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.

美国4周期票据拍卖从之前的3.945%降至3.91%。美国4周期票据拍卖从之前的3.945%降至3.91%

United States 4-Week Bill Auction fell from previous 3.945% to 3.91%.United States 4-Week Bill Auction fell from previous 3.945% to 3.91%

美元预测：由于鲍威尔在12月削减了赌注，DXY上涨至100。DXY上涨，因为鲍威尔表示12月的降息并非板上钉钉。由于收益率坚挺，欧元、日元疲软，美元多头将目光投向关键的100阻力区。

US Dollar Forecast: DXY Rises Toward 100 as Powell Tempers December Cut Bets.DXY climbs as Powell signals December cut isn't a lock. With yields firm and euro, yen weak, dollar bulls eye a run toward the key 100 resistance zone.