<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260127_1149_Image-Generation_simple_compose_01kfz1pj57ec7r0j0ae8qm83v6.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260127_1149_Image-Generation_simple_compose_01kfz1pj57ec7r0j0ae8qm83v6.png"/></p>
<p>亚洲市场在周二上涨，投资者在对美国大型企业盈利的乐观情绪与特朗普总统最新关税威胁带来的不确定性之间取得平衡，同时半导体和科技领域的独立发展突显了全球投资和收入策略的变化。</p>
<h2>亚洲市场小幅上涨，盈利乐观情绪抵消关税担忧</h2>
<p>亚洲股市小幅上涨，投资者期待美国科技巨头的密集财报，尽管与韩国的贸易紧张局势限制了更广泛的风险偏好。</p>
<p>MSCI 亚太地区（不包括日本）股票指数上涨 1.18%，而香港恒生指数上涨 1.3%。</p>
<p>日本日经指数上涨 0.7%。</p>
<p>市场对特朗普周一晚间宣布计划将从韩国进口的关税提高至 25% 的消息表现出相对韧性，他指责该国立法机构 “未能履行” 与华盛顿的贸易协议。</p>
<p>这一更高的税率将适用于汽车、木材、药品和其他商品。韩国 KOSPI 指数扭转早前的跌势，上涨 0.8%。</p>
<p>在商品市场，不确定性提升了对避险资产的需求。</p>
<p>黄金上涨 1.4%，至每盎司 5080 美元，接近近期纪录，而白银上涨 6.4%，至每盎司 110.60 美元。</p>
<p>RBC 资本市场的商品策略师 Christopher Louney 表示，这一反弹反映了 “不确定性与美元走弱的疯狂结合”。</p>
<p>美国股指期货小幅上涨，纳斯达克期货上涨 0.6%，投资者为包括微软、苹果和特斯拉在内的主要科技公司的财报做准备。</p>
<p>华尔街在隔夜交易中连续第四个交易日收高，标准普尔 500 指数和纳斯达克指数创下超过一周以来的最高水平。</p>
<h2>美光科技将在新加坡投资 240 亿美元以应对 AI 驱动的需求</h2>
<p>另外，美光科技表示，计划在未来十年内在新加坡投资约 240 亿美元，以扩大生产能力，以满足由人工智能驱动的内存芯片激增的需求。</p>
<p>这家总部位于爱达荷州博伊西的公司表示，已在其现有的 NAND 制造综合体内开工建设一座先进的晶圆制造设施。</p>
<p>该项目计划投资 310 亿新加坡元（约合 244.1 亿美元），预计晶圆产出将在 2028 年下半年开始。</p>
<p>美光表示，新工厂将帮助其 “应对由人工智能和数据驱动应用的快速扩张所带来的 NAND 技术市场需求”。</p>
<p>根据新加坡经济发展局的数据，该公司目前在新加坡生产约 98% 的高端 NAND 闪存。</p>
<p>此次投资是在美光早前宣布在同一地点建设高带宽内存的先进封装设施之后，预计到本世纪末的支出约为 70 亿美元。</p>
<p>美光最近还提高了对内存需求增长的预期，并宣布计划以 18 亿美元收购一家台湾芯片制造厂。</p>
<h2>汽车制造商考虑为破产供应商 First Brands 提供救助</h2>
<p>福特和通用汽车正在与破产的美国汽车零部件制造商 First Brands Group 进行高级谈判，提供潜在的财务救助，因为该公司急于获得资金以维持运营，同时寻求买家，《金融时报》报道。</p>
<p>据报道，这两家汽车制造商是与一组客户谈判短期融资安排的成员，该安排将涉及提前支付他们计划收到的零部件费用。</p>
<p>这一结构将为 First Brands 注入急需的流动资金，帮助其在第 11 章破产程序中继续运营。</p>
<p>尽管交易尚未最终敲定，但有人形容谈判已接近 “尾声”。</p>
<p>此次干预突显了 First Brands 在汽车供应链中的重要性。</p>
<p>这家总部位于俄亥俄州的公司于 9 月申请破产，负债约 120 亿美元，向福特和通用汽车供应关键组件，包括福特 F-150 皮卡使用的挡风玻璃雨刷零件。</p>
<p>F 系列卡车占福特美国销售的近 40%。</p>
<h2>Meta 在其应用程序中测试付费订阅</h2>
<p>在科技领域，Meta Platforms 正准备在 Instagram、Facebook 和 WhatsApp 上测试新的订阅模式，TechCrunch 的报道得到了 Meta 发言人的确认。</p>
<p>该公司表示，这些订阅旨在通过提供独特功能和扩展的 AI 能力来 “解锁更多的生产力和创造力”，同时保持核心服务免费。</p>
<p>每个应用程序将有一套独特的付费工具，Meta 表示将测试多种捆绑方案。</p>
<p>该战略的核心部分涉及扩展 Meta 于 12 月以约 20 亿美元收购的 AI 代理平台 Manus，并扩大对 AI 驱动工具的访问，例如其 Vibes 短视频体验。</p>
<p>这些订阅将与 Meta Verified 分开，后者主要面向创作者和企业。</p>
<p>这一举措可能帮助 Meta 在广告之外多元化收入，尽管该公司面临消费者在多项付费服务之间权衡的订阅疲劳挑战。</p>
<p>Meta 表示，计划在未来几个月推出订阅服务时收集用户反馈。</p>
<p>本文的标题为《早间简报：亚洲股市上涨，因美国关税影响韩国，美光投资》。</p>

