<p>（更新价格至美国下午晚些时候）</p>
<p>全球股票指数下跌，华尔街失去地盘</p>
<p>黄金和白银在两天的抛售后上涨</p>
<p>美元下跌，美国国债收益率上升</p>
<p>澳洲联储将利率提高至 3.85%；澳元反弹</p>
<p>作者：Sinéad Carew 和 Amanda Cooper</p>
<p>纽约/伦敦，2 月 3 日（路透社）- MSCI 全球股票指数周二下跌，科技股拖累华尔街走低，而油价因对美伊紧张局势的担忧而上涨，贵金属价格在经历两天的暴跌后大幅回升。根据路透社援引一位美国官员的报道，美国军方击落了一架接近亚伯拉罕·林肯号航空母舰的伊朗无人机，油价因此飙升。此外，伊朗的一组炮艇在霍尔木兹海峡靠近一艘美国旗帜的油轮，海事消息来源和一家安全咨询公司周二表示。与此同时，美元略有下跌，而澳元在周二表现突出，因为澳洲联储成为唯一提高利率的发达经济体之一，跟随日本。</p>
<p>随着交易的进行，投资者的焦虑似乎在上升，CBOE 波动率指数（.VIX）在美国股市开盘前半小时接近结束时加速上升，并继续攀升。</p>
<p>在华尔街，标准普尔 500 指数和纳斯达克开盘时上涨，但很快失去地盘，软件股因对人工智能竞争的担忧而承压。根据路透社的报道，Nvidia（NVDA.O）股票是华尔街最大的拖累，因为 ChatGPT 开发者 OpenAI 正在寻求比 Nvidia 的人工智能芯片更快的替代方案。“目前与人工智能相关的任何头条新闻都被视为负面因素，对更广泛的市场构成阻力。在市场的表面下，有些领域表现良好，但科技股受到严重打击，” 加州帕萨迪纳的 Wedbush Securities 全球股票交易董事总经理 Sahak Manuelian 表示。投资者还关注即将公布的财报，芯片制造商 AMD（AMD.O）和服务器设备公司 Super Micro Computer（SMCI.O）将在市场收盘后发布财报。美国东部时间下午 1:30（格林威治时间 1830），道琼斯工业平均指数（.DJI）下跌 434.86 点，或 0.88%，报 48,972.16 点，标准普尔 500 指数（.SPX）下跌 92.68 点，或 1.33%，报 6,883.94 点，纳斯达克综合指数（.IXIC）下跌 482.87 点，或 2.04%，报 23,109.64 点。MSCI 全球股票指数（.MIWD00000PUS）下跌 3.76 点，或 0.36%，报 1,040.01 点。早些时候，泛欧 STOXX 600 指数&lt; .STOXX</p>
<ul>
<li>收盘上涨 0.1%，连续第二次创下收盘新高，但由于软件和广告股票的急剧抛售，交易较为平淡。虽然重磅科技板块（.SPLRCT）在标准普尔 500 指数中表现最弱，下跌 3%，但能源板块（.SPNY）表现最强，上涨超过 2%，受益于油价上涨。</li>
</ul>
<p>油价因对伊朗的担忧而反弹，此前在前一交易日下跌超过 4%。交易员还提到，由于俄罗斯继续对乌克兰进行攻击，供应方面的担忧加剧，同时他们希望美国与印度之间削减关税的协议能够提振全球需求。美国原油（CLc1）上涨 1.17%，至每桶 62.87 美元，布伦特原油（LCOc1）上涨 1.03%，至每桶 66.98 美元。自上周五特朗普总统提名凯文·沃什担任美联储主席以来，商品和美元的价格波动加剧。尽管预计沃什将面临特朗普的压力以降低利率，但沃什希望缩减美联储的资产负债表，这将推高债券收益率，被视为对贵金属的不利因素。但在周二，现货黄金（XAU=）上涨 5.32%，至每盎司 4,913.23 美元，此前在前两天下跌约 13%。现货白银（XAG=）上涨 5.05%，至每盎司 83.43 美元，此前在周一的交易中下跌 6%，在周五下跌 27%。</p>
<p>“市场一直相当担忧，至少对凯文·沃什被提名为美联储主席持鹰派偏见，” Natixis 投资管理公司的首席投资组合策略师 Jack Janasiewicz 表示。</p>
<p>“我们看到商品市场在黄金和白银方面逐渐恢复了一些平静。” 在货币方面，美元在上周对一系列货币的反弹后有所回落。澳元（AUD=）对美元上涨 0.86%，至 0.7007 美元，此前澳洲联储将利率提高了 25 个基点至 3.85%，理由是通胀高于目标和劳动力市场紧张。美元指数（=USD），衡量美元对包括日元和欧元在内的一篮子货币的表现，下跌 0.12%，至 97.42，欧元（EUR=）上涨 0.21%，至 1.1814 美元。然而，美元对日元（JPY=）上涨 0.1%，至 155.76。在美国国债方面，收益率略有上升，交易员评估沃什领导下美联储政策可能的变化，同时由于部分政府关门，面临美国经济数据的延迟。基准 10 年期美国国债收益率（US10YT=RR）上涨 0.7 个基点，至 4.284%，周一晚间为 4.277%，而 30 年期国债收益率（US30YT=RR）上涨 0.5 个基点，至 4.9138%。通常与利率预期同步波动的 2 年期国债收益率（US2YT=RR）上涨 0.6 个基点，至 3.576%，周一晚间为 3.57%。</p>

