Investing.com -- 亚洲股市周五收复部分失地，投资者看透英伟达的动荡，重返科技股，受到对人工智能交易重燃信心以及对半导体基础设施强劲需求的鼓舞。
Investing.com -- Asian stocks regained some ground on Friday as investors looked beyond the upheaval at Nvidia and returned to technology shares, encouraged by renewed confidence in the artificial intelligence trade and strong demand for semiconductor infrastructure.
MSCI亚太指数上涨0.7%，科技股提供最大涨幅。纳斯达克100指数期货上涨0.1%，标普500指数期货上涨0.2%，此前两大基准指数周四均收低。
The MSCI Asia Pacific index rose 0.7%, with technology shares providing the biggest lift. Nasdaq 100 futures gained 0.1% and S&P 500 futures advanced 0.2%, after both underlying benchmarks finished lower on Thursday.
Anthropic计划首次公开募股（IPO）也提振了情绪，据报道该股认购额达到可供发行数量的约六倍。
Anthropic's planned initial public offering also supported sentiment, with demand for the shares reportedly reaching around six times the amount available.
英伟达股价周四一度暴跌14%，此前联合创始人黄仁勋辞职，但抄底买盘将跌幅收窄至收盘时的4.3%。
Nvidia shares fell as much as 14% on Thursday after co-founder Jensen Huang resigned, but dip-buyers narrowed the decline to 4.3% by the close.
公司确认首席财务官Colette Kress将出任临时首席执行官，同时董事会寻找永久继任者。英伟达股价在盘后交易中再跌3%。
The company confirmed that Chief Financial Officer Colette Kress would take over as interim CEO while its board searches for a permanent replacement. Nvidia shares slipped another 3% in extended trading.
亚洲芯片股收复失地，AI投资者轮动 日本日经225指数上涨1.1%，TOPIX指数上涨0.8%，韩国KOSPI指数微涨0.2%。台积电上涨1.3%，大立光暴涨10%。
Asian chipmakers regain ground as AI investors rotate Japan's Nikkei 225 rose 1.1% and TOPIX gained 0.8%, while South Korea's KOSPI edged up 0.2%. Taiwan Semiconductor Manufacturing advanced 1.3% and Largan Precision surged 10%.
日本供应商亦走强，铠侠上涨1.7%，索尼上涨1.5%，TDK上涨1.4%，村田制作所上涨1.2%。三星电子上涨0.5%，SK海力士几乎持平。
Japanese suppliers also strengthened, with Kioxia rising 1.7%, Sony adding 1.5%, TDK gaining 1.4% and Murata Manufacturing climbing 1.2%. Samsung Electronics added 0.5%, while SK Hynix was nearly unchanged.
黄仁勋的离职可能对美国芯片出口政策和AI供应链产生更广泛影响，鉴于他为保持对华准入所做的努力，以及他与美国总统唐纳德·特朗普的密切关系。
Huang's departure could have wider implications for U.S. chip-export policy and the AI supply chain, given his efforts to retain access to China and his close relationship with U.S. President Donald Trump.
美国参议院银行委员会主席蒂姆·斯科特已要求黄仁勋和商务部长霍华德·卢特尼克就芯片制造商近期事态作证。
U.S. Senate Banking Committee Chairman Tim Scott has asked both Huang and Commerce Secretary Howard Lutnick to testify about the recent developments at the chipmaker.
投资者不过仍展望英伟达将于周二（11月17日）公布的第三季度业绩。中国和香港科技股面临芯片获取担忧中国和香港科技股持续走弱，投资者正在评估英伟达领导层变动可能如何影响依赖其处理器的中国公司，同时也在权衡美国收紧通过离岸数据中心获取先进芯片管控的风险。
Investors are nevertheless looking ahead to Nvidia's third-quarter results on Tuesday, November 17. China and Hong Kong tech shares face chip-access concerns Chinese and Hong Kong technology stocks remained weaker as investors assessed how Nvidia's leadership change could affect Chinese companies reliant on its processors, alongside the risk of tighter U.S. curbs on access to advanced chips through offshore data centres.
香港恒生指数下跌0.9%，沪深300指数微跌0.1%，上证综指上涨0.2%。MiniMax下跌4.9%，Z.AI跌7.4%，腾讯跌2.6%，快手跌3.1%。工业富联跌5.6%，阿里巴巴跌0.6%。
Hong Kong's Hang Seng down 0.9%, while the CSI 300 slipped 0.1% and the Shanghai Composite added 0.2%. MiniMax fell 4.9%, Z.AI dropped 7.4%, Tencent lost 2.6% and Kuaishou declined 3.1%. Foxconn Industrial Internet fell 5.6%, while Alibaba shed 0.6%.
更广泛的中美国家安全紧张局势加剧了这些担忧。据悉，华盛顿正考虑禁止进口中国新型光模块，该产品用于连接AI数据中心内部设备，理由是担心这些产品可能助长数据窃取、恶意软件植入或服务中断。
Broader U.S.-China national-security tensions are adding to those concerns. Washington is considering barring imports of new Chinese optical transceivers used to connect equipment inside AI data centres, citing fears that the products could enable data theft, malware installation or service disruption.
国产替代押注为中国芯片制造商提供了一些支撑——中芯国际上涨1.44%，北方华创上涨1.13%，寒武纪上涨1.24%。
Domestic substitution bets offered some support to Chinese chipmakers - SMIC rose 1.44%, NAURA Technology gained 1.13% and Cambricon advanced 1.24%.
其他市场方面，澳洲标普/ASX 200指数下跌0.6%，新西兰NZX 50指数跌0.5%，新加坡海峡时报指数跌0.7%。印度Nifty 50期货基本持平。
Elsewhere, Australia's S&P/ASX 200 fell 0.6%, New Zealand's NZX 50 lost 0.5% and Singapore's STI declined 0.7%. India's Nifty 50 Futures were little changed.
与此同时，市场完全消化了美联储下月加息25个基点的预期，并给予加息50个基点14.5%的概率，高于一周前的零。
Meanwhile, markets fully priced a quarter-point Fed increase next month and assigned a 14.5% probability to a half-point move, up from zero a week earlier.
布伦特原油交易价格徘徊在每桶96美元附近，此前周四因胡塞武装袭击沙特能源设施及霍尔木兹海峡航运风险引发供应担忧，油价上涨3.3%。
Brent traded near $96 a barrel after gaining 3.3% on Thursday, when Houthi attacks on Saudi energy infrastructure and risks to Strait of Hormuz shipping raised supply concerns.
特朗普表示华盛顿可在无协议情况下推进对伊事务，为地区供应前景增添另一层不确定性，油价随后回落。
Prices later slipped after Trump said Washington could proceed without a deal with Iran, adding another layer of uncertainty to the regional supply outlook.