2026年2月6日 / 美国东部时间下午6:23 / CBS/美联社
美国股市周五强势反弹，科技股收复了本周早些时候的大部分失地，比特币也停止了暴跌。
标普500指数上涨2%，创下自5月以来的最佳单日表现；道琼斯工业平均指数飙升1,206点，涨幅达2.5%，首次突破50,000点关口；纳斯达克综合指数上涨2.2%。
标普500指数上涨134点，收于6,932点。道琼斯工业平均指数飙升1,207点，收于50,115.67点；纳斯达克综合指数攀升491点，收于23,031点。
LPL金融首席技术策略师亚当·特恩奎斯特在电子邮件中表示：”股市结束了本周波动的交易，以高位收盘。标普500指数再次直接反弹至100日均线支撑位上方，并突破了6,900点的阻力位。广泛的买盘压力推动了今日的反弹，上涨股票数量超过下跌股票数量3倍以上。”
科技公司推动了这场广泛的反弹，芯片制造商英伟达股价上涨7.8%，本周亏损有所收窄；半导体公司博通上涨7.1%，本周跌幅也被抹去。
这两家公司支撑了标普500指数的上涨，投资者对客户在人工智能领域持续支出的预期起到了推动作用。例如，亚马逊首席执行官安迪·贾西周四晚间表示，该公司预计今年将投资约2000亿美元，以抓住”人工智能、芯片、机器人技术和低地球轨道卫星等开创性机会”。
然而，类似谷歌母公司Alphabet一天前宣布的巨额支出也引发了自身担忧。问题在于，这些资金是否能产生足以超过支出的利润。由于市场对科技巨头在人工智能领域的投资能否带来回报存在持续疑虑，亚马逊股价下跌5.6%。
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尽管周五股市大幅上涨，标普500指数仍连续四周内第三周下跌。对人工智能可能蚕食软件公司市场份额的担忧也拖累了市场。在人工智能公司 Anthropic 发布自动化法律服务等工具后，软件股遭受重创。
比特币反弹
与此同时，比特币在经历了数周的暴跌后企稳。比特币价格在周四晚短暂跌至接近60,000美元后，又回升至70,000美元以上。
金属市场价格在经历剧烈波动后也略有企稳。黄金上涨1.8%，收于每盎司4,979.80美元；白银上涨0.2%。
上周，在全球地缘政治不确定性加剧的担忧下，投资者转向避险资产，推动了价格的惊人反弹，随后价格突然失去上涨动力。
在华尔街，比特币的反弹也带动了加密经济相关公司的股价。Robinhood Markets 股价上涨14%，创下标普500指数最大涨幅；加密交易平台 Coinbase Global 上涨13%；以买卖比特币为业务的 Strategy 公司股价飙升26.1%。
消费者信心改善
美国小型公司的股票以及依赖美国家庭更多支出的公司股票也引领了市场上涨，这得益于令人鼓舞的消费者信心数据。
密歇根大学的初步报告显示，美国消费者信心略有改善，令经济学家感到意外。拥有股票的家庭信心改善最为明显，因为标普500指数上月创下历史新高，使他们受益。
LPL金融首席经济学家杰弗里·罗奇在电子邮件中表示：”密歇根大学今日发布的积极报告后，市场情绪有所改善。一年期通胀预期中值达到2025年1月以来的最低水平，为渴望看到通胀指标改善的投资者带来了一些安慰。我们认为，随着新美联储主席上任，市场可能需要克服更多紧张情绪，但最终我们认为美联储今年晚些时候将降息，这将为市场进一步升值铺平道路。”
消费者调查主管乔安妮·许表示，毫无疑问，”没有股票的消费者的信心仍然处于低迷水平”。
航空股因美国消费者信心增强有望转化为更多旅行支出的预期而走强，其中联合航空公司股价上涨9.3%，达美航空公司上涨8%，美国航空公司上涨7.6%。
Dow crosses 50,000 for first time as stocks enjoy strongest day since May 2025
February 6, 2026 / 6:23 PM EST / CBS/AP
The U.S. stock market roared back on Friday, as technology stocks recovered much of their losses from earlier in the week and bitcoin halted its plunge.
