<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2025/06/Asian-Markets-Close-2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2025/06/Asian-Markets-Close-2.png"/></p>
<p>亚洲市场在周五开盘时表现不一，日本的日经 225 指数暴跌近 2000 点，降至约 53,372.53 点，而印度和韩国的市场则上涨。</p>
<p>这种对比突显了美伊战争并未对每个亚洲市场产生同等影响。</p>
<p>这一发展发生在美国政府表示可以解除对存储在油轮上的伊朗原油的制裁后，油价进一步回落。</p>
<p>在伊朗对卡塔尔主要液化天然气设施进行袭击后，油价昨日经历了一些剧烈波动。</p>
<h2>日本因油价冲击而震荡</h2>
<p>日本在早盘交易中遭受了重创，日经指数在早盘交易中暴跌近 2000 点。</p>
<p>这一大幅抛售发生在日本央行周四决定维持利率不变之后。央行警告称，需密切关注因油价冲击而上升的通胀。</p>
<p>这种焦虑在东京尤为严重，因为日本约 95% 的石油进口依赖中东。</p>
<p>此外，日本 70% 的能源流动经过关键的霍尔木兹海峡。这使得日本股市对原油价格的每一次波动都异常敏感。</p>
<h2>首尔和孟买抵御拖累</h2>
<p>韩国的 Kospi 和印度的 Sensex 在早盘交易中上涨，表明尽管区域背景紧张，投资者仍然在这些市场中看到缓冲。</p>
<p>在首尔，部分韧性来自国内改革的动力。该指数在周五交易中上涨 0.62%，约为 5,798.96 点。</p>
<p>Kospi 在本周早些时候已经上涨超过 5%，这是在李在明总统重申推动资本市场改革之后。</p>
<p>拟议的改革旨在减少 “韩国折扣”，并建立他所称的 “韩国溢价”。</p>
<p>印度的 Sensex 上涨超过 800 点，目前在周五交易时约为 75,020.84 点。</p>
<p>整体情绪显然也很积极，约有 1,846 只股票上涨，而仅有 446 只下跌，123 只保持不变。</p>
<p>大赢家包括 Tech Mahindra、Infosys、塔塔钢铁、SBI 和 HCL Technologies。</p>
<p>香港的恒生指数下跌 0.65%，失去约 167 点，交易于 25,333 点。</p>
<p>与此同时，中国的上证综合指数基本持平，仅上涨 0.16%，微增约 7 点。</p>
<h2>油价外交</h2>
<p>在周五的交易中，华盛顿可能进行更广泛政策转变的可能性悬而未决。</p>
<p>财政部长斯科特·贝森特表示，特朗普政府可能很快会解除对大约 1.4 亿桶 “在水上” 的伊朗石油的制裁。</p>
<p>这很重要，因为白宫已经表明愿意利用油价外交作为市场稳定器。</p>
<p>本月早些时候，政府采取措施通过保险和金融支持来支持海湾地区的油轮交通，并放宽对俄罗斯石油的制裁。</p>
<p>对于亚洲股市而言，这使得油价政策的下一步动向成为焦点。</p>
<p>日经指数暴跌 2000 点，亚洲市场开盘表现不一；Sensex 上涨的文章首次出现在 Invezz 上。</p>

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2 倍做空日圓 ETF - ProShares

<p>亚洲市场在周五开盘表现不一，日本的日经 225 指数下跌近 2000 点，约为 53,372.53 点，而印度的 Sensex 指数和韩国的 Kospi 指数则上涨。日经指数的下跌归因于美伊战争的影响以及日本央行在油价上涨的情况下决定维持利率不变。相比之下，印度的 Sensex 指数上涨超过 800 点，受到市场情绪积极和主要公司的强劲表现的提振。由于美国发出可能解除对伊朗原油制裁的信号，油价有所回落，影响了整个亚洲的市场动态</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2025/06/Asian-Markets-Close-2.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2025/06/Asian-Markets-Close-2.png"/></p>
<p>Asian markets opened mixed on Friday, as Japan's Nikkei 225 index plummeted nearly 2,000 points to around 53,372.53 levels, while markets in India and South Korea gained.</p>
<div class="lb-trans"><p>亚洲市场在周五开盘时表现不一，日本的日经 225 指数暴跌近 2000 点，降至约 53,372.53 点，而印度和韩国的市场则上涨。</p>
</div><p>The contrast underlined that the US-Iran war is not affecting every Asian market equally.</p>
<div class="lb-trans"><p>这种对比突显了美伊战争并未对每个亚洲市场产生同等影响。</p>
</div><p>The developments came as the oil prices eased further after the US administration signaled that the sanctions on Iranian crude stored aboard tankers can be lifted.</p>
<div class="lb-trans"><p>这一发展发生在美国政府表示可以解除对存储在油轮上的伊朗原油的制裁后，油价进一步回落。</p>
</div><p>The oil prices saw some sharp volatility yesterday after Iranian strikes on Qatar's main LNG facility.</p>
<div class="lb-trans"><p>在伊朗对卡塔尔主要液化天然气设施进行袭击后，油价昨日经历了一些剧烈波动。</p>
</div><h2>Japan reels as oil shock bites</h2>
<div class="lb-trans"><h2>日本因油价冲击而震荡</h2>
</div><p>Japan took the brunt of the early selling, with the Nikkei tumbling nearly 2,000 points in morning trade.</p>
<div class="lb-trans"><p>日本在早盘交易中遭受了重创，日经指数在早盘交易中暴跌近 2000 点。</p>
</div><p>The heavy selling came after the Bank of Japan's decision to hold rates on Thursday. The central bank warned about keeping a close eye on inflation amid rising oil shocks.</p>
<div class="lb-trans"><p>这一大幅抛售发生在日本央行周四决定维持利率不变之后。央行警告称，需密切关注因油价冲击而上升的通胀。</p>
</div><p>That anxiety is especially acute in Tokyo because Japan depends on the Middle East for about 95% of its oil imports.</p>
<div class="lb-trans"><p>这种焦虑在东京尤为严重，因为日本约 95% 的石油进口依赖中东。</p>
