美元/墨西哥比索 (USDMXN) 加自选

美国股市周四收跌，对地区银行不良贷款和持续的美中贸易紧张局势的担忧打压了市场情绪。标准普尔500指数下跌0.6%，纳斯达克100指数下跌0.5%，道琼斯指数下跌302点。Zions Bancorporation在报告贷款损失后暴跌13%，而Western Alliance在针对借款人的欺诈诉讼中暴跌10.8%，引发了人们对信贷质量的担忧。在交易日早些时候，台积电等芯片制造商在提高收入预测和报告强劲利润后提振了市场，支持了对人工智能需求的乐观情绪。投资者还关注着地缘政治风险的上升，特朗普警告称，美国“现在正处于贸易战中”，并威胁要对中国征收进一步关税。美国政府停摆的第三周增加了进一步的不确定性，推迟了关键经济数据，并导致市场环境动荡。

US stocks closed lower on Thursday, as worries over bad loans at regional banks and persistent US-China trade tensions weighed on sentiment. The S&P 500 dropped 0.6%, the Nasdaq 100 fell 0.5%, and the Dow Jones lost 302 points. Zions Bancorporation plunged 13% after reporting loan losses, while Western Alliance tumbled 10.8% amid a fraud lawsuit against a borrower, stoking concerns about credit quality. Earlier in the session, chipmakers like TSMC boosted markets after raising revenue forecasts and reporting strong profits, supporting optimism around AI demand. Investors also watched rising geopolitical risks, with Trump warning that the US is “in a trade war now” and threatening further tariffs on China. The third week of the US government shutdown added further uncertainty, delaying key economic data and contributing to a choppy market environment.

华尔街股市周四下跌，放弃了早些时候的涨幅，因为新的信贷担忧和持续的美中贸易紧张局势打压了市场情绪。标准普尔500指数和纳斯达克100指数均下跌0.7%以上，道琼斯指数下跌300多点。金融股领跌，Zions Bancorporation（-13%）和Western Alliance（-10.8%）等地区银行在披露巨额贷款损失后暴跌。尽管在台积电上调全年收入预测并报告利润增长近40%后，芯片制造商在早盘推动下出现反弹，但仍出现了下跌，这加剧了人们对人工智能驱动需求的乐观情绪。主要科技股和人工智能股表现喜忧参半：苹果下跌1.4%，Meta下跌1.6%，特斯拉下跌2.7%，亚马逊下跌1.1%，而Nvidia上涨0.4%。美中贸易紧张局势仍然很高，特朗普周三宣布，“你们现在处于贸易战中”，与此同时，第三周的政府停摆继续推迟关键经济数据，增加了市场的不确定性。

Wall Street stocks fell on Thursday, giving up earlier gains as renewed credit concerns and persistent US-China trade tensions weighed on sentiment. The S&P 500 and Nasdaq 100 each dropped over 0.7%, while Dow Jones lost more than 300 points. Financial stocks led the selloff, with regional banks like Zions Bancorporation (-13%) and Western Alliance (-10.8%) plunging after disclosing sizable loan losses. The declines came despite a rally earlier in the session driven by chipmakers after TSMC raised its full-year revenue forecast and reported a nearly 40% jump in profit, fueling optimism about AI-driven demand. Major tech and AI stocks showed mixed moves: Apple fell 1.4%, Meta down 1.6%, Tesla 2.7% lower, Amazon 1.1%, while Nvidia rose 0.4%. US-China trade tensions remain high, with Trump declaring on Wednesday, "You're in a trade war now," Meanwhile, the third-week government shutdown continues to delay key economic data, adding to market uncertainty.

在截至2025年10月10日的一周内，美国原油库存增加了352.4万桶，而前一周增加了278万桶。这一涨幅远远超过了市场预期的12万桶小幅上涨，创下7月初以来的最大单周涨幅。

US crude oil inventories rose by 3.524 million barrels in the week ending October 10, 2025, following a 2.78 million-barrel build the previous week. The increase far exceeded market expectations of a modest 0.12 million-barrel rise, marking the largest weekly gain since early July.

周四，随着投资者重新评估经济疲软和货币政策前景，美国10年期国债收益率回落至4%以下，扭转了早盘短暂反弹的局面，并逐渐接近一年低点。费城联邦制造业指数暴跌36点，至-12.8，远低于预期，突显出经济活动疲软，引发了对更广泛经济增长的担忧，这推高了对长期国债的需求。美国政府持续停摆推迟了包括9月CPI在内的关键经济数据发布，进一步给美联储的政策路径蒙上了阴影。期货市场在10月和12月的会议上几乎肯定会降息25个基点，这反映了人们对央行将继续放松以应对经济活动放缓的预期。美联储官员的额外评论，加上量化紧缩减少的前景，进一步压低了长期收益率。

The yield on the US 10-year Treasury fell back below 4% on Thursday, reversing a short-lived rebound earlier in the session and edging toward a one-year low as investors reassessed economic weakness and the monetary policy outlook. The Philadelphia Fed Manufacturing Index slumped 36 points to –12.8, well below expectations, highlighting softening activity and raising concerns about broader economic growth, which pushed demand for longer-dated Treasuries higher. The ongoing US government shutdown has delayed key economic releases, including the September CPI, further clouding the Fed’s policy path. Futures markets are pricing in nearly certain 25-basis-point rate cuts at the October and December meetings, reflecting expectations that the central bank will continue easing in response to slowing activity. Additional commentary from Fed officials, coupled with the prospect of reduced quantitative tightening, have further pressured long-end yields.