科技股引領華爾街上漲，航空股和硬體股飆漲

週一股市表現參差不齊，科技股和半導體股領漲，大盤仍分化。

The stock market had a mixed performance on Monday, with technology and semiconductor stocks leading the way. The broader market was divided, with the Nasdaq Composite surging while the Dow Jones Industrial Average slipped slightly.

週一股市表現參差不齊，其中科技股和半導體股領漲。大盤走勢分化，那斯達克指數飆升，道瓊工業指數小幅下滑。

The Nasdaq Composite rose by 243.30 points, or 1.2%, to close at 19,864.90, largely driven by strength in tech stocks. The S&P 500 followed suit with a 32.91-point gain, or 0.6%, ending the session at 5,975.38. However, the Dow Jones Industrial Average ended the day on a slight down note, slipping by 25.57 points, or 0.1%, to close at 42,706.56.

那斯達克指數上漲 243.30 點，或 1.2%，收在 19,864.90 點，主要受到科技股走強的推動。標普 500 指數緊隨其後，上漲 32.91 點，或 0.6%，收在 5,975.38 點。然而，道瓊工業指數當天小幅下跌，下跌 25.57 點，或 0.1%，收在 42,706.56 點。

A key catalyst behind Monday’s rally was the impressive performance in the semiconductor sector, which was sparked by Foxconn’s record fourth-quarter revenue. The electronics giant, which assembles products for Nvidia and other tech companies, reported strong demand for AI-powered servers. This news, in turn, boosted the stocks of semiconductor companies, with Nvidia (NVDA) jumping by 3.4% and Micron Technology (MU) soaring by an impressive 10.5%. The Philadelphia Semiconductor Index rose by 2.8%, reflecting investor enthusiasm for companies in the AI and chipmaking sectors.

週一漲勢背後的關鍵催化劑是半導體行業令人印象深刻的表現，這是由富士康創紀錄的第四季度收入引發的。這家為英偉達和其他科技公司組裝產品的電子巨頭報告稱，對人工智慧伺服器的需求強勁。這項消息反過來提振了半導體公司的股價，英偉達 (NVDA) 上漲 3.4%，美光科技 (MU) 飆升 10.5%，令人印象深刻。費城半導體指數上漲 2.8%，反映出投資者對人工智慧和晶片製造業公司的熱情。

In addition to the tech sector’s gains, airline stocks also saw a notable surge, with the NYSE Arca Airline Index jumping by 3.7%. American Airlines (AAL) saw a significant boost after TD Cowen upgraded its rating from Hold to Buy, making it one of the standout performers in the airline space. Furthermore, the NYSE Arca Computer Hardware Index climbed by 3.6%, benefiting from the rally in tech and semiconductor stocks, which continued to gather momentum.

除了科技股上漲之外，航空股也顯著上漲，紐交所Arca航空指數上漲3.7%。在 TD Cowen 將其評級從「持有」上調至「買入」後，美國航空 (AAL) 的股價大幅上漲，成為航空領域表現最出色的航空公司之一。此外，受惠於科技股和半導體股的上漲勢頭，紐約證券交易所Arca電腦硬體指數上漲3.6%。

Globally, stocks showed a more mixed performance. In Asia-Pacific, Japan’s Nikkei 225 Index fell by 1.5%, while South Korea’s Kospi Index surged by 1.9%. European stocks, on the other hand, finished mostly higher, with the French CAC 40 Index rising by 2.2%, and the German DAX Index gaining by 1.6%. The U.K.’s FTSE 100 Index also saw a modest increase of 0.3%, reflecting strong market sentiment across the continent.

全球範圍內，股市表現更為複雜。在亞太地區，日本日經225指數下跌1.5%，而韓國Kospi指數則上漲1.9%。另一方面，歐洲股市多收高，法國CAC 40指數上漲2.2%，德國DAX指數上漲1.6%。英國富時 100 指數也小漲 0.3%，反映出整個歐洲大陸強勁的市場情緒。

In the bond market, treasury yields climbed after retreating from their worst levels earlier in the session. The yield on the benchmark ten-year Treasury note rose by 2.2 basis points to 4.61%, after hitting an eight-month high of 4.64% during intraday trading. Although yields closed lower, the uptick in treasury yields indicated a continued focus on inflation concerns and investor expectations regarding economic growth.

在債券市場，國債殖利率在從盤中早些時候的最低水準回落後攀升。基準十年期公債殖利率上漲2.2個基點至4.61%，盤中觸及八個月高點4.64%。儘管收益率收低，但國債收益率的上升表明人們繼續關注通膨擔憂和投資者對經濟成長的預期。

While the tech and semiconductor sectors stood out with impressive gains, other industries showed mixed results. Networking stocks and steel companies posted notable strength, while commercial real estate and utilities stocks were notably weaker. These sector performances highlight the ongoing shifts in investor sentiment as markets react to both domestic and global economic factors.

儘管科技和半導體產業表現突出，漲幅驚人，但其他產業的表現卻好壞參半。網路股和鋼鐵公司表現顯著走強，而商業房地產和公用事業股則明顯疲軟。這些產業的表現凸顯了隨著市場對國內和全球經濟因素做出反應，投資人情緒正在改變。

With global markets showing a mix of performances and the bond market remaining volatile, investors will likely continue to focus on technology stocks, especially those connected to AI and semiconductor advancements. As companies like Foxconn continue to report strong earnings, the tech sector remains poised to drive much of the market’s growth in the coming weeks.

由於全球市場表現參差不齊，債券市場仍然波動，投資者可能會繼續關注科技股，尤其是那些與人工智慧和半導體進步相關的股票。隨著富士康等公司繼續公佈強勁的獲利報告，科技業仍有望在未來幾週內推動市場成長。