<p>日经指数下跌 1.8%，韩国股市暴跌超过 3%</p>
<p>美元在日元、澳元和新西兰元上升至新高</p>
<p>投资者关注日本周五的刺激计划</p>
<p>（更新中国市场开盘情况）</p>
<p>作者：Stella Qiu</p>
<p>悉尼，11 月 21 日（路透社）- 亚洲股市在周五延续全球下跌趋势，因为备受期待的美国就业数据未能为近期利率走势提供明确指引，尽管英伟达的财报令人惊艳，投资者仍然选择抛售风险资产。</p>
<p>华尔街在隔夜大幅下跌，因对科技股价格过高的担忧重现，导致纳斯达克指数出现自 4 月 9 日以来最大的一日波动，当时特朗普总统的 “解放日” 关税令市场感到恐慌。</p>
<p>数据显示，美国经济在 9 月份新增的就业岗位远超预期，但失业率上升和对前几个月的下调修正使美联储在考虑下个月是否降息时面临模糊的局面。</p>
<p>国债收益率下跌，期货市场暗示 12 月降息的概率从前一天的 30% 上升至 40%，但由于下一个就业数据仅在美联储会议后发布，投资者对下个月降息仍持怀疑态度。</p>
<p>周五，MSCI 亚太地区（日本除外）股票指数（.MIAPJ0000PUS）下跌 1.8%，使其周损失达到 3%，为 4 月初以来最大。日本日经指数（.N225）下跌 1.8%，本周累计下跌 2.8%。</p>
<p>台湾股市（.TWII）下跌 2.7%，而韩国市场（.KS11）暴跌超过 3%。</p>
<p>中国股市也遭受重创，蓝筹股指数（.CSI300）下跌 1.1%，香港恒生指数（.HSI）下跌 1.7%。</p>
<p>“市场本有很多积极因素，最初英伟达的季度业绩令人振奋，华尔街也因此开局良好。美国就业数据也可能是你所能期待的最好结果，” Capital.com 的高级分析师 Kyle Rodda 表示。</p>
<p>“然而，推动反弹的动力并不存在，两个关键风险事件的通过——而且结果都是积极的——也不足以消除当前市场的悲观情绪。”</p>
<h3>美联储仍然谨慎</h3>
<p>美联储官员在隔夜会议上对通胀持谨慎态度，一些人对金融市场稳定性表达了新兴担忧，包括资产价格可能急剧下跌的风险，因为他们在讨论何时以及是否进一步降息。</p>
<p>克利夫兰联储主席 Beth Hammack 警告称，现在进一步降息对经济存在广泛风险。美联储理事 Lisa Cook 则认为资产价格可能出现过度下跌的风险。</p>
<p>在货币市场上，美元在风险敏感的商品货币上大幅上涨，澳元（AUD=）触及三个月高点，新西兰元（NZD）则创下七个月新高，尽管这两种货币在周五稍微企稳。</p>
<p>在日本财政部长片山萨津基表示干预是应对过度波动和投机性走势的可能措施后，日元短暂上涨，东京方面的口头干预升级以遏制日元贬值。</p>
<p>日元兑美元稳定在 157.40（JPY=），此前一度跌至 157.9 的新低，受到日本新政府即将公布超过 20 万亿日元的巨大经济刺激计划的影响。</p>
<p>日本银行行长植田和男表示，日元疲软可能影响潜在通胀。</p>
<p>当天早些时候的数据表明，日本 10 月份核心消费价格上涨 3%，使得近期加息的预期得以维持。</p>
<p>国债在隔夜上涨后保持稳定。两年期国债收益率（US2YT=RR）持平于 3.554%，隔夜下跌 4 个基点，而 10 年期收益率（US10YT=RR）在美国交易时段小幅变化，维持在 4.098%。</p>
<p>由于美国政府推动乌克兰接受与俄罗斯的和平协议，油价在周五延续了隔夜的下跌。美国西德克萨斯中质油（CLc1）下跌 1%，至 58.38 美元，本周累计下跌 2.8%。</p>
<p>现货黄金价格（XAU=）下跌 0.2%，至每盎司 4,069 美元，隔夜几乎没有变动。</p>

英伟达

<p>亚洲股市下跌，因为美国就业数据未能明确利率路径，导致全球市场暴跌。尽管英伟达的业绩强劲，但科技股仍然下跌，纳斯达克经历了显著波动。美国的就业增长超出预期，但失业率上升和修订的数据使得美联储降息的前景变得不确定。包括日本和韩国在内的亚洲市场出现了显著下滑。美元对商品货币上涨，而日本的日元在潜在干预的情况下面临波动。由于地缘政治紧张局势，油价和金价也有所下跌</p>

