<p>亚洲基准股指下滑，Kospi 在暴跌 5% 后短暂停盘</p><p>贵金属暴跌，银价一度下跌 10% 后反弹</p><p>加密货币在波动交易中扭转亏损</p><p>作者：Gregor Stuart Hunter</p><p>新加坡，2 月 6 日（路透社）-</p><p>全球股市在周五延续了第三天的下跌，华尔街的抛售加剧，贵金属和加密货币受到剧烈波动的影响。</p><p>MSCI 亚太地区（日本除外）股票的广泛指数（.MIAPJ0000PUS）下跌 1%，标志着连续第二天的亏损，韩国 Kospi（.KS11）暴跌 5% 后触发了开盘后短暂的交易暂停。标准普尔 500 指数 e-mini 期货（EScv1）下跌 0.2%，纳斯达克 e-mini 期货（NQcv1）下跌 0.4%。</p><p>“投资者正在质疑他们对过去六个月支撑市场的支柱的承诺：人工智能、加密货币和贵金属，” 悉尼 IG 市场分析师 Tony Sycamore 表示。“这增加了更深层次的回调的可能性。”</p><p>由于担心新的人工智能模型可能开始侵蚀软件公司的利润，股票在隔夜交易中大幅下跌，标准普尔 500 指数（.SPX）年初以来首次转为负值，劳动力市场的担忧加剧。</p><p>全球职业安置公司 Challenger, Gray &amp; Christmas 周四的调查显示，美国雇主在 1 月份宣布的裁员人数激增，达到 17 年来该月份的最高水平。</p><p>贵金属从低点反弹，但当天仍然下跌，黄金（XAU=）下跌 0.1%，报 4764.43 美元，银（XAG=）一度暴跌 10% 后回升。白银最后下跌 1.4%，报 70.26 美元。</p><p>在周四经历了 2 万亿美元的抹去后，加密货币市场扭转了亏损，比特币（BTC=）上涨 3.7%，报 65446.07 美元，此前一度下跌 4.9%，最低触及 60008.52 美元。以太坊（ETH=）最后上涨 4.4%，报 1928.12 美元，扭转了早前 5.1% 的下跌。</p><p>标准普尔 500 软件与服务指数（.SPLRCIS）下跌 4.6%，自 1 月 28 日以来市值已蒸发约 1 万亿美元，这一抛售被称为 “软件末日”。</p><p>“你会看到很多这些大型拥挤头寸被非常激进地解除，这导致了巨大的资金流动，” 墨尔本 Pepperstone Group 的研究主管 Chris Weston 表示。“我们正处于一个阶段，可能会在今年晚些时候看到一些受害者，” 他补充道。</p><p>“某些企业——不是 Mag7——但对于一些较小的企业，资本市场可能不会那么友好，” 他提到所谓的七大巨头科技股。</p><p>亚马逊（AMZN.O）股价在周四盘后交易中暴跌 11.5%，因为它预计今年资本支出将激增超过 50%。</p><p>市场开始押注美联储在下次会议上放松政策的可能性增加，尽管大多数人仍预计将维持不变。</p><p>根据 CME 集团的 FedWatch 工具，联邦基金期货定价美联储下次为期两天的会议（于 3 月 18 日结束）上降息 25 个基点的概率为 22.7%，而前一天为 9.4%。</p><p>衡量美元对六种货币强度的美元指数（=USD）最近持平，报 97.92。美国 10 年期国债收益率最后下跌 2.8 个基点，报 4.18%。</p><p>日元对美元上涨 0.3%，报 156.58，且日本政府债券在选举前吸引了买家。</p><p>周日的选举。</p><p>.</p><p>在能源市场，布伦特原油（LCOc1）最后下跌 0.4%，报 67.31 美元。</p>

<p>全球股市继续下跌，亚洲市场遭遇重大损失，特别是韩国的 Kospi 指数下跌了 5%。贵金属也经历了波动，银价在下跌 10% 后有所回升。经过一轮大规模抛售，加密货币反弹，比特币上涨了 3.7%。对人工智能对软件利润影响的担忧以及美国裁员增加加剧了市场恐慌。标普 500 软件指数下跌了 4.6%，亚马逊在资本支出预测后股价下跌了 11.5%。市场预计美联储可能会采取政策宽松措施</p>

