<ul>
<li>MSCI 亚太地区（不包括日本）结束了两天的下跌，Kospi 指数上涨了 6.6%</li>
</ul>
<ul>
<li>油价大幅下跌，布伦特原油期货下跌 11% 后趋于稳定</li>
</ul>
<ul>
<li>周一华尔街的反弹使债券收益率大幅下跌</li>
</ul>
<p>（刷新价格，添加伊朗最新消息，中国贸易数据）</p>
<p>作者：Gregor Stuart Hunter</p>
<p>新加坡，3 月 10 日（路透社）- 在美国总统特朗普宣布中东战争可能 “很快结束” 后，周二亚洲交易中股市上涨，油价暴跌。</p>
<p>但对冲突迅速解决的希望很快被伊朗军方的强硬声明击碎，表明他们将继续战斗。</p>
<p>在波动的交易中，MSCI 亚太地区（不包括日本）股票的广泛指数上涨了 2.8%，收窄了自冲突开始以来的损失。</p>
<p>布伦特原油期货在交易恢复时下跌了 11%，跌至每桶 88.05 美元以下，随后将跌幅缩小至 6.6%。美国股指期货表现较为平稳，标准普尔 500 指数迷你期货（EScv1）在周一反弹后下跌 0.2%。</p>
<p>特朗普的言论注入了一阵乐观情绪，这与伊朗的局势形成了鲜明对比，强硬派支持新最高领袖莫赫塔巴·哈梅内伊，革命卫队表示，直到美国和以色列的攻击结束，石油出口的封锁将持续，向美国领导人发出明确的挑战。</p>
<p>周一，全球市场受到相互矛盾信号的影响：油价最初飙升，华尔街股市下跌，随后在特朗普的评论和新的报告暗示华盛顿可能会放松对俄罗斯能源的制裁后迅速反弹。</p>
<p>“虽然这一切有助于缓解一些短期恐慌，但很难调和冲突 ‘非常完整’ 的想法，” 悉尼 IG 市场分析师 Tony Sycamore 表示。</p>
<p>“尽管如此，特朗普总统的言辞从要求完全投降到宣布任务 ‘非常完整’ 的缓和，是一个令人欢迎的发展，至少应该有助于今天亚洲交易的情绪稳定。”</p>
<h3>亚洲股市反弹</h3>
<p>在周一抛售后，投资者信心逐渐恢复，零售投资者的风险偏好迹象增加，日本日经 225 指数（.N225）上涨 2.7%，而韩国 Kospi 指数（.KS11）上涨了 6.6% 后有所回落。这一涨幅促使韩国交易所在期货上涨超过 5% 后启动了交易限制，暂停程序交易五分钟。</p>
<p>在中国，CSI 300 指数（.CSI300）上涨 1.1%，因海关数据显示该国在 1-2 月期间的出口增长加快，使世界第二大经济体有望在 2026 年超过创纪录的 1.2 万亿美元贸易顺差。</p>
<p>然而，市场的背景依然紧张，伊朗军方警告将加大导弹打击力度，进一步显示出其强硬立场。</p>
<p>特朗普在 Truth Social 上发文称：“如果伊朗做任何事情阻止霍尔木兹海峡的石油流动，他们将受到美国二十倍于目前的打击。”</p>
<p>在周一油价飙升引发通胀恐慌并推动市场预期欧洲央行可能在今年晚些时候收紧政策后，美国国债有所回升。</p>
<p>“市场定价表明，干扰将持续数周，而不是数天或数月，” 黑石投资研究所的分析师写道。“存在滞涨冲击的风险，但并非必然，因为市场定价表明，” 他们补充道，表示将继续低配长期国债，偏好美国股票。</p>
<p>美国 10 年期国债收益率下跌 2.1 个基点，至 4.111%，尽管交易员推迟了对美联储下次降息时机的押注，根据 CME 集团的 FedWatch 工具，首次降息现在预计要到 7 月。</p>
<p>“我们仍处于令人担忧的水平，” ING 的分析师表示，指的是债券收益率。“预计名义收益率会因反转交易而短暂下跌。但不要指望债券出现戏剧性的结构性反弹，” 他们在客户报告中写道。“请记住，我们仍然面临明显的通胀压力，经济虽然下滑但并未崩溃。”</p>
<p>美国美元指数（=USD），衡量美元对六种主要货币的强度，周二在周一回吐了过去一周的所有涨幅后波动，交易平稳在 98.84。</p>
<p>黄金（XAU=）上涨 0.8%，至 5,177.96 美元，保持在过去一周的交易区间内，而加密货币则保持无方向，维持自 2 月初以来的相同区间。</p>
<p>比特币（BTC=）上涨 1.4%，至 69,976.73 美元，而以太坊（ETH=）上涨 0.9%，至 2,043.86 美元。</p>

