<p>台积电创纪录利润提振科技行业</p>
<p>黑石集团和银行交出强劲财报</p>
<p>特朗普称伊朗镇压有所缓解</p>
<p>油价和黄金从前几天的高点回落</p>
<p>特朗普表示他没有解雇美联储主席鲍威尔的计划</p>
<p>（更新价格至东部时间上午 10:50）</p>
<p>作者：Isla Binnie 和 Amanda Cooper</p>
<p>1 月 15 日（路透社）——芯片制造商台积电（2330.TW）发布的亮眼财报使华尔街在经历两天的下跌后反弹，而油价和黄金因对安全资产的需求减弱而从近期高点回落，市场信号显示美国总统特朗普可能不太倾向于立即对伊朗采取军事行动。</p>
<p>台湾的台积电（2330.TW），全球最大的先进 AI 芯片生产商，第四季度利润同比激增 35%，远超预期，推动其在美国上市的股票创下历史新高。</p>
<p>这一上涨潮流也提振了荷兰芯片设备制造商 ASML（ASML.AS），该公司是台积电的重要客户，进而推动欧洲股市（.STOXX）回升至接近历史高位。</p>
<p>特朗普允许英伟达（NVDA.O）向中国出售部分 AI 芯片的决定 “对市场来说是另一个利好”，纽约斯巴达资本证券的首席市场经济学家彼得·卡迪洛表示。</p>
<p>道琼斯工业平均指数（.DJI）上涨 0.54%，至 49,413.99 点，标准普尔 500 指数（.SPX）上涨 0.49%，至 6,960.62 点，纳斯达克综合指数（.IXIC）上涨 0.59%，至 23,610.95 点。</p>
<p>金融公司也加入了财报的盛宴。投资者因黑石集团（BK.N）超出分析师预期而奖励其，股价上涨 4%。</p>
<p>高盛在报告收入增长后上涨超过 3%，尽管由于投资银行费用略低于预期，股价早期受到影响。另一家投资银行摩根士丹利（MS.N）的股票在超出利润预期后上涨。</p>
<p>“我们正处于财报季的初期，到目前为止一切都很好，” 卡迪洛说。</p>
<h3>直接风险减弱</h3>
<p>油价在本周早些时候因特朗普威胁对伊朗进行干预而上涨后进一步下跌，伊朗是石油输出国组织的成员，因其对抗议活动的致命镇压而受到关注。</p>
<p>特朗普周三表示，他被告知杀戮事件有所缓解，并且没有大规模处决的计划。</p>
<p>“虽然局势仍然脆弱，但直接风险溢价已经减弱，但考虑到持续的干扰风险，这种情况不太可能消失，” Saxo Bank 分析师 Ole Hansen 表示。</p>
<p>美国原油（CLc1）下跌 4.34%，至每桶 59.33 美元，布伦特原油（LCOc1）下跌 4.09%，至每桶 63.80 美元。</p>
<p>黄金在地缘政治和经济不确定性以及低利率环境中作为避险资产表现良好，但价格下跌。</p>
<p>其价格（XAU=）下跌 0.12%，至每盎司 4,614.22 美元，前一天曾创下 4,642.72 美元的历史新高。</p>
<p>在周三接受路透社采访时，特朗普谈到了他政府对美联储主席杰罗姆·鲍威尔的追求，这也是投资者担忧的另一个来源。</p>
<p>特朗普表示他没有解雇鲍威尔的计划，后者正面临司法部的刑事调查。</p>
<p>“现在，我们与他处于一种暂时的观望状态，我们将决定该怎么做。但我不能详细说明，太早了，太早了，” 特朗普说。</p>
<h3>更多宏观经济信息</h3>
<p>进一步的宏观经济消息显示，上周美国失业救济申请意外下降，推动美元上涨，使以美元计价的商品（包括黄金）对海外买家变得更加昂贵。</p>
<p>美元指数（=USD）衡量美元对包括日元和欧元在内的一篮子货币的汇率，上涨 0.28%，至 99.35，欧元（EUR=）下跌 0.29%，至 1.1608 美元。</p>
<p>纽约州和中大西洋地区的制造业报告也强于预期。</p>
<p>强劲的数据稍微削弱了市场对美联储短期内降息的预期，推动美国国债收益率大多上涨。</p>
<p>基准 10 年期国债（US10YT=RR）最新收益率为 4.16%，较周三晚上的 4.14% 有所上升。</p>
<p>芝加哥联邦储备银行行长奥斯坦·古尔斯比表示，美国中央银行应专注于降低通胀，因为有充分证据表明就业市场稳定。</p>

<p>科技股在台积电创纪录利润的带动下，推动华尔街上涨，油价和金价因伊朗紧张局势缓解而回落。美国市场普遍上涨，道琼斯指数上涨 0.54%，标准普尔 500 指数上涨 0.49%，纳斯达克指数上涨 0.59%。像黑石和高盛这样的金融公司报告了强劲的收益。特朗普表示没有解雇美联储主席鲍威尔的计划，而宏观经济数据则显示失业救济金下降，支持了美元并影响了商品价格。油价下跌 4.34%，至每桶 59.33 美元，黄金价格下跌至每盎司 4,614.22 美元</p>

<p>TSMC record profit boosts tech sector</p>
<div class="lb-trans"><p>台积电创纪录利润提振科技行业</p>
</div><p>BlackRock, banks deliver strong earnings</p>
<div class="lb-trans"><p>黑石集团和银行交出强劲财报</p>
</div><p>Trump says Iranian crackdown easing</p>
<div class="lb-trans"><p>特朗普称伊朗镇压有所缓解</p>
