<p>亚洲股市全线下跌，日经指数下跌 1.2%</p><p>因特朗普对委内瑞拉的封锁，油价上涨超过 1.5%</p><p>英格兰银行、欧洲央行、挪威银行、瑞典央行将决定政策</p><p>美国 11 月 CPI 报告也将在周四公布</p><p>作者：Stella Qiu</p><p>悉尼，12 月 18 日（路透社）- 周四，亚洲股市下跌，科技板块因对人工智能支出的担忧而受到重创，投资者则准备迎接一波中央银行会议，这些会议将突显全球政策的分歧。</p><p>地缘政治紧张局势正在扰动商品市场。在特朗普总统下令对所有进入和离开委内瑞拉的受制裁油轮实施 “封锁” 后，油价从五年低点反弹。银价创下新高，推动金价上涨。</p><p>由于英国通胀意外下降，英镑（GBP=）承受损失，这几乎保证了英格兰银行当天晚些时候将降息。</p><p>欧洲央行、挪威银行和瑞典央行也将在周四公布政策决定，市场焦点集中在前景上，因为普遍预计这三家央行将维持利率不变。在该地区，交易员们预计日本将在周五加息，但对明年加息的速度则不太确定。</p><p>MSCI 亚太地区（不包括日本）股票指数（.MIAPJ0000PUS）下跌 0.5%，韩国股市（.KS11）下跌 1.3%，香港恒生指数（.HSI）下滑 0.5%。日本日经指数（.N225）下跌 1.2%。</p><p>纳斯达克期货（NQc1）上涨 0.3%，标准普尔 500 期货（ESc1）上涨 0.2%，此前华尔街因投资者对创纪录的人工智能支出重新产生担忧而出现科技股抛售。人工智能领军企业英伟达（NVDA.O）股价暴跌 3.8%。</p><p>甲骨文（ORCL.N）股价暴跌 5.4%，因其宣布支持数据中心项目的股权交易将不包括关键合作伙伴蓝猫资本（OWL.N）。自 9 月中旬与 OpenAI 达成交易以来，该股已下跌近 50%，当时该交易引发了 35% 的单日反弹。</p><p>“甲骨文仍然是主要的焦虑来源……这一最新挫折加深了投资者对甲骨文积极扩展人工智能基础设施的怀疑，” IG 分析师 Tony Sycamore 表示，并补充说他现在对纳斯达克 100 指数持更中立的态度。</p><p>“对资本支出飙升、沉重债务、建设延误、OpenAI 巨额现金消耗和混合的第二季度收益的担忧削弱了信心，使甲骨文成为逐渐消退的人工智能基础设施炒作的代名词。”</p><h3>通胀意外加强了英格兰银行降息的理由</h3><p>在美国的货币政策方面，预计将接受特朗普采访的美联储理事克里斯托弗·沃勒表示，中央银行在就业市场疲软的迹象下有降息的空间。</p><p>投资者还在关注当天晚些时候将公布的美国 11 月通胀报告，该报告将不包括月度环比数据，因为创纪录的政府停摆阻碍了 10 月份的数据收集。</p><p>预测集中在核心通胀上月年增 3%。</p><p>在外汇市场，英镑（GBP=）维持在 1.3374 美元，之前一度跌至 1.3313 美元，因数据显示英国 11 月通胀意外大幅下降至 3.2%，为 3 月以来的最低水平。这几乎巩固了英格兰银行当天降息的理由，市场预计降息的可能性约为 98%。</p><p>欧元（EUR=）稳定在 1.1742 美元，距离三个月高点 1.18 不远，市场关注欧洲央行的政策决定，预计不会有变化。</p><p>国债大致保持稳定。两年期国债收益率（US2YT=RR）下跌 1 个基点至 3.4725%，在隔夜几乎没有变动，而 10 年期收益率（US10YT=RR）持平在 4.1431%。</p><p>在特朗普宣布对委内瑞拉实施封锁后，油价连续第二天上涨，该国大部分出口仍处于暂停状态。美国原油（LCOc1）上涨 1.7%，至每桶 56.91 美元，而布伦特原油（LCOc1）期货上涨 1.5%，至每桶 60.62 美元。（O/R）</p><p>现货黄金价格（XAU=）下跌 0.3%，至每盎司 4,330 美元，而银价（XAG=）也下跌 0.2%，至每盎司 66.17 美元，但仍略低于周三创下的 66.88 美元的历史高点。</p><p>（编辑：Shri Navaratnam）</p>

英伟达

甲骨文

<p>亚洲股市因科技行业担忧和即将召开的中央银行会议而下跌。由于特朗普对委内瑞拉的封锁，油价上涨。英格兰银行、欧洲央行、挪威银行和瑞典央行将决定政策，英格兰银行可能会降息。美国消费者物价指数报告即将发布。纳斯达克和标准普尔 500 指数期货小幅上涨。英伟达和甲骨文的股票下跌。由于英国通胀数据，英镑下跌。美国联邦储备可能会降息。油价和黄金价格上涨，而白银价格创下历史新高</p>

