美元创三个月新高，市场对前景感到困惑。周五，美元在亚洲早盘交易中保持稳定，此前触及三个月高点，交易员们处理了本周央行决策、科技行业收益和美中关税暂时休战的混合信号。

Dollar at three-month high as markets puzzle over outlook.The U.S. dollar held its ground in early Asian trade on Friday after reaching a three-month high as traders processed mixed signals from this week's central bank decisions, tech sector earnings and a tentative U.S.-China tariff truce.

周五，在主要科技公司公布乐观的季度业绩后，与标准普尔500指数和纳斯达克100指数挂钩的期货上涨。在长期交易中，亚马逊第三季度盈利强于预期，上涨了13%，这得益于其云部门AWS收入增长了20%。苹果公司股价上涨2.5%，此前该公司公布了稳健的第四财季业绩，并为假日季度提供了乐观的预期。Netflix在公布10比1的股票分割后也上涨了3%以上。与此同时，华尔街周四面临压力，道琼斯指数下跌0.23%，标准普尔500指数和纳斯达克综合指数分别下跌0.99%和1.57%。由于对人工智能基础设施支出激增的担忧日益加剧，科技股的大幅抛售拖累了市场走低。特朗普总统和Xi总统的会晤也未能提振市场情绪，因为它没有带来什么积极的惊喜。

Futures tied to the S&P 500 and Nasdaq 100 indexes advanced on Friday after upbeat quarterly results from major tech firms. In extended trading, Amazon surged 13% on stronger-than-expected Q3 earnings, powered by a 20% revenue increase in its cloud unit, AWS. Apple gained 2.5% after reporting solid fiscal Q4 results and offering optimistic guidance for the holiday quarter. Netflix also climbed over 3% after unveiling a 10-for-1 stock split. Meanwhile, Wall Street came under pressure on Thursday, with the Dow losing 0.23%, while the S&P 500 and Nasdaq Composite tumbled 0.99% and 1.57%, respectively. The market was dragged lower by sharp selloff in tech stocks amid growing concerns over ballooning AI infrastructure spending. The meeting between Presidents Trump and Xi also failed to lift market sentiment as it provided little positive surprises.

周四，标准普尔500指数下跌1%，纳斯达克指数下跌1.4%，受科技和通信服务板块下跌的拖累，而道琼斯指数在回吐早些时候的涨幅后下跌0.3%。Meta股价下跌11.3%，此前该公司记录了约159亿美元的一次性税收相关费用，并与人工智能相关的资本支出大幅增加，这削弱了短期现金生成的预期，而投资者在微软披露其OpenAI投资约31亿美元并重申人工智能支出增加后也削减了微软（-2.6%）。相比之下，金融和房地产是表现较好的行业之一。Alphabet在公布强于预期的业绩后上涨2.5%，礼来公司在提高全年收入指导后上涨4.7%。摩根大通（2.2%）、维萨（1.9%）和高盛（2.5%）是涨幅强劲的公司之一。与此同时，特朗普总统和Xi总统的会晤取得了市场普遍预期的结果。

The S&P 500 slipped 1% and the Nasdaq fell 1.4% on Thursday, weighed down by losses in technology and communication services, while the Dow traded lower by 0.3% after giving back earlier gains. Meta tumbled 11.3% after recording a roughly 15.9 billion dollar one-time tax related charge and flagging materially higher capital spending tied to AI, which dented near-term cash generation expectations, while investors also pared Microsoft (-2.6%) after it disclosed an approximately 3.1 billion dollar hit from its OpenAI investment and reiterated elevated AI spending. In contrast, financials and real estate were among the better performing sectors. Alphabet rose 2.5% after reporting stronger than expected results, and Eli Lilly gained 4.7% after raising full-year revenue guidance. JPMorgan (2.2%), Visa (1.9%) and Goldman Sachs (2.5%) were among the names that posted solid gains. Meanwhile, the meeting between Presidents Trump and Xi finished with outcomes largely anticipated by markets.

根据抵押贷款巨头房地美对贷款人的调查，截至2025年10月30日，30年期固定抵押贷款的平均利率降至6.17%，为2024年10月初以来的最低水平，低于上周的6.19%。美联储周三普遍预期降息25个基点后，利率下降。 房地美首席经济学家Sam Khater表示：“抵押贷款利率连续第四周下降。过去几个月利率下降，购房者越来越多地进入市场。”。

The average rate on a 30-year fixed mortgage eased to 6.17% as of October 30th, 2025, the lowest since early October 2024 and down from 6.19% in the previous week, according to a survey of lenders by mortgage giant Freddie Mac. Rates declined after the Federal Reserve’s widely expected quarter-point rate cut on Wednesday. “Mortgage rates decreased for the fourth consecutive week. The last few months have brought lower rates and homebuyers are increasingly entering the market,” said Sam Khater, Freddie Mac’s chief economist.