<p>亚洲股市因重新燃起的人工智能乐观情绪而上涨</p><p>地缘政治形势严峻，特朗普对伊朗采取观望态度</p><p>美元上涨，交易员削减美联储降息预期</p><p>作者：Rae Wee</p><p>新加坡，1 月 16 日（路透社）- 亚洲股市在周五上涨，人工智能热潮重新获得动力，而美元在乐观的美国经济数据推动下，维持在六周高位附近，交易员削减了对降息的押注。</p><p>油价承压，避险金属黄金和白银下跌，此前美国总统特朗普对伊朗的动荡采取了观望态度，早前曾威胁进行干预。</p><p>MSCI 亚太地区（不包括日本）股票指数（.MIAPJ0000PUS）上涨 0.5%，徘徊在前一交易日创下的历史高点附近，台湾芯片制造商台积电（2330.TW）的优异业绩为人工智能交易注入了新的活力。</p><p>美国和台湾在周四达成了一项贸易协议，降低了许多半导体强国出口的关税，并将新的投资引导至美国科技产业，这可能激怒中国。</p><p>隔夜，科技股和金融股的上涨推动华尔街走高，纳斯达克期货（NQc1）在亚洲交易时段上涨 0.22%。标准普尔 500 期货（ESc1）同样上涨 0.15%。</p><p>“我们知道，关于资本支出和人工智能的支出仍然存在疑虑，而我想，考虑到台积电昨日的报告相当稳健且听起来乐观，这无疑为那些在华尔街近期挣扎的人工智能公司提供了急需的提振，” IG 市场分析师 Tony Sycamore 表示。</p><p>“我不会说这激励了他们或基本上让他们大幅上涨，但它确实提供了一些急需的信心，表明一切仍在轨道上。”</p><p>日本日经指数（.N225）下跌 0.42%，部分原因是日元（JPY=）的反弹，使其从 18 个月低点回升。</p><p>EUROSTOXX 50 期货（STXEc1）下跌 0.38%，而富时期货（FFIc1）下跌 0.18%，此前欧洲股市在周四创下历史新高。</p><p>在货币方面，美元徘徊在六周高位附近，此前一系列乐观的美国经济数据发布，包括显示上周申请失业救济的新申请人数意外下降的数据。</p><p>欧元（EUR=）徘徊在 1 个半月低点附近，报 1.1606 美元，而英镑（GBP=）下跌 0.06%，报 1.3376 美元。</p><p>美元兑一篮子货币（=USD）报 99.36，距离周四的高点 99.493 不远，为 12 月 2 日以来的最高水平。（FRX/）</p><p>“稳定的劳动市场条件的日益证据降低了 4 月降息的可能性，固定收益观察者越来越有信心，下一次基准利率下调将来自鲍威尔主席的继任者，预计在 6 月，” 互动经纪公司高级经济学家 Jose Torres 表示。</p><p>根据 CME FedWatch 工具，市场目前预计美联储在 4 月维持利率不变的概率为 67%，高于一个月前的 37%。6 月维持不变的概率也上升至 37.5%，而上个月为 17%。</p><p>日元（JPY=）兑美元上涨 0.1%，报 158.48，尽管距离本周早些时候触及的 159.45 的 18 个月低点并不远。</p><p>由于投资者预计日本可能在下个月举行快闪选举，这种货币被抛售，可能为首相高市早苗的财政刺激措施铺平道路。</p><p>“对于高市来说，快闪投票提供了在国内外获得更强授权的机会，但如果失败，可能会迅速结束她的首相任期，” T. Rowe Price 的投资组合专家 Daniel Hurley 表示。</p><p>在油市，价格在特朗普对伊朗的温和评论缓解了对可能的军事行动和石油供应中断的担忧后，从前一交易日的急剧下跌中恢复。</p><p>布伦特期货（LCOc1）上涨 0.11%，报每桶 63.83 美元，前一交易日下跌超过 4%。美国原油（CLc1）同样上涨 0.2%，报每桶 59.31 美元，此前周四下跌 4.6%。</p><p>现货黄金（XAU=）下跌 0.16%，报每盎司 4,607.50 美元。（GOL/)</p>

<p>亚洲股市因对人工智能的乐观情绪而上涨，MSCI 指数接近历史高点。由于交易员在美国经济数据向好后降低了对美联储降息的预期，美元走强。特朗普总统的言论缓解了对伊朗的担忧，油价略有回升。日元小幅走强，而黄金和白银价格下跌。市场目前预计美联储在四月份维持利率的概率为 67%，高于一个月前的 37%</p>

<p>Asia shares upbeat on renewed AI optimism</p>
<div class="lb-trans"><p>亚洲股市因重新燃起的人工智能乐观情绪而上涨</p>
</div><p>Geopolitics loom large, Trump adopts wait-and-see posture on Iran</p>
<div class="lb-trans"><p>地缘政治形势严峻，特朗普对伊朗采取观望态度</p>
</div><p>Dollar gains as traders trim Fed cut expectations</p>
<div class="lb-trans"><p>美元上涨，交易员削减美联储降息预期</p>
</div><p>By Rae Wee</p>
<div class="lb-trans"><p>作者：Rae Wee</p>
</div><p>SINGAPORE, Jan 16 (Reuters) - Asian stocks advanced on Friday as the artificial intelligence boom regained momentum, while the dollar held near a six-week high after upbeat U.S. economic data left traders trimming bets on rate cuts there.</p>
<div class="lb-trans"><p>新加坡，1 月 16 日（路透社）- 亚洲股市在周五上涨，人工智能热潮重新获得动力，而美元在乐观的美国经济数据推动下，维持在六周高位附近，交易员削减了对降息的押注。</p>
</div><p>Oil prices were nursing losses and safe-haven gold and silver fell after U.S. President Donald Trump adopted a wait-and-see posture towards the unrest in Iran, having earlier threatened intervention.</p>
