Investing.com -- 亚洲股市周二延续了全球科技股的强劲反弹，韩国和日本领涨该地区，投资者在华尔街约七个月来最大单日涨幅后重返遭重创的芯片股。
Investing.com -- Asian stocks extended a sharp global technology rebound on Tuesday, with South Korea and Japan leading regional gains as investors returned to beaten-down chipmakers following Wall Street’s biggest rally in about seven months.
油价进一步回落也提振了市场情绪，缓解了通胀担忧。此前美国总统特朗普发出信号，如果谈判取得进展，对伊朗发动新袭击的可能性不大。不过，围绕英伟达首席执行官黄仁勋的不确定性以及即将公布的美国通胀报告，令投资者对复苏的持久性保持谨慎。
A further retreat in oil prices, after U.S. President Donald Trump signalled that fresh strikes on Iran were unlikely if negotiations progressed, also lifted sentiment by easing inflation concerns, although uncertainty surrounding Nvidia CEO Jensen Huang and the looming U.S. inflation report kept investors cautious about the durability of the recovery.
MSCI亚太指数上涨2%，韩国KOSPI指数飙升4.3%，日本日经225指数上涨2.8%，东证指数（TOPIX）上涨2.2%。
The MSCI Asia Pacific index rose 2%, with South Korea’s KOSPI up 4.3%, Japan’s Nikkei gaining 2.8% and TOPIX advancing 2.2%.
华尔街约七个月来最大单日涨幅推动标普500指数上涨2.4%，纳斯达克综合指数上涨2.7%，纳斯达克100指数上涨3.4%，道琼斯工业平均指数上涨2.15%，费城半导体指数飙升6.9%。在亚洲时段交易中，纳斯达克100指数期货持平，标普500指数期货微涨0.1%。
Wall Street’s biggest rally in seven months lifted the S&P 500 2.4%, Nasdaq Composite 2.7%, Nasdaq 100 by 3.4%, Dow 2.15% and Philadelphia Semiconductor Index 6.9%. In Asian trade, Nasdaq 100 futures were unchanged, while S&P 500 futures edged up 0.1%.
英伟达下跌4.2%，此前董事会就首席执行官黄仁勋可能遭外国势力针对一事展开调查。报道称黄仁勋与一名涉嫌向北京传递信息的中国女商人有关联。董事会表示，未发现公司机密泄露的证据。英伟达将于下周发布财报。
Nvidia fell 4.2% amid a board probe into possible foreign targeting of CEO Jensen Huang. Reports alleged links to a Chinese businesswoman suspected of passing information to Beijing. The board said it saw no evidence of compromised company secrets. Nvidia reports earnings next week.
韩国、台湾和日本引领科技股反弹 SK海力士上涨6.3%，三星电子上涨4.9%。铠侠上涨6.6%，TDK上涨5.2%，村田制作所上涨5.9%，LG Innotek上涨5.1%。台湾加权指数盘中最高涨幅达6.4%；台积电上涨0.9%，大立光上涨5.6%，鸿海精密上涨0.5%，索尼下跌0.4%。
Korea, Taiwan and Japan lead the technology rebound SK Hynix rose 6.3% and Samsung Electronics 4.9%. Kioxia gained 6.6%, TDK 5.2%, Murata 5.9% and LG Innotek 5.1%. Taiwan’s Taiex surged as much as 6.4%; TSMC rose 0.9%, Largan 5.6% and Foxconn 0.5%, while Sony fell 0.4%.
台湾股市连跌七个交易日，创下自2022年以来最长连跌纪录，在监管机构将卖空额度从30日平均成交量的30%削减至3%，将融资维持率从90%提高至130%，并保留5000亿新台币（约152亿美元）稳定基金可用后，跌势得以扭转。
Taiwan’s seven-session slide, its longest since 2022, reversed after regulators cut short-selling limits to 3% of 30-day average volume from 30%, raised margin requirements to 130% from 90% and kept a NT$500 billion ($15.2 billion) stabilisation fund available.