</div><p>Oil and gold retreat from previous days’ highs</p>
<div class="lb-trans"><p>油价和黄金从前几天的高点回落</p>
</div><p>Trump Says he has no plans to fire Fed’s Powell</p>
<div class="lb-trans"><p>特朗普表示他没有解雇美联储主席鲍威尔的计划</p>
</div><p>(Updates prices to 10.50 a.m. ET)</p>
<div class="lb-trans"><p>（更新价格至东部时间上午 10:50）</p>
</div><p>By Isla Binnie and Amanda Cooper</p>
<div class="lb-trans"><p>作者：Isla Binnie 和 Amanda Cooper</p>
</div><p>Jan 15 (Reuters) - Blockbuster results from chipmaker TSMC (2330.TW) bounced Wall Street higher after two days of losses on Tuesday, while oil and gold fell off recent highs as demand for safe-haven assets subsided on signals U.S. President Donald Trump might be less inclined to take immediate military action against Iran.</p>
<div class="lb-trans"><p>1 月 15 日（路透社）——芯片制造商台积电（2330.TW）发布的亮眼财报使华尔街在经历两天的下跌后反弹，而油价和黄金因对安全资产的需求减弱而从近期高点回落，市场信号显示美国总统特朗普可能不太倾向于立即对伊朗采取军事行动。</p>
</div><p>Taiwan’s TSMC (2330.TW) , the world’s biggest producer of advanced AI chips, posted a forecast-smashing 35% jump in fourth-quarter profit, sending its U.S.-listed shares to a record high.</p>
<div class="lb-trans"><p>台湾的台积电（2330.TW），全球最大的先进 AI 芯片生产商，第四季度利润同比激增 35%，远超预期，推动其在美国上市的股票创下历史新高。</p>
</div><p>The rising tide lifted Dutch chip equipment maker ASML (ASML.AS) , a major TSMC customer, which in turn pushed European shares (.STOXX) back towards record levels.</p>
<div class="lb-trans"><p>这一上涨潮流也提振了荷兰芯片设备制造商 ASML（ASML.AS），该公司是台积电的重要客户，进而推动欧洲股市（.STOXX）回升至接近历史高位。</p>
</div><p>Trump’s decision to allow Nvidia (NVDA.O) to sell some AI chips to China “is another plus for the market”, said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p>
<div class="lb-trans"><p>特朗普允许英伟达（NVDA.O）向中国出售部分 AI 芯片的决定 “对市场来说是另一个利好”，纽约斯巴达资本证券的首席市场经济学家彼得·卡迪洛表示。</p>
</div><p>The Dow Jones Industrial Average (.DJI) rose 0.54% to 49,413.99, the S&amp;P 500 (.SPX) rose 0.49% to 6,960.62 and the Nasdaq Composite (.IXIC) rose 0.59% to 23,610.95.</p>
<div class="lb-trans"><p>道琼斯工业平均指数（.DJI）上涨 0.54%，至 49,413.99 点，标准普尔 500 指数（.SPX）上涨 0.49%，至 6,960.62 点，纳斯达克综合指数（.IXIC）上涨 0.59%，至 23,610.95 点。</p>
</div><p>Financial firms joined the earnings party. Investors rewarded BlackRock (BK.N) for a beat to analyst forecasts with a 4% rise in the global asset management leader’s share price.</p>
