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随着AI和中东紧张情绪消退,亚洲股市企稳;美元因美联储押注而走强Asian stocks steady as AI, Mideast jitters recede; dollar firm on Fed bets

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2026年1月29日,日本东京,一名男子在一栋金融大楼前休息,他身后是一块显示日经平均股指的电子显示屏。路透社/金京勋/资料图片A person rests in front of an electronic board displaying the Nikkei share average at a financial building in Tokyo, Japan, January 29, 2026. REUTERS/Kim Kyung-Hoon/File Photo

亚洲市场和美国股指期货周一平稳开盘,在经历了一个动荡周后震荡走高,上周对芯片需求的疑虑令亚洲科技股重仓市场遭遇数年来最陡峭跌幅之一。

Asian markets and US equity futures made a steady start on Monday, wobbling into positive territory after a wild week where doubts about demand for computer chips sent tech-heavy markets in Asia into some of their steepest falls in years.

MSCI明晟亚太地区(除日本外)股票指数(.MISX00000PUS)上涨0.8%,上周下跌4.6%。日本日经225指数(.N225)上涨2.5%,韩国综合股价指数(.KS11)小幅上涨。

MSCI's broadest index of Asia-Pacific shares outside Japan (.MISX00000PUS) rose 0.8% after sliding 4.6% last week. Japan's Nikkei index (.N225) added 2.5% while Korean shares (.KS11) made small gains.

台湾加权指数(.TWII)上涨约2.5%,上周录得二十年来最大单周跌幅,当时对AI盈利能力和基础设施需求的担忧,在美国中期选举民主党获胜后演变成一场崩盘式抛售。

Taiwan's benchmark (.TWII) rose about 2.5% after notching its heaviest weekly drop for two decades last week, when fears about AI profitability and infrastructure demand turned into a rout following wins by Democrats at US midterm polls.

美国股指期货、标普500 E-mini期货微涨。周五,华尔街股市反弹,结束了混乱的一周,此前AI相关板块遭遇重挫,反弹有助于缓解部分紧张情绪。

US stock futures, the S&P 500 e-minis , were a touch higher. On Friday, Wall Street equities rallied to end a chaotic week after heavy AI-related selling, helping to calm some nerves.

全球股市在最近几周已处于摇摇欲坠的状态,AI交易在利率上升的冲击下瓦解,直到美国中期选举结果引发了对AI和数据中心监管加强的更深层担忧。

Global stocks had already been on shaky ground in recent weeks with the AI trade crumbling in the face of rising interest rates, until the US midterm results unleashed deeper worries about increased regulation of AI and data centres.

本周即将发布的科技公司财报,包括CoreWeave(CRWV.O)、应用材料(AMAT.O)和思科系统(CSCO.O),将在大规模建设成本高企的背景下,检验AI雄心的盈利能力。

Earnings reports due this week from tech companies including CoreWeave (CRWV.O), Applied Materials (AMAT.O) and Cisco Systems (CSCO.O) are set to put the profitability of AI ambitions to the test amid the massive costs of the build-out.

与此同时,行业风向标英伟达(NVDA.O)发起的公司主导调查,涉及其CEO黄仁勋与一名涉嫌中国间谍的关系,也可能引发一些波动。

Meanwhile, a company-led investigation by industry bellwether Nvidia (NVDA.O) into its CEO Jensen Huang's relationship with an alleged Chinese spy could also draw some volatility.

“市场远未走出困境,”Capital.com高级金融市场分析师Kyle Rodda表示。

"The markets are far from being out of the woods yet," said Kyle Rodda, senior financial market analyst at Capital.com.

他补充道:“继上周中期选举导致监管风险增加,以及整体令人失望的财报季见证‘美股七巨头’业绩不及预期之后,势头仍然偏向下行。”

"Following last week's midterm elections that have led to increased regulatory risk and an overall underwhelming earnings season that's seen Magnificent Seven companies miss earnings expectations, the momentum remains skewed to the downside," he added.

在其他市场,布伦特原油期货下跌至每桶97.49美元,此前美国总统唐纳德·特朗普周日表示,只要结束冲突的谈判取得进展,他极不可能下令对伊朗发动新的袭击。

Elsewhere, Brent crude fell to $97.49 per barrel after US President Donald Trump on Sunday said he was highly unlikely to order fresh attacks on Iran as long as talks to end the conflict progress.

周五公布的一份爆冷就业报告显示,美国雇主上月新增就业岗位16.5万个,是经济学家预期的两倍多,增强了美联储12月加息的理由。周二即将公布的美国CPI数据可能进一步巩固市场对下月加息的预期。

A blowout jobs report on Friday showed US employers added 165,000 jobs last month, more than twice economists' expectations and bolstering the case for the US Federal Reserve to raise interest rates in December. A US CPI reading due on Tuesday could further cement expectations for a hike next month.

根据CME“美联储观察”工具,受该报告影响,市场预期美联储在12月会议上至少加息25个基点的概率升至近80%。

Market expectations for an increase of at least 25 basis points at the central bank's December meeting moved up to nearly 80% in the wake of the report, according to the CME FedWatch Tool.

官员们的言论也支持加息观点,纽约联储主席约翰·威廉姆斯表示,美国经济增长在连续冲击面前表现出了非凡的韧性,但通胀过高,将其降回2%至关重要。

Comments from officials also supported views for a rate hike, with New York Fed President John Williams saying US economic growth has remained remarkably resilient in the face of successive shocks but inflation is too high and it is essential to bring it back to 2%.

这帮助美元创下五个月来最大单日涨幅。衡量美元兑其他主要贸易伙伴一篮子货币汇率的美元指数最新报102.2。

That helped the greenback to notch its biggest single-day gain in five months. The dollar index , which tracks the greenback against a basket of currencies of other major trading partners, last traded at 102.2.

欧元兑美元基本持平,报1.1148美元。日元兑美元上涨0.2%,报158.215。

The European single currency was little changed at $1.1148. The yen was 0.2% stronger at 158.215.

比特币下跌逾2%至73,708美元,以太坊下跌约5%至2,223美元,触及两个多月来最低水平,因投资者担心由民主党控制的美国国会将收紧对加密货币的监管。

Bitcoin fell by more than 2% to $73,708, while ether fell about 5% to $2,223, touching the lowest levels in over two months as investors fretted a Democratic-controlled US Congress will toughen regulation on cryptocurrencies.

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