<p>（更新下午交易情况）</p>
<p>印尼央行维持基准利率不变，符合预期</p>
<p>印尼盾小幅上涨至每美元 16,930，雅加达股市下跌 1.5%</p>
<p>行长 Warjiyo 表示，央行致力于稳定印尼盾</p>
<p>作者：Nichiket Sunil</p>
<p>1 月 21 日（路透社）- 印尼盾在周三从接近历史低点反弹，此前央行如预期维持基准利率不变，并保持其稳定货币的目标。印尼盾（IDR=）在决定后小幅上涨至每美元 16,930，尽管距离前一交易日触及的历史低点 16,985 并不远。该地区其他货币保持稳定，泰铢（THB=TH）在创纪录的黄金价格下接近 2021 年的高点，而韩元（KRW=KFTC）在李在明总统的言论后上涨。</p>
<p>然而，印度卢比（INR=IN）首次跌破 91.50 大关，全球股市抛售加剧了资金外流，给货币施加了压力。</p>
<p>印尼央行将基准利率（IDCBRR=ECI）维持在 4.75% 不变，符合预期，行长佩里·瓦尔吉约表示，他们的 “当前重点” 仍然是保持印尼盾的稳定。</p>
<p>OCBC 的高级东盟经济学家 Lavanya Venkateswaran 表示，印尼央行为进一步降息留有余地，但时机将取决于印尼盾的走势。印尼盾在 1 月份已经贬值 1.5%，在普拉博沃·苏比安托总统提名其侄子加入央行董事会后，市场对其独立性的担忧加剧，同时财政赤字的担忧也增加了压力。DBS 银行的高级经济学家 Radhika Rao 表示：“今年的货币宽松将是机会主义的，可能推迟到下半年，具体取决于市场情况。” 韩元（KRW=KFTC）上涨了 0.6%，至每美元 1,467.7，从周二触及的近四周低点 1,480.0 反弹，李在明表示当局预计货币将在一两个月内升值至 1,400。韩元近期的疲软引起了央行、政府甚至美国财政部长斯科特·贝森特的口头支持，他表示货币贬值与基本面不符。股市基准 KOSPI（.KS11）反弹，收盘上涨 0.5%，接近历史高点。李总统还表示，去年上涨 76% 的国内股市在 1 月份继续以 16.5% 的涨幅进行前所未有的反弹，仍然被低估。在东南亚，泰铢（THB=TH）在黄金价格飙升的背景下交易，周三首次突破每盎司 4,800 美元，接近自 2021 年 3 月底以来的最强水平。</p>
<p>马来西亚林吉特（MYR=）</p>
<p>小幅上涨</p>
<p>在周四马来西亚国家银行会议之前，市场普遍预计央行将维持基准利率不变，路透社的调查显示。该地区其他股票因美国威胁收购格林兰而加剧贸易紧张局势而从历史高点回落，导致华尔街在隔夜下跌 2%。（MKTS/GLOB）台湾基准股指（.TWII）较前一日的历史收盘高点下跌 1.6%。</p>
<h3>亮点：</h3>
<p>英国和中国将在斯塔默访问期间恢复 “黄金时代” 商业对话</p>
<p>韩国法院判处前总理韩明洙 23 年监禁，因与戒严法相关的案件，印尼撤销 28 家公司的许可证，称违规加剧了洪灾影响</p>
<p>亚洲股指和</p>
<p>货币在 0807 GMT</p>
<p>日本（JPY=）+0.16 -0.79 &lt;.N225</p>
<p>*</p>
<p>-0.4 4.8</p>
<p>中国</p>
<h3>XS</h3>
<p>*</p>
<p>*</p>
<p>印度</p>
<p>*</p>
<p>*</p>
<p>印尼（IDR=）+0.09 -1.54 &lt;.JKSE -1.56 3.99</p>
<p>*</p>
<p>马来西亚（MYR=）+0.00 +0.10 &lt;.KLSE 0.25 1.38</p>
<p>*</p>
<p>菲律宾（PHP=）+0.07 -0.81 (.PSI) -0.36 4.58</p>
<p>韩国</p>
<h3>TC</h3>
<p>*</p>
<p>*</p>
<p>新加坡（SGD=）+0.04 +0.20 (.STI) -0.33 3.57</p>
<p>台湾</p>
<p>*</p>
<p>*</p>
<p>泰国</p>
<p>*</p>
<p>*</p>

<p>印尼卢比在印尼银行如预期将基准利率维持在 4.75% 后，从接近历史低点反弹。该货币上涨至每美元 16,930，尽管仍接近其历史最低点 16,985。对卢比自主性和财政赤字压力的担忧继续影响其稳定性。与此同时，其他地区货币表现不一，韩元上涨，而印度卢比跌破 91.50。分析师建议，任何货币宽松可能会推迟到下半年，具体取决于市场状况</p>