<p>Asian shares all in red, with Nikkei down 1.2%</p>
<div class="lb-trans"><p>亚洲股市全线下跌，日经指数下跌 1.2%</p>
</div><p>Oil up over 1.5% on Trump’s Venezuela blockade</p>
<div class="lb-trans"><p>因特朗普对委内瑞拉的封锁，油价上涨超过 1.5%</p>
</div><p>BOE, ECB, Norges Bank, Riksbank set to decide policy</p>
<div class="lb-trans"><p>英格兰银行、欧洲央行、挪威银行、瑞典央行将决定政策</p>
</div><p>US CPI report for November also due on Thursday</p>
<div class="lb-trans"><p>美国 11 月 CPI 报告也将在周四公布</p>
</div><p>By Stella Qiu</p>
<div class="lb-trans"><p>作者：Stella Qiu</p>
</div><p>SYDNEY, Dec 18 (Reuters) - Asian shares fell on Thursday as the tech sector took a beating on renewed angst about AI spending, while investors braced for a wave of central bank meetings set to underscore policy divergence worldwide.</p>
<div class="lb-trans"><p>悉尼，12 月 18 日（路透社）- 周四，亚洲股市下跌，科技板块因对人工智能支出的担忧而受到重创，投资者则准备迎接一波中央银行会议，这些会议将突显全球政策的分歧。</p>
</div><p>Geopolitical tensions are roiling the commodities markets. Oil prices extended a rebound from five-year lows after President Donald Trump ordered a “blockade” of all sanctioned oil tankers entering and leaving Venezuela. Silver hit a new record that helped pull up gold.</p>
<div class="lb-trans"><p>地缘政治紧张局势正在扰动商品市场。在特朗普总统下令对所有进入和离开委内瑞拉的受制裁油轮实施 “封锁” 后，油价从五年低点反弹。银价创下新高，推动金价上涨。</p>
</div><p>Sterling (GBP=) nursed losses after an unexpected drop in UK inflation all but guaranteed a rate cut from the Bank of England later in the day.</p>
<div class="lb-trans"><p>由于英国通胀意外下降，英镑（GBP=）承受损失，这几乎保证了英格兰银行当天晚些时候将降息。</p>
</div><p>The European Central Bank, the Norges Bank and Riksbank are also due to deliver their policy decisions on Thursday, with focus squarely on the outlook as all three are widely expected to hold rates steady. In the region, traders are bracing for a rate hike in Japan on Friday though there is less certainty about the pace of tightening next year.</p>
<div class="lb-trans"><p>欧洲央行、挪威银行和瑞典央行也将在周四公布政策决定，市场焦点集中在前景上，因为普遍预计这三家央行将维持利率不变。在该地区，交易员们预计日本将在周五加息，但对明年加息的速度则不太确定。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) fell 0.5% as South Korea (.KS11) dropped 1.3% and Hong Kong’s Hang Seng index (.HSI) slipped 0.5%. Japan’s Nikkei (.N225) was down 1.2%.</p>
<div class="lb-trans"><p>MSCI 亚太地区（不包括日本）股票指数（.MIAPJ0000PUS）下跌 0.5%，韩国股市（.KS11）下跌 1.3%，香港恒生指数（.HSI）下滑 0.5%。日本日经指数（.N225）下跌 1.2%。</p>
</div><p>Nasdaq futures (NQc1) gained 0.3% and S&amp;P 500 futures (ESc1) rose 0.2%, after a tech-led selloff on Wall Street as investors grappled with renewed concerns over record AI spending. Shares of AI bellwether Nvidia (NVDA.O) tumbled 3.8%.</p>
<div class="lb-trans"><p>纳斯达克期货（NQc1）上涨 0.3%，标准普尔 500 期货（ESc1）上涨 0.2%，此前华尔街因投资者对创纪录的人工智能支出重新产生担忧而出现科技股抛售。人工智能领军企业英伟达（NVDA.O）股价暴跌 3.8%。</p>
</div><p>Oracle (ORCL.N) plunged 5.4% after it announced an equity deal to support a data center project would not include a key partner Blue Owl Capital (OWL.N) . The stock has shed almost 50% from mid-September when a deal with OpenAI sparked a 35% one-day rally.</p>
<div class="lb-trans"><p>甲骨文（ORCL.N）股价暴跌 5.4%，因其宣布支持数据中心项目的股权交易将不包括关键合作伙伴蓝猫资本（OWL.N）。自 9 月中旬与 OpenAI 达成交易以来，该股已下跌近 50%，当时该交易引发了 35% 的单日反弹。</p>
</div><p>“Oracle remained the primary source of anxiety… This latest setback deepened investor scepticism around Oracle’s aggressive AI infrastructure buildout,” said Tony Sycamore, analyst at IG, adding that he has now moved to a more neutral stance on the Nasdaq 100.</p>
