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人工智能提振股市,美元在美联储决议前持稳Stocks get AI lift, dollar holds steady ahead of Fed decision

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新加坡,10月28日电 - 受人工智能(AI)热情回升提振,亚洲股市周三反弹,市场静待当天晚些时候美国盘后行业风向标企业发布财报,同时美元在美联储货币政策决定前表现坚挺。

SINGAPORE, Oct 28 - Asia stocks rallied on Wednesday after a resurgence in AI enthusiasm ahead of earnings from industry bellwethers later in the US day, while the dollar was perky ahead of a Federal Reserve policy decision.

韩国芯片制造商SK海力士报告季度营业利润同比增长逾七倍,进一步提振了乐观情绪。

South Korean chipmaker SK Hynix reporting a more than seven-fold rise in quarterly operating profit added to the buoyant mood.

当科技巨头Alphabet和微软在收盘后发布财报时,AI反弹将面临下一次考验,投资者正在寻找证据,以证明巨额的AI建设支出是否合理。

The AI rally faces its next test when technology giants Alphabet and Microsoft report earnings after market close, with investors looking for evidence of returns that would justify the hefty price of AI build-out.

SWBC首席投资官Chris Brigati表示:“虽然我们预期整体业绩强劲,但关注点不那么在于实际盈利结果,而在于用于AI增长的资本支出能否转化为这些公司可持续的收入增长,这仍是一个大大的问号。”

"While we're expecting strong results across the board, the focus is less about the actual earnings results than about whether the capex spending for AI growth will translate into sustainable revenue growth for these companies, which remains a big question mark," said SWBC Chief Investment Officer Chris Brigati.

“靠市场上涨带动所有股票上涨的时期已经开始转变。未来的预期更多地聚焦于执行风险,以及多少未来的成功已经嵌入在当前的股价中。” 在美国财报发布前,MSCI亚太地区(除日本外)股票指数在亚洲早盘交易中上涨0.85%,日本日经225指数上涨1.2%,韩国综合股价指数(KOSPI)跳涨逾3%。

"The period of a rising market lifting all stocks has started to shift. Future expectations are more focused upon execution risk and how much future success is already embedded in the current stock price." Ahead of US earnings, MSCI's broadest index of Asia-Pacific shares outside Japan was up 0.85% in early Asia trade, with Japan's Nikkei adding 1.2% and South Korea's KOSPI jumping more than 3%.

SK海力士股价开盘后一度上涨3%,随后回吐涨幅,最后报涨1.75%。

Shares of SK Hynix rose 3% shortly after open, before paring gains to last trade 1.75% higher.

本周Meta、SpaceX和博通接连宣布AI相关融资消息,为AI交易注入新活力,人工智能公司Anthropic提交首次公开募股(IPO)申请进一步提振了市场情绪。

A series of AI-related funding announcements from Meta, SpaceX and Broadcom this week has breathed new life into the AI trade, with sentiment further boosted by Anthropic's initial public offering filing.

美国股指期货基本持平,欧洲斯托克50指数期货微跌0.03%。美联储将如何行动?

U.S. futures were little changed, while EUROSTOXX 50 futures edged 0.03% lower. WHAT WILL THE FED DO?

除了财报,投资者还在关注美联储周三晚些时候的政策决定,市场普遍预期将维持利率不变。

Earnings aside, investors are watching for the Fed's policy decision later on Wednesday, where a steady outcome is widely expected.

然而,市场的关注点将集中在政策制定者对利率前景的表态上,随着中东战争持续,通胀担忧仍是焦点。

Market focus, however, will be on what policymakers say regarding the outlook for interest rates, with inflation concern still front and centre as war in the Middle East drags on.

摩根大通分析师在客户报告中表示,他们预计至少会有两票鹰派异议。

Analysts at JPMorgan said in a client note they anticipate at least two hawkish dissents.

他们表示:“市场参与者将密切关注主席(凯文·沃什)如何措辞解释这一决定,我们认为,推迟解释将被视为本质上的鸽派。”

"Market participants will likely focus on how Chair (Kevin) Warsh couches the decision, and we think deferring on an explanation will be viewed as dovish in nature," they said.

在该决定公布前,美元指数兑六种主要货币持于两周高位附近,报102.37。

Ahead of the decision, the dollar index held near a two-week high against six major currencies at 102.37.

与此同时,新西兰储备银行维持政策利率不变,出乎市场预期,纽元下跌超过1%。

Meanwhile, the kiwi tumbled more than 1% after the Reserve Bank of New Zealand confounded market expectations by leaving its policy interest rate unchanged.

此前公布的数据显示,由于燃油成本飙升,澳大利亚第三季度消费者价格大幅上涨,而核心通胀仍高得令人不安。澳元随后上涨0.25%,至0.7043美元。

The Australian dollar rose 0.25% to $0.7043 following data which showed consumer prices rose sharply in the third quarter of the year as fuel costs jumped, while core inflation stayed uncomfortably hot.

在以色列,出口民调显示该国战时选举似乎陷入僵局后,谢克尔走软。

In Israel, the shekel weakened after exit polls showed the country's wartime election appeared deadlocked.

石油市场方面,布伦特原油期货上涨0.47%,报每桶114.42美元;美国原油上涨0.55%,报每桶100.45美元。[O/R]结束美国及以色列与伊朗之间战争的协议仍难以达成。在与沙特阿拉伯、土耳其和巴基斯坦代表会谈一天后,伊朗安全委员会主席穆赫森·雷扎伊周二会见了最高领袖阿亚图拉·穆杰塔巴·哈梅内伊。现货黄金基本持平,报每盎司4057.95美元。[GOL/]

In oil markets, Brent crude futures were up 0.47% at $114.42 a barrel and US crude added 0.55% to $100.45. [O/R] An agreement to end the US-Israeli war with Iran remains elusive. Iranian Security Council chief Mohsen Rezaei met Supreme Leader Ayatollah Mojtaba Khamenei on Tuesday, a day after talks with representatives of Saudi Arabia, Turkey and Pakistan. Spot gold was largely flat at $4,057.95 an ounce. [GOL/]

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