在纽约，道琼斯指数周四下跌399点，跌幅0.84%。Salesforce（-5.31%）、Nvidia（-3.69%）和亚马逊（-2.84%）领跌。涨幅最大的是IBM（1.98%）、默克（1.87%）和可口可乐（0.79%）。

In New York, the Dow Jones Index decreased 399 points or 0.84 percent on Thursday. Losses were driven by Salesforce (-5.31%), Nvidia (-3.69%) and Amazon (-2.84%). Biggest rises came from IBM (1.98%), Merck (1.87%) and Coca-Cola (0.79%).

周四，美国股市大幅下跌，标准普尔500指数下跌1%，纳斯达克指数下跌1.7%，道琼斯指数下跌317点，因人工智能相关和科技股的压力再次给华尔街带来压力。在喜忧参半的收益之后，对人工智能估值过高的担忧再次出现，导致高通下跌4.5%，特斯拉在股东大会前下跌2.8%，AMD下跌7%。甲骨文和Palantir分别下跌2.6%和6.8%，而超级巨头英伟达（-3.8%）、微软（-1.8%）、亚马逊（-2.3%）和Meta（-2.7%）也下跌。挑战者公司报告称，10月份宣布裁员15.3万人，为22年来的最高水平，其中大部分与人工智能集成和成本优化有关，对劳动力市场进一步降温的担忧加剧了科技主导的下滑。由于政府关门限制了官方数据的发布，投资者依赖于描绘经济疲软图景的私人指标，这加剧了风险规避。

US stocks fell sharply on Thursday, with the S&P 500 down 1%, the Nasdaq off 1.7%, and the Dow Jones slipping 317 points as renewed pressure on AI-linked and tech shares weighed on Wall Street. Concerns over lofty AI valuations resurfaced after mixed earnings, dragging Qualcomm 4.5% lower, Tesla 2.8% ahead of its shareholder meeting, and AMD 7%. Oracle and Palantir sank 2.6% and 6.8%, while megacaps Nvidia (-3.8%), Microsoft (-1.8%), Amazon (-2.3%), and Meta (-2.7%) also tumbled. Fears of a deeper labor-market cooling compounded the tech-led slide, after Challenger reported 153,000 announced job cuts in October, the highest for that month in 22 years, much of it tied to AI integration and cost optimization. With the government shutdown limiting official releases, investors relied on private indicators that painted a weaker picture of the economy, adding to risk aversion.

根据抵押贷款巨头房地美对贷款人的调查，截至2025年11月6日，30年期固定抵押贷款的平均利率升至6.22%，从上周2024年10月初以来的最低水平6.17%反弹。房地美首席经济学家Sam Khater表示：“本周，30年期固定利率抵押贷款平均为6.22%。与今年早些时候相比，对于中等价位的房屋，这可能使购房者每年节省数千美元，表明负担能力正在缓慢提高。”。

The average rate on a 30-year fixed mortgage rose to 6.22% as of November 6th, 2025, rebounding from the lowest since early October 2024 of 6.17% seen last week, according to a survey of lenders by mortgage giant Freddie Mac. “This week the 30-year fixed-rate mortgage averaged 6.22%. On a median-priced home, this could allow a homebuyer to save thousands annually compared to earlier this year, showing that affordability is slowly improving,” said Sam Khater, Freddie Mac’s chief economist.

周四，10年期美国国债收益率从盘中早些时候的一个月高点4.16%跌至4.08%，因为劳动力市场疲软的新证据支持美联储下个月降息的论点。挑战者数据显示，美国10月份的裁员人数是20年来最多的，原因是消费者疲软和企业削减成本措施。这一结果有利于联邦公开市场委员会中鸽派的论点，该委员会最近增加了对美国劳工统计局持续停电的私人劳工报告的依赖。尽管如此，更高的通货膨胀和强劲的经济活动仍使30%的市场处于美联储下个月的控制地位。ISM服务业采购经理人指数在10月份的涨幅超过预期，而其价格指数则升至三年来的最高点。与此同时，财政部表示，随着美联储成为短期证券的净买家，以抵消MBS的流失，它将继续将更高的发行量集中在票据而不是息票证券上。

The yield on the 10-year US Treasury sank to 4.08% on Thursday from the one-month high of 4.16% earlier in the session as fresh evidence of a weaker labor market favored the argument for rate cut by the Federal Reserve next month. Challenger data showed that layoffs in the US rose the most in 20 years for an October, citing a weaker consumer and cost-cutting corporate measures. The result favored the argument for doves in the FOMC, which recently increased their dependency on private labor reports on the ongoing blackout from the BLS. Still, higher inflation and robust economic activity maintained 30% of the market to be positioned for a hold by the Fed next month. The ISM Services PMI rose more than expected in October, while its price gauge rose to a three year high. Meanwhile, the Treasury signaled it will continue to concentrate higher issuance volumes in bills instead of coupon securities, as the Fed becomes of net buyer of short securities to offset the run-off for MBSs.