<div class="lb-trans"><p>“甲骨文仍然是主要的焦虑来源……这一最新挫折加深了投资者对甲骨文积极扩展人工智能基础设施的怀疑，” IG 分析师 Tony Sycamore 表示，并补充说他现在对纳斯达克 100 指数持更中立的态度。</p>
</div><p>“Worries over soaring capex, heavy debt, construction delays, OpenAI’s massive cash burn, and mixed Q2 earnings have eroded confidence, positioning Oracle as the poster child of fading AI infrastructure hype.”</p>
<div class="lb-trans"><p>“对资本支出飙升、沉重债务、建设延误、OpenAI 巨额现金消耗和混合的第二季度收益的担忧削弱了信心，使甲骨文成为逐渐消退的人工智能基础设施炒作的代名词。”</p>
</div><h3>INFLATION SURPRISE FIRMS CASE FOR BOE RATE CUT</h3>
<div class="lb-trans"><h3>通胀意外加强了英格兰银行降息的理由</h3>
</div><p>On the monetary policy front in the U.S., Federal Reserve Governor Christopher Waller, who is expected to be interviewed by Trump as a candidate for the next Fed chair, said the central bank has room to cut interest rates amid signs of job market weakness.</p>
<div class="lb-trans"><p>在美国的货币政策方面，预计将接受特朗普采访的美联储理事克里斯托弗·沃勒表示，中央银行在就业市场疲软的迹象下有降息的空间。</p>
</div><p>Investors are also watching out for a U.S. inflation report for November later in the day that will not include the month-on-month measure since a record government shutdown prevented data collection for October.</p>
<div class="lb-trans"><p>投资者还在关注当天晚些时候将公布的美国 11 月通胀报告，该报告将不包括月度环比数据，因为创纪录的政府停摆阻碍了 10 月份的数据收集。</p>
</div><p>Forecasts are centred on an annual rise of 3% in core inflation last month.</p>
<div class="lb-trans"><p>预测集中在核心通胀上月年增 3%。</p>
</div><p>In the forex markets, sterling (GBP=) held at $1.3374, having slumped to as far as $1.3313 overnight after data showed British inflation fell much more than forecast to 3.2% in November, its lowest since March. That all but cemented the case for a rate cut from the BOE later in the day, which is about 98% priced in.</p>
<div class="lb-trans"><p>在外汇市场，英镑（GBP=）维持在 1.3374 美元，之前一度跌至 1.3313 美元，因数据显示英国 11 月通胀意外大幅下降至 3.2%，为 3 月以来的最低水平。这几乎巩固了英格兰银行当天降息的理由，市场预计降息的可能性约为 98%。</p>
</div><p>The euro (EUR=) was steady at $1.1742, not far from a three-month top of $1.18, ahead of the European Central Bank policy decision where expectations are for no change.</p>
<div class="lb-trans"><p>欧元（EUR=）稳定在 1.1742 美元，距离三个月高点 1.18 不远，市场关注欧洲央行的政策决定，预计不会有变化。</p>
</div><p>Treasuries were largely steady. Two-year Treasury yields (US2YT=RR) fell 1 basis point to 3.4725%, having budged little overnight, while the 10-year yield (US10YT=RR) was flat at 4.1431%.</p>
<div class="lb-trans"><p>国债大致保持稳定。两年期国债收益率（US2YT=RR）下跌 1 个基点至 3.4725%，在隔夜几乎没有变动，而 10 年期收益率（US10YT=RR）持平在 4.1431%。</p>
</div><p>Oil prices gained for a second day after Trump’s announcement of the Venezuela blockade with most exports from the country remaining on hold. U.S. crude (LCOc1) rose 1.7% to $56.91 per barrel, while Brent crude (LCOc1) futures were up 1.5% at $60.62 a barrel. (O/R)</p>
<div class="lb-trans"><p>在特朗普宣布对委内瑞拉实施封锁后，油价连续第二天上涨，该国大部分出口仍处于暂停状态。美国原油（LCOc1）上涨 1.7%，至每桶 56.91 美元，而布伦特原油（LCOc1）期货上涨 1.5%，至每桶 60.62 美元。（O/R）</p>
</div><p>Spot gold prices (XAU=) slipped 0.3% to $4,330 per ounce, while silver (XAG=) also eased 0.2% to $66.17 per ounce but remained just a touch below a record high of $66.88 hit on Wednesday.</p>
<div class="lb-trans"><p>现货黄金价格（XAU=）下跌 0.3%，至每盎司 4,330 美元，而银价（XAG=）也下跌 0.2%，至每盎司 66.17 美元，但仍略低于周三创下的 66.88 美元的历史高点。</p>
</div><p>(Editing by Shri Navaratnam)</p>
<div class="lb-trans"><p>（编辑：Shri Navaratnam）</p>
</div>

GLOBAL MARKETS-Tech jitters dent stocks before central banks take centre stage

- 亚洲股市普遍下跌，日经指数下跌 1.2%。
- 油价因特朗普对委内瑞拉实施封锁而上涨超过 1.5%。
- 英国央行、欧洲央行及其他机构会议将公布政策决策。

全球市场——在央行成为焦点之前，科技行业的紧张情绪打压了股市