美光科技

动态半导体 ETF - Invesco

纳斯达克半导体 ETF - First Trust

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

半导体 3 倍做多 - Direxion

2 倍做多 MU ETF - GraniteShares

标普半导体 ETF - SPDR

SOXQ

<p>亚洲市场上涨，因为对美国科技公司财报的乐观情绪抵消了特朗普总统对韩国的关税威胁所带来的担忧，韩国计划对多种进口商品提高关税至 25%。美光科技宣布将在新加坡投资 240 亿美元，以扩大受人工智能需求驱动的内存芯片生产。福特和通用汽车正在与破产供应商 First Brands Group 进行谈判，以提供财务支持。Meta Platforms 正在其各个应用程序中测试订阅模式，以实现收入多元化，超越广告收入</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2026/01/20260127_1149_Image-Generation_simple_compose_01kfz1pj57ec7r0j0ae8qm83v6.png" alt="" original-src="https://invezz.com/wp-content/uploads/2026/01/20260127_1149_Image-Generation_simple_compose_01kfz1pj57ec7r0j0ae8qm83v6.png"/></p>
<p>Asian markets advanced on Tuesday as investors balanced optimism around US mega-cap earnings with renewed uncertainty from President Donald Trump’s latest tariff threats, while separate developments in semiconductors and technology highlighted shifting global investment and revenue strategies.</p>
<div class="lb-trans"><p>亚洲市场在周二上涨，投资者在对美国大型企业盈利的乐观情绪与特朗普总统最新关税威胁带来的不确定性之间取得平衡，同时半导体和科技领域的独立发展突显了全球投资和收入策略的变化。</p>
</div><h2>Asian markets edge higher as earnings optimism offsets tariff worries</h2>
<div class="lb-trans"><h2>亚洲市场小幅上涨，盈利乐观情绪抵消关税担忧</h2>
</div><p>Asian shares posted modest gains as investors looked ahead to a heavy slate of earnings from US technology giants, even as trade tensions with South Korea limited broader risk appetite.</p>
<div class="lb-trans"><p>亚洲股市小幅上涨，投资者期待美国科技巨头的密集财报，尽管与韩国的贸易紧张局势限制了更广泛的风险偏好。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan rose 1.18%, while Hong Kong’s Hang Seng index gained 1.3%.</p>
<div class="lb-trans"><p>MSCI 亚太地区（不包括日本）股票指数上涨 1.18%，而香港恒生指数上涨 1.3%。</p>
</div><p>Japan’s Nikkei gained 0.7%.</p>
<div class="lb-trans"><p>日本日经指数上涨 0.7%。</p>
</div><p>Markets appeared relatively resilient to Trump’s announcement late Monday that he plans to raise tariffs on imports from South Korea to 25%, accusing the country’s legislature of “not living up” to its trade deal with Washington.</p>
<div class="lb-trans"><p>市场对特朗普周一晚间宣布计划将从韩国进口的关税提高至 25% 的消息表现出相对韧性，他指责该国立法机构 “未能履行” 与华盛顿的贸易协议。</p>
</div><p>The higher rate would apply to autos, lumber, pharmaceutical products, and other goods. South Korea’s KOSPI reversed earlier losses to trade up 0.8%.</p>
<div class="lb-trans"><p>这一更高的税率将适用于汽车、木材、药品和其他商品。韩国 KOSPI 指数扭转早前的跌势，上涨 0.8%。</p>
</div><p>In commodities, uncertainty boosted demand for safe havens.</p>
<div class="lb-trans"><p>在商品市场，不确定性提升了对避险资产的需求。</p>
</div><p>Gold climbed 1.4% to $5,080 an ounce, just below a recent record, while silver surged 6.4% to $110.60 an ounce.</p>
<div class="lb-trans"><p>黄金上涨 1.4%，至每盎司 5080 美元，接近近期纪录，而白银上涨 6.4%，至每盎司 110.60 美元。</p>
</div><p>Christopher Louney, commodity strategist at RBC Capital Markets, said the rally reflected “the frenetic nature of uncertainty coupled with a weaker dollar.”</p>
<div class="lb-trans"><p>RBC 资本市场的商品策略师 Christopher Louney 表示，这一反弹反映了 “不确定性与美元走弱的疯狂结合”。</p>
</div><p>US equity futures were slightly higher, with Nasdaq futures up 0.6%, as investors prepared for earnings from major technology firms including Microsoft, Apple and Tesla.</p>
