CPI超预期推高美元，CoreWeave财报带动AI股反弹
Morning Kickstart: AI stocks rebound as USD after hot CPI. Thank you Veterans for your service
The dollar strengthened across the board against major currencies after US CPI came in above expectations, while CoreWeave's earnings drove a rebound in AI and semiconductor stocks, with Nasdaq 100 futures leading gains. Core CPI rose 0.3% month-on-month versus expectations of 0.2%, several Fed officials struck a hawkish tone, and the market priced a 13% probability of a 50bp rate hike. The author also provides intraday ranges and technical levels for EURUSD, USDJPY and GBPUSD, and notes spot gold at about $4,042.92 and silver at $52.81.
With CPI beating expectations and several Fed officials sounding hawkish, broad dollar strength has become the main thread in current FX pricing, and the market's pricing of a 50bp hike probability is worth tracking closely. Meanwhile, the rebound in AI and semiconductor stocks has driven Nasdaq futures higher; risk appetite and a strong dollar moving in parallel shows both narratives are being priced at the same time. Traders can watch whether this combination persists, and how gold performs relatively in a strong-dollar environment.
文章把CPI超预期后的美元走强与AI股反弹放在一起对照，读者可据此理解两条叙事如何同时定价。
来源：ForexLive · investinglive.com