</div><p>Moreover, 70% of Japan's energy flows pass through the critical Strait of Hormuz. That leaves Japanese equities unusually exposed to every move in crude.</p>
<div class="lb-trans"><p>此外，日本 70% 的能源流动经过关键的霍尔木兹海峡。这使得日本股市对原油价格的每一次波动都异常敏感。</p>
</div><h2>Seoul and Mumbai resist the drag</h2>
<div class="lb-trans"><h2>首尔和孟买抵御拖累</h2>
</div><p>South Korea’s Kospi and India’s Sensex moved higher in early trade, suggesting investors still see buffers in those markets even as the regional backdrop remains tense.</p>
<div class="lb-trans"><p>韩国的 Kospi 和印度的 Sensex 在早盘交易中上涨，表明尽管区域背景紧张，投资者仍然在这些市场中看到缓冲。</p>
</div><p>In Seoul, part of that resilience comes from domestic reform momentum. The index was trading 0.62% up on Friday at around 5,798.96 levels.</p>
<div class="lb-trans"><p>在首尔，部分韧性来自国内改革的动力。该指数在周五交易中上涨 0.62%，约为 5,798.96 点。</p>
</div><p>The Kospi had already surged more than 5% earlier this week after President Lee Jae Myung renewed his push for capital-market reforms.</p>
<div class="lb-trans"><p>Kospi 在本周早些时候已经上涨超过 5%，这是在李在明总统重申推动资本市场改革之后。</p>
</div><p>The proposed reforms are aimed at reducing the “Korea discount” and building what he called a “Korea premium.”</p>
<div class="lb-trans"><p>拟议的改革旨在减少 “韩国折扣”，并建立他所称的 “韩国溢价”。</p>
</div><p>India's Sensex jumped more than 800 points and is trading around 75,020.84 at press time on Friday.</p>
<div class="lb-trans"><p>印度的 Sensex 上涨超过 800 点，目前在周五交易时约为 75,020.84 点。</p>
</div><p>The overall mood was clearly positive too, as around 1,846 stocks advanced, compared to just 446 declines, while 123 remained unchanged.</p>
<div class="lb-trans"><p>整体情绪显然也很积极，约有 1,846 只股票上涨，而仅有 446 只下跌，123 只保持不变。</p>
</div><p>Among the big winners were Tech Mahindra, Infosys, Tata Steel, SBI, and HCL Technologies.</p>
<div class="lb-trans"><p>大赢家包括 Tech Mahindra、Infosys、塔塔钢铁、SBI 和 HCL Technologies。</p>
</div><p>Hong Kong’s Hang Seng slipped 0.65%, losing about 167 points to trade at 25,333.</p>
<div class="lb-trans"><p>香港的恒生指数下跌 0.65%，失去约 167 点，交易于 25,333 点。</p>
</div><p>Meanwhile, China’s SSE Composite was mostly flat, edging up just 0.16%, a modest gain of around 7 points.</p>
<div class="lb-trans"><p>与此同时，中国的上证综合指数基本持平，仅上涨 0.16%，微增约 7 点。</p>
</div><h2>Oil diplomacy</h2>
<div class="lb-trans"><h2>油价外交</h2>
</div><p>Hovering over Friday’s trade was the possibility of a broader policy shift from Washington.</p>
<div class="lb-trans"><p>在周五的交易中，华盛顿可能进行更广泛政策转变的可能性悬而未决。</p>
</div><p>Treasury Secretary Scott Bessent said the Trump administration could soon lift sanctions on roughly 140 million barrels of Iranian oil “on the water.”</p>
<div class="lb-trans"><p>财政部长斯科特·贝森特表示，特朗普政府可能很快会解除对大约 1.4 亿桶 “在水上” 的伊朗石油的制裁。</p>
</div><p>That matters because the White House has already shown it is willing to use oil diplomacy as a market stabilizer.</p>
<div class="lb-trans"><p>这很重要，因为白宫已经表明愿意利用油价外交作为市场稳定器。</p>
</div><p>Earlier this month, the administration moved to support tanker traffic through the Gulf with insurance and financial backing and eased sanctions on Russian oil.</p>
<div class="lb-trans"><p>本月早些时候，政府采取措施通过保险和金融支持来支持海湾地区的油轮交通，并放宽对俄罗斯石油的制裁。</p>
</div><p>For Asian equities, that keeps the next move in oil policy front and center.</p>
<div class="lb-trans"><p>对于亚洲股市而言，这使得油价政策的下一步动向成为焦点。</p>
</div><p>The post Nikkei crashes 2,000 points as Asia opens mixed; Sensex climbs appeared first on Invezz</p>
<div class="lb-trans"><p>日经指数暴跌 2000 点，亚洲市场开盘表现不一；Sensex 上涨的文章首次出现在 Invezz 上。</p>
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日经指数暴跌 2000 点，亚洲市场开盘表现不一；而印度 Sensex 指数则上涨