<div class="lb-trans"><p>美国股指期货小幅上涨，纳斯达克期货上涨 0.6%，投资者为包括微软、苹果和特斯拉在内的主要科技公司的财报做准备。</p>
</div><p>Wall Street closed higher overnight for a fourth straight session, with the S&amp;P 500 and Nasdaq hitting their highest levels in more than a week.</p>
<div class="lb-trans"><p>华尔街在隔夜交易中连续第四个交易日收高，标准普尔 500 指数和纳斯达克指数创下超过一周以来的最高水平。</p>
</div><h2>Micron to invest $24 billion in Singapore amid AI-driven demand</h2>
<div class="lb-trans"><h2>美光科技将在新加坡投资 240 亿美元以应对 AI 驱动的需求</h2>
</div><p>Separately, Micron Technology said it plans to invest about $24 billion in Singapore over the next decade as it expands manufacturing capacity to meet surging demand for memory chips driven by artificial intelligence.</p>
<div class="lb-trans"><p>另外，美光科技表示，计划在未来十年内在新加坡投资约 240 亿美元，以扩大生产能力，以满足由人工智能驱动的内存芯片激增的需求。</p>
</div><p>The Boise, Idaho-based company said it has broken ground on an advanced wafer fabrication facility within its existing NAND manufacturing complex in Singapore.</p>
<div class="lb-trans"><p>这家总部位于爱达荷州博伊西的公司表示，已在其现有的 NAND 制造综合体内开工建设一座先进的晶圆制造设施。</p>
</div><p>The project represents a planned investment of 31 billion Singapore dollars ($24.41 billion), with wafer output expected to begin in the second half of 2028.</p>
<div class="lb-trans"><p>该项目计划投资 310 亿新加坡元（约合 244.1 亿美元），预计晶圆产出将在 2028 年下半年开始。</p>
</div><p>Micron said the new fab will help it “address growing market demand for NAND technology driven by the rapid expansion of AI and data-centric applications.”</p>
<div class="lb-trans"><p>美光表示，新工厂将帮助其 “应对由人工智能和数据驱动应用的快速扩张所带来的 NAND 技术市场需求”。</p>
</div><p>The company already manufactures about 98% of its top-end NAND flash memory in Singapore, according to the country’s Economic Development Board.</p>
<div class="lb-trans"><p>根据新加坡经济发展局的数据，该公司目前在新加坡生产约 98% 的高端 NAND 闪存。</p>
</div><p>The investment follows Micron’s earlier announcement of an advanced packaging facility for high-bandwidth memory at the same site, representing about $7 billion in spending through the end of the decade.</p>
<div class="lb-trans"><p>此次投资是在美光早前宣布在同一地点建设高带宽内存的先进封装设施之后，预计到本世纪末的支出约为 70 亿美元。</p>
</div><p>Micron has also recently raised its outlook for memory demand growth and announced plans to buy a Taiwanese chip-making site for $1.8 billion.</p>
<div class="lb-trans"><p>美光最近还提高了对内存需求增长的预期，并宣布计划以 18 亿美元收购一家台湾芯片制造厂。</p>
</div><h2>Automakers weigh lifeline for bankrupt supplier First Brands</h2>
<div class="lb-trans"><h2>汽车制造商考虑为破产供应商 First Brands 提供救助</h2>
</div><p>Ford and General Motors are in advanced talks to provide a potential financial lifeline to First Brands Group, the bankrupt US car-parts maker, as it races to secure funding to keep operations running while it seeks a buyer, reported Financial Times.</p>
<div class="lb-trans"><p>福特和通用汽车正在与破产的美国汽车零部件制造商 First Brands Group 进行高级谈判，提供潜在的财务救助，因为该公司急于获得资金以维持运营，同时寻求买家，《金融时报》报道。</p>
</div><p>According to the report, the two automakers are among a group of customers negotiating a short-term financing arrangement that would involve paying in advance for parts they are scheduled to receive.</p>
<div class="lb-trans"><p>据报道，这两家汽车制造商是与一组客户谈判短期融资安排的成员，该安排将涉及提前支付他们计划收到的零部件费用。</p>
</div><p>The structure would inject much-needed liquidity into First Brands, helping it continue operating through its Chapter 11 proceedings.</p>
