美国股市周一上涨，两大股指收盘创下历史新高，英伟达 (NVDA) 引领市场风险偏好上涨，这种上涨渗透到大多数行业，甚至渗透到加密货币领域。

标准普尔 500 指数 (^GSPC) 继上周五首次收于 5,800 点之上后，上涨近 0.8%，收于新高。以科技股为主的纳斯达克综合指数 (^IXIC) 上涨近 0.9%。

U.S. stocks rose on Monday with two major indexes clinching record closes as Nvidia (NVDA) led a risk-on rally in the market that permeated through most sectors and even into cryptocurrencies. The S&P 500 (^GSPC) moved up nearly 0.8% to close at a fresh record after ending above 5,800 for the first time on Friday. The tech-heavy Nasdaq Composite (^IXIC) jumped nearly 0.9%. The Dow Jones Industrial Average (^DJI) rose more than 200 points, or almost 0.5%, to close above the 43,000 level for the first time. Tech stocks led the day’s gains, with chip giant Nvidia rising nearly 3% to close at a new high above $138 per share. Other semiconductor stocks also surged including chip equipment maker ASML (ASML), Arm Holdings (ARM), and Applied Materials (AMAT). And the rally broadened even to cryptocurrency, as Bitcoin (BTC-USD) was up more than 5% in the past 24 hours to touch above $65,700 per coin. Meanwhile, Ethereum (ETH-USD) has also rallied, adding nearly 8% on the day. Earnings are taking center stage as the first full week of third quarter results gets underway. How the season plays out is seen as key to the rally in stocks as the bull market turns 2 years old. The Dow and S&P 500 entered this week at new records after JPMorgan Chase (JPM) and Wells Fargo (WFC) earnings largely passed Wall Street’s test. Investor focus is staying on big banks with reports from Goldman Sachs (GS), Citi (C), and Bank of America (BAC) on Tuesday’s docket, and Morgan Stanley (MS) due Wednesday. At the same time, there’s still uncertainty about whether the Federal Reserve will cut interest rates again. A benign jobs report and data showing “sticky” consumer and wholesale inflation are building a case for no rate cut in November, some analysts argue. Retail sales data later in the week will feed into the debate as to whether the economy has held up in the face of Fed policy — the preferred soft landing.

美国股市周一上涨，两大股指收盘创下历史新高，英伟达 (NVDA) 引领市场风险偏好上涨，这种上涨渗透到大多数行业，甚至渗透到加密货币领域。标准普尔 500 指数 (^GSPC) 继上周五首次收于 5,800 点之上后，上涨近 0.8%，收于新高。以科技股为主的纳斯达克综合指数 (^IXIC) 上涨近 0.9%。道琼斯工业平均指数 (^DJI) 上涨逾 200 点，涨幅接近 0.5%，首次收于 43,000 点上方。科技股领涨当日，芯片巨头英伟达股价上涨近 3%，收于每股 138 美元以上的新高。其他半导体股票也大幅上涨，包括芯片设备制造商ASML（ASML）、Arm Holdings（ARM）和Applied Materials（AMAT）。涨势甚至扩大到了加密货币，比特币 (BTC-USD) 在过去 24 小时内上涨了 5% 以上，触及每枚 65,700 美元以上。与此同时，以太坊（ETH-USD）也出现上涨，当日上涨近 8%。随着第三季度第一周业绩的公布，盈利成为焦点。随着牛市两周年，这个季节的进展被视为股市上涨的关键。在摩根大通 (JPM) 和富国银行 (WFC) 的盈利基本通过了华尔街的测试后，道指和标准普尔 500 指数本周创下新高。投资者关注的焦点仍然是大型银行，高盛 (GS)、花旗 (C) 和美国银行 (BAC) 将于周二公布报告，摩根士丹利 (MS) 将于周三公布报告。与此同时，美联储是否会再次降息仍存在不确定性。一些分析师认为，良好的就业报告和显示消费者和批发通胀“粘性”的数据为 11 月份不降息奠定了基础。本周晚些时候的零售销售数据将引发有关经济是否在美联储政策（即首选的软着陆）面前保持稳定的争论。