科技股引领华尔街上涨，航空股和硬件股飙升

周一股市表现参差不齐，科技股和半导体股领涨，而大盘仍然分化。

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.

周一股市表现参差不齐，其中科技股和半导体股领涨。大盘走势分化，纳斯达克综合指数飙升，道琼斯工业平均指数小幅下滑。

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.

纳斯达克综合指数上涨 243.30 点，即 1.2%，收于 19,864.90 点，主要受到科技股走强的推动。标准普尔 500 指数紧随其后，上涨 32.91 点，即 0.6%，收于 5,975.38 点。然而，道琼斯工业平均指数当天小幅下跌，下跌 25.57 点，即 0.1%，收于 42,706.56 点。

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.

周一涨势背后的一个关键催化剂是半导体行业令人印象深刻的表现，这是由富士康创纪录的第四季度收入引发的。这家为英伟达和其他科技公司组装产品的电子巨头报告称，对人工智能服务器的需求强劲。这一消息反过来提振了半导体公司的股价，英伟达 (NVDA) 上涨 3.4%，美光科技 (MU) 飙升 10.5%，令人印象深刻。费城半导体指数上涨 2.8%，反映出投资者对人工智能和芯片制造行业公司的热情。

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.

除了科技股上涨之外，航空股也出现显着上涨，纽交所Arca航空指数上涨3.7%。在 TD Cowen 将其评级从“持有”上调至“买入”后，美国航空 (AAL) 的股价大幅上涨，成为航空领域表现最为出色的航空公司之一。此外，受益于科技股和半导体股的上涨势头，纽约证券交易所Arca计算机硬件指数上涨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.

全球范围内，股市表现更为复杂。在亚太地区，日本日经225指数下跌1.5%，而韩国Kospi指数则上涨1.9%。另一方面，欧洲股市大多收高，法国CAC 40指数上涨2.2%，德国DAX指数上涨1.6%。英国富时 100 指数也小幅上涨 0.3%，反映出整个欧洲大陆强劲的市场情绪。

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.

在债券市场，国债收益率在从盘中早些时候的最低水平回落后攀升。基准十年期国债收益率上涨2.2个基点至4.61%，盘中触及八个月高点4.64%。尽管收益率收低，但国债收益率的上升表明人们继续关注通胀担忧和投资者对经济增长的预期。

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.

尽管科技和半导体行业表现突出，涨幅惊人，但其他行业的业绩好坏参半。网络股和钢铁公司表现显着走强，而商业房地产和公用事业股则明显疲软。这些行业的表现凸显了随着市场对国内和全球经济因素做出反应，投资者情绪正在发生变化。

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.

由于全球市场表现参差不齐，债券市场仍然波动，投资者可能会继续关注科技股，尤其是那些与人工智能和半导体进步相关的股票。随着富士康等公司继续公布强劲的盈利报告，科技行业仍有望在未来几周内推动市场增长。