<div class="lb-trans"><p>这一结构将为 First Brands 注入急需的流动资金，帮助其在第 11 章破产程序中继续运营。</p>
</div><p>While the deal is not yet finalized, one person described the talks as near the “finish line.”</p>
<div class="lb-trans"><p>尽管交易尚未最终敲定，但有人形容谈判已接近 “尾声”。</p>
</div><p>The intervention highlights First Brands’ importance to automotive supply chains.</p>
<div class="lb-trans"><p>此次干预突显了 First Brands 在汽车供应链中的重要性。</p>
</div><p>The Ohio-based company, which filed for bankruptcy in September with about $12 billion in debt, supplies key components to both Ford and GM, including windscreen wiper parts used in Ford’s F-150 pickup.</p>
<div class="lb-trans"><p>这家总部位于俄亥俄州的公司于 9 月申请破产，负债约 120 亿美元，向福特和通用汽车供应关键组件，包括福特 F-150 皮卡使用的挡风玻璃雨刷零件。</p>
</div><p>The F-series trucks account for nearly 40% of Ford’s US sales.</p>
<div class="lb-trans"><p>F 系列卡车占福特美国销售的近 40%。</p>
</div><h2>Meta tests paid subscriptions across its apps</h2>
<div class="lb-trans"><h2>Meta 在其应用程序中测试付费订阅</h2>
</div><p>In the technology sector, Meta Platforms is preparing to test new subscription models across Instagram, Facebook, and WhatsApp, according to a report from TechCrunch confirmed by a Meta spokesperson.</p>
<div class="lb-trans"><p>在科技领域，Meta Platforms 正准备在 Instagram、Facebook 和 WhatsApp 上测试新的订阅模式，TechCrunch 的报道得到了 Meta 发言人的确认。</p>
</div><p>The company said the subscriptions are designed to “unlock more productivity and creativity” by offering exclusive features and expanded AI capabilities, while keeping core services free.</p>
<div class="lb-trans"><p>该公司表示，这些订阅旨在通过提供独特功能和扩展的 AI 能力来 “解锁更多的生产力和创造力”，同时保持核心服务免费。</p>
</div><p>Each app will have a distinct set of paid tools, and Meta said it will test a variety of bundles.</p>
<div class="lb-trans"><p>每个应用程序将有一套独特的付费工具，Meta 表示将测试多种捆绑方案。</p>
</div><p>A central part of the strategy involves scaling Manus, an AI agent platform Meta acquired in December for a reported $2 billion, and expanding access to AI-powered tools such as its Vibes short-form video experience.</p>
<div class="lb-trans"><p>该战略的核心部分涉及扩展 Meta 于 12 月以约 20 亿美元收购的 AI 代理平台 Manus，并扩大对 AI 驱动工具的访问，例如其 Vibes 短视频体验。</p>
</div><p>The subscriptions will be separate from Meta Verified, which is aimed primarily at creators and businesses.</p>
<div class="lb-trans"><p>这些订阅将与 Meta Verified 分开，后者主要面向创作者和企业。</p>
</div><p>The move could help Meta diversify revenue beyond advertising, though the company faces the challenge of subscription fatigue as consumers juggle multiple paid services.</p>
<div class="lb-trans"><p>这一举措可能帮助 Meta 在广告之外多元化收入，尽管该公司面临消费者在多项付费服务之间权衡的订阅疲劳挑战。</p>
</div><p>Meta said it plans to gather user feedback as it rolls out the subscriptions in the coming months.</p>
<div class="lb-trans"><p>Meta 表示，计划在未来几个月推出订阅服务时收集用户反馈。</p>
</div><p>The post Morning brief: Asian stocks rise as US tariffs hit South Korea, Micron invests appeared first on Invezz</p>
<div class="lb-trans"><p>本文的标题为《早间简报：亚洲股市上涨，因美国关税影响韩国，美光投资》。</p>
</div>

Morning brief: Asian stocks rise as US tariffs hit South Korea, Micron invests

- 亚洲市场上涨，投资者在美股巨头财报乐观与特朗普关税威胁间寻求平衡。  
- 海外市场整体上涨，MSCI 亚太指数上升 1.18%。  
- 美光在新加坡投资约 240 亿美元，以满足 AI 驱动的内存芯片需求。

早间简报：亚洲股市上涨，美国关税影响韩国，美光科技进行投资