标准普尔 500 指数打破五连跌，科技股领涨

标准普尔 500 指数有望打破五连跌，周五午盘上涨 1%。该指数有望自圣诞节以来首次上涨

The S&P 500 is set for its first gain since Christmas, signaling a potential market recovery after its longest losing streak since April. The index is up 1% in midday trading on Friday. The Dow Jones Industrial Average also saw an uptick, gaining 263 points or 0.6%, while the Nasdaq Composite surged 1.4%.

标准普尔 500 指数将迎来圣诞节以来的首次上涨，这表明市场在经历 4 月份以来最长的连续下跌后可能会复苏。该指数周五午盘上涨 1%。道琼斯工业平均指数也上涨 263 点或 0.6%，而纳斯达克综合指数则飙升 1.4%。

Technology stocks are playing a key role in driving the market upward. Nvidia is up 4%, making it the strongest force pushing the S&P 500 higher. The growth stock has been closely watched amid concerns over soaring prices for tech stocks in the artificial intelligence (AI) boom. Some experts believe that the AI rally still has room to run, despite the easier gains being behind us, according to Solita Marcelli, Chief Investment Officer for UBS Global Wealth Management.

科技股在推动市场上涨方面发挥着关键作用。 Nvidia 上涨 4%，成为推动标准普尔 500 指数走高的最强力量。由于人们担心人工智能（AI）热潮中科技股价格飙升，这只成长型股票受到密切关注。瑞银全球财富管理首席投资官 Solita Marcelli 表示，一些专家认为，尽管较容易的上涨已经过去，但人工智能的上涨仍有空间。

“While the easy gains in AI may be behind us, we think this rally looks far from over,” she said.

她表示：“虽然人工智能领域的轻松收益可能已经成为过去，但我们认为这次反弹看起来还远未结束。”

Super Micro Computer, a maker of servers used for AI, is up 6.2%. The company's strong earnings and upbeat outlook for 2025 have also contributed to the stock's rise.

人工智能服务器制造商超微电脑股价上涨 6.2%。该公司强劲的盈利和对 2025 年的乐观前景也推动了该股的上涨。

Tesla is also adding to the market's upward momentum, rising 4.2% after suffering a 6.1% loss the previous day. The electric vehicle maker had reported lower-than-expected vehicle deliveries in the last quarter of 2024.

特斯拉也增加了市场的上涨动力，继前一交易日下跌 6.1% 后，该股上涨 4.2%。这家电动汽车制造商报告称，2024 年最后一个季度的汽车交付量低于预期。

On the other hand, Rivian is surging 21.6% after surpassing delivery expectations, with over 14,000 vehicles delivered during the quarter. The company also announced plans to increase production capacity at its Illinois plant.

另一方面，Rivian 在超出交付预期后飙升了 21.6%，本季度交付了超过 14,000 辆汽车。该公司还宣布计划提高伊利诺伊州工厂的产能。

U.S. Steel, however, is seeing a 6.2% drop after President Joe Biden blocked a $15 billion acquisition deal proposed by Japan’s Nippon Steel, citing national security concerns. The deal would have seen Nippon Steel acquire the Pittsburgh-based steel giant.

然而，在总统乔·拜登以国家安全为由阻止日本新日铁提出的 150 亿美元收购交易后，美国钢铁公司股价下跌 6.2%。这笔交易将使新日铁收购这家总部位于匹兹堡的钢铁巨头。

Shares of beer, wine, and liquor companies are also dropping following a warning from U.S. Surgeon General Vivek Murthy about the link between alcohol consumption and an increased risk of cancer. Murthy has called for updated health warning labels on alcoholic beverages and a reassessment of alcohol consumption guidelines.

在美国卫生局局长维韦克·穆尔蒂（Vivek Murthy）就饮酒与癌症风险增加之间的联系发出警告后，啤酒、葡萄酒和白酒公司的股价也在下跌。穆尔蒂呼吁更新酒精饮料的健康警告标签，并重新评估酒精消费指南。

Molson Coors Beverage fell 2.8%, while Brown-Forman, the distillery behind Jack Daniel’s, lost 1.6%.

Molson Coors Beverage 下跌 2.8%，而 Jack Daniel's 背后的酿酒厂 Brown-Forman 则下跌 1.6%。

Despite a solid economy and a relatively strong job market, concerns about inflation and future interest rate hikes are causing unease in the markets. Traders have begun reducing their expectations for interest rates cuts in 2025, as inflation remains persistent. The Federal Reserve is continuing its efforts to reach the 2% inflation target, but it has faced challenges in the process.

尽管经济稳健且就业市场相对强劲，但对通胀和未来加息的担忧正在引起市场不安。由于通胀持续存在，交易员已开始降低对 2025 年降息的预期。美联储正在继续努力实现2%的通胀目标，但在此过程中面临挑战。

Some analysts also worry that policies under President-elect Donald Trump, including potential tariffs, could further fuel inflation. As a result, critics argue that U.S. stock prices have become too expensive, given the gap between stock market growth and corporate profit growth.

一些分析师还担心，当选总统唐纳德·特朗普的政策，包括潜在的关税，可能会进一步加剧通胀。因此，批评者认为，鉴于股市增长与企业利润增长之间的差距，美国股价变得过于昂贵。

Globally, stock markets faced pressure. In China, stocks tumbled by 1.6% in Shanghai, bringing the week’s losses to 5.6%. However, Hong Kong stocks managed to recover slightly, climbing 0.7% to reduce the weekly loss to under 2%. European stock markets also saw declines.

全球范围内，股市面临压力。中国上海股市下跌 1.6%，本周跌幅达到 5.6%。不过，港股小幅反弹，上涨 0.7%，将周跌幅收窄至 2% 以下。欧洲股市也出现下跌。

In South Korea, the Kospi index jumped 1.8% after the acting president and finance minister promised additional measures to stabilize the economy amid a political crisis, which has seen two heads of state impeached in under a month.

在韩国，韩国综合指数上涨 1.8%，此前代理总统和财政部长承诺在政治危机中采取额外措施稳定经济，不到一个月的时间里就有两位国家元首遭到弹劾。

In the bond market, Treasury yields remained relatively steady. The 10-year Treasury yield edged up slightly to 4.57%, while the two-year Treasury yield, which closely tracks Fed action, held at 4.25%. A recent report from the Institute for Supply Management showed that U.S. manufacturing remains in contraction, but the situation was less severe than expected, providing some relief for investors concerned about the high interest rates affecting the sector.

债券市场方面，国债收益率保持相对稳定。 10年期国债收益率小幅上涨至4.57%，而密切跟踪美联储行动的两年期国债收益率则维持在4.25%。美国供应管理协会最近的一份报告显示，美国制造业仍处于收缩状态，但情况没有预期那么严重，这让担心高利率影响该行业的投资者松了一口气。

As the year continues, Wall Street’s performance reflects a delicate balance between economic growth, inflation concerns, and interest rate expectations. Investors are watching for signals on the path forward.

随着这一年的继续，华尔街的表现反映出经济增长、通胀担忧和利率预期之间的微妙平衡。投资者正在关注前进道路上的信号。