<p>(Updates with afternoon trade)</p>
<div class="lb-trans"><p>（更新下午交易情况）</p>
</div><p>Bank Indonesia leaves key rate unchanged as expected</p>
<div class="lb-trans"><p>印尼央行维持基准利率不变，符合预期</p>
</div><p>Rupiah edges up to 16,930 per dollar, Jakarta stocks down 1.5%</p>
<div class="lb-trans"><p>印尼盾小幅上涨至每美元 16,930，雅加达股市下跌 1.5%</p>
</div><p>Governor Warjiyo said c.bank committed to anchoring rupiah</p>
<div class="lb-trans"><p>行长 Warjiyo 表示，央行致力于稳定印尼盾</p>
</div><p>By Nichiket Sunil</p>
<div class="lb-trans"><p>作者：Nichiket Sunil</p>
</div><p>Jan 21 (Reuters) - The Indonesian rupiah rebounded from near record lows on Wednesday after the central bank held its key rate unchanged as expected while remaining consistent with its goal to anchor the currency. The rupiah (IDR=) slightly rose to 16,930 per dollar after the decision, although not far from its all-time low of 16,985 touched in the previous session. Currencies elsewhere in the region held ground, with the Thai baht (THB=TH) trading near 2021-highs on record gold, while the South Korean won (KRW=KFTC) gained after President Lee Jae Myung’s remarks.</p>
<div class="lb-trans"><p>1 月 21 日（路透社）- 印尼盾在周三从接近历史低点反弹，此前央行如预期维持基准利率不变，并保持其稳定货币的目标。印尼盾（IDR=）在决定后小幅上涨至每美元 16,930，尽管距离前一交易日触及的历史低点 16,985 并不远。该地区其他货币保持稳定，泰铢（THB=TH）在创纪录的黄金价格下接近 2021 年的高点，而韩元（KRW=KFTC）在李在明总统的言论后上涨。</p>
</div><p>The Indian rupee (INR=IN) , however, fell past the 91.50 mark for the first time, as the global equity selloff magnified outflows that pressured the currency.</p>
<div class="lb-trans"><p>然而，印度卢比（INR=IN）首次跌破 91.50 大关，全球股市抛售加剧了资金外流，给货币施加了压力。</p>
</div><p>Bank Indonesia left its benchmark rate (IDCBRR=ECI) unchanged at 4.75% as anticipated, with Governor Perry Warjiyo saying their “current focus” was still on keeping the rupiah stable.</p>
<div class="lb-trans"><p>印尼央行将基准利率（IDCBRR=ECI）维持在 4.75% 不变，符合预期，行长佩里·瓦尔吉约表示，他们的 “当前重点” 仍然是保持印尼盾的稳定。</p>
</div><p>Lavanya Venkateswaran, a senior ASEAN Economist with OCBC said that BI has left room for further rate cuts but the timing will depend on rupiah’s moves. The rupiah, which has already weakened 1.5% in January, has been hit with concerns around its autonomy after President Prabowo Subianto nominated his nephew to join its board of governors, while fiscal deficit worries added to the pressure. “Monetary easing will be opportunistic this year, and likely deferred to the second half, subject to market conditions,” said Radhika Rao, senior economist with DBS Bank. The South Korean won (KRW=KFTC) rose as much as 0.6% to 1,467.7 per dollar, rebounding from a near four-week low of 1,480.0 touched on Tuesday, after Lee said authorities expected the currency to strengthen towards 1,400 in a month or two. The won’s recent weakness has attracted verbal support from the central bank, the government, and even U.S. Treasury Secretary Scott Bessent, who said the currency’s slide was not in line with fundamentals. The equity benchmark KOSPI (.KS11) rebounded to end the day 0.5% higher near all-time highs. President Lee also said that the domestic stock market, which surged 76% last year and is continuing its unprecedented rally with a 16.5% advance so far in January, was still undervalued. In Southeast Asia, the Thai baht (THB=TH) traded near its strongest level since late March 2021, on surging gold prices, which crossed $4,800 an ounce on Wednesday for the first time.</p>