<p>Asian benchmarks slide, Kospi briefly halted after 5% plunge</p>
<div class="lb-trans"><p>亚洲基准股指下滑，Kospi 在暴跌 5% 后短暂停盘</p>
</div><p>Precious metals tumble, silver falls as much as 10% before rebounding</p>
<div class="lb-trans"><p>贵金属暴跌，银价一度下跌 10% 后反弹</p>
</div><p>Cryptocurrencies reverse losses in volatile trade</p>
<div class="lb-trans"><p>加密货币在波动交易中扭转亏损</p>
</div><p>By Gregor Stuart Hunter</p>
<div class="lb-trans"><p>作者：Gregor Stuart Hunter</p>
</div><p>SINGAPORE, Feb 6 (Reuters) -</p>
<div class="lb-trans"><p>新加坡，2 月 6 日（路透社）-</p>
</div><p>Global equities extended losses into a third day on Friday as a selloff on Wall Street intensified, with precious metals and cryptocurrencies gripped by wrenching volatility.</p>
<div class="lb-trans"><p>全球股市在周五延续了第三天的下跌，华尔街的抛售加剧，贵金属和加密货币受到剧烈波动的影响。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) tumbled 1% to mark a second day of losses, led by a 5% dive for South Korea’s Kospi (.KS11) which triggered a brief trading halt shortly after the open. S&amp;P 500 e-mini futures (EScv1) slid 0.2% and Nasdaq e-mini futures (NQcv1) fell 0.4%.</p>
<div class="lb-trans"><p>MSCI 亚太地区（日本除外）股票的广泛指数（.MIAPJ0000PUS）下跌 1%，标志着连续第二天的亏损，韩国 Kospi（.KS11）暴跌 5% 后触发了开盘后短暂的交易暂停。标准普尔 500 指数 e-mini 期货（EScv1）下跌 0.2%，纳斯达克 e-mini 期货（NQcv1）下跌 0.4%。</p>
</div><p>“Investors are questioning their commitment to the pillars that have underpinned markets over the past six months: AI, crypto, and precious metals,” said Tony Sycamore, market analyst at IG in Sydney. “This raises the odds of a deeper unwind.”</p>
<div class="lb-trans"><p>“投资者正在质疑他们对过去六个月支撑市场的支柱的承诺：人工智能、加密货币和贵金属，” 悉尼 IG 市场分析师 Tony Sycamore 表示。“这增加了更深层次的回调的可能性。”</p>
</div><p>Stocks sold off overnight on fears that new AI models may start to eat into the profits of software firms, with the S&amp;P 500 (.SPX) turning negative for the year as fears around the labour market grew.</p>
<div class="lb-trans"><p>由于担心新的人工智能模型可能开始侵蚀软件公司的利润，股票在隔夜交易中大幅下跌，标准普尔 500 指数（.SPX）年初以来首次转为负值，劳动力市场的担忧加剧。</p>
</div><p>Layoffs announced by U.S. employers surged in January to the highest level for the month in 17 years, a survey from global outplacement firm Challenger, Gray &amp; Christmas showed on Thursday.</p>
<div class="lb-trans"><p>全球职业安置公司 Challenger, Gray &amp; Christmas 周四的调查显示，美国雇主在 1 月份宣布的裁员人数激增，达到 17 年来该月份的最高水平。</p>
</div><p>Precious metals rallied off their lows but were still down for the day, with gold (XAU=) falling 0.1% at $4,764.43 and silver (XAG=) plunging as much as 10% before recovering. The white metal was last down 1.4% at $70.26.</p>
<div class="lb-trans"><p>贵金属从低点反弹，但当天仍然下跌，黄金（XAU=）下跌 0.1%，报 4764.43 美元，银（XAG=）一度暴跌 10% 后回升。白银最后下跌 1.4%，报 70.26 美元。</p>
</div><p>Cryptocurrency markets reversed losses after breaching several milestones in a $2 trillion wipeout on Thursday, with bitcoin (BTC=) surging 3.7% to $65,446.07 after earlier falling as much as 4.9% to a low of $60,008.52. Ether (ETH=) was last up 4.4% at $1,928.12, overturning an earlier 5.1% decline.</p>
<div class="lb-trans"><p>在周四经历了 2 万亿美元的抹去后，加密货币市场扭转了亏损，比特币（BTC=）上涨 3.7%，报 65446.07 美元，此前一度下跌 4.9%，最低触及 60008.52 美元。以太坊（ETH=）最后上涨 4.4%，报 1928.12 美元，扭转了早前 5.1% 的下跌。</p>
</div><p>The S&amp;P 500 software and services index (.SPLRCIS) dropped 4.6%, having shed about $1 trillion in market value since January 28, in a selloff dubbed “software-mageddon.”</p>
