星球日报|Nov 02, 2026 13:20
[US Stock Futures Rebound After AI Trading Sell-off; Market Focuses on Tech Stocks' Potential to Regain Leadership]
Odaily Planet Daily reports that US stock index futures rose on Monday, led by tech stocks. Falling oil prices provided a breather for the market after a dismal week for artificial intelligence investment trading. Investors are now turning their attention to a series of potential market catalysts this week, including October manufacturing data, Apple's earnings report, and the US midterm elections.
"While the weakness in large-cap tech stocks supports our assessment of a broader market rally and fund rotation, Friday's sell-off also raises some questions about the overall market outlook. We previously anticipated a market recovery by the end of the fourth quarter, driven by improved market breadth, with tech stocks eventually catching up," wrote Daniel Kirsche, head of technical analysis and strategy at Jefferies International, in a client report on Monday.
Morgan Stanley's chief US equity strategist, Mike Wilson, believes the market correction that began in June is in its "final stages," with market breadth improving. He points out that several potential "risk-clearing events" could still occur, triggering a new round of declines and creating opportunities for investors to increase their positions.
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