<p>Nikkei slumps 1.8%, South Korea plunges over 3%</p>
<div class="lb-trans"><p>日经指数下跌 1.8%，韩国股市暴跌超过 3%</p>
</div><p>Dollar scales new peaks on yen, Aussie, kiwi</p>
<div class="lb-trans"><p>美元在日元、澳元和新西兰元上升至新高</p>
</div><p>Investors eye Japan’s stimulus package on Friday</p>
<div class="lb-trans"><p>投资者关注日本周五的刺激计划</p>
</div><p>(Updates with China open)</p>
<div class="lb-trans"><p>（更新中国市场开盘情况）</p>
</div><p>By Stella Qiu</p>
<div class="lb-trans"><p>作者：Stella Qiu</p>
</div><p>SYDNEY, Nov 21 (Reuters) - Asian shares extended a global rout on Friday as the much-anticipated U.S. jobs data failed to provide clarity on the near-term path for interest rates, with investors returning to dumping risk assets even after Nvidia’s earnings dazzled.</p>
<div class="lb-trans"><p>悉尼，11 月 21 日（路透社）- 亚洲股市在周五延续全球下跌趋势，因为备受期待的美国就业数据未能为近期利率走势提供明确指引，尽管英伟达的财报令人惊艳，投资者仍然选择抛售风险资产。</p>
</div><p>Wall Street dived overnight as jitters over inflated tech stock prices returned, resulting in the Nasdaq’s widest one-day swing since April 9 when President Donald Trump’s “Liberation Day” tariffs spooked markets.</p>
<div class="lb-trans"><p>华尔街在隔夜大幅下跌，因对科技股价格过高的担忧重现，导致纳斯达克指数出现自 4 月 9 日以来最大的一日波动，当时特朗普总统的 “解放日” 关税令市场感到恐慌。</p>
</div><p>Data showed the U.S. economy added far more jobs than expected in September, but a rise in the unemployment rate and downward revisions to prior months painted an ambiguous picture for the Federal Reserve as it considers whether or not to cut interest rates next month.</p>
<div class="lb-trans"><p>数据显示，美国经济在 9 月份新增的就业岗位远超预期，但失业率上升和对前几个月的下调修正使美联储在考虑下个月是否降息时面临模糊的局面。</p>
</div><p>Treasury yields fell as futures moved to imply a 40% probability of a U.S. rate cut in December, up from 30% a day earlier, but with the next payrolls numbers available only after the Fed meeting investors remained unconvinced of an easing next month.</p>
<div class="lb-trans"><p>国债收益率下跌，期货市场暗示 12 月降息的概率从前一天的 30% 上升至 40%，但由于下一个就业数据仅在美联储会议后发布，投资者对下个月降息仍持怀疑态度。</p>
</div><p>On Friday, MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) tumbled 1.8% to bring its weekly loss to 3%, the biggest since early April. Japan’s Nikkei (.N225) fell 1.8% and was down 2.8% for the week.</p>
<div class="lb-trans"><p>周五，MSCI 亚太地区（日本除外）股票指数（.MIAPJ0000PUS）下跌 1.8%，使其周损失达到 3%，为 4 月初以来最大。日本日经指数（.N225）下跌 1.8%，本周累计下跌 2.8%。</p>
</div><p>Shares in Taiwan (.TWII) dropped 2.7% while South Korea’s market (.KS11) plunged over 3%.</p>
<div class="lb-trans"><p>台湾股市（.TWII）下跌 2.7%，而韩国市场（.KS11）暴跌超过 3%。</p>
</div><p>Chinese shares also took a beating, with the blue-chips (.CSI300) down 1.1% and Hong Kong’s Hang Seng index (.HSI) off 1.7%.</p>
<div class="lb-trans"><p>中国股市也遭受重创，蓝筹股指数（.CSI300）下跌 1.1%，香港恒生指数（.HSI）下跌 1.7%。</p>
</div><p>“The markets had plenty to be positive about and initially Nvidia’s banging quarterly results meant Wall Street burst out of the gates. The U.S. jobs data was probably as good as you could have hoped for too,” said Kyle Rodda, a senior analyst at Capital.com.</p>
<div class="lb-trans"><p>“市场本有很多积极因素，最初英伟达的季度业绩令人振奋，华尔街也因此开局良好。美国就业数据也可能是你所能期待的最好结果，” Capital.com 的高级分析师 Kyle Rodda 表示。</p>
</div><p>“However, the momentum simply was not there to carry the rally through, with the passing of two critical risk events – both with positive outcomes, no less – not enough to kill the bearishness gripping the markets currently.”</p>
<div class="lb-trans"><p>“然而，推动反弹的动力并不存在，两个关键风险事件的通过——而且结果都是积极的——也不足以消除当前市场的悲观情绪。”</p>
