Investing.com -- 亚洲股市周一反弹，此前华尔街股市出现回升，尽管市场对涉及英伟达首席执行官黄仁勋的调查存有担忧，限制了涨幅，投资者正在重新评估人工智能交易的前景。
Investing.com -- Asian stocks rallied on Monday, following a recovery on Wall Street, although concerns over an investigation involving Nvidia CEO Jensen Huang tempered gains as investors reassessed the outlook for the artificial intelligence trade.
MSCI亚太指数上涨2.3%，日本日经225指数上涨3.5%，韩国综合股价指数上涨1.6%。台湾加权指数盘中最高涨幅达6.4%，创7月以来最大单日涨幅，而东证指数上涨3.4%。此次反弹是在经历动荡一周后出现的，当时日股和台股均进入熊市领域，三星电子和SK海力士股价均下跌超过16%。
The MSCI Asia Pacific index climbed 2.3%, with Japan’s Nikkei 225 advancing 3.5% and South Korea’s KOSPI rising 1.6%. Taiwan’s Taiex jumped as much as 6.4%, its biggest advance since July, while the TOPIX gained 3.4%. The rebound followed a turbulent week in which Japanese and Taiwanese equities entered bear-market territory and Samsung Electronics and SK Hynix both lost more than 16%.
衡量美国半导体股票表现的一个指标上周晚些时候上涨4.2%，投资者买入遭重创的股票，此前担忧有所缓解，即民主党控制的国会将在该党在中期选举中大获全胜后，对人工智能行业实施更严格的限制。尽管如此，标普500指数仍录得自2025年4月以来最陡峭的单周跌幅，而纳斯达克100指数仅在周四一天就蒸发了2.3万亿美元市值。
A gauge of U.S. semiconductor stocks rose 4.2% late last week as investors bought beaten-down shares amid easing concerns that a Democratic-controlled Congress would impose tighter restrictions on the AI industry following the party’s sweeping midterm victories. The S&P 500 nevertheless recorded its steepest weekly decline since April 2025, while the Nasdaq 100 lost $2.3 trillion in market value on Thursday alone.
英伟达期货最初下跌多达1%，此前该公司董事会宣布将就有关黄仁勋成为外国情报行动目标的报道展开独立调查。黄仁勋已承认对妻子不忠，而董事会表示，没有理由相信英伟达商业机密或美国国家安全受到损害。
Nvidia futures initially fell as much as 1% after the company's board announced an independent investigation into reports that Huang had been targeted in a foreign intelligence operation. Huang had acknowledged being unfaithful to his wife, while the board said it had no reason to believe Nvidia secrets or U.S. national security had been compromised.
纳斯达克100指数期货最新上涨0.7%，标普500指数期货上涨0.6%。
Nasdaq 100 futures were last up 0.7% and S&P 500 futures had gained 0.6%.
台湾引领反弹，当局出手稳定市场 台湾加权指数结束了长达七个交易日的连跌走势，这是自2022年以来最长的连跌纪录，此前市场监管机构和财政部宣布采取措施恢复投资者信心。
Taiwan leads rebound as authorities move to stabilise markets Taiwan’s Taiex recovered from a seven-session losing streak, its longest since 2022, after the market regulator and finance ministry announced measures to restore investor confidence.
台积电和联发科股价均上涨至少6%，引领反弹，此前这个科技股占比重的市场上周进入熊市领域。
Taiwan Semiconductor Manufacturing Co. and MediaTek each climbed at least 6%, leading the rebound after the technology-heavy market entered bear territory last week.
金融监督管理委员会将利用借入证券进行当日回转卖空订单的允许量度，从股票前30个交易日平均每日成交量的30%降至3%。同时将卖空的最低保证金比例要求从90%提高至130%。
The Financial Supervisory Commission cut the permitted volume of intraday short-selling orders using borrowed securities to 3% of a stock’s average daily trading volume over the previous 30 sessions, from 30%. It also raised the minimum margin requirement for short-selling to 130% from 90%.