<div class="lb-trans"><p>OCBC 的高级东盟经济学家 Lavanya Venkateswaran 表示，印尼央行为进一步降息留有余地，但时机将取决于印尼盾的走势。印尼盾在 1 月份已经贬值 1.5%，在普拉博沃·苏比安托总统提名其侄子加入央行董事会后，市场对其独立性的担忧加剧，同时财政赤字的担忧也增加了压力。DBS 银行的高级经济学家 Radhika Rao 表示：“今年的货币宽松将是机会主义的，可能推迟到下半年，具体取决于市场情况。” 韩元（KRW=KFTC）上涨了 0.6%，至每美元 1,467.7，从周二触及的近四周低点 1,480.0 反弹，李在明表示当局预计货币将在一两个月内升值至 1,400。韩元近期的疲软引起了央行、政府甚至美国财政部长斯科特·贝森特的口头支持，他表示货币贬值与基本面不符。股市基准 KOSPI（.KS11）反弹，收盘上涨 0.5%，接近历史高点。李总统还表示，去年上涨 76% 的国内股市在 1 月份继续以 16.5% 的涨幅进行前所未有的反弹，仍然被低估。在东南亚，泰铢（THB=TH）在黄金价格飙升的背景下交易，周三首次突破每盎司 4,800 美元，接近自 2021 年 3 月底以来的最强水平。</p>
</div><p>The Malaysian ringgit (MYR=)</p>
<div class="lb-trans"><p>马来西亚林吉特（MYR=）</p>
</div><p>edged up</p>
<div class="lb-trans"><p>小幅上涨</p>
</div><p>on the day, ahead of Bank Negara Malaysia’s meeting on Thursday, when the central bank is expected to keep its benchmark interest rate unchanged, according to a Reuters poll. Stocks elsewhere in the region pulled back from record highs on heightened trade tensions over U.S. threats to acquire Greenland, which pulled Wall Street down 2% overnight. (MKTS/GLOB) Taiwan’s benchmark stock index (.TWII) ended down 1.6% from a record closing high the previous day.</p>
<div class="lb-trans"><p>在周四马来西亚国家银行会议之前，市场普遍预计央行将维持基准利率不变，路透社的调查显示。该地区其他股票因美国威胁收购格林兰而加剧贸易紧张局势而从历史高点回落，导致华尔街在隔夜下跌 2%。（MKTS/GLOB）台湾基准股指（.TWII）较前一日的历史收盘高点下跌 1.6%。</p>
</div><h3>HIGHLIGHTS:</h3>
<div class="lb-trans"><h3>亮点：</h3>
</div><p>Britain and China to revive ‘Golden Era’ business dialogue during Starmer visit</p>
<div class="lb-trans"><p>英国和中国将在斯塔默访问期间恢复 “黄金时代” 商业对话</p>
</div><p>South Korea court sentences ex-PM Han to 23-year jail term in case related to martial law Indonesia revokes 28 firms’ permits, says violations worsened flood impact</p>
<div class="lb-trans"><p>韩国法院判处前总理韩明洙 23 年监禁，因与戒严法相关的案件，印尼撤销 28 家公司的许可证，称违规加剧了洪灾影响</p>
</div><p>Asia stock indexes and</p>
<div class="lb-trans"><p>亚洲股指和</p>
</div><p>currencies at 0807 GMT</p>
<div class="lb-trans"><p>货币在 0807 GMT</p>
</div><p>Japan (JPY=) +0.16 -0.79 &lt;.N225</p>
<div class="lb-trans"><p>日本（JPY=）+0.16 -0.79 &lt;.N225</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>-0.4 4.8</p>
<div class="lb-trans"><p>-0.4 4.8</p>
</div><p>China</p>
<div class="lb-trans"><p>中国</p>
</div><h3>XS</h3>
<div class="lb-trans"><h3>XS</h3>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>India</p>
<div class="lb-trans"><p>印度</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Indonesia (IDR=) +0.09 -1.54 &lt;.JKSE -1.56 3.99</p>
<div class="lb-trans"><p>印尼（IDR=）+0.09 -1.54 &lt;.JKSE -1.56 3.99</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Malaysia (MYR=) +0.00 +0.10 &lt;.KLSE 0.25 1.38</p>
<div class="lb-trans"><p>马来西亚（MYR=）+0.00 +0.10 &lt;.KLSE 0.25 1.38</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Philippines (PHP=) +0.07 -0.81 (.PSI) -0.36 4.58</p>
<div class="lb-trans"><p>菲律宾（PHP=）+0.07 -0.81 (.PSI) -0.36 4.58</p>
</div><p>S.Korea</p>
<div class="lb-trans"><p>韩国</p>
</div><h3>TC</h3>
<div class="lb-trans"><h3>TC</h3>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Singapore (SGD=) +0.04 +0.20 (.STI) -0.33 3.57</p>
<div class="lb-trans"><p>新加坡（SGD=）+0.04 +0.20 (.STI) -0.33 3.57</p>
</div><p>Taiwan</p>
<div class="lb-trans"><p>台湾</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Thailand</p>
<div class="lb-trans"><p>泰国</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div>

EMERGING MARKETS-Indonesian rupiah bounces from record low after c.bank holds rates as expected

- 印尼央行维持基准利率不变，印尼盾小幅上涨至每美元 16,930。  
- 雅加达股市下跌 1.5%，市场对央行独立性担忧加剧。  
- 泰铢因黄金价格上涨交易，马来西亚林吉特小幅上涨。

Reuters

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iShares MSCI Emerging Mkts Val Fac ETF

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Avantis Emerging Markets Equity ETF

新兴市场——印尼盾在央行按预期维持利率后从历史低点反弹