作者：托马斯·库蒂·亚伯拉罕华尔街迎来创纪录的涨势，这可能为亚洲市场定下基调。目前交易员们正密切关注企业财报，尽管居高不下的油价可能令利率及全球债券收益率在较长时间内维持高位。
By Thomas Kutty Abraham A record-breaking rally on Wall Street may set the tone for Asian markets as traders focus on earnings, even as elevated oil prices threaten to keep interest rates and global bond yields higher for longer.
标普500指数与纳斯达克100指数的期货表现强劲，预示着指数有望继续上涨——此前这两个指数均已创下历史新高。这一表现正值下周美国财报季即将开启之际，人工智能相关股票的强劲走势是主要推动力，英伟达公司的市值已接近6万亿美元。
Futures for the S&P 500 and the Nasdaq 100 Index signaled further gains after the indexes closed at all-time highs. The milestones came ahead of the start of the US earnings season next week and were driven by gains in artificial intelligence-related shares, with Nvidia Corp.’s market value approaching $6 trillion.
这一趋势或有助于提振亚洲的芯片制造商，包括三星电子、SK海力士以及台湾积体电路制造公司。日本与香港的股指期货均显示小幅上涨趋势，而韩国与台湾的期货则略有下跌。对印度尼西亚而言则是个好消息：富时罗素再度确认该国股市属于新兴市场。
That may support Asian chipmakers including Samsung Electronics Co., SK Hynix Inc. and Taiwan Semiconductor Manufacturing Co. Equity-index futures for Japan and Hong Kong pointed to modest gains, while those for South Korea and Taiwan edged lower. In a reprieve for Indonesia, FTSE Russell reaffirmed the country’s equities as an emerging market.
其他市场方面，美国10年期国债收益率从2002年以来的高点回落；周二美元指数也出现下跌。
Elsewhere, Treasury 10-year yields fell from the highest since 2002 and a gauge of dollar strength ended lower on Tuesday.
在亚洲交易时段早盘，美国原油价格小幅上涨，维持在每桶90美元附近；布伦特原油则收于每桶101美元附近。此前布伦特油价一度下跌3.3%，交易员们正在权衡中东地区原油出口增加与伊朗在霍尔木兹海峡频繁袭击油轮这两大因素的影响。
US oil edged higher to trade near $90 a barrel in early Asian trading. Brent settled near $101 a barrel, after earlier dropping as much as 3.3% as traders weighed rising exports from the Middle East against increasing Iranian attacks on tankers in the Strait of Hormuz.
总体而言，亚洲股市前景依然乐观。MSCI亚太指数正徘徊在历史高位附近，投资者们相信各企业能够抵御利率上升与能源成本增加带来的风险。这种乐观情绪很大程度上源于科技巨头们计划投入数千亿美元用于人工智能相关领域，这将带动对存储芯片及其他电子元器件的需求。
The outlook for Asian stocks remains upbeat, with MSCI’s Asia Pacific gauge hovering near a record as investors bet companies can weather the risks from rising interest rates and energy costs. Much of the optimism is centered on hundreds of billions of dollars in AI-related spending by tech giants, which is fueling demand for memory chips and other electronics components.
Capital.com的分析师凯尔·罗德达指出，虽然全球货币政策走向及地缘政治动态备受投资者关注，但强劲的企业盈利预期这一因素却较少被提及。数据显示，分析师们预计标普500指数成分股公司第三季度的盈利水平将较去年同期增长约25%。
While bets on the path for global monetary policy and geopolitical developments have captured investors’ attention, a less discussed factor has been strong earnings expectations, noted Kyle Rodda at Capital.com. Analysts expect a roughly 25% increase in third-quarter S&P 500 profits from a year earlier, according to data .
“近期经济增长数据强劲，标普500指数盈利修正广度保持积极，”高盛集团由本·斯奈德领导的策略师团队在近期报告中写道。“我们预计大多数公司本季度将再次超越市场共识盈利预期。”随着地缘政治碎片化持续，根据太平洋投资管理公司的蒂芙尼·怀尔丁和安德鲁·鲍尔斯的说法，大多数主要经济体吸收较高能源价格和关税的表现好于预期。
“Recent economic growth data have been strong and S&P 500 earnings revision breadth has remained positive,” Goldman Sachs Group Inc. strategists led by Ben Snider wrote in a recent note. “We expect most companies will once again surpass consensus earnings estimates this quarter.”As geopolitical fragmentation continues, most major economies are absorbing higher energy prices and tariffs better than expected, according to Tiffany Wilding and Andrew Balls at Pacific Investment Management Co.
“蓬勃发展的AI投资周期、消费者和中国吸收较高成本的能力，以及央行的渐进式做法，可能有助于在抑制通胀的同时支撑增长，”他们补充道。市场主要动态如下：本文由彭博自动化系统协助制作。
“A booming AI investment cycle, the ability of consumers and China to absorb higher costs, and an incremental approach by central banks may help support growth while containing inflation,” they added. Some of the main moves in markets: This story was produced with the assistance of Bloomberg Automation.