<p>（这里表达的观点是作者的观点，他是路透社的专栏作家。）</p>
<p>作者：迈克·多兰</p>
<p>2 月 3 日 -</p>
<p>今天美国和全球市场的重要动态 作者：迈克·多兰，财经与市场特约编辑 在今年迄今的戏剧性波动中，美国制造业似乎出现了显著反弹，ISM 调查显示 1 月份工厂活动在一年内首次扩张。</p>
<p>这无疑会给宏观经济和利率前景带来新的变数，抑制美联储放宽政策的预期。</p>
<p>我将在下面详细讨论这些内容。但首先，请查看我最新的专栏，了解我们为什么应该关注美元风险溢价。同时收听最新一期的《晨间投标》每日播客，订阅以收听路透社记者讨论市场和金融领域的重大新闻，每周七天都有更新。</p>
<p>交易与延迟 周一，尽管近期商品市场出现抛售，股市依然未受影响，乐观的财报季持续进行，所有主要华尔街指数均上涨。标准普尔 500 指数收盘上涨，科技和人工智能公司领涨，Alphabet 上涨 1.9%，亚马逊上涨 1.5%。这两家公司定于本周三和周四分别发布财报。欧洲股市也随之上涨，泛欧 STOXX 600 指数收盘上涨 1%，创下新高，得益于金融和医疗股的强劲表现。在科技新闻中，埃隆·马斯克周一宣布，SpaceX 收购了他的人工智能初创公司 xAI。这一雄心勃勃的合作巩固了马斯克在太空和人工智能领域的雄心，并可能推动 SpaceX 计划扩展到数据中心业务，以便与人工智能巨头竞争。</p>
<p>投资者将在今天看到 AMD 和 Supermicro Computer 的财报，进一步了解人工智能经济的表现，同时还将收到百事可乐和辉瑞等消费品和制药公司的最新动态。但由于上周五开始的部分政府停摆，原定于今天发布的 JOLTS 数据将被推迟。原定于周五发布的 1 月份就业报告也将推迟，直到政府资金恢复。值得庆幸的是，停摆可能会很短，立法者预计今天将投票通过结束停摆的立法。在商品市场，经过近期的剧烈波动，贵金属似乎在周二找到了平衡，黄金价格上涨超过 5%，有望创下自 2008 年以来的最大单日涨幅。尽管近期出现抛售，分析师表示贵金属的牛市仍有很大的空间继续。由于美国与伊朗紧张局势可能缓和，地缘政治风险溢价减弱，油价在周二继续小幅下跌。双方正准备于周五在土耳其进行核谈判。周一油价下跌超过 4%。与此同时，特朗普总统周一宣布与印度达成贸易协议，印度将停止购买俄罗斯石油，以换取印度商品的关税从 50% 降至 18%。特朗普表示，印度将改为从美国和可能的委内瑞拉购买石油，并购买美国的武器和飞机。</p>
<p>美元略微走弱，但中国人民币在春节假期前达到了近三年来的最高水平。澳大利亚元和债券收益率在其中央银行两年来首次加息后均有所上涨，澳大利亚储备银行警告称，通胀可能在一段时间内保持在目标之上。</p>
<p>今日图表</p>
<p>印度卢比在特朗普总统宣布贸易协议后获得七年来最大单日涨幅，印度股指上涨超过 2%。该协议将美国对印度商品的关税从 50% 削减至 18%，以换取印度停止购买俄罗斯石油并降低贸易壁垒。</p>
<p>今天值得关注的事件</p>
<ul>
<li>里士满联邦储备银行的托马斯·巴金发言</li>
</ul>
<ul>
<li>美国企业财报：AMD、安进、默克、蒙德利兹、PayPal、百事可乐、辉瑞、超微计算机</li>
</ul>
<p>想要每天早上在您的邮箱中收到《晨间投标》吗？请注册新闻通讯</p>
<p>这里</p>
<p>。</p>
<p>路透社网站</p>
<p>LinkedIn</p>
<p>X。表达的观点是作者的观点，并不反映路透社新闻的观点，路透社在信托原则下致力于诚信、独立和无偏见。</p>
<p>印度卢比在美国贸易协议宣布后大幅上涨</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1796" height="1224" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png"/></p>
<p>（作者：迈克·多兰）</p>

谷歌财报，一站看懂！

<p>美国制造业显示出复苏迹象，1 月份工厂活动扩张，影响宏观经济预期。股市依然强劲，以 Alphabet 和 Amazon 等科技公司为首。SpaceX 收购了马斯克的人工智能初创公司 xAI，增强其数据中心的雄心。与印度的贸易协议将降低关税并停止购买俄罗斯石油。贵金属，特别是黄金，显著上涨，而油价在地缘政治紧张局势缓解的背景下下跌。印度卢比在贸易协议宣布后走强。即将发布的企业财报包括 AMD 和百事</p>

