鲍威尔最后决议,人工智能资本支出担忧令交易员保持a谨慎,道琼斯指数下跌

市场概览

周三,道琼斯工业平均指数(DJIA)下跌,投资者权衡美联储主席杰罗姆·鲍威尔的最后一次政策会议以及关于人工智能投资成本日益激烈的争论。据FXStreet援引的市场报道,该蓝筹股指数收于48900点附近,较开盘下跌约0.6%。尽管美联储的决定基本在预期之内,但市场依然下跌,这表明交易员更关注大型科技公司的盈利信号,而非政策结果本身。

DJI-2026-04-30

事件详情

直接驱动因素是超大规模数据中心公司公布的大量季度业绩,这些业绩使市场持续关注人工智能支出是否开始超过回报。路透社报道称,主要云平台公司最新公布的业绩和支出计划加剧了市场对人工智能资本支出的关注,据估计,四家大型公司2026年的资本支出承诺总额接近6500亿美元。交易反应

据市场报道,道琼斯指数午后走低,未能守住早盘重返48900点区域的尝试。该指数的疲软与整体盈利稳健的预期形成鲜明对比,但交易员似乎对更高的支出预期做出惩罚,而非对增长前景给予肯定。路透社还指出,投资者正将此次财报结果视为对人工智能驱动的美国股市上涨行情的压力测试,市场对任何基础设施成本可能上涨过快的迹象都越来越敏感。

交易员关注点

交易员将关注道琼斯指数能否在下一交易日重返48900点并守住该点位,人工智能相关大型股是否会引发后续抛售,以及更多财报能否证实或缓和资本支出趋势。他们还将关注鲍威尔最后一次会议后美联储的言论变化,尽管目前的市场反应表明,盈利和支出指引才是更直接的市场驱动因素。

关于作者

 

Martin Lam 是 ATFX 亚太区首席分析师,在全球外汇及投资市场拥有逾 20 年的经验。他毕业于迪肯大学(Deakin University),主修金融与经济学,并曾在多家领先的外汇经纪公司担任高级管理职位。

最近的新闻
标普500指数下跌0.5%,纳斯达克指数下跌0.9%,OpenAI增长担忧引发人工智能板块回调

周二,标普500指数下跌0.5%,收于7139.24点;纳斯达克综合指数下跌0.9%,收于24663.80点,结束了近期屡创新高的势头。此前,由于市场对OpenAI的用户和营收目标感到担忧,人工智能相关股票出现获利回吐。 标普500指数盘中一度下跌0.8%,随后收复部分失地;纳斯达克指数盘中一度下跌1.5%。此次下跌抹去了周一的部分涨幅,此前两大指数均创下历史收盘新高。

阅读全文
美国天然气价格在停火延期消息后上涨

周三,美国天然气期货(NG)小幅收跌,波动的交易反映了停火谈判延长和霍尔木兹海峡持续供应紧张局势带来的相互矛盾的信号。5月合约(NGK26)结算价为每百万英热单位2.722美元,当日下跌0.11%。 天然气

阅读全文
开启在线交易吧 !
免费使用我们的模拟账户来学习交易。当您准备好后,您可切换到真实账户并开始进行真实交易。
热门文章
ATFX

帐户注册不适用于您的当前地区

请注意,您可能是从澳大利亚以外的地区访问此页面。 

如需查询有关AT Global Markets (Australia) Pty Ltd 的零售或专业投资帐户,请通过邮件联系我们:[email protected]

ATFX

Account Registration Unavailable

Please note that you may be accessing this page from outside Australia. For retail and professional inquiries regarding AT Global Markets (Australia) Pty Ltd, kindly reach out to us at [email protected].

ATFX

Important Notice

We would like to inform you that, in order to ensure full compliance with the regulations of the Brazilian Securities and Exchange Commission (CVM), the opening of new accounts for individuals residing or domiciled in the Federative Republic of Brazil is currently unavailable.

This measure is necessary to complete the final stages of the technological and operational integration process with our local intermediary partner, Levycam CCTVM Ltda. (CNPJ 50.579.044/0001-96), in accordance with the guidelines set forth in CVM Guidance Opinion No. 33/2005.

As a result, it is not possible to proceed with your account opening request at this time. Once the regulatory and operational integration process is completed, the account opening flow will be enabled, and interested parties will be duly informed.

ATFX is not authorized by the Brazilian Securities and Exchange Commission (CVM) to offer intermediation or distribution services for securities issued abroad to investors residing in the Federative Republic of Brazil. Currently, ATFX does not operate nor actively offer intermediation services in Brazil. By accessing this website, investors declare that they are aware of the applicable legal restrictions and agree that they are operating outside the jurisdiction of the CVM. Investments abroad are not covered by the protection mechanisms existing in Brazil, such as the MRP and the FGC. With the objective of enabling future regularized operations, ATFX has entered into a contract for the provision of foreign intermediation services with the Brazilian brokerage firm Levycam CCTVM (CNPJ 50.579.044/0001-96), as provided for in CVM Guidance Opinion No. 33/2005. However, activities related to local intermediation are still in the pre-operational phase (technological and regulatory integration process). If you have any questions regarding the regulation of your trading accounts, please contact us.

ATFX

🌍 Welcome to ATFX!

To provide you with the best trading experience in Iraq, please visit our localized website:

There, you’ll find all products, services, and contact information tailored specifically for you. Thank you for choosing ATFX!

ATFX

Restrictions on Use

Products and Services on this website https://www.atfx.com/en-ae/ are not suitable
in your country. Such information and materials should not be regarded as or
constitute a distribution, an offer, or a solicitation to buy or sell any investments.
Please visit https://www.atfx.com/en/ to proceed.

ATFX

使用限制

本网站的产品及服务不适合英国居民。网站内部的信息和素材不应被视为分销,要约,买入或卖出任何投资产品。请继续访问 https://www.atfx.com/en/

ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://www.atfx.com/en/ to proceed.

ATFX

Restrictions on Use

Please note, you may be accessing this page from outside Australia. Products and Services on https://www.atfx.com/en-au/ may not be suitable in your country. The information provided should not be considered as an offer, solicitation, or distribution for any investments.

Restrictions on Use

Products and Services on https://www.atfx.com/en-au/ are not suitable in your country. The information provided should not be considered as an offer, solicitation, or distribution for any investments.

Choose another region to see content specific to your location.

ATFX

Restrictions on Use

ATFX

Restrictions on Use

AT Global Markets (UK) Limited does not offer trading services to retail clients.
If you are a professional client, please visit https://www.atfxconnect.com/