<div class="lb-trans"><p>金融公司也加入了财报的盛宴。投资者因黑石集团（BK.N）超出分析师预期而奖励其，股价上涨 4%。</p>
</div><p>Goldman Sachs gained more than 3% after reporting rising revenues, although the stock suffered early on due to investment banking fees falling slightly short of forecasts. Fellow investment bank Morgan Stanley’s stock (MS.N) rose after beating profit estimates.</p>
<div class="lb-trans"><p>高盛在报告收入增长后上涨超过 3%，尽管由于投资银行费用略低于预期，股价早期受到影响。另一家投资银行摩根士丹利（MS.N）的股票在超出利润预期后上涨。</p>
</div><p>“We are at the very beginning of the earnings season and so far so good,” Cardillo said.</p>
<div class="lb-trans"><p>“我们正处于财报季的初期，到目前为止一切都很好，” 卡迪洛说。</p>
</div><h3>IMMEDIATE RISK SOFTENS</h3>
<div class="lb-trans"><h3>直接风险减弱</h3>
</div><p>Oil prices fell further after gaining earlier this week when Trump threatened intervention in Iran, a member of the Organization of the Petroleum Exporting Countries, in response to a deadly government crackdown on protests there.</p>
<div class="lb-trans"><p>油价在本周早些时候因特朗普威胁对伊朗进行干预而上涨后进一步下跌，伊朗是石油输出国组织的成员，因其对抗议活动的致命镇压而受到关注。</p>
</div><p>Trump said on Wednesday he had been told killings were easing and there were no plans for large-scale executions.</p>
<div class="lb-trans"><p>特朗普周三表示，他被告知杀戮事件有所缓解，并且没有大规模处决的计划。</p>
</div><p>“While the situation remains fragile, the immediate risk premium has softened but is unlikely to go away given the continued risk of a disruption,” Saxo Bank analyst Ole Hansen said.</p>
<div class="lb-trans"><p>“虽然局势仍然脆弱，但直接风险溢价已经减弱，但考虑到持续的干扰风险，这种情况不太可能消失，” Saxo Bank 分析师 Ole Hansen 表示。</p>
</div><p>U.S. crude (CLc1) fell 4.34% to $59.33 a barrel and Brent (LCOc1) fell 4.09% to $63.80 per barrel.</p>
<div class="lb-trans"><p>美国原油（CLc1）下跌 4.34%，至每桶 59.33 美元，布伦特原油（LCOc1）下跌 4.09%，至每桶 63.80 美元。</p>
</div><p>Gold, which thrives as a safe haven in geopolitical and economic uncertainty, as well as in low-interest-rate environments, declined.</p>
<div class="lb-trans"><p>黄金在地缘政治和经济不确定性以及低利率环境中作为避险资产表现良好，但价格下跌。</p>
</div><p>Its price (XAU=) fell 0.12% to $4,614.22 an ounce, a day after hitting a record $4,642.72.</p>
<div class="lb-trans"><p>其价格（XAU=）下跌 0.12%，至每盎司 4,614.22 美元，前一天曾创下 4,642.72 美元的历史新高。</p>
</div><p>In an interview with Reuters on Wednesday, Trump addressed his administration’s pursuit of Federal Reserve Chair Jerome Powell, which has been another source of investor consternation.</p>
