-- 美國基準股指盤中多數下跌，科技股承壓，先前有通報OpenAI未能達到銷售目標，油價上漲。 週二午盤過後，那斯達克指數下跌1.3%，報24,575.3點；標普500指數下跌0.7%，報7,127點；道瓊工業指數上漲0.2%，報49,268.9點。各板塊中，科技板塊跌幅最大，下跌1.9%，而能源板塊領漲。 科技巨頭英偉達（NVDA）盤中下跌3%，成為道瓊指數中表現最差的股票。博通（AVGO）、AMD、甲骨文（ORCL）和英特爾（INTC）股價也出現下跌。微軟（MSFT）則上漲0.7%。 根據《華爾街日報》引述匿名消息人士報道，OpenAI近期未能實現其新增用戶和營收目標。 「《華爾街日報》部分地將此報道解讀為對資料中心支出的擔憂，認為OpenAI投資過度，而銷售卻在放緩，」Wedbush Securities分析師Matt Bryson在發給的一份電子郵件報告中寫道。 “我們認為基礎設施需求仍然強勁，這在很大程度上是由人工智能（AI）應用增長所驅動，從而為半導體和組件供應商創造了廣泛的需求驅動力。” 在其他公司新聞方面，可口可樂（KO）週二上調了全年盈利增長預期，此前這家飲料巨頭公佈的第一財季業績超出市場預期，這得益於價格和銷量的增長。該股盤中上漲6.3%，成為道瓊指數中表現最佳的股票，也是標普500指數中漲幅第二大的股票。 Spotify Technology（SPOT）股價下跌13%，此前這家音訊串流平台的付費用戶成長和前景令投資人失望。 西德州中質原油上漲3.6%，至每桶99.84美元；布蘭特原油上漲2.8%，至每桶111.34美元。 根據《華爾街日報》引述美國官員的話報道，美國總統川普和國家安全官員對伊朗提出的開放霍爾木茲海峽並推遲鈾濃縮談判的新提議持懷疑態度。 在世界其他地區，阿拉伯聯合大公國於週五決定退出石油輸出國組織（歐佩克）。 Rystad Energy表示，此舉將使組織「結構性削弱」。 Rystad在報告中指出，阿聯酋是少數幾個擁有剩餘產能的歐佩克成員國之一，其他成員國還包括沙烏地阿拉伯。歐佩克採用產量配額制度來穩定全球石油市場。 「因此，它的退出削弱了歐佩克管理市場能力的核心支柱之一，」Rystad地緣政治分析主管豪爾赫·萊昂寫道。 聯準會貨幣政策委員會召開為期兩天的利率會議，將於週三公佈決議。根據芝加哥商品交易所（CME）的FedWatch工具顯示，市場普遍預期聯準會將連續第三次維持基準貸款利率不變。 美國公債殖利率盤中走高，10年期公債殖利率上漲1.8個基點至4.36%，2年期公債殖利率上漲4.1個基點至3.84%。 黃金價格下跌2.1%，至每盎司4,593.10美元；白銀價格下跌2.8%，至每盎司72.95美元。
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