<div class="lb-trans"><p>油价承压，避险金属黄金和白银下跌，此前美国总统特朗普对伊朗的动荡采取了观望态度，早前曾威胁进行干预。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) was up 0.5% and hovered near a record high hit in the previous session, as stellar results from Taiwanese chipmaker TSMC (2330.TW) breathed new life into the AI trade.</p>
<div class="lb-trans"><p>MSCI 亚太地区（不包括日本）股票指数（.MIAPJ0000PUS）上涨 0.5%，徘徊在前一交易日创下的历史高点附近，台湾芯片制造商台积电（2330.TW）的优异业绩为人工智能交易注入了新的活力。</p>
</div><p>The U.S. and Taiwan also clinched a trade deal on Thursday that cuts tariffs on many of the semiconductor powerhouse’s exports, directs new investments towards the U.S. technology industry and risks infuriating China.</p>
<div class="lb-trans"><p>美国和台湾在周四达成了一项贸易协议，降低了许多半导体强国出口的关税，并将新的投资引导至美国科技产业，这可能激怒中国。</p>
</div><p>Overnight, gains in technology and financial stocks sent Wall Street higher, with Nasdaq futures (NQc1) up 0.22% in the Asian session. S&amp;P 500 futures (ESc1) similarly tacked on 0.15%.</p>
<div class="lb-trans"><p>隔夜，科技股和金融股的上涨推动华尔街走高，纳斯达克期货（NQc1）在亚洲交易时段上涨 0.22%。标准普尔 500 期货（ESc1）同样上涨 0.15%。</p>
</div><p>“We know there’s lingering doubts about the spend around capex and AI more broadly, and I guess with the TSMC report yesterday being pretty solid and sounding optimistic, it certainly provided a much needed shot in the arm for those AI names which have been struggling on Wall Street in recent months,” said Tony Sycamore, a market analyst at IG.</p>
<div class="lb-trans"><p>“我们知道，关于资本支出和人工智能的支出仍然存在疑虑，而我想，考虑到台积电昨日的报告相当稳健且听起来乐观，这无疑为那些在华尔街近期挣扎的人工智能公司提供了急需的提振，” IG 市场分析师 Tony Sycamore 表示。</p>
</div><p>“I wouldn’t say it galvanised or basically shot them higher, but it certainly provided some much needed reassurance there, that everything remains on track.”</p>
<div class="lb-trans"><p>“我不会说这激励了他们或基本上让他们大幅上涨，但它确实提供了一些急需的信心，表明一切仍在轨道上。”</p>
</div><p>Japan’s Nikkei (.N225) fell 0.42%, weighed down in part by a recovery in the yen (JPY=) which has retreated from an 18-month low.</p>
<div class="lb-trans"><p>日本日经指数（.N225）下跌 0.42%，部分原因是日元（JPY=）的反弹，使其从 18 个月低点回升。</p>
</div><p>EUROSTOXX 50 futures (STXEc1) fell 0.38% while FTSE futures (FFIc1) eased 0.18%, after European shares scaled a record high on Thursday.</p>
<div class="lb-trans"><p>EUROSTOXX 50 期货（STXEc1）下跌 0.38%，而富时期货（FFIc1）下跌 0.18%，此前欧洲股市在周四创下历史新高。</p>
</div><p>In currencies, the dollar hovered near a six-week high, after a slew of upbeat U.S. economic releases including data that showed the number of Americans filing new applications for unemployment benefits unexpectedly fell last week.</p>
<div class="lb-trans"><p>在货币方面，美元徘徊在六周高位附近，此前一系列乐观的美国经济数据发布，包括显示上周申请失业救济的新申请人数意外下降的数据。</p>
</div><p>The euro (EUR=) languished near a 1-1⁄2-month low and bought $1.1606, while sterling (GBP=) slipped 0.06% to $1.3376.</p>
<div class="lb-trans"><p>欧元（EUR=）徘徊在 1 个半月低点附近，报 1.1606 美元，而英镑（GBP=）下跌 0.06%，报 1.3376 美元。</p>
