美股周一收盘涨跌不一：纳指涨1.11%收复部分失地 道指微跌0.07%

据 The Edge 汇编 CNBC 与 Investing.com 的收盘报道，美国股市 10 月 19 日（周一）收盘涨跌不一，投资者买回上周遭抛售的超级智能相关股票。纳斯达克综合指数上涨 1.11%，收于 26,430.89 点，涨 290.85 点；标普 500 指数上涨 0.41%，收于 7,690.73 点，涨 31.29 点；小盘股罗素 2000 指数上涨 0.25%，收于 2,728.30 点；道琼斯工业平均指数下跌 0.07%，收于 51,966.03 点，跌 36.38 点，为当日唯一收跌的主要指数。纳斯达克 100 指数上涨 1.17%，收于 29,529.35 点，结束五连跌。

标普 500 十一个板块中只有四个上涨：可选消费板块以 2.73% 领涨，科技板块上涨 1.19%、为三连跌后首次上涨，通信服务板块上涨 0.28%，材料板块上涨 0.08%；公用事业板块下跌 1.97% 垫底，房地产板块下跌 1.17%，金融板块下跌 0.79%。芝加哥期权交易所波动率指数（VIX）收跌 7.75%，报 18.44。

债市与股市走势相反：美国财政部每日票面收益率曲线显示，10 年期收益率上行 6 个基点至 5.15%，2 年期上行 3 个基点至 4.77%，30 年期上行 5 个基点至 5.48%，2 年期与 10 年期收益率之差由 35 个基点走阔至 38 个基点。报道称，欧洲债市同日亦遭抛售，法国在周末暴力抗议后 10 年期借贷成本大涨；AJ Bell 的 Danni Hewson 表示，市场无法对周末的破坏视若无睹，损失将压在一国本已高昂的借贷成本之上。

此次反弹发生在此前一周的大跌之后：上周为华尔街自 6 月下旬以来最差一周。报道称，这轮下跌始于中国存储芯片企业长鑫存储（CXMT）取得进展的消息，美光上周跌 14.6%、三星电子跌 17.8%、SK 海力士跌 24.3%，费城半导体指数进入周一时已八连跌、为 2008 年 10 月以来最长连跌；专业云服务商 CoreWeave 上周跌逾 25%。BakerAvenue 财富管理的 King Lip 对 Investing.com 表示，SI 交易正「从许诺阶段进入证明阶段」，投资者关注点从「买主题」转向「拿回报来看看」；西北互助财富管理的首席投资官 Brent Schutte 则称这轮建设的融资越来越对利率敏感、且部分呈循环特征：「一家公司发的债，变成另一家公司的收入。」

本周财报将密集登场：SpaceX 与 Netflix 定于周二（10 月 20 日）发布，Meta 与特斯拉定于周三（10 月 21 日）发布。

Wall Street Closes Mixed on Monday: Nasdaq Composite Gains 1.11% as Dow Slips 0.07%

U.S. stocks closed mixed on Monday, October 19, as investors bought back the artificial-intelligence names they sold last week, according to The Edge's market wrap compiled from CNBC and Investing.com closing reports. The Nasdaq Composite rose 1.11 percent to 26,430.89, up 290.85 points. The S&P 500 added 0.41 percent to 7,690.73, up 31.29 points, and the small-cap Russell 2000 rose 0.25 percent to 2,728.30. The Dow Jones Industrial Average slipped 0.07 percent to 51,966.03, down 36.38 points, the day's only fall among the major indexes. The Nasdaq 100 rose 1.17 percent to 29,529.35, ending five straight declines.

Only four of the eleven S&P 500 sectors rose. Consumer discretionary led with a gain of 2.73 percent; technology added 1.19 percent, its first gain after three declines; communication services rose 0.28 percent and materials 0.08 percent. Utilities fell 1.97 percent, the deepest sector fall, with real estate down 1.17 percent and financials down 0.79 percent. The CBOE Volatility Index (VIX) closed 7.75 percent lower at 18.44.

The bond market sold off while equities rallied. On the U.S. Treasury's daily par yield curve, the ten-year yield rose six basis points to 5.15 percent, the two-year rose three basis points to 4.77 percent, and the thirty-year added five basis points to 5.48 percent; the gap between the two- and ten-year yields widened to 38 basis points from 35. The selling mirrored Europe's, where France's ten-year borrowing costs surged after a weekend of violent protests; AJ Bell's Danni Hewson said markets could not simply shrug off the weekend's destruction and that the damage will weigh on an economy already paying heavily to borrow.

The rebound followed Wall Street's worst week since late June. The slide had started with reports of advances by the Chinese memory-chip company CXMT: Micron lost 14.6 percent last week, Samsung Electronics 17.8 percent and SK Hynix 24.3 percent, and the Philadelphia semiconductor index went into Monday on an eight-session losing run, its longest since October 2008. CoreWeave fell more than 25 percent last week. King Lip of BakerAvenue Wealth Management told Investing.com the SI trade "is moving from the promise phase to the proof phase," with investors' focus shifting "from 'buy the theme' to 'show me the return.'" Brent Schutte, Northwestern Mutual Wealth Management's chief investment officer, called the buildout's financing increasingly rate-sensitive and some of it circular: "One company's debt issuance becomes another company's revenue."

The week's earnings arrive quickly: SpaceX and Netflix report on Tuesday, October 20, and Meta Platforms and Tesla on Wednesday, October 21.

来源：GSM·美国（原文链接）

图片来源：图：纽约证券交易所大楼。（颐园居／CC BY-SA 4.0，Wikimedia Commons）

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