<p>亚洲股市因重新燃起的人工智能乐观情绪而上涨</p><p>地缘政治影响重大，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>（更新至亚洲下午）</p><p>作者：Rae Wee</p><p>新加坡，1 月 16 日（路透社）- 由于人工智能热潮重新获得动力，亚洲股市在周五上涨，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，交易员削减了对美联储降息的押注。</p><p>在美国总统特朗普对伊朗动荡采取观望态度后，油价与避险资产黄金和白银一起下跌，此前他曾威胁进行干预。</p><p>MSCI 亚太地区（日本除外）股票指数（.MIAPJ0000PUS）创下 761.53 点的历史新高，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>台湾（.TWII）和韩国（.KS11）的科技重型指数也创下历史新高。</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，并将新的投资引向美国科技产业，这可能激怒中国。</p><p>隔夜，科技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 0.4%。标准普尔 500 期货（ESc1）同样上涨 0.3%。</p><p>IG 市场分析师 Tony Sycamore 表示：“我们知道对资本支出和人工智能的支出仍然存在疑虑，而我想，考虑到台积电昨天的报告相当稳健且听起来乐观，这无疑为那些在华尔街最近几个月挣扎的人工智能公司提供了急需的提振。”</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 0.14%，部分原因是日元（JPY=）的反弹，日元已从 18 个月低点回升。</p><p>EUROSTOXX 50 期货（STXEc1）下跌 0.3%，而富时期货（FFIc1）微跌 0.06%，此前欧洲股市在周四创下历史新高。</p><p>在中国，股票小幅下跌，预计将结束四周的连胜，因为监管机构收紧了保证金融资规则。CSI300 蓝筹股指数（.CSI300）下跌 0.34%。</p><h3>交易员关注日元干预</h3><p>在货币市场上，日元成为焦点，此前日本财政大臣片山萨津基周五表示，东京不会排除任何应对外汇波动过大的选项，包括与美国的协调干预。</p><p>她的评论稍微提振了日元（JPY=），在路透社的一份报告显示，一些日本银行政策制定者认为，利率可能比市场预期更早上调，四月是一个明显的可能性。</p><p>日元最后上涨 0.2%，报 158.36 兑美元。</p><p>由于投资者预计日本可能在下个月举行提前选举，这可能为首相高市早苗扩大财政刺激铺平道路，日元遭到抛售。</p><p>T. Rowe Price 的投资组合专家 Daniel Hurley 表示：“对于高市来说，提前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。”</p><p>在其他方面，美元在一系列乐观的美国经济数据发布后，徘徊在六周高位附近，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=）则小幅变动，报 1.3385 美元。</p><p>美元（=USD）对一篮子货币的汇率为 99.34，距离周四的高点 99.493 不远，这是自 12 月 2 日以来的最高水平。（FRX/）</p><p>Interactive Brokers 高级经济学家 Jose Torres 表示：“稳定的劳动市场条件的日益证据降低了四月降息的可能性，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，时间在六月份。”</p><p>根据 CME FedWatch 工具，市场目前预计美联储在四月维持利率不变的概率为 67%，高于一个月前的 37%。六月份维持不变的概率也上升至 37.5%，而上个月为 17%。</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，延续了前一交易日的急剧下跌。</p><p>布伦特期货（LCOc1）下跌 0.19%，报每桶 63.64 美元，前一交易日下跌超过 4%。美国原油（CLc1）同样下跌 0.15%，报每桶 59.10 美元，此前周四下跌 4.6%。</p><p>现货黄金（XAU=）下跌 0.06%，报每盎司 4,611.49 美元。（GOL/）</p>