<p>全球股票指数因华尔街下跌而下滑，科技股在美国与伊朗紧张局势导致油价上涨的背景下受到影响。黄金和白银价格在连续两天下跌后反弹。美元走弱，而澳元在澳大利亚储备银行加息后走强。CBOE 波动率指数上升，表明投资者焦虑加剧。由于供应担忧，油价上涨，美国原油价格为每桶 62.87 美元，布伦特原油价格为每桶 66.98 美元。标准普尔 500 指数和纳斯达克指数因负面的与人工智能相关的消息影响科技股而出现显著损失</p>

<p>(Updates prices to late U.S. afternoon)</p>
<div class="lb-trans"><p>（更新价格至美国下午晚些时候）</p>
</div><p>Global equities index dips as Wall Street loses ground</p>
<div class="lb-trans"><p>全球股票指数下跌，华尔街失去地盘</p>
</div><p>Gold and silver rise after two-day selloff</p>
<div class="lb-trans"><p>黄金和白银在两天的抛售后上涨</p>
</div><p>Dollar falls, US Treasury yields up</p>
<div class="lb-trans"><p>美元下跌，美国国债收益率上升</p>
</div><p>RBA hikes rates to 3.85%; Aussie bounces</p>
<div class="lb-trans"><p>澳洲联储将利率提高至 3.85%；澳元反弹</p>
</div><p>By Sinéad Carew and Amanda Cooper</p>
<div class="lb-trans"><p>作者：Sinéad Carew 和 Amanda Cooper</p>
</div><p>NEW YORK/ LONDON, Feb 3 (Reuters) - MSCI’s global equities gauge lost ground on Tuesday as technology stocks pushed Wall Street lower in contrast with an oil rally on fears of U.S.-Iran tensions while precious metal prices rose sharply, regaining some lost ground following a two-day rout. Oil prices jumped after the U.S. military shot down an Iranian drone that approached the Abraham Lincoln aircraft carrier in the Arabian Sea, according to a Reuters report citing a U.S. official. Also, a group of Iranian gunboats approached a U.S.-flagged tanker in the Strait of Hormuz north of Oman, maritime sources and a security consultancy said on Tuesday. Meanwhile, the U.S. dollar was slightly lower while the Australian dollar was the stand-out performer on Tuesday after the central bank joined Japan as the only developed world economy to raise interest rates.</p>
<div class="lb-trans"><p>纽约/伦敦，2 月 3 日（路透社）- MSCI 全球股票指数周二下跌，科技股拖累华尔街走低，而油价因对美伊紧张局势的担忧而上涨，贵金属价格在经历两天的暴跌后大幅回升。根据路透社援引一位美国官员的报道，美国军方击落了一架接近亚伯拉罕·林肯号航空母舰的伊朗无人机，油价因此飙升。此外，伊朗的一组炮艇在霍尔木兹海峡靠近一艘美国旗帜的油轮，海事消息来源和一家安全咨询公司周二表示。与此同时，美元略有下跌，而澳元在周二表现突出，因为澳洲联储成为唯一提高利率的发达经济体之一，跟随日本。</p>
</div><p>Investor anxiety appeared to rise as the session wore on with the CBOE volatility index (.VIX) picking up steam near the end of the first half hour of the U.S. stock market session and continuing to gain ground.</p>
<div class="lb-trans"><p>随着交易的进行，投资者的焦虑似乎在上升，CBOE 波动率指数（.VIX）在美国股市开盘前半小时接近结束时加速上升，并继续攀升。</p>
</div><p>On Wall Street, the S&amp;P 500 index and the Nasdaq had opened higher but lost ground quickly with software stocks weighing due to concerns about AI competition. Nvidia (NVDA.O) shares were the biggest weight on Wall Street after Reuters reported that ChatGPT developer OpenAI has been seeking faster alternatives to Nvidia’s artificial intelligence chips. “Any AI related headlines right now are coming out as a negative and a headwind for the broader market. Under the surface there’re areas of the market that are acting well but tech is getting hit pretty hard,” said