【导读】软银清仓英伟达，美股科技板块集体下挫 中国基金报记者储是 美国参议院通过一项预算法案以终结政府停摆，市场押注停摆即将结束，道琼斯指数创下新高。 软银清仓英伟达，英伟达跌近3%。科技股集体下挫导致纳斯达克指数最终收跌。AMD苏姿丰称AI数据中心规模将突破1万亿美元，但当日公司股价收 跌。此外，诺和诺德近期消息喜忧参半，本周二大涨7%。 ADP数据显示，美国就业情况出现恶化。美元指数深夜跳水，国际金价发生"V"形反转。 美国三大股指涨跌互现 美东时间11月11日（周二），美国三大股指涨跌不一。 截至收盘，道琼斯指数上涨1.18%，报47927.96点；纳斯达克指数下跌0.25%，报23468.30点；标普500指数上涨0.21%，报6846.61点。 道指创下历史新高，美国参议院周一晚间通过一项预算法案以终结政府停摆，并将法案送交众议院审议。英伟达等科技股因估值过高担忧而集体下挫，纳 斯达克指数最终收跌。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 47927.96 | 23468.30 | 6846.61 | | +559.33 ...

Market Overview - The U.S. stock market showed mixed results with the Dow Jones reaching a historical high, driven by expectations of an end to the government shutdown [1] - The Senate passed a budget bill to end the government shutdown, which is now under consideration by the House of Representatives [1] - Concerns over high valuations in AI stocks led to a decline in companies like Nvidia, which saw a sell-off after SoftBank liquidated its Nvidia shares for $5.8 billion [1][2] Employment and Economic Data - Recent ADP data indicated a loss of an average of 11,250 jobs per week in the U.S. private sector over the last four weeks, contributing to negative market sentiment [2] Stock Performance - The Dow Jones increased by 559.33 points (1.18%) to close at 47,927.96, while the Nasdaq fell by 58.87 points (0.25%) to 23,468.30 [3] - The S&P 500 rose by 14.18 points (0.21%) to 6,846.61, with healthcare and energy sectors performing well, while the technology sector declined by 0.72% [3] Notable Company Movements - Nvidia's stock dropped by 2.96%, reflecting broader concerns in the AI sector [4] - CoreWeave, an Nvidia-invested cloud computing company, lowered its revenue guidance for the year, further pressuring AI stocks [2][4] - AMD's CEO stated that the AI data center market is expected to exceed $1 trillion by 2030, with significant growth anticipated in their data center business [6] - Google announced a $6.4 billion investment in Germany for data center construction, marking a significant commitment to European infrastructure [7] - Microsoft plans to invest $10 billion in Portugal for AI infrastructure, collaborating with Nvidia and other partners [8]