亚洲股市上涨，油价下跌提振市场情绪 记者 Ankur Banerjee 新加坡，11月10日 —— 周二亚洲股市上涨，此前美国总统唐纳德·特朗普表示计划暂缓对伊朗发动新的军事打击，油价随之下跌，提振了市场情绪，投资者静待可能影响短期利率前景的美国通胀数据。
Asian stocks climb as sliding oil prices buoy sentiment By Ankur Banerjee SINGAPORE, Nov 10 - Asian stocks rose on Tuesday as a drop in oil prices after US President Donald Trump said he plans to hold off on new military strikes against Iran lifted sentiment ahead of US inflation data that could sway the near-term interest rate outlook.
布伦特原油期货徘徊在9月初以来的最低水平，远低于每桶100美元，投资者寄希望于美伊可能举行会谈。布伦特原油期货最新报价下跌1%，至每桶91.56美元。
Brent crude futures were hovering at their lowest levels since early September, well below $100 per barrel, as investors pinned their hopes on possible talks between US and Iran. They were last down 1% at $91.56 a barrel.
美以与伊朗的战争于2月底爆发，引发全球通胀担忧，推动主要央行在近几个月加息。
The US-Israeli war with Iran, which erupted at the end of February, has stoked inflationary concerns across the globe, spurring major central banks to raise rates in recent months.
ATFX Global首席市场策略师Nick Twidale表示，最新事态发展带来希望，冲突可能接近尾声，但外交斡旋与达成持久和平协议之间仍存在相当大的差距。
Nick Twidale, chief market strategist at ATFX Global, said the latest developments offered hope that an end to the conflict could be approaching, but there was still a considerable gap between diplomacy and a lasting peace agreement.
他说：“现在的风险是市场反应过度、过快……任何显示谈判陷入停滞的迹象，都可能导致价格大幅反弹，因为交易员会迅速重新计入地缘政治风险溢价。”
"The risk now is that markets have moved too far, too quickly ... any indication that negotiations are faltering could see a substantial rebound in prices as traders rapidly rebuild the geopolitical risk premium," he said.
油价暴跌缓解了通胀担忧，帮助股市在上周暴跌后反弹，上周美国中期选举民主党大获全胜，引发市场担忧新法规可能削弱AI交易的持久性。
The slump in oil prices eased inflation worries and helped lift stocks after last week's rout as a sweeping victory by Democrats in the US midterm elections fed concerns that new regulations could dent the durability of the AI trade.
韩国KOSPI指数早盘上涨逾5%，日本日经225指数上涨约3%。MSCI亚太股票指数上涨1.5%，摆脱了上周触及的七个月低点。
South Korea's KOSPI rose over 5%, while Japan's Nikkei gained about 3% in early trading. MSCI's broadest index of Asia-Pacific shares pushed 1.5% higher, moving away from the seven-month low it hit last week.
周一，标普500指数录得自4月以来最大单日涨幅，收盘上涨2.35%，纳斯达克指数收盘上涨2.7%，录得逾四个月来最佳单日表现。
On Monday, the S&P 500 clocked its biggest one-day jump since April, closing up 2.35% while the Nasdaq closed 2.7% higher, its best day in over four months.
Ameriprise首席市场策略师Anthony Saglimbene表示：“我们认为预期的重置是健康的，AI交易目前似乎也在经历自身的重置过程。”
"We believe resets in expectations are healthy, and the AI trade appears to be working through a reset of its own at the moment," said Anthony Saglimbene, chief market strategist at Ameriprise.
本周包括 CoreWeave 在内的科技公司财报将成为市场的又一项考验，投资者对 AI 建设成本感到担忧，而 CoreWeave 被视为投资者对 AI 焦虑情绪的晴雨表。
Earnings reports due this week from tech companies including CoreWeave, a barometer of investor anxiety over AI, will be another test for markets as investors fret about the cost of the AI buildout.
Saglimbene 表示，Anthropic 潜在的 IPO 可能是检验投资者信心的重要指标。
Saglimbene said Anthropic's prospective IPO could be an important test of investor confidence.
英伟达仍处于风暴中心 市场关注焦点依然集中在英伟达身上，全球市值第二大公司表示，其董事会正在调查首席执行官黄仁勋是否曾成为外国情报行动的目标。
NVIDIA REMAINS AT THE CENTRE OF STORM Market focus remains on Nvidia after the second-most valuable company in the world said its board was probing whether CEO Jensen Huang had been the target of a foreign intelligence operation.
媒体报道称，他与一名中国女商人关系密切，该女商人向北京传递了信息。黄仁勋承认对妻子不忠，但未透露细节。英伟达股价下跌 4.2%，该公司将于下周发布财报。
A media report alleged he had a close relationship with a Chinese businesswoman who passed information to Beijing. Huang has said he was unfaithful to his wife without disclosing details. Shares of Nvidia, which is due to report earnings next week, fell 4.2%.
Synovus Trust 投资组合经理 Daniel Morgan 表示，科技领域的某些人物与公司的成功紧密交织，难以将二者分开。Morgan 持有英伟达股份。
Daniel Morgan, portfolio manager at Synovus Trust, said certain personalities in the technology space were so intertwined with the success of the company it was hard to separate the two. Morgan holds Nvidia shares.
他补充道：“但公司在创始人退居二线后仍能长期成功”，并表示依然相信，即使黄仁勋被迫退居二线，英伟达仍将继续保持在 GPU AI 芯片市场的领先地位。
"But, the companies can still be successful long after the original founders have taken on a lesser role," he said, adding he remained confident that Nvidia would continue to maintain its lead in the GPU AI chip market even if Huang was forced to step down to a lesser role.
通胀数据为利率前景奠定基础 所有目光将聚焦于当天晚些时候发布的美国通胀数据，经济学家表示，10 月物价可能以温和步伐上涨，但仍顽固地维持在足以让美联储下月加息的高位。
INFLATION DATA SETS UP RATES OUTLOOK All eyes will be on US inflation data later in the day, with prices likely to have increased at a moderate pace in October, economists said, and remaining stubbornly high enough for the Federal Reserve to raise interest rates next month.
路透社调查的经济学家预计，上月总体消费者物价上涨 0.3%，核心物价上涨 0.2%。
Economists polled by Reuters expect headline consumer prices to have risen 0.3% last month, with core prices posting a 0.2% increase.
CME 美联储观察工具显示，在周五公布的 10 月就业报告大超预期后，交易员预计下月加息的概率为 84%，高于一周前的 74%。
Traders are pricing in an 84% chance of a rate hike next month versus 74% a week earlier, a CME FedWatch tool showed after a blowout October jobs report on Friday.
两年期美债收益率通常随美联储利率预期变动，上涨1.4个基点至4.56%。美元在亚洲时段保持稳定。[FRX/]
The 2-year note yield, which typically moves in step with Fed interest rate expectations, was 1.4 basis points higher to 4.56%. The US dollar was steady in Asian hours. [FRX/]