The Fed paused after September's hike on a 10–2 vote; Governor Lisa Cook and Cleveland Fed President Beth Hammack wanted another quarter-point increase. Chair Kevin Warsh said the 'monetary medicine is starting to work' but inflation is still above 2%.美联储在9月加息后按兵不动,投票结果为10比2;理事库克和克利夫兰联储主席哈玛克主张再加息25个基点。主席沃什表示“货币药方开始见效”,但通胀仍高于2%目标。
Wall Street index moves on Fed day, 28 Oct (%) · chart by Claude美联储决议当日美股三大指数涨跌幅(%)· Claude 绘制Kiplinger / Yahoo Finance ↗
Bursa Malaysia closed slightly higher as regional markets tracked Wall Street, though turnover fell to RM2.28 billion from RM3.10 billion. Financial and plantation indices slipped; the ringgit opened at 4.0720/0800 to the US dollar this morning.区域股市追随华尔街走高,大马股市小幅收涨,但成交额从31亿令吉降至22.8亿令吉。金融和种植指数走低;令吉今早以4.0720/0800兑1美元开盘。
AI chip stocks led Asia higher as SK Hynix rose 11.4% and Samsung 9.1%. Brent crude climbed 1.5% to $111.10 a barrel on Iran tensions, while the 10-year Treasury yield hovered near 5%.AI芯片股带动亚股上扬,SK海力士涨11.4%,三星涨9.1%。受伊朗局势影响,布伦特原油涨1.5%至每桶111.10美元;美国10年期国债收益率徘徊在5%附近。
Microsoft posted $92.3 billion in revenue with Microsoft Cloud up 30%, and its shares rose about 4% after hours. Alphabet's EPS of $2.12 missed the $3.02 estimate on an $8.7 billion equity-securities loss, even as Google Cloud revenue rose 103% to $30.7 billion.微软营收923亿美元,微软云增长30%,盘后股价涨约4%。Alphabet每股收益2.12美元,远低于预期的3.02美元,主要因87亿美元的股权投资亏损;不过谷歌云收入大增103%至307亿美元。
Broadcom announced a $63 billion financing deal with several Wall Street firms to help Anthropic access its AI accelerators and networking gear, and its shares rose 4%. The deal underlines how much capital AI labs need for compute.博通宣布与多家华尔街机构达成630亿美元融资安排,帮助Anthropic获取其AI加速器和网络设备,股价上涨4%。这显示AI公司对算力资金的需求之大。
Genie 4 generates explorable worlds in real time with native audio and physics simulation, initially for trusted testers. World models are seen as a path to training AI agents and robots in simulation.Genie 4可实时生成可探索的虚拟世界,并支持原生音频和物理模拟,首先向受邀测试者开放。业界视世界模型为在模拟环境中训练AI智能体和机器人的重要途径。