Stocks Recover from Yield Spike; Nvidia, Synopsys Lead Tech Gains

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晚上好。

Good evening.

今天是2026年10月1日，星期四，美国股市刚刚结束了一个高度波动、震荡剧烈的交易日。

Today is Thursday, 10/01/2026, and The United States stock market has just wrapped up a highly volatile choppy trading session.

华尔街今天收盘小幅走高，从午后的低迷中恢复过来。

Wall Street closed slightly higher today after recovering from a midday slump.

标普500指数微涨0.3%，收于7668.82点。

The S and P 500 edged up 0.3% to finish at 7,668.82.

道琼斯工业平均指数仅上涨0.04%，收于50926.56点，而纳斯达克综合指数也微涨0.04%，收于26871.60点。

The Dow Jones Industrial Average gained just 0.04%, closing at 50,926.56, while the Nasdaq Composite also ticked up 0.04% to end at 26,871.60.

这是一个典型的拉锯战交易日。

It was a classic tug of war session.

股市开盘时处于上涨区域，但随后在午间急剧反转，因为十年期国债收益率飙升至5.34%的二十四年高点，对利率敏感的行业造成了沉重压力。

Stocks opened in positive territory, but then reversed sharply into midday as the ten year Treasury yields spiked toward a twenty four year high of 5.34%, putting heavy pressure on rate sensitive sectors.

还好下午有买家进场，帮助主要指数收复失地，最终基本持平收盘。

Thankfully, buyers stepped in during the afternoon, helping the major indices claw back to finish basically flat.

看看盘后情况，跟踪主要指数的交易所交易基金几乎没什么变化，说明市场在今天的收盘价附近保持稳定。

Looking at after hours action, exchange traded funds tracking the major indices are trading virtually unchanged, suggesting the market is holding steady right at today's closing levels.

科技板块内部出现了明显的轮动。

Inside the technology sector, we saw aggressive rotation.

英伟达领涨大型科技股，上涨1.09%，因为半导体和人工智能相关股票因美光的强劲季度业绩而大幅上涨。

Nvidia led the mega caps, gaining 1.09% as semiconductor and artificial intelligence names caught a massive lift from Micron's strong quarterly results.

其他大型科技股则因收益率上升而承压，Alphabet下跌1.7%，苹果下跌0.8%。

Other mega caps faced pressure from rising yields, with Alphabet dropping 1.7% and Apple losing 0.8%.

亚马逊和特斯拉也小幅下跌。

Amazon and Tesla also slipped slightly.

除了大型科技股，表现突出的是芯片设计和光网络公司。

Outside of mega caps, the standouts were chip design and optical networking companies.

新思科技因强劲的业绩指引、与亚马逊的大规模交易以及与OpenAI的新合作而上涨12.78%，Coherent上涨10.9%，Innodata上涨9.26%。

Synopsys rose 12.78% following a strong guidance update, a massive deal with Amazon, and a new partnership with OpenAI, Coherent rallied 10.9%, and Innodata jumped 9.26%.

在下跌方面，Tempus AI 下跌了6.59%，Celcuity 下跌了5.52%。

On the downside, Tempus AI fell 6.59percent and Celcuity slid 5.52%.

转到全球市场，华尔街的积极收盘应该为即将到来的亚洲交易时段提供支撑。

Turning to the global handoff, the positive finish on Wall Street should provide a supportive tailwind for the upcoming Asian trading session.

由于华尔街和之前的亚洲交易时段都收高，日本日经指数在上一个交易日收盘上涨超过1%，进入今晚的东京开盘，市场动能依然强劲。

With both Wall Street and the prior Asian session finishing higher, where Japan's Nikkei index closed up over 1% in its last session, momentum remains firmly positive heading into tonight's Tokyo Open.

除了债券收益率，大宗商品今天也引起了广泛关注。

Aside from bond yields, commodities made a major splash today.

西德克萨斯中质原油飙升近3%，收于每桶93美元附近，而布伦特原油徘徊在每桶100美元附近，原因是中国的燃料出口暂停。

West Texas Intermediate crude oil surged nearly 3% to end near $93 a barrel, while Brent crude hovered near $100, sparked by China suspending its fuel exports for October.

经济方面，每周初请失业金人数降至健康的19.7万人，反映出劳动力市场的韧性，而制造业活动也显示出稳步扩张。

On the economic front, weekly jobless claims fell to a healthy 197,000, reflecting a resilient labor market, while manufacturing activity also showed steady expansion.

明天上午，所有人的目光都将集中在关键的9月非农就业报告上，这可能会为债券收益率和利率设定下一个主要方向。

Tomorrow morning, all eyes will be on the critical September non farm payrolls report, which could set the next major direction for bond yields and interest rates.

这就是今天的市场总结。

That is your market wrap for today.

这是7horns AI制作的节目。

This has been a 7horns AI production.

想了解更多见解，请访问7horns.ai。

For more insights, visit us at 7horns.ai.

我们明天再见。

We will be back tomorrow.