日本和台湾股市上周进入熊市；韩国指数较夏季高点下跌逾40%，台湾指数较历史高点下跌16%。三星电子和SK海力士股价均下跌逾16%。
Japan and Taiwan entered bear markets last week; Korea’s index was more than 40% below its summer peak and Taiwan’s 16% below its record. Samsung and SK Hynix had each lost more than 16%.
Anthropic 在可能于周二启动的 IPO 路演前推出了 Fable 5.2 和 Mythos 5.2，寻求高达 693 亿美元的估值。其 IPO 以及 CoreWeave 的表现将检验 AI 投资者的胃口，此前对冲基金迅速削减了科技敞口。
Anthropic launched Fable 5.2 and Mythos 5.2 ahead of a possible Tuesday IPO roadshow, seeking up to $69.3 billion. Its IPO and CoreWeave results will test AI investor appetite after hedge funds rapidly cut technology exposure.
与此同时，布伦特原油报 91.56 美元，下跌 1%，此前周一暴跌近 6% 至 9 月初以来低位。特朗普在会见卡塔尔首相后表示，如果核谈判取得进展，对伊朗的进一步打击不太可能。
Meanwhile, brent was $91.56, down 1% after a nearly 6% Monday slide to an early-September low. Trump said further strikes on Iran were unlikely if nuclear talks progressed after meeting Qatar’s prime minister.
中国贸易与地区数据受关注 中国 10 月出口增长 35.2%，超出 33.5% 的预期，但较 9 月的 36.3% 有所放缓。进口激增 41.6%，高于 32% 的预估。
China trade and regional data in focus China’s October exports rose 35.2%, beating 33.5% forecasts but easing from September’s 36.3%. Imports jumped 41.6%, above 32% estimates.
贸易顺差连续第二年突破 1 万亿美元，得益于 AI 出货。自 2009 年以来，中国一直是东盟最大贸易伙伴，将其贸易势头与地区供应链联系在一起。
The trade surplus topped $1 trillion for a second year, supported by AI shipments. China has been ASEAN’s largest trading partner since 2009, linking its trade momentum to regional supply chains.
日本 9 月家庭支出同比暴跌 6.8%，预期为下降 3.1%，创下 2020 年以来最大降幅。然而，疲软的消费使日本央行的前景复杂化，市场预期 12 月 18 日将从目前的 1.25% 加息。
Japan’s household spending plunged 6.8% year-on-year in September, against a 3.1% decline forecast and marking its steepest drop since 2020. However, weak consumption complicates the BOJ’s outlook, with markets expecting a December 18 rate hike from the current 1.25%.
NZX 50 指数上涨 1%。工党在初步政党得票率中以 29.36% 对 29.21% 领先国家党，但国家党赢得 42 个席位，工党 36 个。国家党、行动党和新西兰优先党合计占据 131 个席位中的 67 个；约 40 万张特别票尚未计入，最终结果将于 11 月 27 日公布。
The NZX 50 gained 1%. Labour led National in preliminary party votes, 29.36% to 29.21%, but National won 42 seats against Labour’s 36. National, ACT and New Zealand First together hold 67 of 131 seats; around 400,000 special votes remain, with final results due November 27.
ASX 200 指数上涨 1.1%，新加坡海峡时报指数上涨 1.6%，而印度 Nifty-50 期货持平交易。
The ASX 200 rose 1.1%, Singapore’s STI gained 1.6%, while India's Nifty-50 futures traded flat.
美国 10 月 CPI 将于周二公布，整体和核心物价预计分别上涨 0.3% 和 0.2%。在强劲就业数据公布后，美联储加息概率从一周前的 74% 升至 84%。
October U.S. CPI is due Tuesday, with headline and core prices forecast to rise 0.3% and 0.2%. Fed hike odds climbed to 84% from 74% a week earlier following strong jobs data.