<p>区域基准在华尔街上涨后波动不定</p><p>日本央行如预期维持利率不变，行长植田和男将在格林威治标准时间 0630 发言</p><p>美元在六周内最大单日跌幅后稳定在 2026 年的最低水平附近</p><p>作者：Gregor Stuart Hunter</p><p>新加坡，1 月 23 日（路透社）- 在日本央行维持基准利率不变后，周五亚洲交易中股市上涨，黄金和白银飙升至新高，而美元再次承压。</p><p>MSCI 亚太地区（不包括日本）股票的广泛指数（.MIAPJ0000PUS）最后上涨 0.5%，而日经 225 指数（.N225）上涨 0.3%。标准普尔 500 指数迷你期货（EScv1）在涨跌之间波动，交易上涨 0.2%。</p><p>在日本央行的决定后，日元（JPY=）对美元贬值 0.1%，最后交易价为 158.61 日元兑 1 美元。</p><p>“基调似乎偏向鹰派，” 新加坡 Invesco 亚太区全球市场策略师 David Chao 表示。“日本央行已提高六个通胀预测中的四个，并表示如果这些预测实现，进一步加息的可能性很大。”</p><p>然而，声明并未对日本政府债券近期的波动发表评论。“显然，Takaichi 政府正在密切关注债券市场，并对近期的崩溃感到担忧，” Chao 补充道。“看到日本央行表现出同样的关注程度将令人感到宽慰。”</p><p>日本央行行长植田和男将在当地时间下午 3:30（格林威治标准时间 0630）召开新闻发布会，解释这一决定。</p><p>在交易时段早些时候，政府数据显示日本核心消费者价格在 12 月份同比上涨 2.4%，与分析师的预期一致。</p><p>华尔街的股票在周四连续第二天反弹，此前美国总统唐纳德·特朗普撤回了对欧洲商品征收关税的威胁，并排除了通过武力控制格林兰的可能性。标准普尔 500 指数（.SPX）上涨 0.5%，纳斯达克综合指数（.IXIC）上涨 0.9%。</p><p>“市场欢迎这一转变，风险资产反弹，政府债券收益率曲线趋平，” 法国兴业银行的分析师在一份研究报告中写道。“然而，政策不确定性仍然很高，未来可能会有更多波折。”</p><p>美元指数（=USD）衡量美元对六种货币的强度，最后上涨 0.1%，至 98.38，在年内最低水平附近徘徊，此前周四创下六周以来最大单日跌幅。</p><p>根据 CME 集团的 FedWatch 工具，联邦基金期货定价隐含 96% 的概率，即美国联邦储备将在 1 月 28 日的为期两天的会议上维持利率不变，与前一天变化不大。</p><p>美国 10 年期国债收益率最后下跌 1.2 个基点，至 4.237%。</p><p>贵金属市场创下新纪录，美元在年内低位徘徊。黄金（XAU=）连续第五天上涨，涨幅为 0.1%，至每盎司 4,943.43 美元，而白银（XAG=）上涨 2.8%，至每盎司 98.88 美元。铂金（XPT=）也创下新高。</p><p>“美元的疲软是美国信誉和威望的丧失，” Capital.com 的高级市场分析师 Kyle Rodda 在墨尔本表示。“黄金的上涨是美国信誉丧失的反向体现，” 他补充道。“推动黄金上涨的因素很多，但本周的主要驱动因素是对美国的信任丧失。”</p><p>韩国股市在亚洲中领涨，KOSPI 指数（.KS11）连续第三天上涨 0.9%。该指数在周四首次突破 5000 点，这是李在明总统承诺通过市场改革和税收措施来消除所谓的 “韩国折扣” 的里程碑。</p><p>以芯片制造商三星电子（005930.KS）为主的科技重型指数上涨，此前英特尔（INTC.O）在周四预测季度收入和利润低于市场预期。这家美国芯片制造商在满足用于人工智能数据中心的服务器芯片需求方面遇到困难，导致其股价在盘后交易中下跌 11%。</p><p>在能源市场，布伦特原油期货（LCOc1）最后上涨 0.9%，至每桶 64.61 美元，在特朗普对格林兰和伊朗的温和态度缓解了地缘政治风险扰乱供应的担忧后保持稳定。</p><p>比特币（BTC=）上涨 0.7%，至 89,817.64 美元，而以太坊（ETH=）最后上涨 0.6%，至 2,961.52 美元。</p>

<p>亚洲股市在日本银行决定维持利率不变后上涨，MSCI 亚太指数上涨 0.5%，日经 225 指数上涨 0.3%。美元走弱，影响了黄金和白银价格，后者达到了新高。韩国股市领涨，KOSPI 指数突破 5000 点。同时，布伦特原油期货上涨 0.9%，因地缘政治担忧缓解。市场在美国联邦储备委员会即将召开的会议前保持谨慎，政策不确定性依然较高</p>

<p>Regional benchmarks choppy after Wall Street gains</p>
<div class="lb-trans"><p>区域基准在华尔街上涨后波动不定</p>
</div><p>BOJ stays on hold as expected, Governor Ueda to speak at 0630 GMT</p>
<div class="lb-trans"><p>日本央行如预期维持利率不变，行长植田和男将在格林威治标准时间 0630 发言</p>
</div><p>Dollar stabilises near weakest levels of 2026 after biggest one-day drop in six weeks</p>
<div class="lb-trans"><p>美元在六周内最大单日跌幅后稳定在 2026 年的最低水平附近</p>
</div><p>By Gregor Stuart Hunter</p>
<div class="lb-trans"><p>作者：Gregor Stuart Hunter</p>
</div><p>SINGAPORE, Jan 23 (Reuters) - Stocks advanced in Asian trading on Friday after the Bank of Japan left benchmark interest rates on hold, while gold and silver surged to new peaks as the U.S. dollar came under renewed pressure.</p>
<div class="lb-trans"><p>新加坡，1 月 23 日（路透社）- 在日本央行维持基准利率不变后，周五亚洲交易中股市上涨，黄金和白银飙升至新高，而美元再次承压。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) was last up 0.5%, while the Nikkei 225 (.N225) climbed 0.3%. S&amp;P 500 e-mini futures (EScv1) fluctuated between gains and losses, trading up 0.2%.</p>