中金黄金

黄金和贵金属矿商 ETF - U.S. Global

<p>亚洲股市反弹，MSCI 亚太指数（不包括日本）上涨 2.8%，韩国 Kospi 指数飙升 6.6%。油价大幅下跌，布伦特原油价格下跌 11% 后趋于稳定。美国总统特朗普对中东冲突的乐观言论与伊朗的强硬态度形成对比，影响了市场情绪。尽管反弹，但紧张局势依然高涨，伊朗威胁将升级导弹袭击。美国国债收益率小幅下跌，美元指数保持平稳。黄金和加密货币小幅上涨，分析师警告未来可能面临滞胀风险</p>

<ul>
<li>MSCI Asia ex-Japan snaps two-day losing streak, Kospi surges as much as 6.6%</li>
</ul>
<div class="lb-trans"><ul>
<li>MSCI 亚太地区（不包括日本）结束了两天的下跌，Kospi 指数上涨了 6.6%</li>
</ul>
</div><ul>
<li>Oil sharply lower, Brent crude futures fall 11% before steadying</li>
</ul>
<div class="lb-trans"><ul>
<li>油价大幅下跌，布伦特原油期货下跌 11% 后趋于稳定</li>
</ul>
</div><ul>
<li>Bond yields tumble after relief rally on Wall Street on Monday</li>
</ul>
<div class="lb-trans"><ul>
<li>周一华尔街的反弹使债券收益率大幅下跌</li>
</ul>
</div><p>(Refreshes prices, adds Iran latest, China trade data)</p>
<div class="lb-trans"><p>（刷新价格，添加伊朗最新消息，中国贸易数据）</p>
</div><p>By Gregor Stuart Hunter</p>
<div class="lb-trans"><p>作者：Gregor Stuart Hunter</p>
</div><p>SINGAPORE, March 10 (Reuters) - Stocks rallied and oil prices plunged in Asian trading on Tuesday after U.S. President Donald Trump declared the Middle East war could be “over soon.”</p>
<div class="lb-trans"><p>新加坡，3 月 10 日（路透社）- 在美国总统特朗普宣布中东战争可能 “很快结束” 后，周二亚洲交易中股市上涨，油价暴跌。</p>
</div><p>But hopes of a speedy resolution to the conflict were soon dashed by defiant statements from Iran’s military indicating it would continue fighting.</p>
<div class="lb-trans"><p>但对冲突迅速解决的希望很快被伊朗军方的强硬声明击碎，表明他们将继续战斗。</p>
</div><p>In choppy trading, MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) was up 2.8%, paring losses since the start of the conflict.</p>
<div class="lb-trans"><p>在波动的交易中，MSCI 亚太地区（不包括日本）股票的广泛指数上涨了 2.8%，收窄了自冲突开始以来的损失。</p>
</div><p>Brent crude futures fell as much as 11% to below $88.05 per barrel as trading resumed, before trimming their decline to 6.6%. U.S. equity futures were more muted, with S&amp;P 500 e-mini futures (EScv1) down 0.2% after Monday’s rebound.</p>
<div class="lb-trans"><p>布伦特原油期货在交易恢复时下跌了 11%，跌至每桶 88.05 美元以下，随后将跌幅缩小至 6.6%。美国股指期货表现较为平稳，标准普尔 500 指数迷你期货（EScv1）在周一反弹后下跌 0.2%。</p>
</div><p>Trump’s remarks injected a burst of optimism that contrasted sharply with events in Iran, where hardliners rallied behind new Supreme Leader Mojtaba Khamenei and the Revolutionary Guards said a blockade of oil exports would persist until U.S. and Israeli attacks end, in a pointed show of defiance towards the American leader.</p>
<div class="lb-trans"><p>特朗普的言论注入了一阵乐观情绪，这与伊朗的局势形成了鲜明对比，强硬派支持新最高领袖莫赫塔巴·哈梅内伊，革命卫队表示，直到美国和以色列的攻击结束，石油出口的封锁将持续，向美国领导人发出明确的挑战。</p>