</div><h3>STILL CAUTIOUS FED</h3>
<div class="lb-trans"><h3>美联储仍然谨慎</h3>
</div><p>Fed officials overnight struck a cautious tone on inflation, as some voiced emerging concerns about financial market stability, including the potential for a sharp drop in asset prices, as they debate when and even whether to cut interest rates further.</p>
<div class="lb-trans"><p>美联储官员在隔夜会议上对通胀持谨慎态度，一些人对金融市场稳定性表达了新兴担忧，包括资产价格可能急剧下跌的风险，因为他们在讨论何时以及是否进一步降息。</p>
</div><p>Cleveland Fed President Beth Hammack warned that cutting rates further right now carries a wide range of risks for the economy. Fed Governor Lisa Cook sees a risk of outsized asset price declines.</p>
<div class="lb-trans"><p>克利夫兰联储主席 Beth Hammack 警告称，现在进一步降息对经济存在广泛风险。美联储理事 Lisa Cook 则认为资产价格可能出现过度下跌的风险。</p>
</div><p>In the currency markets, the dollar jumped on the risk-sensitive commodity currencies, hitting a three-month high on the Aussie (AUD=) and a fresh seven-month top on the kiwi (NZD) , although the two Antipodeans steadied a little on Friday.</p>
<div class="lb-trans"><p>在货币市场上，美元在风险敏感的商品货币上大幅上涨，澳元（AUD=）触及三个月高点，新西兰元（NZD）则创下七个月新高，尽管这两种货币在周五稍微企稳。</p>
</div><p>The yen briefly popped higher after Japanese Finance Minister Satsuki Katayama said intervention was a possibility in dealing with excessively volatile and speculative moves, in an escalation of jawboning from Tokyo to stem a sliding currency.</p>
<div class="lb-trans"><p>在日本财政部长片山萨津基表示干预是应对过度波动和投机性走势的可能措施后，日元短暂上涨，东京方面的口头干预升级以遏制日元贬值。</p>
</div><p>It was steady at 157.40 per dollar (JPY=) , after slumping to a new 10-month trough of 157.9 overnight, weighed down by prospects of a huge economic stimulus package from Japan’s new government, worth over 20 trillion yen, to be unveiled later on Friday.</p>
<div class="lb-trans"><p>日元兑美元稳定在 157.40（JPY=），此前一度跌至 157.9 的新低，受到日本新政府即将公布超过 20 万亿日元的巨大经济刺激计划的影响。</p>
</div><p>Bank of Japan Governor Kazuo Ueda said a weak yen could affect underlying inflation.</p>
<div class="lb-trans"><p>日本银行行长植田和男表示，日元疲软可能影响潜在通胀。</p>
</div><p>Earlier in the day, data showed Japan’s core consumer prices rose 3% in October, keeping alive expectations of a near-term interest rate hike.</p>
<div class="lb-trans"><p>当天早些时候的数据表明，日本 10 月份核心消费价格上涨 3%，使得近期加息的预期得以维持。</p>
</div><p>Treasuries steadied after gaining overnight. Two-year Treasury yields (US2YT=RR) were flat at 3.554%, having fallen 4 basis points overnight, while the 10-year yield (US10YT=RR) was little changed at 4.098%, after easing 3 bps in U.S. trading hours.</p>
<div class="lb-trans"><p>国债在隔夜上涨后保持稳定。两年期国债收益率（US2YT=RR）持平于 3.554%，隔夜下跌 4 个基点，而 10 年期收益率（US10YT=RR）在美国交易时段小幅变化，维持在 4.098%。</p>
</div><p>Oil prices extended the overnight slide on Friday as the U.S. government pushed for Ukraine’s acceptance of a peace agreement with Russia. U.S. West Texas Intermediate crude (CLc1) dropped 1% to $58.38, and was down 2.8% this week.</p>
<div class="lb-trans"><p>由于美国政府推动乌克兰接受与俄罗斯的和平协议，油价在周五延续了隔夜的下跌。美国西德克萨斯中质油（CLc1）下跌 1%，至 58.38 美元，本周累计下跌 2.8%。</p>
</div><p>Spot gold prices (XAU=) were off 0.2% to $4,069 per ounce, having been little moved overnight.</p>
<div class="lb-trans"><p>现货黄金价格（XAU=）下跌 0.2%，至每盎司 4,069 美元，隔夜几乎没有变动。</p>
</div>

GLOBAL MARKETS-Stocks crumble as US jobs fail to clear Fed outlook, tech hammered

- 亚洲股市延续全球下跌趋势，MSCI 亚太指数下跌 1.8%。  
- 日本日经指数和韩国市场分别下跌 1.8% 和超过 3%。  
- 投资者关注日本即将公布的经济刺激计划。  

全球市场——由于美国就业数据未能改变美联储的前景，股市崩溃，科技股遭受重创