美股10月26日收涨：纳斯达克涨0.82%、标普500涨0.70% Anthropic上市申报提振AI交易、油价结算价回落
美国股市 10 月 26 日（周一）收涨，三大指数全线回升：纳斯达克综合指数涨 214.04 点、涨幅 0.82%，收于 26,169.38 点；标普 500 指数涨 0.70%，收于 7,676.77 点，收复了上周的全部跌幅、距本月早些时候创下的历史高位不到 1.8%；道琼斯工业平均指数涨 146.42 点、涨幅 0.28%，收于 52,361.58 点。纳斯达克 100 指数涨 1.09%。
人工智能交易是当日主线。人工智能公司 Anthropic 当日向美国证券交易委员会（SEC）提交上市申报文件，重新点燃市场对 AI 股的兴趣：英伟达（NVIDIA）涨 2.4%，美光科技涨约 3%，费城半导体指数涨约 3%；特斯拉涨 5.21%，收于 391.62 美元。通信服务板块逆势下跌，Meta 跌约 1.9%。
油价回落减轻了通胀担忧。沙特与伊朗官员举行会谈、中东局势降温预期升温，纽约商品交易所西德克萨斯中质原油（WTI）结算价跌 1.46%，收于每桶 101.76 美元；布伦特原油结算价跌 0.78%，收于每桶 115.81 美元，两者仍处在六个月高位附近。
债市方面，财政部当日标售 690 亿美元两年期国债，最高收益率 4.708%，比标售前市场水平高出 0.3 个基点，投标倍数 2.59 倍，低于上次的 2.63 倍；间接竞标者（含外国买家）获配比例 45.7%，明显低于上次的约 57.7%，需求偏弱。十年期国债收益率收于约 4.99% 至 5.00%，基本持平。
投资者接下来聚焦两件大事：美联储 10 月 27 至 28 日召开货币政策会议、28 日公布利率决定，据 CME FedWatch 数据，市场认为本周加息的概率仅约 12.7%；同时约三分之一的标普 500 成分公司将于本周公布财报，包括 Alphabet、微软与亚马逊等大型科技公司，其人工智能投入的回报将是市场检验的重点。
US Stocks Close Higher October 26: Nasdaq +0.82%, S&P 500 +0.70% as Anthropic IPO Filing Lifts AI Trade, Oil Settles Lower
US stocks closed higher on Monday, October 26, with all three major indexes advancing. The Nasdaq Composite rose 214.04 points, or 0.82%, to 26,169.38; the S&P 500 gained 0.70% to 7,676.77, more than recouping the previous week's losses and closing within 1.8% of its record high set earlier this month; and the Dow Jones Industrial Average added 146.42 points, or 0.28%, to 52,361.58. The Nasdaq-100 rose 1.09%.
The AI trade set the tone. Anthropic's filing of its IPO registration statement with the Securities and Exchange Commission on Monday revived interest in artificial-intelligence stocks: Nvidia rose 2.4%, Micron gained about 3%, and the Philadelphia Semiconductor Index rose about 3%. Tesla jumped 5.21% to $391.62. Communication services lagged, with Meta down about 1.9%.
Oil prices eased, trimming inflation concerns. With Saudi and Iranian officials holding talks and hopes of de-escalation rising, West Texas Intermediate crude settled down 1.46% at $101.76 a barrel and Brent settled down 0.78% at $115.81, both still near six-month highs.
In bonds, the Treasury sold $69 billion of two-year notes at a high yield of 4.708%, 0.3 basis points above the when-issued level, with a bid-to-cover ratio of 2.59, down from 2.63 at the previous auction; indirect bidders, a group that includes foreign buyers, took 45.7%, well below about 57.7% last time, pointing to softer demand. The 10-year Treasury yield finished little changed at about 4.99% to 5.00%.
Investors now turn to two events: the Federal Reserve's October 27-28 policy meeting, with the rate decision on October 28 — CME FedWatch data put the probability of a rate hike this week at only about 12.7% — and an earnings wave in which roughly a third of S&P 500 companies report this week, including Alphabet, Microsoft and Amazon, putting returns on AI spending in focus.
来源：GSM·美国（原文链接）
图片来源：图：纽约 Wall Street 路牌（资料图）。图片：Acediscovery 摄，CC BY 4.0（Wikimedia Commons）。Photo: A Wall Street street sign in New York (file photo). Credit: Acediscovery, CC BY 4.0, via Wikimedia Commons.
