
香港,10月22日:周四早盘,亚洲股市难以企稳,科技股财报带来的乐观情绪仅提供了短暂支撑,市场仍担忧人工智能前景及海湾地区局势的不确定性。
HONG KONG, Oct 22 : Asian stocks struggled to stay above water in early trade on Thursday, as tech earnings optimism provided only fleeting support amid lingering concerns over AI and uncertainty in the Gulf.
MSCI亚太地区(除日本外)股票指数下跌0.2%,有望录得连续第四周下跌。日本日经225指数吐纳早盘涨幅,下跌0.4%;韩国股市跌幅超过1%。
MSCI's broadest index of Asia-Pacific shares outside Japan was down 0.2 per cent, on track for a fourth straight week of decline. Japan's Nikkei stock index gave up earlier gains to trade 0.4 per cent lower, while Korean shares were down more than 1 per cent.
美股期货、标普500 E-mini期货下跌0.4%,报7765.8点。隔夜,科技股占比较大的纳斯达克指数领涨美股收高,市场龙头企业公布的超预期财报缓解了市场对大规模人工智能建设可持续性及盈利能力的部分担忧。
US stock futures, the S&P 500 e-minis, were down 0.4 per cent at 7,765.8. Overnight, the tech-heavy Nasdaq led Wall Street to a higher close as better-than-expected earnings reports from market heavyweights helped ease some concerns over the sustainability and profitability of massive AI build-outs.
SpaceX作为上市公司首次实现盈利,Meta第三季度营收超预期,人工智能服务器制造商超微电脑预测的季度营收和利润率均超出预期。
Space X posted its first profit as a public company, Meta reported third-quarter revenue that beat expectations, while AI server maker Super Micro forecast quarterly revenue and profit margin that both topped estimates.
然而,Meta发行无投票权C类普通股的计划,引发市场对其人工智能支出的再度关注。
However, Meta's plan to issue non-voting Class C common stock drew renewed scrutiny on AI spending.
Capital.com高级金融市场分析师Kyle Rodda表示:“目前市场噪音很多,投资者仍在消化早盘公布的这些财报。”
"There's a lot of noise out there at the moment and investors are still digesting this morning's results," said Kyle Rodda, senior financial market analyst at Capital.com.
“此外,财报季最关键的阶段才刚刚开始,这正赶上投资者应对即将到来的美联储利率决议、地缘政治风险以及美国中期选举的不确定性。” 作为风险偏好降温的迹象,基准10年期美债收益率下跌4.2个基点,报5.1065%;30年期美债收益率报5.3968%,为一周低点。
"Also, we're really only at the start of the meaty part of earnings season, which is coming at the same time that investors are tackling the uncertainty from an upcoming Fed decision, geopolitical risks, and US mid-terms." In a sign of subdued risk sentiment, the yield on benchmark 10-year Treasury notes was down 4.2 basis points at 5.1065 per cent, while the yield on 30-year notes was at a one-week low of 5.3968 per cent.
与此同时,布伦特原油上涨1.1%,报每桶110.03美元,接近五个月高位。美国下令外交官撤离沙特阿拉伯,此正值胡塞武装发动袭击之际;据《纽约时报》报道,美国和以色列军方已制定具体计划,将在美国11月3日举行的中期选举后重启对伊朗的袭击。
Meanwhile, Brent crude rose 1.1 per cent to $110.03 a barrel, near a five-month high. The US ordered diplomats to leave Saudi Arabia amid Houthi strikes, while the New York Times reported the US and Israeli militaries had developed specific plans for renewed attacks on Iran after the US midterm elections, which take place on November 3.
在货币市场上,美元指数(衡量美元兑其他主要贸易伙伴一篮子货币的汇率)下跌至102.2。欧元兑美元基本持平,报1.1231美元。
In currencies, the dollar index, which tracks the greenback against a basket of currencies of other major trading partners, dipped to 102.2. The euro was little changed at $1.1231.
日元也持平于158.125,此前日本央行副行长冰见野良三表明了加息的意愿。韩元在1325.9附近波动不大,此前韩国央行周四将基准利率维持在3.00%不变。黄金微跌,报每盎司4115.5美元。
The yen was also flat at 158.125, after Deputy Bank of Japan Governor Ryozo Himino signalled his readiness to raise borrowing costs. The Korean won was muted at 1325.9, after the Bank of Korea left its benchmark interest rate unchanged at 3.00 per cent on Thursday. Gold was slightly lower at $4115.5 per ounce.
比特币下跌0.4%,报84284.05美元;以太币下跌0.6%,报2476.34美元。
Bitcoin was down 0.4 per cent at $84,284.05, while ether was 0.6 per cent lower at $2,476.34.