<div class="lb-trans"><p>MSCI 亚太地区（不包括日本）股票的广泛指数（.MIAPJ0000PUS）最后上涨 0.5%，而日经 225 指数（.N225）上涨 0.3%。标准普尔 500 指数迷你期货（EScv1）在涨跌之间波动，交易上涨 0.2%。</p>
</div><p>The yen (JPY=) weakened 0.1% against the greenback after the BOJ’s decision, last trading at 158.61 yen per dollar.</p>
<div class="lb-trans"><p>在日本央行的决定后，日元（JPY=）对美元贬值 0.1%，最后交易价为 158.61 日元兑 1 美元。</p>
</div><p>“The tone appears hawkish,” said David Chao, global market strategist for Asia-Pacific at Invesco in Singapore. “The BOJ has raised four of its six inflation projections and indicated that further rate hikes are likely if these forecasts are realised.”</p>
<div class="lb-trans"><p>“基调似乎偏向鹰派，” 新加坡 Invesco 亚太区全球市场策略师 David Chao 表示。“日本央行已提高六个通胀预测中的四个，并表示如果这些预测实现，进一步加息的可能性很大。”</p>
</div><p>However, the statement stopped short of commenting on recent volatility in Japanese government bonds. “It’s evident that the Takaichi administration is monitoring the bond market closely and is concerned about the recent meltdown,” Chao added. “It would be reassuring to see the BOJ demonstrate the same level of attentiveness.”</p>
<div class="lb-trans"><p>然而，声明并未对日本政府债券近期的波动发表评论。“显然，Takaichi 政府正在密切关注债券市场，并对近期的崩溃感到担忧，” Chao 补充道。“看到日本央行表现出同样的关注程度将令人感到宽慰。”</p>
</div><p>BOJ Governor Kazuo Ueda will hold a news conference to explain the decision at 3:30 p.m. local time (0630 GMT).</p>
<div class="lb-trans"><p>日本央行行长植田和男将在当地时间下午 3:30（格林威治标准时间 0630）召开新闻发布会，解释这一决定。</p>
</div><p>Earlier in the trading session, government data showed Japan’s core consumer prices rose 2.4% in December from a year earlier, in line with analysts’ estimates.</p>
<div class="lb-trans"><p>在交易时段早些时候，政府数据显示日本核心消费者价格在 12 月份同比上涨 2.4%，与分析师的预期一致。</p>
</div><p>Stocks on Wall Street on Thursday extended their rebound for a second day after U.S. President Donald Trump walked back earlier threats of tariffs on European goods and ruled out taking control of Greenland by force. The S&amp;P 500 (.SPX) climbed 0.5% and the Nasdaq Composite (.IXIC) rallied 0.9%.</p>
<div class="lb-trans"><p>华尔街的股票在周四连续第二天反弹，此前美国总统唐纳德·特朗普撤回了对欧洲商品征收关税的威胁，并排除了通过武力控制格林兰的可能性。标准普尔 500 指数（.SPX）上涨 0.5%，纳斯达克综合指数（.IXIC）上涨 0.9%。</p>
</div><p>“Markets welcomed the shift, with a rebound in risk assets and a flattening of government bond yield curves,” analysts from Societe Generale wrote in a research report. “Policy uncertainty remains high, however. Further twists and turns are likely.”</p>
<div class="lb-trans"><p>“市场欢迎这一转变，风险资产反弹，政府债券收益率曲线趋平，” 法国兴业银行的分析师在一份研究报告中写道。“然而，政策不确定性仍然很高，未来可能会有更多波折。”</p>
</div><p>The U.S. dollar index (=USD) , which measures the greenback’s strength against a basket of six currencies, was last up 0.1% at 98.38, meandering around its lowest levels of the year after logging its biggest one-day fall in six weeks on Thursday.</p>
<div class="lb-trans"><p>美元指数（=USD）衡量美元对六种货币的强度，最后上涨 0.1%，至 98.38，在年内最低水平附近徘徊，此前周四创下六周以来最大单日跌幅。</p>
