<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png"/></p>
<p>一波谨慎的乐观情绪在亚洲科技股中蔓延，市场紧张地将目光投向一个关键事件：即将发布的人工智能革命无可争议的王者 Nvidia 的财报。</p>
<p>在一个面临中央银行混乱和贸易战加剧的世界中，这家芯片巨头的业绩已超越了单纯的企业财务，成为全球市场健康状况的重要晴雨表。</p>
<p>人工智能主题依然是一股强大的力量，中国人工智能核心企业寒武纪科技的股价在发布创纪录利润后飙升至新高，涨幅高达 8.2%。</p>
<p>这种热情具有传染性，尼康公司的股价在日本上涨了惊人的 21%，而亚洲科技股的整体指数也上涨了 0.5%。</p>
<p>这波反弹清楚地表明，投资者迫切希望找到一个积极的催化剂，以判断自四月以来开始的强劲牛市是否还有继续的动力。</p>
<h2>一个晴雨表，一个护身符，一个压力点</h2>
<p>现在所有的目光都集中在 Nvidia 身上。该公司将在周三收盘后发布的财报预计将提供关于全球人工智能支出热潮的重要更新，尤其是美国与中国日益加剧的竞争如何影响其增长。</p>
<p>分析师预计，该公司的销售额今年仍将以超过 50% 的惊人速度增长，但对 Nvidia 在庞大的中国市场能够开展多少业务的困惑正在抑制兴奋感。</p>
<p>这份报告的重要性不容小觑。</p>
<p>“股市将密切关注 Nvidia 即将发布的财报，以判断当前的牛市是否会继续或停滞不前，” KCM Trade 的首席市场分析师 Tim Waterer 写道。</p>
<p>Capital.com 的高级市场分析师 Kyle Rodda 则更加直言不讳。</p>
<p>“Nvidia 的业绩超越了公司本身，成为宏观经济活动的晴雨表，人工智能交易的护身符，以及全球地缘政治的关键压力点，” 他写道。</p>
<h2>混乱与关税的背景</h2>
<p>对单一公司的高度关注正发生在深刻的制度和地缘政治不稳定的背景下。</p>
<p>特朗普总统解雇联邦储备委员会理事 Lisa Cook 的余震仍在持续，中央银行首次表态将遵循法院对她法律挑战的任何裁决。</p>
<p>这一前所未有的举动在美联储的独立性上投下了长长的阴影，这是美国市场的基石假设。</p>
<p>“特朗普推动解雇 Cook 加剧了对美联储独立性的担忧，” BMO Capital Markets 的 Ian Lyngen 告诉彭博社。</p>
<p>“许多对美联储独立性侵蚀的常用对冲工具在 Cook 被解雇的消息中表现优于大盘。”</p>
<p>紧张局势加剧，贸易战进入一个新的痛苦阶段。美国计划从周三开始对一些印度商品征收高达 50% 的关税，这是亚洲最高的关税，作为对新德里购买俄罗斯石油的惩罚。</p>
<p>尽管一些美国经济数据依然强劲，商业设备订单上升，但中央银行的混乱和贸易争端的升级使市场迫切寻找英雄。目前，所有的希望都寄托在 Nvidia 身上。</p>
<p>亚洲市场开盘后：科技股上涨，全球市场为 Nvidia 财报做好准备，首发于 Invezz。</p>

