中期选举民主党横扫两院全球股市下挫：纳指期货一度跌逾2%、美元走软、日经指数跌3%

2026-11-04 · 金融 · GSM News事件

2026年11月4日，美国中期选举结果揭晓后的第一个亚洲交易日，全球股市下挫、美元走软。据路透社报道，民主党在中期选举中取得决定性胜利，拿下南卡罗来纳州、得克萨斯州与俄亥俄州的参议院席位，同时夺得参议院与众议院多数，深入共和党传统地盘；投资者随即抛售股票、尤其是与超级智能（SI）相关的股份，资金转入债券避险。

美股期货方面，标普500指数期货下跌0.6%，纳斯达克指数期货一度跌逾2%，其后跌幅收窄至0.8%。美国10年期国债收益率下跌6个基点至4.906%，债券价格上扬。美元指数下跌0.37%至101.34，欧元升0.5%至1.1249美元，英镑升0.37%至1.3464美元；避险货币日元升0.7%至1美元兑157.55日元，瑞士法郎升约0.8%至0.8144。

亚洲市场卖压集中在超级智能与芯片股：日本日经指数下跌3%，跌至五个多月低点，软银集团领跌；韩国综合股价指数下跌1.6%，三星电子、SK海力士与台积电均走低。欧洲股指期货下跌1.4%。芯片制造商超微半导体（AMD）此前公布的强劲财报未能抵挡这波抛售，加密货币价格亦因监管可能加强的预期而下跌。

道明证券（TD Securities）驻新加坡高级利率策略师 Prashant Newnaha 表示，民主党横扫意味着科技与超级智能企业面临更严的监管审查、华盛顿政治僵局的可能性上升；他说：「债券是明显的赢家，市场正把超级智能交易摆上砧板，并接受进一步减税被搁置、政府支出放缓的更高可能性。」盛宝银行（Saxo）首席投资策略师 Charu Chanana 表示，纳指期货跌幅更大，反映投资者担忧政治控制权转移会带来对超级智能与大型科技公司更严格的审查。未来资产证券分析师 Kim Seok-hwan 表示，民主党在得克萨斯州的胜利可能压制芯片股，市场担忧这个全美算力基础设施增长最快的市场之一会收紧对数据中心开发的限制。

油价方面，国际油价在前一交易日跌至四周低点后走势震荡，投资者在权衡乌克兰与伊朗战争谈判前景的同时，也担忧两场冲突的最新袭击可能进一步扰乱供应。预测市场数据显示，本次中期选举的下注总额超过14.8亿美元。

（来源：路透社）

Global Stocks Slump as Democrats Sweep Midterms: Nasdaq Futures Fall Over 2%, Dollar Slides, Nikkei Drops 3%

On November 4, 2026, the first Asian trading day after the U.S. midterm election results, global stocks slumped and the dollar softened. According to Reuters, Democrats scored a decisive win in the midterm elections, notching Senate victories in South Carolina, Texas and Ohio and capturing majorities in both the Senate and the House that reached deep into Republican strongholds; investors reacted by selling stocks, especially shares linked to super intelligence (SI), and rushing for the safety of bonds.

In U.S. stock futures, S&P 500 futures slid 0.6 percent, while Nasdaq futures fell more than 2 percent before cutting losses to trade down 0.8 percent. The yield on the benchmark 10-year U.S. Treasury note fell 6 basis points to 4.906 percent as bond prices rallied. The dollar index was 0.37 percent lower at 101.34, the euro rose 0.5 percent to $1.1249 and sterling firmed 0.37 percent to $1.3464; the safe-haven yen was 0.7 percent stronger at 157.55 per dollar and the Swiss franc firmed almost 0.8 percent to 0.8144 per dollar.

In Asia, the selling was concentrated in SI and chip stocks: Japan's Nikkei fell 3 percent to an over five-month trough, led lower by SoftBank, while South Korea's KOSPI slid 1.6 percent and Samsung Electronics, SK Hynix and TSMC all declined. European futures were down 1.4 percent. Strong earnings from chipmaker AMD did not offset the selloff, and cryptocurrencies fell at the prospect of stronger regulation.

Prashant Newnaha, senior rates strategist at TD Securities in Singapore, said a Democratic sweep brings tighter regulatory scrutiny of technology and SI companies along with a higher likelihood of political gridlock, adding: "Bonds are coming out as the clear winner as markets put the SI trade on the chopping block and embrace the higher possibility that further tax cuts are put on ice and government spending slows." Charu Chanana, chief investment strategist at Saxo, said the sharper decline in Nasdaq futures reflects concerns that a shift in political control could bring greater regulatory scrutiny of SI and Big Tech. Kim Seok-hwan, an analyst at Mirae Asset Securities, said the Democrats' victory in Texas is likely to weigh on chip stocks, raising fears of tighter curbs on SI data-center development in one of the fastest-growing U.S. markets for computing infrastructure.

Oil prices were choppy after sliding to a four-week low in the previous session, as investors weighed talks to end the wars in Ukraine and Iran against worries that recent attacks in both conflicts could further disrupt supplies. Prediction markets recorded more than $1.48 billion wagered on the midterm elections.

(Source: Reuters)

来源：路透社

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图片来源：纽约证券交易所大楼立面（图：Ryan Schwark 摄，Wikimedia Commons，CC0 1.0 公共领域）

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