<div class="lb-trans"><p>标准普尔 500 软件与服务指数（.SPLRCIS）下跌 4.6%，自 1 月 28 日以来市值已蒸发约 1 万亿美元，这一抛售被称为 “软件末日”。</p>
</div><p>“You’ve seen a lot of these big crowded positions being unwound very, very aggressively and that’s led to massive flows,” said Chris Weston, head of research at Pepperstone Group in Melbourne. “We’re getting to a stage where we could see, later this year, casualties,” he added.</p>
<div class="lb-trans"><p>“你会看到很多这些大型拥挤头寸被非常激进地解除，这导致了巨大的资金流动，” 墨尔本 Pepperstone Group 的研究主管 Chris Weston 表示。“我们正处于一个阶段，可能会在今年晚些时候看到一些受害者，” 他补充道。</p>
</div><p>“Certain businesses - not the Mag7 - but for some of the smaller businesses, the capital markets may not be so kind,” he said, referring to the so-called Magnificent Seven mega-cap technology stocks.</p>
<div class="lb-trans"><p>“某些企业——不是 Mag7——但对于一些较小的企业，资本市场可能不会那么友好，” 他提到所谓的七大巨头科技股。</p>
</div><p>Amazon (AMZN.O) shares tumbled 11.5% in after-hours trading on Thursday after it projected a surge of more than 50% in capital expenditures this year.</p>
<div class="lb-trans"><p>亚马逊（AMZN.O）股价在周四盘后交易中暴跌 11.5%，因为它预计今年资本支出将激增超过 50%。</p>
</div><p>The market is starting to bet on an increased likelihood of policy easing by the Federal Reserve at its next meeting, though most still expect it to remain on hold.</p>
<div class="lb-trans"><p>市场开始押注美联储在下次会议上放松政策的可能性增加，尽管大多数人仍预计将维持不变。</p>
</div><p>Fed funds futures are pricing a 22.7% probability of a 25-basis-point cut at the U.S. central bank’s next two-day meeting that ends on March 18, compared with a 9.4% chance 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，联邦基金期货定价美联储下次为期两天的会议（于 3 月 18 日结束）上降息 25 个基点的概率为 22.7%，而前一天为 9.4%。</p>
</div><p>The U.S. dollar index (=USD) , which measures the greenback’s strength against a basket of six currencies, was recently flat at 97.92. The yield on the U.S. 10-year Treasury bond was last down 2.8 basis points at 4.18%.</p>
<div class="lb-trans"><p>衡量美元对六种货币强度的美元指数（=USD）最近持平，报 97.92。美国 10 年期国债收益率最后下跌 2.8 个基点，报 4.18%。</p>
</div><p>The yen rallied 0.3% to 156.58 against the dollar and Japanese government bonds attracted buyers across the curve ahead of</p>
<div class="lb-trans"><p>日元对美元上涨 0.3%，报 156.58，且日本政府债券在选举前吸引了买家。</p>
</div><p>Sunday’s election</p>
<div class="lb-trans"><p>周日的选举。</p>
</div><p>.</p>
<div class="lb-trans"><p>.</p>
</div><p>In energy markets, Brent crude (LCOc1) was last down 0.4% at $67.31.</p>
<div class="lb-trans"><p>在能源市场，布伦特原油（LCOc1）最后下跌 0.4%，报 67.31 美元。</p>
</div>

GLOBAL MARKETS-Stocks tumble as AI rout deepens, cryptos rebound

- 亚洲股市延续跌势，韩股 KOSPI 盘中暴跌 5% 并暂停交易。  
- 贵金属和虚拟货币市场波动剧烈，黄金和白银价格下滑。  
- 美国股市软件服务类指数重挫 4.6%，市场对美联储宽松政策预期增强。

Reuters

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Coinbase

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Grayscale Bitcoin Mini Trust ETF

标普 500 ETF - SPDR

WisdomTree Bitcoin Fund

Bitwise Bitcoin ETF

标普 500 ETF - Vanguard

Grayscale Bitcoin Adopters ETF

全球科技股指数 ETF - iShares

北美科技软件股指数 ETF - iShares

Fidelity Wise Origin Bitcoin Fund - ETF

标普 500 ETF - iShares

Invesco Galaxy Bitcoin ETF

iShares Bitcoin Trust ETF

Franklin Bitcoin ETF

标普软件与服务 ETF - SPDR

云计算 ETF - GlobalX

CoinShares Bitcoin ETF

全球市场——随着人工智能板块暴跌加剧，股票下跌，而加密货币则出现反弹