
亚洲市场仍承受巨大压力,科技股大幅下跌加剧了这种局面,市场参与者在前几个月表现异常强劲后抛售主要科技巨头股票,并将资金重新配置到更安全的资产,包括美国国债和日元等防御性货币。
Asian markets remain under immense pressure as a significant decline in technology equities intensified as market participants divesting from major technology corporations following an exceptionally strong performance in the preceding months and reallocated capital toward safer assets, including Treasury securities and defensive currencies such as the yen.
据彭博社报道,作为人工智能板块关键风向标的韩国综合股价指数(Kospi)下跌近 3.50%,指数有望创下自 4 月以来最差收盘水平。日本日经 225 指数与东证指数(TOPIX)均下跌逾 1.50%。与此同时,印度达拉尔街似乎呈现不同走势,新加坡交易所的印度 Nifty 50 指数期货(GIFT Nifty)早盘暗示将高开约 130 点。
Asia Market Under Pressure The Kospi Index in South Korea, which serves as a key indicator for the artificial intelligence sector, declined by close to 3.50%, positioning the index toward its poorest closing level since April, a Bloomberg report said. The Japanese Nikkei 225 along with TOPIX slumped over 1.50%.Meanwhile, Dalal Street is hinting at a different colour as the GIFT Nifty, the Nifty futures hinted at a 130-point gap-up start early on.
这一跌势导致 MSCI 公司的区域股票指数连续第二天走弱,估值水平回落至 7 月份的水平。这种负面情绪蔓延至美国股指期货市场,纳斯达克 100 指数期货下跌 0.1%,此前标的指数经历了自 6 月下旬以来最艰难的交易日。
This decline resulted in a second consecutive day of weakness for MSCI Inc.'s regional equity index, bringing it to valuations comparable to those observed in July. This negative sentiment extended to United States equity-index futures markets, with Nasdaq 100 futures contracts declining 0.1% following the underlying index's most challenging trading session since late June.
人工智能板块的恶化促使投资者寻求固定收益证券作为避风港。美国国债保留了前一交易日取得的大幅涟幅,此前刚经历两年多来最大规模反弹。基准 10 年期美债收益率周四下跌 17 个基点,报 4.96%。日本和澳大利亚的政府债券表现出与美国国债相似的走势。
The deterioration in the artificial intelligence sector prompted investors to seek refuge in fixed-income securities. Treasury securities retained the substantial gains achieved in the preceding session following their most significant rally in over two years. The benchmark 10-year Treasury yield, which experienced a decline of 17 basis points on Thursday, was trading at 4.96%. Government debt instruments in Japan and Australia demonstrated similar performance patterns to United States Treasuries.
日元作为市场动荡时期的传统避险货币,表现优于所有其他主要货币。亚洲早盘交易时段,日兑美元升值 0.4% 至 156.20。美元兑大多数十国集团货币小幅走弱。
The yen, traditionally regarded as a safe-haven currency during periods of market instability, demonstrated superior performance relative to all other major currencies. The currency appreciated by 0.4% to 156.20 per dollar during early Asian trading sessions. The dollar experienced modest weakness against the majority of its Group-of-10 counterparts.
布伦特原油在前一交易日上涨4%后,仅略低于每桶113美元,给市场交易员带来的缓解极为有限。周四,随着沙特阿拉伯暴力事件升级加剧了对供应可用性的担忧,原油价格上涨。黄金维持了周四交易时段的跌幅,当时下跌了2.8%。
对人工智能投资长期生存能力及其最终盈利能力的担忧,已使科技板块估值从近期高位回落,并开始影响更广泛的宏观经济前景。
Concerns Dragging Market Traders experienced minimal relief from Brent crude following its 4% appreciation in the preceding session, with the international benchmark trading marginally below $113 per barrel. Crude oil had advanced on Thursday as violent incidents in Saudi Arabia intensified apprehensions regarding supply availability. Gold maintained the losses sustained on Thursday's session, when it declined by 2.8%.Concerns regarding the long-term viability of artificial intelligence investments and their ultimate profitability have diminished technology sector valuations from recent peaks and are beginning to influence broader macroeconomic perspectives.
市场参与者同时降低了对美联储在本年度内再次调整利率的概率评估。
Market participants have concurrently reduced their probability assessments for an additional Federal Reserve interest-rate adjustment during the current calendar year.