美股周五收低、道指跌653点：油价飙升与美债收益率重回5%压市，能源股逆势创纪录
纽约——美国股市10月23日星期五收低，为动荡的一周收尾：人工智能交易融资成本的担忧虽有所缓和、科技股走势趋稳，但油价飙升与国债收益率上行压过了市场情绪，投资者同时等待下周密集发布的企业财报与美联储利率决定。
收盘数据显示，道琼斯工业平均指数下跌652.82点，跌幅1.23%，收于52,215.16点；标普500指数下跌39.75点，跌幅0.52%，收于7,623.68点；纳斯达克综合指数下跌53.52点，跌幅0.21%，收于25,955.34点；罗素2000指数下跌0.29%，收于2,775.90点。衡量市场恐慌情绪的 CBOE 波动率指数（VIX）上升2.21%，至19.45。标普500指数多数板块下跌，必需消费品、非必需消费品与金融板块跌幅均超过1%；科技板块上涨0.35%。全周来看，标普500指数累计跌0.5%，纳斯达克指数跌0.7%，道指则涨0.4%，为连续第三周上涨。
能源板块逆势上涨2.5%，创历史新高。也门胡塞武装袭击沙特阿拉伯能源设施的消息加剧了市场对中东能源供应扰动的担忧，国际油价大涨：12月交割的布伦特原油期货结算价涨3.55美元、收于每桶116.72美元，升至4月下旬以来最高；美国西德克萨斯中质原油（WTI）期货结算价涨3.80美元、收于每桶103.27美元。黄金价格下跌约1.3%，至每盎司约4,007.5美元。美国10年期国债收益率回升至5.00%关口，2年期升至4.69%，30年期升至5.33%。
个股方面，有报道称 SpaceX 正洽谈接入数以千计的基站站点、自建第四家全国性无线运营商，电信股承压：AT&T 与 T-Mobile 双双下跌近8%，Verizon 跌1.2%；被报道为洽谈对象的铁塔运营商则走高，Crown Castle 涨约9%，American Tower 涨约4%。美国运通公布业绩并上调盈利展望后，股价仍下跌3.7%；该公司同时宣布计划裁减约5%的员工。
下周将有约三分之一的标普500成分股公司发布季度业绩，包括 Alphabet、微软与亚马逊三家人工智能超大规模云服务商，其资本开支指引备受关注；美联储定于10月28日公布利率决定，市场普遍预期维持3.75%至4.00%不变，微软与 Alphabet 将在28日盘后公布财报；10月27日有消费者信心数据，以及 Visa、可口可乐、波音、UPS 等公司财报。
关联：跟进：油价逼近战后高点，布伦特涨至 116.28 美元，能源股逆势创纪录
（GSM 据路透社10月23日美股收盘报道及公开市场数据整理）
来源：GSM·美国
Wall Street Closes Lower to End a Rocky Week: Dow Falls 653 Points as Oil Surges and the 10-Year Yield Returns to 5%
NEW YORK — Wall Street's main indexes closed lower on Friday, October 23, ending a turbulent week for the market-driving artificial intelligence trade. Technology shares steadied somewhat a day after the Nasdaq suffered its biggest one-day drop since June, but surging oil prices and rising Treasury yields weighed on sentiment as investors looked ahead to a busy slate of corporate earnings and a Federal Reserve policy meeting.
The Dow Jones Industrial Average fell 652.82 points, or 1.23%, to 52,215.16; the S&P 500 lost 39.75 points, or 0.52%, to 7,623.68; the Nasdaq Composite lost 53.52 points, or 0.21%, to 25,955.34; and the Russell 2000 fell 0.29% to 2,775.90. The CBOE Volatility Index (VIX) rose 2.21% to 19.45. Most S&P 500 sectors fell, with consumer staples, consumer discretionary and financials each down well over 1%, while the technology sector gained 0.35%. For the week, the S&P 500 fell 0.5% and the Nasdaq dropped 0.7%; the Dow rose 0.4%, its third straight weekly gain.
The energy sector rose 2.5% to a record high. Houthi attacks on energy facilities in Saudi Arabia stoked concern over further disruption to energy supplies from the Middle East, and oil jumped: December Brent settled up $3.55 at $116.72 a barrel, its highest since late April, and US West Texas Intermediate settled up $3.80 at $103.27. Gold fell about 1.3% to around $4,007.5 an ounce. Treasury yields rose across the curve, with the benchmark 10-year note back at 5.00%, the two-year at 4.69% and the 30-year at 5.33%.
Telecommunications stocks fell after a report that SpaceX was seeking thousands of cell sites to build a fourth wireless carrier: AT&T and T-Mobile both sank nearly 8% and Verizon shed 1.2%, while tower operators identified as being in talks with SpaceX gained, with Crown Castle up about 9% and American Tower up 4%. American Express fell 3.7% after reporting higher profit and raising its outlook, while announcing plans to eliminate about 5% of its workforce.
Next week, about one-third of S&P 500 companies report quarterly results, including Alphabet, Microsoft and Amazon, three AI hyperscalers whose capital spending forecasts will be closely watched. The Federal Reserve announces its interest-rate decision on October 28, with markets widely expecting a hold at 3.75%–4.00%; Microsoft and Alphabet report after the close that day. Consumer confidence data and earnings from Visa, Coca-Cola, Boeing and UPS are due October 27.
Related: Brent Hits $116.28, Nearing Postwar Settlement High; Energy Stocks Set Record as Market Sells Off
(GSM, from Reuters' October 23 market close report and public market data)
Source: GSM · USA
来源：GSM·美国（原文链接）
图片来源：图：纽约证券交易所交易大厅，资料图。摄影 Carol M. Highsmith，美国国会图书馆藏，公共领域。 / Trading floor of the New York Stock Exchange, file photo. Photo by Carol M. Highsmith, Library of Congress, public domain.
