Investing.com -- 周三亚洲股市涨跌不一，日本、韩国和台湾的半导体股上涨，而香港和中国科技股承压。
Investing.com -- Asian stocks were mixed on Wednesday as semiconductor shares rallied in Japan, South Korea and Taiwan, while Hong Kong and Chinese technology stocks came under pressure.
CoreWeave 强劲的财报支撑了 AI 交易，但高于预期的美国通胀数据重燃了对美联储进一步加息的担忧。
Strong earnings from CoreWeave supported the AI trade, but hotter-than-expected U.S. inflation revived concerns over further Federal Reserve rate hikes.
MSCI 亚太指数盘中最高上涨 0.8%，延续了此前带来逾三个月来最强两日涨幅的反弹。
The MSCI Asia Pacific Index rose as much as 0.8%, extending a recovery that had delivered its strongest two-day advance in more than three months.
科技股领涨，纳斯达克 100 指数期货上涨 1.2%，标普 500 指数期货上涨 0.6%，收复了美股常规交易时段纳斯达克 100 指数的跌幅。
Technology shares led the gains, while Nasdaq 100 futures climbed 1.2% and S&P 500 futures added 0.6%, recovering losses in the underlying Nasdaq 100 during regular U.S. trading.
韩国综合股价指数上涨 1.8%，日本日经 225 指数上涨 1.2%，东证指数上涨 0.8%。韩国芯片股领涨，SK 海力士上涨 3.6%，LG Innotek 上涨 3.6%，三星电子上涨 2.4%。
South Korea's KOSPI gained 1.8%, Japan's Nikkei 225 advanced 1.2% and the TOPIX rose 0.8%. South Korean chipmakers led gains, with SK Hynix climbing 3.6%, LG Innotek rising 3.6% and Samsung Electronics adding 2.4%.
在日本，TDK 上涨 3.43%，铠侠上涨 2.99%，村田制作所上涨 2.65%。台积电上涨 2.63%，大立光上涨 2.96%。
In Japan, TDK gained 3.43%, Kioxia advanced 2.99% and Murata Manufacturing rose 2.65%. Taiwan Semiconductor Manufacturing gained 2.63%, while Largan Precision added 2.96%.
香港恒生指数下跌 0.9%，沪深 300 指数和上证综指均下跌 0.2%。中国科技股跌幅居前，网易下跌 2.6%，MiniMax 下跌 2.6%，美团下跌 2%。长鑫存储下跌 0.2%，中芯国际微涨 0.1%。
Hong Kong's Hang Seng fell 0.9%, while the CSI 300 and Shanghai Composite slipped 0.2%, each. Chinese technology losses were led by NetEase, down 2.6%, MiniMax, which fell 2.6%, and Meituan, which declined 2%. CXMT slipped 0.2%, while SMIC edged up 0.1%.
CoreWeave 提振 AI 乐观情绪，但通胀重燃加息担忧 CoreWeave 股价在美股盘后交易中上涨约 2%，此前这家 AI 算力供应商公布的季度业绩超出分析师预期，并上调了全年预期，表明尽管数据中心行业存在瓶颈担忧，但对算力的需求依然强劲。
CoreWeave lifts AI optimism, but inflation revives rate concerns CoreWeave shares rose around 2% in late U.S. trading after the AI computing provider reported quarterly results above analyst estimates and raised its annual forecast, indicating that demand for computing capacity remains strong despite concerns about constraints across the data-centre industry.
市场也对 Anthropic 计划上市的预期升温，该公司目标完全稀释估值为 1.4 万亿美元。
Anticipation also grew around Anthropic's planned listing, with the company targeting a fully diluted valuation of $1.4 trillion.
乐观情绪因 10 月美国通胀数据而降温。消费者价格指数环比上涨 0.4%，核心 CPI 上涨 0.3%，连续第三个月超出预期。
The optimism was tempered by October U.S. inflation data. Consumer prices rose 0.4% month-on-month, while core CPI increased 0.3%, exceeding expectations for a third consecutive month.
市场目前预计美联储将在12月加息25个基点，也存在更大幅度加息的可能性，并预计到6月前将累计加息约三次、每次25个基点。
Markets are now pricing in a quarter-point Fed rate increase in December, with some possibility of a larger move, and roughly three quarter-point hikes by June.
达拉斯联储主席洛里·罗根表示，冬季可能需要更快的加息步伐，而理事克里斯托弗·沃勒称12月加息50个基点可能是合理的。
Dallas Fed President Lorie Logan said faster increases could be needed over the winter, while Governor Christopher Waller said a 50-basis-point move in December may be warranted.
芝加哥联储主席奥斯坦·古尔斯比将最新通胀报告形容为令人不安。因公众假期，美国现货国债交易周三休市。
Chicago Fed President Austan Goolsbee described the latest inflation report as disturbing. US cash Treasury trading is closed on Wednesday for a public holiday.
中国科技股疲软不仅反映美国利率前景 中国和香港科技股的回调反映了美国加息预期升温、对AI估值和竞争的持续担忧这两方面因素的共同作用。
China tech weakness reflects more than the U.S. rate outlook The pullback in Chinese and Hong Kong technology shares reflects the combination of higher US rate expectations and lingering concerns about AI valuations and competition.
在11月18日至19日特朗普与习近平会晤前，中美科技合作的不确定性构成压力，而美团因券商下调评级跌幅扩大。
Uncertainty over U.S.-China technology cooperation ahead of the November 18-19 Trump-Xi meeting have weighed, while losses in Meituan have been compounded by a broker downgrade.
软银集团在东京股市一度暴跌11%，此前该公司报告2024财年第二季度亏损1.12万亿日元（约71亿美元），其中包括因AI估值下降而在美国数据中心项目上计提37亿美元减值。
SoftBank Group fell as much as 11% in Tokyo after reporting a ¥1.12 trillion ($7.1 billion) fiscal second-quarter loss, including a $3.7 billion writedown on its U.S. data-centre projects amid falling AI valuations.
阿里巴巴表示，其芯片业务平头哥已秘密提交香港IPO申请。在获得交易所批准进行拟议分拆后，公司于9月11日提交了A1表格申请，此举将让投资者更直接地接触阿里巴巴核心AI和半导体业务之一。尽管如此，阿里巴巴股价仍下跌1.3%。
Alibaba said its chip division, T-Head, had confidentially filed for a Hong Kong IPO. The company submitted its Form A1 application on September 11 after receiving exchange clearance to proceed with the proposed spin-off, which would give investors more direct exposure to one of Alibaba's core AI and semiconductor businesses. Alibaba shares nevertheless fell 1.3%.
其他地区基准指数表现不一。澳大利亚标普/ASX 200指数上涨0.1%，新加坡海峡时报指数上涨0.7%。印度Nifty 50指数和Sensex指数分别上涨0.2%和0.1%。
Other regional benchmarks were mixed. Australia's S&P/ASX 200 rose 0.1%, Singapore's STI gained 0.7%. India's Nifty and Sensex rose 0.2% and 0.1%, respectively.