</div><p>The competing signals whipsawed global markets on Monday: oil prices initially spiked and stocks on Wall Street tumbled before rebounding sharply after Trump’s comments and fresh reports suggesting Washington may soften sanctions on Russian energy.</p>
<div class="lb-trans"><p>周一，全球市场受到相互矛盾信号的影响：油价最初飙升，华尔街股市下跌，随后在特朗普的评论和新的报告暗示华盛顿可能会放松对俄罗斯能源的制裁后迅速反弹。</p>
</div><p>“While all of this has helped ease some of the short-term panic, it’s hard to reconcile the idea of the conflict being ‘very complete’”, said Tony Sycamore, market analyst at IG in Sydney.</p>
<div class="lb-trans"><p>“虽然这一切有助于缓解一些短期恐慌，但很难调和冲突 ‘非常完整’ 的想法，” 悉尼 IG 市场分析师 Tony Sycamore 表示。</p>
</div><p>“Nonetheless, the toning down of President Trump’s rhetoric, from demanding full surrender to declaring the mission ‘very complete’, is a welcome development that should help settle nerves for today’s session in Asia, at least.”</p>
<div class="lb-trans"><p>“尽管如此，特朗普总统的言辞从要求完全投降到宣布任务 ‘非常完整’ 的缓和，是一个令人欢迎的发展，至少应该有助于今天亚洲交易的情绪稳定。”</p>
</div><h3>ASIAN STOCK MARKETS REBOUND</h3>
<div class="lb-trans"><h3>亚洲股市反弹</h3>
</div><p>With investor confidence steadying after Monday’s selloff amid signs of increased risk-taking by retail investors, Japan’s Nikkei 225 (.N225) jumped 2.7%, while South Korea’s Kospi (.KS11) surged as much as 6.6% before easing off earlier gains. The gains prompted the Korea Exchange to trigger a sidecar trading curb after futures rose more than 5%, halting programme trading for five minutes.</p>
<div class="lb-trans"><p>在周一抛售后，投资者信心逐渐恢复，零售投资者的风险偏好迹象增加，日本日经 225 指数（.N225）上涨 2.7%，而韩国 Kospi 指数（.KS11）上涨了 6.6% 后有所回落。这一涨幅促使韩国交易所在期货上涨超过 5% 后启动了交易限制，暂停程序交易五分钟。</p>
</div><p>In China, the CSI 300 (.CSI300) rose 1.1% after customs data showed the country’s export growth quickened in the January-February period, keeping the world’s second-largest economy on track to top its record $1.2 trillion trade surplus over the course of 2026.</p>
<div class="lb-trans"><p>在中国，CSI 300 指数（.CSI300）上涨 1.1%，因海关数据显示该国在 1-2 月期间的出口增长加快，使世界第二大经济体有望在 2026 年超过创纪录的 1.2 万亿美元贸易顺差。</p>
</div><p>The backdrop for markets remained tense, however, with Iran’s military warning that it would step up its missile strikes in a further sign of defiance.</p>
<div class="lb-trans"><p>然而，市场的背景依然紧张，伊朗军方警告将加大导弹打击力度，进一步显示出其强硬立场。</p>
</div><p>“If Iran does anything that stops the flow of oil within the Strait of Hormuz, they will be hit by the United States of America TWENTY TIMES HARDER than they have been hit thus far,” Trump said in a post on Truth Social afterwards.</p>
<div class="lb-trans"><p>特朗普在 Truth Social 上发文称：“如果伊朗做任何事情阻止霍尔木兹海峡的石油流动，他们将受到美国二十倍于目前的打击。”</p>
