<p>亚洲基准波动，KOSPI 在下跌 5% 后短暂停盘</p>
<p>随着软件行业的崩溃，美联储降息的可能性增加</p>
<p>贵金属大幅上涨，白银回撤 10% 的跌幅</p>
<p>加密货币在经历剧烈损失后反弹</p>
<p>印尼在穆迪下调展望后恢复抛售</p>
<p>（更新亚洲下午市场，重写第一段）</p>
<p>作者：Gregor Stuart Hunter</p>
<p>新加坡，2 月 6 日（路透社）- 周五，华尔街的全球股市崩溃蔓延至亚洲，令投资者感到震惊，许多地区基准指数处于下跌状态，贵金属和加密货币的剧烈波动让人不安。</p>
<p>MSCI 全球所有国家指数（.MIWD00000PUS）从盘中低点反弹，交易持平，但该基准仍在走向自 11 月中旬以来最糟糕的一周。</p>
<p>MSCI 亚太地区（不包括日本）最广泛的指数（.MIAPJ0000PUS）下跌 0.7%，连续第二天出现亏损。标准普尔 500 指数 e-mini 期货（EScv1）下跌 0.3%，纳斯达克 e-mini 期货（NQcv1）下跌 0.5%。</p>
<p>“市场正在经历大规模的轮换，纳斯达克显然表现不及标准普尔 500 和一些乏味的消费品股票，” 法国巴黎银行财富管理亚太区首席投资官 Prashant Bhayani 表示。“市场开始说 ‘好吧，人工智能确实很有趣’，但人们也在问 ‘我的回报是什么？’”</p>
<p>华尔街的股票在周四连续第三天下跌，因担心新的人工智能模型可能开始侵蚀软件公司的利润，标准普尔 500 指数（.SPX）年内转为负值，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至 17 年来该月的最高水平。</p>
<h3>投机交易者的考验时刻</h3>
<p>在周四的抛售后，加密货币暂时止住了剧烈的抛售，周四的抛售使市场损失了 2 万亿美元的价值。比特币（BTC=）上涨 2.6%，至 64,735.60 美元，此前一度下跌 4.9%，最低至 60,008.52 美元，而以太坊（ETH=）最后上涨 3.1%，至 1,904.01 美元，部分弥补了 5.1% 的跌幅。</p>
<p>贵金属在经历剧烈下跌后也在寻求恢复，白银（XAG=）回升 1.9%，至 72.54 美元，此前一度下跌 10%。黄金（XAU=）最后上涨 1.6%，至 4,843.83 美元，此前一度下跌 2.4%。</p>
<p>中国的 UBS SDIC 白银期货基金（161226.SZ）最近成为贵金属崩溃的重要标志，因连续几天最大跌幅达到 10% 而在交易开始时暂停了一个小时以保护投资者。该基金在周五重新开盘时迅速以相同幅度下跌。</p>
<p>“你会看到很多这些拥挤的头寸被非常激进地平仓，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。</p>
<p>“我们正在接近一个阶段，今年晚些时候可能会看到一些受害者，” 他补充道。</p>
<p>“某些企业——不是所谓的 ‘七大巨头’——但对于一些较小的企业，资本市场可能不会那么友好，” 他提到的正是所谓的 “七大巨头” 科技股。</p>
<p>标准普尔 500 软件和服务指数（.SPLRCIS）下跌 4.6%，自 1 月 28 日以来市值蒸发约 1 万亿美元，出现了被称为 “软件末日” 的抛售。</p>
<p>亚马逊（AMZN.O）股价在周四的盘后交易中暴跌 11.5%，因其预计今年资本支出将激增超过 50%。</p>
<p>亚洲股市波动，一些投资者似乎在广泛亏损中寻找更便宜的入场点。韩国 KOSPI（.KS11）最初下跌 5%，触发了短暂的交易暂停，随后在交易时段内收窄至 1.4%。</p>
<p>日本股市上涨，日经 225 指数（.N225）上涨 0.8%，在周日的选举前。</p>
<p>印尼股市（.JKSE）在穆迪下调该国信用评级展望后下跌 2.6%，穆迪指出政策制定的可预测性降低，而就在 MSCI 标记透明度问题后，市场崩溃超过 800 亿美元。</p>
<h3>对美联储反应的押注增加</h3>
<p>在美国货币政策方面，市场开始押注美联储在下次会议上降息的可能性增加，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，美联储基金期货定价在 3 月 18 日结束的为期两天的会议上降息 25 个基点的概率为 20.7%，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）最后下跌 0.2%，至 97.794。美国 10 年期国债收益率最后下跌 2.2 个基点，至 4.186%。</p>
<p>在能源市场，布伦特原油（LCOc1）上涨 1.1%，至 68.28 美元。</p>

<p>亚洲市场在全球股市抛售后面临波动，MSCI 亚太指数下跌 0.7%。标准普尔 500 指数和纳斯达克期货也因对人工智能影响软件利润的担忧而下滑。加密货币在大幅下跌后略有反弹，而白银和黄金等贵金属则试图从急剧下跌中恢复。市场越来越押注于美联储可能降息的前景，预计下次会议上有 20.7% 的概率会降息 25 个基点。由于穆迪下调了对印尼的展望，该国股票下跌</p>

<p>Asian benchmarks volatile, KOSPI briefly halted after 5% plunge</p>
<div class="lb-trans"><p>亚洲基准波动，KOSPI 在下跌 5% 后短暂停盘</p>
</div><p>Fed rate cut odds growing as software rout hammers S&amp;P 500</p>
<div class="lb-trans"><p>随着软件行业的崩溃，美联储降息的可能性增加</p>
</div><p>Precious metals rip higher, silver retraces 10% plunge</p>
<div class="lb-trans"><p>贵金属大幅上涨，白银回撤 10% 的跌幅</p>
</div><p>Cryptocurrencies rebound after steep losses</p>
<div class="lb-trans"><p>加密货币在经历剧烈损失后反弹</p>
</div><p>Indonesia resumes selloff after Moody’s cuts outlook</p>
<div class="lb-trans"><p>印尼在穆迪下调展望后恢复抛售</p>
</div><p>(Updates markets through Asia afternoon, rewrites first paragraph)</p>