<div class="lb-trans"><p>在周三接受路透社采访时，特朗普谈到了他政府对美联储主席杰罗姆·鲍威尔的追求，这也是投资者担忧的另一个来源。</p>
</div><p>Trump said he had no plans to fire Powell, who is facing a Justice Department criminal investigation.</p>
<div class="lb-trans"><p>特朗普表示他没有解雇鲍威尔的计划，后者正面临司法部的刑事调查。</p>
</div><p>“Right now, we’re (in) a little bit of a holding pattern with him, and we’re going to determine what to do. But I can’t get into it. It’s too soon. Too early,” Trump said.</p>
<div class="lb-trans"><p>“现在，我们与他处于一种暂时的观望状态，我们将决定该怎么做。但我不能详细说明，太早了，太早了，” 特朗普说。</p>
</div><h3>MORE MACRO</h3>
<div class="lb-trans"><h3>更多宏观经济信息</h3>
</div><p>Further macroeconomic news showed U.S. unemployment benefits unexpectedly fell last week, pushing up the dollar and making dollar-denominated commodities including gold more expensive for overseas buyers.</p>
<div class="lb-trans"><p>进一步的宏观经济消息显示，上周美国失业救济申请意外下降，推动美元上涨，使以美元计价的商品（包括黄金）对海外买家变得更加昂贵。</p>
</div><p>The dollar index (=USD) , which measures the greenback against a basket of currencies including the yen and the euro, rose 0.28% to 99.35, with the euro (EUR=) down 0.29% at $1.1608.</p>
<div class="lb-trans"><p>美元指数（=USD）衡量美元对包括日元和欧元在内的一篮子货币的汇率，上涨 0.28%，至 99.35，欧元（EUR=）下跌 0.29%，至 1.1608 美元。</p>
</div><p>Reports on manufacturing in New York State and the Mid-Atlantic region were also stronger than expected.</p>
<div class="lb-trans"><p>纽约州和中大西洋地区的制造业报告也强于预期。</p>
</div><p>The robust data slightly dented expectations the Federal Reserve will cut interest rates in the short term, pushing U.S. Treasury yields mostly higher.</p>
<div class="lb-trans"><p>强劲的数据稍微削弱了市场对美联储短期内降息的预期，推动美国国债收益率大多上涨。</p>
</div><p>The benchmark 10-year notes (US10YT=RR) were last yielding 4.16%, from 4.14% late on Wednesday.</p>
<div class="lb-trans"><p>基准 10 年期国债（US10YT=RR）最新收益率为 4.16%，较周三晚上的 4.14% 有所上升。</p>
</div><p>Chicago Federal Reserve President Austan Goolsbee said the U.S. central bank should be focused on getting inflation down as there is ample evidence of job market stability.</p>
<div class="lb-trans"><p>芝加哥联邦储备银行行长奥斯坦·古尔斯比表示，美国中央银行应专注于降低通胀，因为有充分证据表明就业市场稳定。</p>
</div>

GLOBAL MARKETS-Tech stocks buoy Wall Street, safe havens wane on Iran de-escalation

- 台积电发布财报，利润同比激增 35%，推动科技股反弹。  
- 黑石集团和高盛的财报超出预期，股价上涨。  
- 油价和黄金因安全资产需求减弱而回落。

全球市场——科技股提振华尔街，随着伊朗局势缓和，避险资产走弱