7731

<p>亚洲科技股在英伟达财报发布前正经历谨慎的乐观情绪，该财报被视为全球市场在中央银行不稳定和贸易紧张局势下的重要指标。寒武纪科技公司和尼康公司股票大幅上涨，反映出投资者对积极消息的渴望。分析师预测英伟达今年的销售额将增长超过 50%，但其在中国的业务仍存在不确定性。该报告预计将影响当前的牛市，并提供有关宏观经济状况和地缘政治动态的见解</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png"/></p>
<p>A wave of cautious optimism has rippled through Asian technology shares, as a nervous market turns its gaze to a single, pivotal event: the upcoming earnings report from the undisputed king of the AI revolution, Nvidia.</p>
<div class="lb-trans"><p>一波谨慎的乐观情绪在亚洲科技股中蔓延，市场紧张地将目光投向一个关键事件：即将发布的人工智能革命无可争议的王者 Nvidia 的财报。</p>
</div><p>In a world grappling with central bank chaos and simmering trade wars, the chip giant’s results have transcended mere corporate finance to become a crucial barometer for the health of the entire global market.</p>
<div class="lb-trans"><p>在一个面临中央银行混乱和贸易战加剧的世界中，这家芯片巨头的业绩已超越了单纯的企业财务，成为全球市场健康状况的重要晴雨表。</p>
</div><p>The artificial intelligence theme remains a potent force, with Chinese AI linchpin Cambricon Technologies Corp. surging as much as 8.2% to a new record high after posting a record profit.</p>
<div class="lb-trans"><p>人工智能主题依然是一股强大的力量，中国人工智能核心企业寒武纪科技的股价在发布创纪录利润后飙升至新高，涨幅高达 8.2%。</p>
</div><p>The enthusiasm was contagious, with Nikon Corp. shares jumping a stunning 21% in Japan, and a broader gauge of Asian technology shares rising as much as 0.5%.</p>
<div class="lb-trans"><p>这种热情具有传染性，尼康公司的股价在日本上涨了惊人的 21%，而亚洲科技股的整体指数也上涨了 0.5%。</p>
</div><p>This rally is a clear sign that investors are desperate for a positive catalyst to determine if the powerful bull run that began in April has any fuel left in the tank.</p>
<div class="lb-trans"><p>这波反弹清楚地表明，投资者迫切希望找到一个积极的催化剂，以判断自四月以来开始的强劲牛市是否还有继续的动力。</p>
</div><h2>A barometer, a talisman, a pressure point</h2>
<div class="lb-trans"><h2>一个晴雨表，一个护身符，一个压力点</h2>
</div><p>All eyes are now on Nvidia. The company’s report, due after the bell on Wednesday, is expected to provide a crucial update on the global AI spending boom and, critically, on how the escalating US-China rivalry is impacting its growth.</p>
<div class="lb-trans"><p>现在所有的目光都集中在 Nvidia 身上。该公司将在周三收盘后发布的财报预计将提供关于全球人工智能支出热潮的重要更新，尤其是美国与中国日益加剧的竞争如何影响其增长。</p>
</div><p>Analysts estimate the company’s sales are still set to grow at a blistering pace of more than 50% this year, but the excitement is being tempered by confusion over just how much business Nvidia will be able to conduct in the massive Chinese market.</p>
<div class="lb-trans"><p>分析师预计，该公司的销售额今年仍将以超过 50% 的惊人速度增长，但对 Nvidia 在庞大的中国市场能够开展多少业务的困惑正在抑制兴奋感。</p>
</div><p>The significance of this single report cannot be overstated.</p>
<div class="lb-trans"><p>这份报告的重要性不容小觑。</p>
</div><p>“Equity markets will be looking squarely at Nvidia’s upcoming earnings report for cues as to whether the current bull run continues or stalls out,” wrote Tim Waterer, chief market analyst at KCM Trade.</p>
<div class="lb-trans"><p>“股市将密切关注 Nvidia 即将发布的财报，以判断当前的牛市是否会继续或停滞不前，” KCM Trade 的首席市场分析师 Tim Waterer 写道。</p>
</div><p>Kyle Rodda, a senior market analyst at Capital.com, put it even more starkly.</p>
<div class="lb-trans"><p>Capital.com 的高级市场分析师 Kyle Rodda 则更加直言不讳。</p>
</div><p>“Nvidia’s results transcend the company, becoming a barometer of macroeconomic activity, a talisman for the artificial intelligence trade, and a critical pressure point for global geopolitics,” he wrote.</p>
<div class="lb-trans"><p>“Nvidia 的业绩超越了公司本身，成为宏观经济活动的晴雨表，人工智能交易的护身符，以及全球地缘政治的关键压力点，” 他写道。</p>
</div><h2>A Backdrop of Chaos and Tariffs</h2>
<div class="lb-trans"><h2>混乱与关税的背景</h2>
</div><p>This intense focus on a single company is playing out against a backdrop of profound institutional and geopolitical instability.</p>
<div class="lb-trans"><p>对单一公司的高度关注正发生在深刻的制度和地缘政治不稳定的背景下。</p>
</div><p>The aftershocks of President Trump’s firing of Federal Reserve Governor Lisa Cook are still being felt, with the central bank weighing in for the first time to say it would abide by any court decision in her legal challenge.</p>
<div class="lb-trans"><p>特朗普总统解雇联邦储备委员会理事 Lisa Cook 的余震仍在持续，中央银行首次表态将遵循法院对她法律挑战的任何裁决。</p>
</div><p>The unprecedented move has cast a long shadow over the Fed’s independence, a bedrock assumption of US markets.</p>
<div class="lb-trans"><p>这一前所未有的举动在美联储的独立性上投下了长长的阴影，这是美国市场的基石假设。</p>
</div><p>“Trump’s push to fire Cook has exacerbated concerns about the Fed’s independence,” Ian Lyngen at BMO Capital Markets told Bloomberg.</p>
<div class="lb-trans"><p>“特朗普推动解雇 Cook 加剧了对美联储独立性的担忧，” BMO Capital Markets 的 Ian Lyngen 告诉彭博社。</p>
</div><p>“Many of the go-to hedges against an erosion of Fed independence outperformed on the news of Cook’s firing.”</p>
<div class="lb-trans"><p>“许多对美联储独立性侵蚀的常用对冲工具在 Cook 被解雇的消息中表现优于大盘。”</p>
</div><p>Adding to the tension, the trade war is entering a new and painful phase. The US is set to slap a crushing 50% tariff on some Indian goods starting Wednesday, the highest in Asia, as punishment for New Delhi’s purchases of Russian oil.</p>
<div class="lb-trans"><p>紧张局势加剧，贸易战进入一个新的痛苦阶段。美国计划从周三开始对一些印度商品征收高达 50% 的关税，这是亚洲最高的关税，作为对新德里购买俄罗斯石油的惩罚。</p>
</div><p>While some US economic data remains strong, with business equipment orders rising, the combination of central bank chaos and escalating trade disputes has left the market desperately searching for a hero. For now, all hopes are pinned on Nvidia.</p>
<div class="lb-trans"><p>尽管一些美国经济数据依然强劲，商业设备订单上升，但中央银行的混乱和贸易争端的升级使市场迫切寻找英雄。目前，所有的希望都寄托在 Nvidia 身上。</p>
</div><p>The post Asian markets open: Tech shares advance as world braces for Nvidia earnings report appeared first on Invezz</p>
<div class="lb-trans"><p>亚洲市场开盘后：科技股上涨，全球市场为 Nvidia 财报做好准备，首发于 Invezz。</p>
</div>

亚洲市场开盘：随着全球为 Nvidia 财报做准备，科技股上涨