<div class="lb-trans"><p>（更新亚洲下午市场，重写第一段）</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) - A global stock rout on Wall Street spilled into Asia on Friday, leaving investors dazed and many regional benchmarks in the red as wrenching volatility gripped precious metals and cryptocurrencies.</p>
<div class="lb-trans"><p>新加坡，2 月 6 日（路透社）- 周五，华尔街的全球股市崩溃蔓延至亚洲，令投资者感到震惊，许多地区基准指数处于下跌状态，贵金属和加密货币的剧烈波动让人不安。</p>
</div><p>The MSCI All-Country World Index (.MIWD00000PUS) rallied off intra-session lows to trade flat, but the benchmark was still on track for its worst week since mid-November.</p>
<div class="lb-trans"><p>MSCI 全球所有国家指数（.MIWD00000PUS）从盘中低点反弹，交易持平，但该基准仍在走向自 11 月中旬以来最糟糕的一周。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) tumbled 0.7% to head for a second straight day of losses. S&amp;P 500 e-mini futures (EScv1) slid 0.3% and Nasdaq e-mini futures (NQcv1) fell 0.5%.</p>
<div class="lb-trans"><p>MSCI 亚太地区（不包括日本）最广泛的指数（.MIAPJ0000PUS）下跌 0.7%，连续第二天出现亏损。标准普尔 500 指数 e-mini 期货（EScv1）下跌 0.3%，纳斯达克 e-mini 期货（NQcv1）下跌 0.5%。</p>
</div><p>“There’s a massive rotation that’s going on, and Nasdaq is clearly underperforming the S&amp;P and things like boring consumer staple stocks,” said Prashant Bhayani, chief investment officer for Asia at BNP Paribas Wealth Management. “The market is starting to say ‘ok, yeah, AI is very interesting’, but people are also saying ‘What is my payback?’”</p>
<div class="lb-trans"><p>“市场正在经历大规模的轮换，纳斯达克显然表现不及标准普尔 500 和一些乏味的消费品股票，” 法国巴黎银行财富管理亚太区首席投资官 Prashant Bhayani 表示。“市场开始说 ‘好吧，人工智能确实很有趣’，但人们也在问 ‘我的回报是什么？’”</p>
</div><p>Stocks on Wall Street sold off on Thursday for a third straight day 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>华尔街的股票在周四连续第三天下跌，因担心新的人工智能模型可能开始侵蚀软件公司的利润，标准普尔 500 指数（.SPX）年内转为负值，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至 17 年来该月的最高水平。</p>
</div><h3>TESTING TIME FOR SPECULATIVE TRADERS</h3>
<div class="lb-trans"><h3>投机交易者的考验时刻</h3>
</div><p>Cryptocurrencies managed to staunch a bruising selloff for now after a wipeout on Thursday, which knocked $2 trillion in value from the market. Bitcoin (BTC=) rallied 2.6% to $64,735.60 after earlier falling as much as 4.9% to a low of $60,008.52 while ether (ETH=) was last up 3.1% at $1,904.01, partially recouping a 5.1% decline.</p>
<div class="lb-trans"><p>在周四的抛售后，加密货币暂时止住了剧烈的抛售，周四的抛售使市场损失了 2 万亿美元的价值。比特币（BTC=）上涨 2.6%，至 64,735.60 美元，此前一度下跌 4.9%，最低至 60,008.52 美元，而以太坊（ETH=）最后上涨 3.1%，至 1,904.01 美元，部分弥补了 5.1% 的跌幅。</p>
</div><p>Precious metals were also looking to regain their footing after sharp falls, with silver (XAG=) clawing back 1.9% to $72.54 after having plunged as much as 10%. Gold (XAU=) was last up 1.6% at $4,843.83 after an earlier decline of 2.4%.</p>
<div class="lb-trans"><p>贵金属在经历剧烈下跌后也在寻求恢复，白银（XAG=）回升 1.9%，至 72.54 美元，此前一度下跌 10%。黄金（XAU=）最后上涨 1.6%，至 4,843.83 美元，此前一度下跌 2.4%。</p>