Sahak Manuelian, managing director for global equities trading at Wedbush Securities in Pasadena, California. Earnings were also on investors’ minds with chipmaker AMD (AMD.O) and server equipment company Super Micro Computer (SMCI.O) due to report after the market close. At 1:30 p.m. ET (1830 GMT), the Dow Jones Industrial Average (.DJI) was down 434.86 points, or 0.88%, at 48,972.16, the S&amp;P 500 (.SPX) fell 92.68 points, or 1.33%, to 6,883.94 and the Nasdaq Composite (.IXIC) shed 482.87 points, or 2.04%, to 23,109.64. MSCI’s gauge of stocks across the globe (.MIWD00000PUS) fell 3.76 points, or 0.36%, to 1,040.01. Earlier, the pan-European STOXX 600 index &lt; .STOXX</p>
<div class="lb-trans"><p>在华尔街，标准普尔 500 指数和纳斯达克开盘时上涨，但很快失去地盘，软件股因对人工智能竞争的担忧而承压。根据路透社的报道，Nvidia（NVDA.O）股票是华尔街最大的拖累，因为 ChatGPT 开发者 OpenAI 正在寻求比 Nvidia 的人工智能芯片更快的替代方案。“目前与人工智能相关的任何头条新闻都被视为负面因素，对更广泛的市场构成阻力。在市场的表面下，有些领域表现良好，但科技股受到严重打击，” 加州帕萨迪纳的 Wedbush Securities 全球股票交易董事总经理 Sahak Manuelian 表示。投资者还关注即将公布的财报，芯片制造商 AMD（AMD.O）和服务器设备公司 Super Micro Computer（SMCI.O）将在市场收盘后发布财报。美国东部时间下午 1:30（格林威治时间 1830），道琼斯工业平均指数（.DJI）下跌 434.86 点，或 0.88%，报 48,972.16 点，标准普尔 500 指数（.SPX）下跌 92.68 点，或 1.33%，报 6,883.94 点，纳斯达克综合指数（.IXIC）下跌 482.87 点，或 2.04%，报 23,109.64 点。MSCI 全球股票指数（.MIWD00000PUS）下跌 3.76 点，或 0.36%，报 1,040.01 点。早些时候，泛欧 STOXX 600 指数&lt; .STOXX</p>
</div><ul>
<li>finished up 0.1% for its second closing record in a row but trading was muted by a sharp selloff in software and advertising stocks. While the heavyweight technology sector (.SPLRCT) was the weakest in the S&amp;P 500, down 3%, energy (.SPNY) was the strongest group, up more than 2% helped by the rise in oil prices.</li>
</ul>
<div class="lb-trans"><ul>
<li>收盘上涨 0.1%，连续第二次创下收盘新高，但由于软件和广告股票的急剧抛售，交易较为平淡。虽然重磅科技板块（.SPLRCT）在标准普尔 500 指数中表现最弱，下跌 3%，但能源板块（.SPNY）表现最强，上涨超过 2%，受益于油价上涨。</li>
</ul>
</div><p>Oil prices rallied on concerns about Iran, after falling over 4% in the previous session. Traders also cited worries over supply as Russia continued attacks on Ukraine while they hoped an agreement between the U.S. and India to slash tariffs could boost global demand. U.S. crude (CLc1) rose 1.17% to $62.87 a barrel and Brent (LCOc1) rose to $66.98 per barrel, up 1.03% on the day. Commodities and the dollar have been whipsawed since U.S. President Trump’s nomination of Kevin Warsh to lead the Federal Reserve last Friday. While he is expected to be under pressure from Trump to cut interest rates, Warsh is keen to shrink the Fed’s balance sheet, which would push up bond yields, which is seen as a negative for precious metals. But on Tuesday, spot gold (XAU=) rose 5.32% to $4,913.23 an ounce, after falling about 13% in the prior two sessions. Spot silver (XAG=) rose 5.05% to $83.43 an ounce after tumbling 6% in Monday’s session and 27% on Friday.</p>