台积电

<p>亚洲股市在周五上涨，受到对人工智能的重新乐观情绪和美国经济数据向好的推动，这导致美元走强并降低了市场对美联储降息的预期。MSCI 亚太指数创下历史新高，受益于台湾芯片制造商台积电的强劲业绩。然而，日本的日经指数小幅下跌，中国股市因融资杠杆规则收紧而下滑。美元维持在六周来的高位附近，而油价在美国总统特朗普关于伊朗的评论后下跌，缓解了对军事行动的担忧</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>地缘政治影响重大，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>(Updates to Asia afternoon)</p>
<div class="lb-trans"><p>（更新至亚洲下午）</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 Federal Reserve rate cuts.</p>
<div class="lb-trans"><p>新加坡，1 月 16 日（路透社）- 由于人工智能热潮重新获得动力，亚洲股市在周五上涨，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，交易员削减了对美联储降息的押注。</p>
</div><p>Oil prices fell alongside safe-havens gold and silver 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>在美国总统特朗普对伊朗动荡采取观望态度后，油价与避险资产黄金和白银一起下跌，此前他曾威胁进行干预。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) scaled a record high of 761.53 points, 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（日本除外）股票指数（.MIAPJ0000PUS）创下 761.53 点的历史新高，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>Technology-heavy indexes in Taiwan (.TWII) and South Korea (.KS11) also notched all-time peaks.</p>
<div class="lb-trans"><p>台湾（.TWII）和韩国（.KS11）的科技重型指数也创下历史新高。</p>
</div><p>The U.S. and Taiwan 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，并将新的投资引向美国科技产业，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 0.4% in the Asian session. S&amp;P 500 futures (ESc1) similarly tacked on 0.3%.</p>
<div class="lb-trans"><p>隔夜，科技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 0.4%。标准普尔 500 期货（ESc1）同样上涨 0.3%。</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>IG 市场分析师 Tony Sycamore 表示：“我们知道对资本支出和人工智能的支出仍然存在疑虑，而我想，考虑到台积电昨天的报告相当稳健且听起来乐观，这无疑为那些在华尔街最近几个月挣扎的人工智能公司提供了急需的提振。”</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 0.14%, 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 0.14%，部分原因是日元（JPY=）的反弹，日元已从 18 个月低点回升。</p>
</div><p>EUROSTOXX 50 futures (STXEc1) fell 0.3% while FTSE futures (FFIc1) eased 0.06%, after European shares scaled a record high on Thursday.</p>
<div class="lb-trans"><p>EUROSTOXX 50 期货（STXEc1）下跌 0.3%，而富时期货（FFIc1）微跌 0.06%，此前欧洲股市在周四创下历史新高。</p>
</div><p>In China, stocks edged lower and were set to snap a four-week winning streak, as regulators tightened margin financing rules. The CSI300 blue-chip index (.CSI300) fell 0.34%.</p>
<div class="lb-trans"><p>在中国，股票小幅下跌，预计将结束四周的连胜，因为监管机构收紧了保证金融资规则。CSI300 蓝筹股指数（.CSI300）下跌 0.34%。</p>
</div><h3>TRADERS ON YEN INTERVENTION WATCH</h3>
<div class="lb-trans"><h3>交易员关注日元干预</h3>
</div><p>The yen stole the spotlight in the currency market after Japanese Finance Minister Satsuki Katayama said on Friday Tokyo would not rule out any options to counter excessive foreign exchange volatility, including coordinated intervention with the U.S.</p>
<div class="lb-trans"><p>在货币市场上，日元成为焦点，此前日本财政大臣片山萨津基周五表示，东京不会排除任何应对外汇波动过大的选项，包括与美国的协调干预。</p>
</div><p>Her comments lifted the yen (JPY=) slightly, with the currency extending gains after a Reuters report that some Bank of Japan policymakers see scope to raise interest rates sooner than markets expect, with April a distinct possibility.</p>
<div class="lb-trans"><p>她的评论稍微提振了日元（JPY=），在路透社的一份报告显示，一些日本银行政策制定者认为，利率可能比市场预期更早上调，四月是一个明显的可能性。</p>
</div><p>It was last 0.2% stronger at 158.36 per dollar.</p>
<div class="lb-trans"><p>日元最后上涨 0.2%，报 158.36 兑美元。</p>
</div><p>The yen 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提前选举，这可能为首相高市早苗扩大财政刺激铺平道路，日元遭到抛售。</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>T. Rowe Price 的投资组合专家 Daniel Hurley 表示：“对于高市来说，提前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。”</p>
</div><p>Elsewhere, 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>在其他方面，美元在一系列乐观的美国经济数据发布后，徘徊在六周高位附近，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=) was little changed at $1.3385.</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=）则小幅变动，报 1.3385 美元。</p>
</div><p>Against a basket of currencies, the dollar (=USD) stood at 99.34, not far from Thursday’s top of 99.493, its highest since December 2. (FRX/)</p>
<div class="lb-trans"><p>美元（=USD）对一篮子货币的汇率为 99.34，距离周四的高点 99.493 不远，这是自 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>Interactive Brokers 高级经济学家 Jose Torres 表示：“稳定的劳动市场条件的日益证据降低了四月降息的可能性，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，时间在六月份。”</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四月维持利率不变的概率为 67%，高于一个月前的 37%。六月份维持不变的概率也上升至 37.5%，而上个月为 17%。</p>
</div><p>In the oil market, prices extended 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，延续了前一交易日的急剧下跌。</p>
</div><p>Brent futures (LCOc1) were down 0.19% at $63.64 a barrel, having tumbled more than 4% in the previous session. U.S. crude (CLc1) similarly slipped 0.15% to $59.10 per barrel after a 4.6% fall on Thursday.</p>
<div class="lb-trans"><p>布伦特期货（LCOc1）下跌 0.19%，报每桶 63.64 美元，前一交易日下跌超过 4%。美国原油（CLc1）同样下跌 0.15%，报每桶 59.10 美元，此前周四下跌 4.6%。</p>
</div><p>Spot gold (XAU=) was down 0.06% at $4,611.49 an ounce. (GOL/)</p>
<div class="lb-trans"><p>现货黄金（XAU=）下跌 0.06%，报每盎司 4,611.49 美元。（GOL/）</p>
</div>

GLOBAL MARKETS-Asia shares rise on AI optimism, receding Fed cut bets lift dollar

- 亚洲股市因人工智能的复苏而上涨，美元接近六周高位。  
- 特朗普对伊朗采取观望态度导致油价和避险资产下跌。  
- 日本和中国股市表现疲软，因市场对经济前景有所顾虑。

全球市场 - 亚洲股市因对人工智能的乐观情绪而上涨，美联储降息预期减弱提振了美元