</div><p>Against a basket of currencies, the dollar (=USD) stood at 99.36, not far from Thursday’s top of 99.493, its highest since December 2. (FRX/)</p>
<div class="lb-trans"><p>美元兑一篮子货币（=USD）报 99.36，距离周四的高点 99.493 不远，为 12 月 2 日以来的最高水平。（FRX/）</p>
</div><p>“Mounting evidence of stable labour conditions is lowering the odds of an April cut, as fixed income watchers grow increasingly confident that the next benchmark drop will come from Chair Powell’s successor in June,” said Jose Torres, senior economist at Interactive Brokers.</p>
<div class="lb-trans"><p>“稳定的劳动市场条件的日益证据降低了 4 月降息的可能性，固定收益观察者越来越有信心，下一次基准利率下调将来自鲍威尔主席的继任者，预计在 6 月，” 互动经纪公司高级经济学家 Jose Torres 表示。</p>
</div><p>Markets are now pricing in a 67% chance that the Federal Reserve will stand pat on rates in April, up from 37% a month ago, according to the CME FedWatch tool. Odds for a steady outcome in June have also risen to 37.5%, compared to 17% last month.</p>
<div class="lb-trans"><p>根据 CME FedWatch 工具，市场目前预计美联储在 4 月维持利率不变的概率为 67%，高于一个月前的 37%。6 月维持不变的概率也上升至 37.5%，而上个月为 17%。</p>
</div><p>The yen (JPY=) was 0.1% stronger at 158.48 per dollar, though it was not too far from an 18-month trough of 159.45 hit earlier in the week.</p>
<div class="lb-trans"><p>日元（JPY=）兑美元上涨 0.1%，报 158.48，尽管距离本周早些时候触及的 159.45 的 18 个月低点并不远。</p>
</div><p>The currency has been sold off on the prospect of a snap election in Japan as early as next month, which investors bet could pave the way for expanded fiscal stimulus from Prime Minister Sanae Takaichi.</p>
<div class="lb-trans"><p>由于投资者预计日本可能在下个月举行快闪选举，这种货币被抛售，可能为首相高市早苗的财政刺激措施铺平道路。</p>
</div><p>“For Takaichi, the snap poll offers the chance of a stronger mandate at home and abroad - but failure would likely spell a swift end to her premiership,” said Daniel Hurley, portfolio specialist at T. Rowe Price.</p>
<div class="lb-trans"><p>“对于高市来说，快闪投票提供了在国内外获得更强授权的机会，但如果失败，可能会迅速结束她的首相任期，” T. Rowe Price 的投资组合专家 Daniel Hurley 表示。</p>
</div><p>In the oil market, prices were recovering from their steep fall in the previous session after Trump’s watered-down comments on Iran allayed concerns over potential military action against Tehran and oil supply disruptions.</p>
<div class="lb-trans"><p>在油市，价格在特朗普对伊朗的温和评论缓解了对可能的军事行动和石油供应中断的担忧后，从前一交易日的急剧下跌中恢复。</p>
</div><p>Brent futures (LCOc1) were up 0.11% at $63.83 a barrel, having tumbled more than 4% in the previous session. U.S. crude (CLc1) was similarly up 0.2% at $59.31 per barrel, after a 4.6% fall on Thursday.</p>
<div class="lb-trans"><p>布伦特期货（LCOc1）上涨 0.11%，报每桶 63.83 美元，前一交易日下跌超过 4%。美国原油（CLc1）同样上涨 0.2%，报每桶 59.31 美元，此前周四下跌 4.6%。</p>
</div><p>Spot gold (XAU=) was down 0.16% at $4,607.50 an ounce. (GOL/)</p>
<div class="lb-trans"><p>现货黄金（XAU=）下跌 0.16%，报每盎司 4,607.50 美元。（GOL/)</p>
</div>

全球市场 - 亚洲股市因对人工智能的乐观情绪接近历史高位，美元因美联储降息预期减弱而走强