</div><p>China’s UBS SDIC Silver Futures fund (161226.SZ) , which has recently emerged as an important marker of the rout in precious metals, was suspended for an hour at the start of trading to protect investors after falling by its maximum 10% for several days. The fund promptly fell by the same magnitude when it reopened on Friday.</p>
<div class="lb-trans"><p>中国的 UBS SDIC 白银期货基金（161226.SZ）最近成为贵金属崩溃的重要标志，因连续几天最大跌幅达到 10% 而在交易开始时暂停了一个小时以保护投资者。该基金在周五重新开盘时迅速以相同幅度下跌。</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.</p>
<div class="lb-trans"><p>“你会看到很多这些拥挤的头寸被非常激进地平仓，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。</p>
</div><p>“We’re getting to a stage where we could see, later this year, casualties,” he added.</p>
<div class="lb-trans"><p>“我们正在接近一个阶段，今年晚些时候可能会看到一些受害者，” 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——不是所谓的 ‘七大巨头’——但对于一些较小的企业，资本市场可能不会那么友好，” 他提到的正是所谓的 “七大巨头” 科技股。</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 软件和服务指数（.SPLRCIS）下跌 4.6%，自 1 月 28 日以来市值蒸发约 1 万亿美元，出现了被称为 “软件末日” 的抛售。</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）股价在周四的盘后交易中暴跌 11.5%，因其预计今年资本支出将激增超过 50%。</p>
</div><p>Asian stocks were volatile, with some investors seemingly looking for cheaper entry points amid the broad losses. An initial 5% dive for South Korea’s KOSPI (.KS11) , which triggered a brief trading halt, was pared to 1.4% later in the trading session.</p>
<div class="lb-trans"><p>亚洲股市波动，一些投资者似乎在广泛亏损中寻找更便宜的入场点。韩国 KOSPI（.KS11）最初下跌 5%，触发了短暂的交易暂停，随后在交易时段内收窄至 1.4%。</p>
</div><p>Japanese stocks rose, with the Nikkei 225 (.N225) up 0.8% ahead of Sunday’s election.</p>
<div class="lb-trans"><p>日本股市上涨，日经 225 指数（.N225）上涨 0.8%，在周日的选举前。</p>
</div><p>Indonesian stocks (.JKSE) traded 2.6% lower after Moody’s lowered its outlook on the country’s credit rating, citing reduced predictability in policymaking days after MSCI flagged transparency issues that triggered a market rout of more than $80 billion.</p>
<div class="lb-trans"><p>印尼股市（.JKSE）在穆迪下调该国信用评级展望后下跌 2.6%，穆迪指出政策制定的可预测性降低，而就在 MSCI 标记透明度问题后，市场崩溃超过 800 亿美元。</p>
</div><h3>BETS MOUNT ON FED RESPONSE</h3>
<div class="lb-trans"><h3>对美联储反应的押注增加</h3>
</div><p>On the U.S. monetary policy front, the market is starting to bet on an increased likelihood of a rate cut by the Federal Reserve at its next meeting, though most still expect it to remain on hold.</p>
<div class="lb-trans"><p>在美国货币政策方面，市场开始押注美联储在下次会议上降息的可能性增加，尽管大多数人仍预计将维持不变。</p>
</div><p>Fed funds futures are pricing a 20.7% probability of a 25-basis-point cut at the 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，美联储基金期货定价在 3 月 18 日结束的为期两天的会议上降息 25 个基点的概率为 20.7%，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 last down 0.2% at 97.794. The yield on the U.S. 10-year Treasury bond was last down 2.2 basis points at 4.186%.</p>
<div class="lb-trans"><p>衡量美元对六种货币强度的美元指数（=USD）最后下跌 0.2%，至 97.794。美国 10 年期国债收益率最后下跌 2.2 个基点，至 4.186%。</p>
</div><p>In energy markets, Brent crude (LCOc1) climbed 1.1% at $68.28.</p>
<div class="lb-trans"><p>在能源市场，布伦特原油（LCOc1）上涨 1.1%，至 68.28 美元。</p>
</div>

全球市场——股票因白银和加密货币的剧烈波动而震荡