<div class="lb-trans"><p>油价因对伊朗的担忧而反弹，此前在前一交易日下跌超过 4%。交易员还提到，由于俄罗斯继续对乌克兰进行攻击，供应方面的担忧加剧，同时他们希望美国与印度之间削减关税的协议能够提振全球需求。美国原油（CLc1）上涨 1.17%，至每桶 62.87 美元，布伦特原油（LCOc1）上涨 1.03%，至每桶 66.98 美元。自上周五特朗普总统提名凯文·沃什担任美联储主席以来，商品和美元的价格波动加剧。尽管预计沃什将面临特朗普的压力以降低利率，但沃什希望缩减美联储的资产负债表，这将推高债券收益率，被视为对贵金属的不利因素。但在周二，现货黄金（XAU=）上涨 5.32%，至每盎司 4,913.23 美元，此前在前两天下跌约 13%。现货白银（XAG=）上涨 5.05%，至每盎司 83.43 美元，此前在周一的交易中下跌 6%，在周五下跌 27%。</p>
</div><p>“The market has been pretty worried, at least taking a hawkish bias to Kevin Warsh being nominated as the Fed Chair,” said Jack Janasiewicz, lead portfolio strategist at Natixis Investment Managers.</p>
<div class="lb-trans"><p>“市场一直相当担忧，至少对凯文·沃什被提名为美联储主席持鹰派偏见，” Natixis 投资管理公司的首席投资组合策略师 Jack Janasiewicz 表示。</p>
</div><p>“We’re seeing a little bit of calmness returning back to the markets on the commodity side looking at gold and silver.” In currencies, the dollar took a step back after last week’s rally against a range of currencies. The Australian dollar (AUD=) strengthened 0.86% versus the greenback to $0.7007 after the Reserve Bank of Australia raised rates by a quarter point to 3.85%, citing above-target inflation and a tight labour market. The dollar index (=USD) , which measures the greenback against a basket of currencies including the yen and the euro, fell 0.12% to 97.42, with the euro (EUR=) up 0.21% at $1.1814. Against the Japanese yen (JPY=) , however, the dollar strengthened 0.1% to 155.76. In U.S. Treasuries, yields rose slightly as traders evaluated possible shifts in Federal Reserve policy under Warsh as they faced U.S. economic data delays due to a partial government shutdown. The yield on benchmark U.S. 10-year notes (US10YT=RR) rose 0.7 basis points to 4.284%, from 4.277% late on Monday while the 30-year bond yield (US30YT=RR) rose 0.5 basis points to 4.9138%. The 2-year note yield (US2YT=RR) , which typically moves in step with interest rate expectations, rose 0.6 basis points to 3.576%, from 3.57% late on Monday.</p>
<div class="lb-trans"><p>“我们看到商品市场在黄金和白银方面逐渐恢复了一些平静。” 在货币方面，美元在上周对一系列货币的反弹后有所回落。澳元（AUD=）对美元上涨 0.86%，至 0.7007 美元，此前澳洲联储将利率提高了 25 个基点至 3.85%，理由是通胀高于目标和劳动力市场紧张。美元指数（=USD），衡量美元对包括日元和欧元在内的一篮子货币的表现，下跌 0.12%，至 97.42，欧元（EUR=）上涨 0.21%，至 1.1814 美元。然而，美元对日元（JPY=）上涨 0.1%，至 155.76。在美国国债方面，收益率略有上升，交易员评估沃什领导下美联储政策可能的变化，同时由于部分政府关门，面临美国经济数据的延迟。基准 10 年期美国国债收益率（US10YT=RR）上涨 0.7 个基点，至 4.284%，周一晚间为 4.277%，而 30 年期国债收益率（US30YT=RR）上涨 0.5 个基点，至 4.9138%。通常与利率预期同步波动的 2 年期国债收益率（US2YT=RR）上涨 0.6 个基点，至 3.576%，周一晚间为 3.57%。</p>
</div>

GLOBAL MARKETS-Global stock index dips with oil rallying on Iran worries as gold, silver rise

Reuters

黄金 ETF - SPDR

黄金勘探商 ETF - GlobalX

金矿小盘股 ETF - VanEck Vectors

贵金属股 ETF -ETFS

Roundhill Gold Miners Weeklypay ETF

纳斯达克综合指数 ETF - Fidelity

纳斯达克 100 指数 ETF - Invesco

金矿股 ETF - VanEck Vectors

标普 500 ETF - Vanguard

纽蒙特矿业

实物黄金股 ETF - ETFS

Gold.com

全球黄金矿业股 MSCI ETF - iShares

实物白银股票 ETF - ETFS

黄金 ETF - iShares

全球市场动态：由于对伊朗的担忧导致油价上涨，全球股票指数下跌，同时黄金和白银价格上涨