Investing.com——周四亚洲股市涨跌不一,半导体股遭遇剧烈抛售,触发韩国交易熔断机制,抵消了美国中期选举民主党获胜后油价大幅下跌带来的支撑。
Investing.com-- Asian stocks were mixed on Thursday, as a sharp selloff in semiconductor shares triggered a trading curb in South Korea, offsetting support from a steep decline in oil prices after Democrats' victories in the U.S. midterm elections.
截至格林威治标准时间03:48,美股期货在亚洲时段同样涨跌互现,科技股为主的纳斯达克100指数期货领跌。隔夜美股收高,投资者欢迎民主党有望控制国会的前景。
U.S. stock futures were also mixed during Asian hours by 03:48 GMT, with tech-heavy Nasdaq 100 Futures leading losses. Wall Street closed higher overnight as investors welcomed the prospect of Democrats gaining control of Congress.
立即订阅InvestingPro获取优质股市洞见——现享55%优惠 韩国、日本芯片股下挫;韩国综合指数触发交易熔断 韩国综合指数(KOSPI)最大跌幅达5.2%,触发为期五分钟的卖方交易熔断机制(即“侧车机制”),因半导体股抛售加剧。
Get premium stock market insights with InvestingPro subscription -- at 55% off now S.Korea, Japan chip stocks slide; KOSPI entered trading halt South Korea's KOSPI fell as much as 5.2%, triggering a five-minute sell-side trading curb, known as a sidecar, as a sharp selloff in semiconductor stocks intensified.
龙头芯片制造商三星电子(KS:005930)和SK海力士(KS:000660)分别暴跌5.5%和8%。
Heavyweight chipmakers Samsung Electronics (KS:005930) and SK Hynix Inc (KS:000660) slumped 5.5% and 8%, respectively.
此前美国芯片设计商高通(NASDAQ:QCOM)和Arm Holdings(NASDAQ:ARM)业绩令人失望,重燃市场对半导体行业增长前景的担忧。费城半导体指数隔夜下跌3.1%,触及六个月低位。
The losses came as disappointing earnings from U.S. chip designers Qualcomm (NASDAQ:QCOM) and Arm Holdings (NASDAQ:ARM) revived concerns over the semiconductor industry's growth outlook. The Philadelphia Semiconductor Index had dropped 3.1% overnight to a six-month low.
芯片设备制造商同样承压,反映出市场对智能手机需求疲软、存储芯片成本上升以及巨额人工智能投资回报不确定性的担忧。
Chip equipment makers also came under pressure, reflecting concerns about weaker smartphone demand, rising memory costs and uncertainty over the returns from massive artificial intelligence investments.
日本芯片及人工智能相关股票周四延续跌势,此前一交易日刚经历大幅抛售。芯片测试设备商Advantest(TYO:6857)下跌9.4%,半导体设备制造商东京电子(TYO:8035)下跌7.7%。科技投资巨头软银集团(TYO:9984)下跌5.3%。
Japan's chip and artificial intelligence-related shares also extended their losses on Thursday, following a steep selloff in the previous session. Chip-testing equipment maker Advantest (TYO:6857) fell 9.4%, while semiconductor equipment manufacturer Tokyo Electron (TYO:8035) dropped 7.7%. Technology investor SoftBank (TYO:9984) declined 5.3%.
中国股市因科技股上涨而跑赢大市 中国股市逆地区科技股抛售之势,半导体股上涨,北京出台的新一轮支持举措提振了投资者对本土芯片制造商的投资意愿。蓝筹股沪深300指数上涨0.4%,上证综指上涨约0.1%。香港恒生指数飙升3.5%,中国芯片股领涨。
China stocks outperform on tech gains Chinese stocks bucked the regional technology selloff, with semiconductor shares advancing as Beijing's fresh support measures boosted investor appetite for domestic chipmakers. The blue-chip Shanghai Shenzhen CSI 300 index rose 0.4%, while Shanghai Composite rose around 0.1%. Hong Kong's Hang Seng index jumped 3.5% with Chinese chipmaking stocks leading gains.

中国半导体股受益于中国人民银行决定将股票回购和增持再贷款利率下调25个基点至1%。
Chinese semiconductor shares benefited from the People's Bank of China's decision to cut the interest rate on its relending facility for share buybacks and share purchases by 25 basis points to 1%.
北京推动减少对美国半导体技术依赖的举措,也继续支撑国内芯片设计商、晶圆代工厂和设备制造商。这种分化凸显了推动区域科技股走势的不同力量。
Beijing's push to reduce reliance on U.S. semiconductor technology also continues to support domestic chip designers, foundries and equipment manufacturers. The divergence underscored the different forces driving regional technology shares.
油价下滑;澳股因强劲贸易数据大涨 在油价周三暴跌后,更有利的宏观背景限制了亚洲市场的跌幅。布伦特原油结算价下跌8.7%至每桶94.62美元,美国西德克萨斯中质原油下跌8.29%至88.12美元,均触及约两个月来的最低水平。
Oil prices slide; Aussie shares jump after strong trade data Losses across Asia were capped by a more favourable macroeconomic backdrop after oil prices plunged on Wednesday. Brent crude settled 8.7% lower at $94.62 a barrel, while U.S. West Texas Intermediate fell 8.29% to $88.12, both reaching their lowest levels in about two months.
澳大利亚标普/ASX 200指数上涨2.4%,此前数据显示该国9月货物贸易顺差大幅扩大。经季节性调整后的顺差从8月的1.84亿澳元跃升至28.3亿澳元,超出经济学家预期的9.4亿澳元,达到七个月来的最高水平。
Australia's S&P/ASX 200 rose 2.4% after data showed the country's goods trade surplus widening sharply in September. The seasonally adjusted surplus jumped to A$2.83 billion from A$184 million in August, exceeding economists' expectations of A$940 million and reaching its highest level in seven months.
其他市场方面,新加坡海峡时报指数上涨0.5%,印度Nifty 50期货持平交易。
Elsewhere, Singapore's Straits Times Index gained 0.5%, while India's Nifty 50 futures traded flat.
美国中期选举中民主党获胜,提高了市场预期,认为政治压力可能加速结束美伊冲突的努力,从而可能缓解供应中断并降低通胀压力。
The Democratic victories in U.S. midterms raised expectations that political pressure could accelerate efforts to end the U.S.-Iran conflict, potentially easing supply disruptions and reducing inflationary pressures.
较低的能源价格也提振了债券市场,因为投资者降低了对美联储进一步加息的预期。
Lower energy prices also boosted bond markets as investors scaled back expectations of further Federal Reserve interest-rate increases.
国债收益率全线下降,美元走弱,为科技板块以外的风险敏感型资产和市场提供了支撑。高通现在是便宜货吗?
Treasury yields declined across the curve, while the dollar weakened, providing support to risk-sensitive assets and markets outside the technology sector. Is QCOM a bargain right now?
最快的方法是查看我们的公允价值估算。它对 QCOM 运行 17 种经验证的估值模型,并给出一个数字,以及相对于当前价格的上涨或下跌空间。
The fastest way to find out is looking at our Fair Value estimate. It runs 17 proven valuation models on QCOM and gives you one number, plus the upside or downside against today’s price.
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