
东京 -- 周五,日本债券收益率下跌,日元升值,因对人工智能相关领域债务攀升的担忧促使投资者争相涌入避险资产。这种情绪也拖累了亚洲股市。
TOKYO -- Japanese bond yields fell and the yen appreciated on Friday as concerns over the mounting debt in artificial intelligence-related sectors sent investors scrambling for haven assets. The sentiment also weighed on Asian stocks.
日本政府10年期国债收益率周五上午降至2.755%,低于本月初超过3%的高点。日元兑美元一度升值至156.2,周四曾在157以上交易。
The Japanese government 10-year debt yield fell to 2.755% on Friday morning, from a peak of over 3% earlier this month. The Japanese yen appreciated to 156.2 against the dollar at one point, after trading at over 157 on Thursday.
这些走势反映了“避险情绪”,因为投资者对科技股相关风险日益警惕。政府债券和日元通常被视为安全的投资选择。
The movements reflect a "flight to quality" as investors grow increasingly wary of risks associated with tech stocks. Government bonds and the Japanese currency are often regarded as safe investment options.
美国基准10年期国债收益率周四晚间在纽约下跌至4.95%,跌幅0.17个百分点。与此同时,法国市场的不安情绪使得美国和日本国债更具吸引力。受财政担忧和明年总统大选前政治不确定性驱动,法国10年期国债收益率升至5%以上。
The U.S. benchmark 10-year Treasury yield fell overnight in New York to 4.95%, losing 0.17 of a percentage point. Meanwhile, unease in the French market played a part in making U.S. and Japanese government bonds more attractive. France's 10-year yield rose to over 5%, driven by fiscal concerns and political uncertainty ahead of next year's presidential election.
周四晚间在纽约,纳斯达克指数下跌2.6%,费城半导体指数(SOX)暴跌7%,触及三个月低点。
In New York overnight, the Nasdaq fell 2.6%, while the Philadelphia semiconductor-sector index (SOX) dropped 7%, hitting its lowest point in three months.
所谓的“CoreWeave冲击” -- 由收益率飙升和围绕美国AI云服务提供商CoreWeave的信贷担忧加剧所驱动 -- 丝毫没有缓解迹象,美国科技股抛售周四晚间加速。
The so-called CoreWeave shock -- driven by surging yields and rising credit concerns surrounding the U.S. AI cloud service provider -- shows no signs of abating, with the U.S. tech sell-off accelerating overnight.
最新导火索是Facebook母公司Meta公布其7-9月财报,显示其自由现金流十多年来首次转负。
The latest trigger was Facebook parent Meta announcing its July-September earnings, revealing that its free cash flow fell negative for the first time in more than a decade.
抛售周五蔓延至亚洲市场,日本基准日经225指数上午下跌1.7%。重押包括OpenAI在内的AI公司的软银集团一度下跌6.1%。
The sell-off spread to Asian markets on Friday, with Japan's benchmark Nikkei Stock Average losing 1.7% in the morning. SoftBank Group, which bets heavily on AI companies including OpenAI, fell 6.1% at one point.
软银集团股价目前在4000日元左右,较6月触及的9074日元高点下跌逾半。《金融时报》本月初报道称,OpenAI的年化收入比该公司此前透露的数字少约200亿美元。
SoftBank Group's share price is now around 4,000 yen, down more than half from the 9,074-yen peak it reached in June. The Financial Times reported earlier this month that OpenAI's annualized revenue is about $20 billion less than the company had signaled.
韩国基准KOSPI指数在周四收于4月以来最低点后进一步下跌,盘中一度跌超4%。全球最大存储芯片制造商三星电子下跌2.6%。
South Korea's benchmark KOSPI index fell further after ending Thursday at its lowest point since April. It was down by more than 4% at one point. Samsung Electronics, the world's largest memory chipmaker, dropped 2.6%.
中东局势也在拖累市场。西德克萨斯中质原油(WTI)期货升至每桶99.8美元。欧洲基准布伦特原油期货触及114美元,此前有报道称,美国和以色列计划在11月3日美国大选后恢复对伊朗的袭击。
The situation in the Middle East is also weighing on the market. West Texas Intermediate crude oil futures rose to $99.8 per barrel. European benchmark Brent crude futures reached $114 amid reports that the U.S. and Israel are planning to resume attacks on Iran after elections in the U.S. on Nov. 3.