周五，纳斯达克综合指数上涨0.7%，标准普尔500指数上涨0.3%，其中亚马逊股价上涨10.8%，此前该公司表示第三季度云收入增长20%，超出预期，广泛提振了科技股。道琼斯指数上涨60点。Palantir和Oracle分别上涨3%和2.8%，受人工智能乐观情绪影响，Nvidia也上涨。在其他地方，Netflix因宣布的10比1股票分割而上涨2.9%，特斯拉上涨3.1%。能源股出现分歧，雪佛龙因盈利强劲上涨1.9%，埃克森美孚在利润下降后下跌1.5%。另一方面，Meta股价下跌2.7%，自明年公布更高的资本支出以来，已下跌近15%。艾伯维股价下跌4.5%，此前该公司表示，拟议的药品降价可能会产生影响。这三大股指在10月收盘时稳步上涨，纳斯达克指数飙升4.9%，因为人工智能交易活动继续支撑着七大指数的上涨。

The Nasdaq Composite rose 0.7% and the S&P 500 gained 0.3% on Friday, led by a 10.8% surge in Amazon shares after the company said cloud revenue climbed 20% in the third quarter and beat estimates, lifting tech names broadly. The Dow traded up 60 points. Palantir and Oracle added 3% and 2.8%, repsectively, on AI optimism and Nvidia also traded higher. Elsewhere, Netflix rallied 2.9% on an announced 10 for 1 stock split and Tesla jumped 3.1%. Energy names diverged as Chevron rose 1.9% on stronger earnings and Exxon Mobil slipped 1.5% after a profit decline. On the other hand, Meta fell 2.7% and has lost nearly 15% since laying out higher capex for next year. AbbVie slid 4.5% after flagging potential impacts from proposed drug pricing cuts. The three major indexes closed October with solid gains, with the Nasdaq surging 4.9% as AI deal activity continued to underpin the Magnificent Seven rally.

美国政府长期停摆可能会推迟一批主要数据的发布，但私营部门的报告和主要盈利结果仍将揭示对美国经济的新见解。ADP就业报告、ISM PMI和密歇根大学消费者信心指数将成为头条新闻。与此同时，Palantir、AMD、Berkshire Hathaway、麦当劳、高通和康菲石油等大公司也将盈利。在货币政策方面，利率决定将由英格兰银行、澳大利亚储备银行、瑞典风险银行、挪威银行以及巴西和墨西哥央行做出。此外，德国和意大利正在等待工业部门数据，加拿大将公布劳动力数据，瑞士、韩国和土耳其将公布通胀数据。最后，中国将发布更广泛的私人PMI。

The prolonged US government shutdown will likely delay a batch of major data releases, but private-sector reports and key earnings results will still unveil fresh insights on the US economy. These will be headlined by the ADP Employment Report, ISM PMIs, and the University of Michigan Consumer Sentiment Index. In the meantime, earnings are due from Palantir, AMD, Berkshire Hathaway, McDonald’s, Qualcomm, and ConocoPhillips, among other major corporations. On the monetary policy front, rate decisions will be taken by the Bank of England, the Reserve Bank of Australia, the Swedish Riskbank, the Norges Bank, and central banks of Brazil and Mexico. Additionally, industrial sector data is awaited from Germany and Italy, labor updates are due from Canada, and inflation prints will be released by Switzerland, South Korea, and Turkey. Lastly, China will post its broader private PMIs.

周五，美国股市抹去了早盘涨幅，收益喜忧参半，人们怀疑人工智能资本支出水平飙升是否会转化为科技巨头承诺的指导。标准普尔500指数持平，道琼斯指数下跌150点，纳斯达克指数上涨100点。英伟达在公布与韩国公司的新合作伙伴关系后跌至负值，而Meta自公布明年的高资本支出指导以来下跌了2%，跌幅接近15%。此外，在特朗普政府的压力下公布了药品降价可能产生的影响后，艾伯维股价下跌了5%。另一方面，亚马逊在经历了近三年来最快的云业务增长后，股价飙升了10%。在石油巨头中，雪佛龙在公布好于预期的收益后上涨了3%，但埃克森美孚因季度利润下降而下跌。这三大指数有望在10月份大幅上涨，纳斯达克指数上涨近4%，因为人工智能交易延长了Magnificent 7股票的涨势。

US stocks erased early gains on Friday amid mixed earnings and skepticism on whether soaring capex levels on AI will translate to the guidance pledged by tech giants. The S&P 500 was flat and the Dow was 150 points lower, while the Nasdaq 100 inched higher. Nvidia swung to the negative territory after unveiling new partnerships with South Korean firms, while Meta dropped 2% to mark a near 15% slide since unveiling its high-capex guidance for next year. Additionally, AbbVie slid 5% after unveiling the possible impact of drug pricing cuts by pressed by the Trump administration. On the other hand, Amazon surged 10% following its fastest cloud-unit growth in nearly three years. Among oil giants, Chevron added 3% after reporting better-than-expected earnings, but Exxon Mobil fell as its quarterly profit declined. The three major indices were on track to book sharp gains on October, with the Nasdaq adding nearly 4% as AI deals extended the rally for Magnificent 7 stocks.

美联储的哈马克：不会降息。美联储的哈马克：不会降息

Fed's Hammack: Would not have cut rates.Fed's Hammack: Would not have cut rates