美国股市周四实现显著反弹，其中科技巨头微软表现尤为突出。微软股价上涨15.5%[2]，创造了公司历史上最大单日市值增幅，增加约4,500亿美元市值[2]。这一涨幅得益于微软公布的第二季度业绩超出分析师预期，同时其Azure云业务增长强劲[1]。微软首席执行官萨蒂亚·纳德拉表示，这一表现反映了客户正在转向人工智能[1]。除微软外，芯片类股也普遍走高，其中美光科技股价上涨17.6%，Lam Research上涨17.6%，Advanced Micro Devices上涨13.5%[1]。
三大美股指数全线上扬。道琼斯工业平均指数上涨1.2%至52,209点[2]，标普500指数上涨1.7%至7,437点[2]，纳斯达克综合指数上涨2.8%至25,122点[2]。然而并非所有科技股都受欢迎，Meta平台因利润低于预期而下跌9%，并提高了年度投资支出预期，凸显市场对科技公司高额人工智能投资是否能产生回报的担忧[1]。
澳大利亚股市也准备跟随美国升势。ASX 200期货指向上升1.1%至9,010点[2]。澳元升至0.7035美元[1]。债券市场方面，30年期美国国债收益率升至5.2444%，为2007年中期以来最高水平[2]，10年期美债收益率升至4.667%[2]。
US equity markets surged on Thursday, with technology stocks leading the advance after Microsoft delivered robust quarterly results and capital expenditure guidance that beat Wall Street expectations.[2] Microsoft's stock jumped 15.5%, marking the company's largest single-day market value gain, adding approximately USD 450 billion in market capitalization.[2] The surge was fueled by strong cloud growth predictions and sales that exceeded analyst forecasts.[2] CEO Satya Nadella attributed the Azure cloud business strength to customers shifting toward artificial intelligence.[1]
The broader market followed suit, with the S&P 500 climbing 1.7% to 7,437.99 points, recovering from the previous day's decline.[2] The Dow Jones Industrial Average advanced 1.2% to 52,209.57 points, while the Nasdaq Composite gained 2.8% to 25,122.18 points.[2] Semiconductor stocks benefited from the technology rally, with Micron Technology and Lam Research each rising 17.6%, and Advanced Micro Devices gaining 13.5%.[1] However, Meta Platforms fell 9% after reporting profit below expectations and raising its annual investment spending outlook, highlighting investor concerns about whether technology companies' substantial AI expenditures will generate adequate returns.[1] In the bond market, the 30-year Treasury yield climbed to 5.2444%, reaching its highest level since mid-2007.[2]
Australian markets are positioned to participate in the global rally, with ASX 200 futures pointing to an opening gain of 1.1% to 9,010 points.[2] The Australian dollar strengthened to USD 70.35 cents.[1]