当局表示，5000亿新台币（约152亿美元）的国家股票稳定基金仍可随时动用。
Authorities said the NT$500 billion ($15.2 billion) national stock stabilisation fund remained available for deployment.
与此同时，布伦特原油下跌0.9%，报每桶97.44美元，因美国总统唐纳德·特朗普表示，如果伊朗核计划谈判取得进展，进一步打击伊朗的可能性不大。
Meanwhile, Brent crude fell 0.9% to $97.44 a barrel as U.S. President Donald Trump said further strikes on Iran were unlikely if negotiations over its nuclear programme made progress.
投资者也在等待周二公布的美国通胀数据，以寻找利率前景的线索，市场定价显示，美联储年内加息的概率接近80%。
Investors were also awaiting U.S. inflation data on Tuesday for clues on the interest-rate outlook, with markets pricing in nearly an 80% probability of a Federal Reserve rate increase by year-end.
中国、印度及区域市场表现不一 中国和印度股市也吸引了新的需求，因投资者从AI相关市场轮动资金。中国内地沪深300指数上涨0.3%，上证综指上涨0.5%，而印度Nifty 50指数下跌0.2%。
China, India and regional markets show mixed performance Chinese and Indian equities also attracted renewed demand as investors rotated away from AI-exposed markets. Mainland China’s CSI 300 rose 0.3% and the Shanghai Composite gained 0.5%, while India’s Nifty 50 fell 0.2%.
中国10月通胀数据释放混合信号。较高的能源和大宗商品成本推高了出厂价格，但疲弱的国内需求意味着许多制造商难以将这些涨幅转嫁给客户，利润率受到挤压。
China's October inflation figures offered a mixed signal. Higher energy and commodity costs lifted factory-gate prices, but weak domestic demand meant many manufacturers struggled to pass those increases on to customers, squeezing margins.
其他方面，香港恒生指数上涨0.2%，澳大利亚标普/ASX 200指数和新西兰NZX 50指数分别下跌0.2%，新加坡海峡时报指数持平。印度尼西亚雅加达综合指数上涨0.8%，而马来西亚KLCI指数下跌1.2%。
Elsewhere, Hong Kong’s Hang Seng rose 0.2%, Australia’s S&P/ASX 200 and New Zealand’s NZX 50 slipped 0.2%, respectively, and Singapore’s Straits Times Index was unchanged. Indonesia’s Jakarta Composite gained 0.8%, while Malaysia’s KLCI fell 1.2%.
菲律宾PSEi综合指数下跌0.7%，因该国第三季度经济同比仅增长2.1%，增速较第二季度的2.4%和去年同期的4%均有所放缓。
The Philippines’ PSEi Composite dropped 0.7% as the country’s economy expanded just 2.1% year-on-year in the third quarter, slowing from 2.4% in the second quarter and 4% in the same period last year.
澳新银行集团（ANZ Group Holdings）股价下跌 4.5% 至 38.62 澳元，尽管这家澳大利亚贷款机构报告的全年现金利润为 75.9 亿澳元，略超分析师预期。该行还因经济环境更加动荡而增加了拨备。
ANZ Group Holdings shares fell 4.5% to A$38.62 despite the Australian lender reporting full-year cash profit of A$7.59 billion, narrowly exceeding analyst expectations. The bank also increased provisions amid a more volatile economic environment.
最新的反弹在上周科技股主导的急跌后提供了一定缓解，但投资者对 AI 估值、监管风险以及基础设施支出规模仍保持谨慎。关注焦点现转向美国通胀数据，以及科技行业能否维持增长的进一步证据。
The latest rebound offers some relief after last week's sharp technology-led losses, but investors remain cautious about AI valuations, regulatory risks and the scale of infrastructure spending. Attention now turns to U.S. inflation data and further evidence of whether the technology sector can sustain its growth.