
纽约,10月20日:周二,美元下滑,原因是对人工智能交易的疑虑再次浮现,而欧元小幅上涨,尽管交易员仍担忧法国的骚乱。
NEW YORK, Oct 20 : The US dollar slipped on Tuesday as doubts over the AI trade resurfaced, while the euro edged up despite traders' lingering worries about unrest in France.
韩国人工智能服务公司Elice Group的股票在首尔市场首日交易中暴跌32%,表明全球市场对人工智能行业的负面情绪并未缓解。
Shares in South Korean AI services firm Elice Group plunged 32 per cent in their Seoul market debut, a sign that negative sentiment toward the AI sector in global markets is not easing.
大量资金流入美国股票支撑了美元。部分由该行业相关的增长和通胀预期推动的高利率也起到了帮助作用。
Strong capital inflows into US stocks have supported the dollar. Higher interest rates, driven partly by growth and inflation expectations tied to the sector, have also helped.
“美元一直受到股市大量资金流入的支持,”野村证券G10外汇策略主管多米尼克·巴宁说。
"The dollar has been supported by big inflows into the equity market," said Dominic Bunning, head of G10 FX strategy at Nomura.
他表示,现在“人们对这些公司能否盈利到足以证明当前必须进行的大量发行是合理的,存在更多怀疑……以及在较长一段时间内利率较高的背景下,整个生态系统能否盈利到足以支撑。”衡量美元对包括日元和欧元在内的一篮子货币汇率的美元指数下跌0.27%,报101.69,欧元上涨0.2%,报1.1232美元。
Now, he said, "there is a lot more skepticism about the degree to which a lot of these companies will be profitable enough to justify the amount of issuance that having to be made at the moment … and whether this whole ecosystem can be profitable enough in the context of higher rates over a period of time." The dollar index, which measures the greenback against a basket of currencies including the yen and the euro, fell 0.27 per cent to 101.69, with the euro up 0.2 per cent at $1.1232.
尽管周二欧元小幅上涨,交易员仍对其保持警惕,因为法国正面临广泛抗议和日益恶化的财政状况。
Traders remained wary of the euro despite Tuesday's modest gains as France faces widespread protests and a worsening fiscal picture.
法国政府表示,该国最大城市受暴力影响地区的宵禁已使该国多年来最严重的骚乱有所缓解。周末还计划举行更多抗议活动。
The government said overnight curfews in violence-hit areas of France's biggest cities had brought some respite from the country's worst unrest in years. More protests are planned for the weekend.
“法国的担忧短期内不会消失,”瑞典联合银行外汇策略师汤米·冯·布罗姆森说。“对法国的看跌观点还会持续一段时间,欧元还有更多疲软需要被定价。”英国英镑上涨0.66%,报1.339美元,此前劳动力市场数据显示就业市场具有韧性,这是英国最新一批超出预期的数据。
"The worries in France are not going away anytime soon," said Tommy von Brömsen, FX strategist at Handelsbanken. "The bearish view on France will stay for a while longer, and there's much more euro weakness to be priced in." Britain's pound strengthened 0.66 per cent to $1.339 after labour market data showed a resilient jobs market, the latest batch of data from the UK that surprised to the upside.
“风险在于,强劲的劳动力市场既给了英格兰银行再次加息的空间,也给了其理由,”eToro全球市场策略师Lale Akoner表示。“英镑可能从上升的加息预期中受益。”根据LSEG数据,市场几乎已完全计入英格兰银行在11月5日下一次会议上加息25个基点的预期。
"The risk is that a resilient labour market gives the Bank of England both the room and the reason to raise interest rates again," said Lale Akoner, global market strategist at eToro. "Sterling could benefit from rising rate expectations." Markets are almost fully pricing in a 25-basis-point rate hike by the Bank of England at its next meeting on November 5, according to LSEG data.
强劲日本国债拍卖 由于更长期日本国债(JGBs)拍卖吸引创纪录需求,日元大幅上涨。
STRONG JAPANESE BOND AUCTION The yen jumped after an auction of longer-dated Japanese government bonds (JGBs) drew record demand.
“创纪录的20年期拍卖是一个强烈信号,表明闲置资金终于开始回流,”东京State Street Investment Management高级固定收益策略师Masahiko Loo表示。“日本国债也开始看起来是欧洲政治和财政波动的相对避风港,尤其是围绕法国的波动。”日元兑美元上涨0.29%,报每美元158.04日元。
"The record 20-year auction is a strong signal that sidelined cash is finally coming back," said Masahiko Loo, senior fixed-income strategist at State Street Investment Management in Tokyo. "JGBs are also starting to look like a relative haven from Europe's political and fiscal volatility, particularly around France.”The Japanese yen gained 0.29 per cent against the greenback to 158.04 per dollar.
其他方面,加元上涨0.42%,报每美元1.405加元,触及近一个月来最强水平,此前阿尔伯塔省居民以压倒性多数投票决定留在加拿大境内,这是该省有史以来第一次关于分离的公投。
Elsewhere, the Canadian dollar rose 0.42 per cent to 1.405 per US dollar, its strongest level in almost a month, after Alberta residents voted by a large majority to remain part of Canada in the province's first-ever referendum on separation.