The S&P 500 rallied 2% for its best day since May, while the Dow Jones Industrial Average soared 1,206 points, or 2.5%, and topped the 50,000 level for the first time. The Nasdaq composite rose 2.2%.
The S&P 500 jumped 134 points to close at 6,932. The Dow Jones Industrial Average surged 1,207 to 50,115.67 and the Nasdaq Composite climbed 491 points to 23,031.
“Stocks are wrapping up a volatile week of trade on a high note. The S&P 500 has once again bounced directly off support at the 100-day moving average and surpassed resistance at 6,900. Broad-based buying pressure powered today’s rally as advancing shares are outpacing decliners by over 3:1,” Adam Turnquist, chief technical strategist for LPL Financial, said in an email.
Tech companies helped drive the widespread rally, with chipmaker Nvidia jumping 7.8% to trim its loss for the week. Semiconductor company Broadcom climbed 7.1% and erased its drop for the week.
The two companies propped up the S&P 500, boosted by hopes for continued spending by customers on artificial-intelligence. Amazon CEO Andy Jassy, for example, said late Thursday it expects to spend about $200 billion on investments this year to take advantage of “seminal opportunities like AI, chips, robotics, and low earth orbit satellites.”
Such immense spending, similar to what Alphabet announced a day earlier, is creating concerns of its own, though. The question is whether all those dollars will generate profits to eclipse the spending. Amazon’s stock dropped 5.6% amid ongoing doubt about whether investment in AI will pay off for tech giants.
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Even with Friday’s surge, the S&P 500 still fell to its third losing week in the last four. Concerns about AI potentially taking away market share from software companies also hurt the market. Software stocks suffered after AI firm Anthropic released free tools to automate things like legal services.
Bitcoin rebound
Bitcoin, meanwhile, steadied following a weekslong plunge that sent it more than halfway below its record price set in October. It climbed back above $70,000 after briefly dropping close to $60,000 late Thursday.
Prices in the metals market also calmed a bit following their own wild swings. Gold rose 1.8% to settle at $4,979.80 per ounce, while silver added 0.2%.
Their prices suddenly ran out of momentum last week following jaw-dropping rallies, which were driven by turning to the safe-haven asset amid concerns over mounting global geopolitical uncertainty.
On Wall Street, the recovery for bitcoin helped stocks of companies enmeshed in the crypto economy. Robinhood Markets jumped 14% for the biggest gain in the S&P 500. Crypto trading platform Coinbase Global rose 13%. Strategy, the company that’s made a business of buying and holding bitcoin, soared 26.1%.
Improving consumer sentiment
Stocks of smaller U.S. companies also helped lead the market, as well as those that depend on U.S. households spending more money, which benefited from encouraging consumer sentiment data.
A preliminary report from the University of Michigan suggested sentiment among U.S. consumers is improving slightly, surprising economists. The improvement was strongest among households that own stocks, which are benefiting from the S&P 500 setting a record late last month.
“Market sentiment improved after today’s positive report out of the University of Michigan. Median 1-year inflation expectations hit the lowest since January 2025, providing some comfort for investors eager to see improving inflation metrics,” Jeffrey Roach, chief economist for LPL Financial, said in an email. “We think the markets may have to work through more jitters with a new Fed chair, but in the end, we think the Fed will cut rates later this year, which will grease the skids for more market appreciation.”
To be sure, sentiment “remained at dismal levels for consumers without stock holdings,” according to Surveys of Consumers Director Joanne Hsu.
Airline stocks strengthened with hopes that more confidence among U.S. households will translate into more spending on trips. That included gains of 9.3% for United Airlines, 8% for Delta Air Lines and 7.6% for American Airlines.
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