<p>(The opinions expressed here are those of the author, a columnist for Reuters.)</p>
<div class="lb-trans"><p>（这里表达的观点是作者的观点，他是路透社的专栏作家。）</p>
</div><p>By Mike Dolan</p>
<div class="lb-trans"><p>作者：迈克·多兰</p>
</div><p>Feb 3 -</p>
<div class="lb-trans"><p>2 月 3 日 -</p>
</div><p>What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Amid the dramatic twists and turns of the year so far, U.S. manufacturing seems to have rebounded sharply - with ISM survey showing factory activity expanding in January for the first time in a year.</p>
<div class="lb-trans"><p>今天美国和全球市场的重要动态 作者：迈克·多兰，财经与市场特约编辑 在今年迄今的戏剧性波动中，美国制造业似乎出现了显著反弹，ISM 调查显示 1 月份工厂活动在一年内首次扩张。</p>
</div><p>That’s sure to throw another curve ball into the macro and interest rate picture, keeping a lid on Fed easing expectations.</p>
<div class="lb-trans"><p>这无疑会给宏观经济和利率前景带来新的变数，抑制美联储放宽政策的预期。</p>
</div><p>I’ll get into all that and more below. But first, check out my latest column on why we should all be focusing on the dollar risk premium. And listen to the latest episode of the Morning Bid daily podcast. Subscribe to hear Reuters journalists discuss the biggest news in markets and finance seven days a week.</p>
<div class="lb-trans"><p>我将在下面详细讨论这些内容。但首先，请查看我最新的专栏，了解我们为什么应该关注美元风险溢价。同时收听最新一期的《晨间投标》每日播客，订阅以收听路透社记者讨论市场和金融领域的重大新闻，每周七天都有更新。</p>
</div><p>DEALS AND DELAYS Equities were unfazed on Monday by the recent commodities selloff as the already upbeat earnings season continued, with all major Wall Street indexes in the green. The S&amp;P 500 closed higher, led by tech and AI companies, with Alphabet up 1.9% and Amazon up 1.5%. Both companies are set to report later this week, on Wednesday and Thursday, respectively. European equities followed suit, with the pan-European STOXX 600 closing 1% higher, notching a new record high, thanks to strong gains in financial and healthcare stocks. In tech news, Elon Musk announced Monday that SpaceX has acquired his AI startup xAI. The ambitious tie-up consolidates Musk’s space and AI ambitions and could boost SpaceX’s planned expansion into the data center business as it seeks to compete with AI heavyweights.</p>
<div class="lb-trans"><p>交易与延迟 周一，尽管近期商品市场出现抛售，股市依然未受影响，乐观的财报季持续进行，所有主要华尔街指数均上涨。标准普尔 500 指数收盘上涨，科技和人工智能公司领涨，Alphabet 上涨 1.9%，亚马逊上涨 1.5%。这两家公司定于本周三和周四分别发布财报。欧洲股市也随之上涨，泛欧 STOXX 600 指数收盘上涨 1%，创下新高，得益于金融和医疗股的强劲表现。在科技新闻中，埃隆·马斯克周一宣布，SpaceX 收购了他的人工智能初创公司 xAI。这一雄心勃勃的合作巩固了马斯克在太空和人工智能领域的雄心，并可能推动 SpaceX 计划扩展到数据中心业务，以便与人工智能巨头竞争。</p>
</div><p>Investors will get a further taste of how the AI economy is faring when AMD and Supermicro Computer report today, alongside updates from consumer and pharma names including PepsiCo and Pfizer. But they will have to wait longer for the JOLTS data originally slated for today, thanks to the partial government shutdown that began last Friday. January’s employment report, originally due Friday, will also be delayed until government funding resumes. Happily, the shutdown is likely to be brief, with lawmakers expected to vote today on legislation to end it. In commodities, volatile precious metals seemed to find their level on Tuesday after the withering shakeout of recent days, with gold surging more than 5%, putting it on track for its biggest one-day gain since 2008. Despite the recent selloff, analysts say the precious metals bull run still has plenty of space to continue. Oil continued to edge down on Tuesday as the geopolitical risk premium dissipated, due to the possibility of de-escalation in U.S.