</div><p>Fed funds futures are pricing an implied 96% probability that the U.S. Federal Reserve will keep rates on hold at its next two-day meeting on January 28, little changed from a day earlier, according to the CME Group’s FedWatch tool.</p>
<div class="lb-trans"><p>根据 CME 集团的 FedWatch 工具，联邦基金期货定价隐含 96% 的概率，即美国联邦储备将在 1 月 28 日的为期两天的会议上维持利率不变，与前一天变化不大。</p>
</div><p>The yield on the U.S. 10-year Treasury bond was last down 1.2 basis points at 4.237%.</p>
<div class="lb-trans"><p>美国 10 年期国债收益率最后下跌 1.2 个基点，至 4.237%。</p>
</div><p>Precious metals markets set new records as the dollar wallowed around the lows of the year. Gold (XAU=) rallied for a fifth day, climbing 0.1% to $4,943.43 per ounce, while silver (XAG=) was up 2.8% at $98.88 per ounce. Platinum (XPT=) also scaled new highs.</p>
<div class="lb-trans"><p>贵金属市场创下新纪录，美元在年内低位徘徊。黄金（XAU=）连续第五天上涨，涨幅为 0.1%，至每盎司 4,943.43 美元，而白银（XAG=）上涨 2.8%，至每盎司 98.88 美元。铂金（XPT=）也创下新高。</p>
</div><p>“The dollar weakness is about a loss of U.S. credibility and prestige,” said Kyle Rodda, senior market analyst at Capital.com in Melbourne. “The rise in gold is the inverse of the loss of U.S. credibility,” he added. “There’s a lot driving gold. But the main driver this week is the loss of trust in the U.S.”</p>
<div class="lb-trans"><p>“美元的疲软是美国信誉和威望的丧失，” Capital.com 的高级市场分析师 Kyle Rodda 在墨尔本表示。“黄金的上涨是美国信誉丧失的反向体现，” 他补充道。“推动黄金上涨的因素很多，但本周的主要驱动因素是对美国的信任丧失。”</p>
</div><p>South Korean stocks led gains in Asia, with the KOSPI (.KS11) up for a third day by 0.9%. The index crossed the 5,000 mark for the first time on Thursday, a milestone President Lee Jae Myung had promised to reach through market reforms and tax measures to close the so-called “Korea discount”.</p>
<div class="lb-trans"><p>韩国股市在亚洲中领涨，KOSPI 指数（.KS11）连续第三天上涨 0.9%。该指数在周四首次突破 5000 点，这是李在明总统承诺通过市场改革和税收措施来消除所谓的 “韩国折扣” 的里程碑。</p>
</div><p>The gains for the tech-heavy index, anchored by chipmaker Samsung Electronics (005930.KS) , came after Intel (INTC.O) on Thursday forecast quarterly revenue and profit below market estimates. The U.S. chipmaker has struggled to satisfy demand for server chips used in AI data centres, which sent its shares down 11% in after-hours trading.</p>
<div class="lb-trans"><p>以芯片制造商三星电子（005930.KS）为主的科技重型指数上涨，此前英特尔（INTC.O）在周四预测季度收入和利润低于市场预期。这家美国芯片制造商在满足用于人工智能数据中心的服务器芯片需求方面遇到困难，导致其股价在盘后交易中下跌 11%。</p>
</div><p>In energy markets, Brent crude futures (LCOc1) were last up 0.9% at $64.61 a barrel, steadying after Trump’s softer tone towards Greenland and Iran eased fears of geopolitical risks disrupting supply.</p>
<div class="lb-trans"><p>在能源市场，布伦特原油期货（LCOc1）最后上涨 0.9%，至每桶 64.61 美元，在特朗普对格林兰和伊朗的温和态度缓解了地缘政治风险扰乱供应的担忧后保持稳定。</p>
</div><p>Bitcoin (BTC=) gained 0.7% to $89,817.64, while ether (ETH=) was last up 0.6% at $2,961.52.</p>
<div class="lb-trans"><p>比特币（BTC=）上涨 0.7%，至 89,817.64 美元，而以太坊（ETH=）最后上涨 0.6%，至 2,961.52 美元。</p>
</div>

全球市场 - 亚洲股市上涨，此前日本央行维持利率不变