</div><p>U.S. Treasury bonds recovered after Monday’s spike in oil prices sparked an inflation scare and fuelled expectations that central banks in Europe could tighten policy later this year.</p>
<div class="lb-trans"><p>在周一油价飙升引发通胀恐慌并推动市场预期欧洲央行可能在今年晚些时候收紧政策后，美国国债有所回升。</p>
</div><p>“Market pricing suggests weeks of disruptions, not days or months,” analysts from BlackRock Investment Institute wrote. “There’s a risk of a stagflationary shock but it’s not a given, as market pricing indicates,” they added, saying they would remain underweight long-term Treasury bonds and favoured U.S. stocks.</p>
<div class="lb-trans"><p>“市场定价表明，干扰将持续数周，而不是数天或数月，” 黑石投资研究所的分析师写道。“存在滞涨冲击的风险，但并非必然，因为市场定价表明，” 他们补充道，表示将继续低配长期国债，偏好美国股票。</p>
</div><p>The yield on the U.S. 10-year Treasury bond was down 2.1 basis points at 4.111% even as traders pushed out bets on the timing of the Federal Reserve’s next rate cut, with the first reduction now not seen until July, according to the CME Group’s FedWatch tool.</p>
<div class="lb-trans"><p>美国 10 年期国债收益率下跌 2.1 个基点，至 4.111%，尽管交易员推迟了对美联储下次降息时机的押注，根据 CME 集团的 FedWatch 工具，首次降息现在预计要到 7 月。</p>
</div><p>“We are still at troubling levels,” analysts from ING said, referring to bond yields. “Expect nominal yields to fall for a bit on a reversal trade. But don’t expect a dramatic structural rally in bonds,” they wrote in a client note. “Remember, we still have clear inflation impulses to overcome, and the economy is down but not out.”</p>
<div class="lb-trans"><p>“我们仍处于令人担忧的水平，” ING 的分析师表示，指的是债券收益率。“预计名义收益率会因反转交易而短暂下跌。但不要指望债券出现戏剧性的结构性反弹，” 他们在客户报告中写道。“请记住，我们仍然面临明显的通胀压力，经济虽然下滑但并未崩溃。”</p>
</div><p>The U.S. dollar index (=USD) , which measures the greenback’s strength against a basket of six major peers, swithered on Tuesday after a fall that retraced all of its gains of the past week on Monday, and was trading flat at 98.84.</p>
<div class="lb-trans"><p>美国美元指数（=USD），衡量美元对六种主要货币的强度，周二在周一回吐了过去一周的所有涨幅后波动，交易平稳在 98.84。</p>
</div><p>Gold (XAU=) was up 0.8% at $5,177.96, holding within its trading channel of the past week, while cryptocurrencies remained directionless, holding the same range they have tracked since the beginning of February.</p>
<div class="lb-trans"><p>黄金（XAU=）上涨 0.8%，至 5,177.96 美元，保持在过去一周的交易区间内，而加密货币则保持无方向，维持自 2 月初以来的相同区间。</p>
</div><p>Bitcoin (BTC=) rose 1.4% to $69,976.73, while ether (ETH=) was up 0.9% at $2,043.86.</p>
<div class="lb-trans"><p>比特币（BTC=）上涨 1.4%，至 69,976.73 美元，而以太坊（ETH=）上涨 0.9%，至 2,043.86 美元。</p>
</div>

GLOBAL MARKETS-Asia stocks rebound, oil dives as Trump and Iran trade barbs

Reuters

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全球市场：亚洲股市反弹，油价暴跌，特朗普与伊朗互相指责