-Iran tensions. The two sides are gearing up for nuclear talks in Turkey on Friday. Oil fell more than 4% on Monday. Meantime, President Trump on Monday announced a trade deal with India that would see New Delhi cease Russian oil purchases in return for a reduction in tariffs on Indian goods to 18% from 50%. Trump said India will instead buy oil from the U.S. and possibly Venezuela - alongside American arms and aircraft.</p>
<div class="lb-trans"><p>投资者将在今天看到 AMD 和 Supermicro Computer 的财报，进一步了解人工智能经济的表现，同时还将收到百事可乐和辉瑞等消费品和制药公司的最新动态。但由于上周五开始的部分政府停摆，原定于今天发布的 JOLTS 数据将被推迟。原定于周五发布的 1 月份就业报告也将推迟，直到政府资金恢复。值得庆幸的是，停摆可能会很短，立法者预计今天将投票通过结束停摆的立法。在商品市场，经过近期的剧烈波动，贵金属似乎在周二找到了平衡，黄金价格上涨超过 5%，有望创下自 2008 年以来的最大单日涨幅。尽管近期出现抛售，分析师表示贵金属的牛市仍有很大的空间继续。由于美国与伊朗紧张局势可能缓和，地缘政治风险溢价减弱，油价在周二继续小幅下跌。双方正准备于周五在土耳其进行核谈判。周一油价下跌超过 4%。与此同时，特朗普总统周一宣布与印度达成贸易协议，印度将停止购买俄罗斯石油，以换取印度商品的关税从 50% 降至 18%。特朗普表示，印度将改为从美国和可能的委内瑞拉购买石油，并购买美国的武器和飞机。</p>
</div><p>The dollar weakened a touch, but China’s yuan reached its highest level in almost three years ahead of the Lunar New Year holidays. Australia’s dollar and bond yields all climbed after its central bank hiked rates for the first time in two years, with the Reserve Bank warning that inflation was likely to stay above target for some time.</p>
<div class="lb-trans"><p>美元略微走弱，但中国人民币在春节假期前达到了近三年来的最高水平。澳大利亚元和债券收益率在其中央银行两年来首次加息后均有所上涨，澳大利亚储备银行警告称，通胀可能在一段时间内保持在目标之上。</p>
</div><p>Chart of the day</p>
<div class="lb-trans"><p>今日图表</p>
</div><p>India’s rupee got its biggest one-day boost in seven years and India’s stock indexes jumped more than 2% after U.S. President Donald Trump unveiled a trade deal that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange for India halting Russian oil purchases and lowering trade barriers.</p>
<div class="lb-trans"><p>印度卢比在特朗普总统宣布贸易协议后获得七年来最大单日涨幅，印度股指上涨超过 2%。该协议将美国对印度商品的关税从 50% 削减至 18%，以换取印度停止购买俄罗斯石油并降低贸易壁垒。</p>
</div><p>Today’s events to watch</p>
<div class="lb-trans"><p>今天值得关注的事件</p>
</div><ul>
<li>Richmond Fed’s Thomas Barkin speaks</li>
</ul>
<div class="lb-trans"><ul>
<li>里士满联邦储备银行的托马斯·巴金发言</li>
</ul>
</div><ul>
<li>U.S. corporate earnings: AMD, Amgen, Merck, Mondelez, PayPal, PepsiCo, Pfizer, Super Micro Computer</li>
</ul>
<div class="lb-trans"><ul>
<li>美国企业财报：AMD、安进、默克、蒙德利兹、PayPal、百事可乐、辉瑞、超微计算机</li>
</ul>
</div><p>Want to receive the Morning Bid in your inbox every weekday morning? Sign up for the newsletter</p>
<div class="lb-trans"><p>想要每天早上在您的邮箱中收到《晨间投标》吗？请注册新闻通讯</p>
</div><p>here</p>
<div class="lb-trans"><p>这里</p>
</div><p>.</p>
<div class="lb-trans"><p>。</p>
</div><p>Reuters website</p>
<div class="lb-trans"><p>路透社网站</p>
</div><p>LinkedIn</p>
<div class="lb-trans"><p>LinkedIn</p>
</div><p>X. Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.</p>
<div class="lb-trans"><p>X。表达的观点是作者的观点，并不反映路透社新闻的观点，路透社在信托原则下致力于诚信、独立和无偏见。</p>
</div><p>Indian rupee rallies sharply after U.S. trade deal announcement</p>
<div class="lb-trans"><p>印度卢比在美国贸易协议宣布后大幅上涨</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png" alt="" original-src="https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png"/></p>
<p>(By Mike Dolan)</p>
<div class="lb-trans"><p>（作者：迈克·多兰）</p>
</div>

MORNING BID AMERICAS-Deals and delays

- 美国制造业在 1 月份显著反弹，推动市场动态变化。  
- 印度在美印贸易协议后，卢比大幅上涨，股指上涨超过 2%。  
- 市场关注即将发布的企业财报及美联储讲话。

美洲早间竞标——交易与延迟