據，因應全球事件

Despite the pullback on Wall Street over the past week, stock indexes have largely held up, reflecting confidence in the U.S. economy. The Federal Reserve's efforts to control inflation have helped the economy maintain growth, although inflation remains stubbornly high, complicating the Fed's path. While expectations for interest rate cuts have been dialed back, concerns about inflation persist.

儘管過去一周華爾街股市回調，但股指基本上保持堅挺，反映出人們對美國經濟的信心。聯準會控制通膨的努力幫助經濟維持成長，儘管通膨仍然居高不下，使聯準會的道路變得複雜化。儘管降息預期有所回落，但對通膨的擔憂依然存在。

In global markets, worries about President-elect Donald Trump's potential tariffs are dampening stock markets around the world, especially in China, where stocks in Shanghai fell 1.6%. China's economic struggles, including a weak property market, are contributing to the overall uncertainty. In contrast, South Korea's Kospi index rose 1.8%, buoyed by promises from the acting president to stabilize the economy amidst political turmoil.

在全球市場，對當選總統川普可能徵收關稅的擔憂正在打壓全球股市，尤其是中國股市，上海股市下跌 1.6%。中國的經濟困境，包括房地產市場疲軟，加劇了整體的不確定性。相較之下，在代理總統承諾在政治動盪中穩定經濟的推動下，韓國綜合股價指數上漲 1.8%。

Treasury Yields, Manufacturing Report in Focus

國債殖利率、製造業報告成為焦點

In the bond market, Treasury yields held steady on Friday after a report from the Institute for Supply Management showed U.S. manufacturing contracting less than anticipated. The 10-year Treasury yield remained at 4.56%, while the two-year yield edged down to 4.24%, suggesting less urgency for future Fed action.

在債券市場，美國供應管理協會的報告顯示美國製造業收縮幅度低於預期，週五公債殖利率維持穩定。 10年期公債殖利率維持在4.56%，而兩年期公債殖利率小幅下跌至4.24%，顯示聯準會未來行動的迫切性減弱。

As the S&P 500 continues its rally, market participants are keeping a close watch on key economic indicators and global developments, anticipating how the future will unfold amid ongoing inflationary pressures and geopolitical uncertainties.

隨著標普500指數持續上漲，市場參與者密切關注關鍵經濟指標和全球事態發展，預測在持續的通膨壓力和地緣政治不確定性的情況下未來將如何發展。