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
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