<p>TradingKey - 受美国与伊朗停火协议持续进展以及以色列与黎巴嫩谈判信号等因素的推动，亚太市场的风险偏好持续恢复，亚太股市收盘上涨。</p>
<p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260410/asia-stock-0310-9b7603997a6f4b8f8c1b8d1ce22b5bcb.jpg?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://resource.tradingkey.com/uploads/20260410/asia-stock-0310-9b7603997a6f4b8f8c1b8d1ce22b5bcb.jpg"/></p>
<p>收盘时，日经 225 指数上涨 1.84%，报 56,924.11 点，周涨幅为 7.15%；KOSPI 上涨 1.4%，报 5,858.87 点，周涨幅累计达到 8.96%，为 2021 年 1 月以来最大周涨幅。</p>
<p>此次反弹的催化剂是美国和伊朗双方在 4 月 8 日最后时刻宣布停火。</p>
<p>美国总统特朗普在当地时间 7 日晚通过社交媒体宣布，他同意暂停对伊朗的轰炸和攻击，为期两周，前提是伊朗同意全面开放霍尔木兹海峡；双方定于 4 月 10 日在巴基斯坦首都伊斯兰堡启动政治谈判。</p>
<p>分析师指出，随着美国、以色列和伊朗达成停火协议以及霍尔木兹海峡安全通行的恢复，尽管伊朗限制了每日船只通行，但其立场相比之前的敌对态度有所软化。市场对能源供应中断的恐慌情绪部分消退，全球资产定价逻辑从避险优先转向风险偏好的恢复，推动了广泛的反弹。</p>
<p>Cumberland Advisors 的联合创始人 David Kotok 将此次反弹称为 “霍尔木兹的希望” 反弹。地缘政治风险缓解的消息直接改善了亚太市场的风险偏好。之前的市场冲击并未改变核心资产的长期价值，日本和韩国股市仍具备上涨韧性。</p>
<p>需要注意的是，此次反弹的可持续性主要取决于停火协议的落实。谈判过程中的不确定性仍然存在，亚太市场仍需警惕风险逆转。随后，市场将逐渐回归基本面驱动。</p>
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2525

韩国 MSCI ETF - iShares

1346

1369

2 倍做空日圓 ETF - ProShares

<p>美国与伊朗冲突的缓解导致亚太市场复苏，韩国 KOSPI 指数实现五年来最大周涨幅，上涨 8.96%。日经 225 指数也大幅上涨 7.15%。此次反弹是由于美国与伊朗宣布停火，改善了风险偏好，减少了市场对能源供应中断的恐慌。分析师警告称，这一反弹的可持续性取决于停火的落实和持续的谈判，市场预计将回归基本面</p>

<p>TradingKey - Boosted by factors such as the continued progress of the U.S.-Iran ceasefire agreement and signals from Israel regarding negotiations with Lebanon, risk appetite in Asia-Pacific markets continued to recover, with Asia-Pacific stock markets closing higher.</p>
<div class="lb-trans"><p>TradingKey - 受美国与伊朗停火协议持续进展以及以色列与黎巴嫩谈判信号等因素的推动，亚太市场的风险偏好持续恢复，亚太股市收盘上涨。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://resource.tradingkey.com/uploads/20260410/asia-stock-0310-9b7603997a6f4b8f8c1b8d1ce22b5bcb.jpg" alt="" original-src="https://resource.tradingkey.com/uploads/20260410/asia-stock-0310-9b7603997a6f4b8f8c1b8d1ce22b5bcb.jpg"/></p>
<p>At the close, the Nikkei 225 index rose 1.84% to 56,924.11 points, with a weekly gain of 7.15%; the KOSPI rose 1.4% to 5,858.87 points, accumulating a weekly gain of 8.96%, its largest weekly increase since January 2021.</p>
<div class="lb-trans"><p>收盘时，日经 225 指数上涨 1.84%，报 56,924.11 点，周涨幅为 7.15%；KOSPI 上涨 1.4%，报 5,858.87 点，周涨幅累计达到 8.96%，为 2021 年 1 月以来最大周涨幅。</p>
</div><p>The catalyst for this round of the rally was the last-minute announcement of a ceasefire by both the U.S. and Iranian sides on April 8.</p>
<div class="lb-trans"><p>此次反弹的催化剂是美国和伊朗双方在 4 月 8 日最后时刻宣布停火。</p>
</div><p>U.S. President Trump announced on social media on the evening of the 7th local time that he agreed to suspend bombings and attacks on Iran for two weeks, provided that Iran agrees to fully open the Strait of Hormuz; both sides are scheduled to launch political negotiations in Islamabad, the capital of Pakistan, on April 10.</p>
<div class="lb-trans"><p>美国总统特朗普在当地时间 7 日晚通过社交媒体宣布，他同意暂停对伊朗的轰炸和攻击，为期两周，前提是伊朗同意全面开放霍尔木兹海峡；双方定于 4 月 10 日在巴基斯坦首都伊斯兰堡启动政治谈判。</p>
</div><p>Analysts noted that with the U.S., Israel, and Iran reaching a ceasefire agreement and the restoration of safe passage through the Strait of Hormuz, although Iran has limited daily vessel traffic, its stance has softened compared to previous hostility. Market panic over energy supply disruptions has partially receded, and the logic of global asset pricing has shifted from safe-haven priority to a recovery in risk appetite, driving a broad-based rally.</p>
<div class="lb-trans"><p>分析师指出，随着美国、以色列和伊朗达成停火协议以及霍尔木兹海峡安全通行的恢复，尽管伊朗限制了每日船只通行，但其立场相比之前的敌对态度有所软化。市场对能源供应中断的恐慌情绪部分消退，全球资产定价逻辑从避险优先转向风险偏好的恢复，推动了广泛的反弹。</p>
</div><p>David Kotok, co-founder of Cumberland Advisors, referred to this rally as the &#34;Hope of Hormuz&#34; rally. News of easing geopolitical risks directly improved risk appetite in Asia-Pacific markets. Previous market shocks have not changed the long-term value of core assets, and Japanese and South Korean stock markets still possess upside resilience.</p>
<div class="lb-trans"><p>Cumberland Advisors 的联合创始人 David Kotok 将此次反弹称为 “霍尔木兹的希望” 反弹。地缘政治风险缓解的消息直接改善了亚太市场的风险偏好。之前的市场冲击并未改变核心资产的长期价值，日本和韩国股市仍具备上涨韧性。</p>
</div><p>It should be noted that the sustainability of this rally primarily depends on the implementation of the ceasefire agreement. Uncertainties remain in the negotiation process, and Asia-Pacific markets still need to be wary of risk reversals. Subsequently, the market will gradually return to being driven by fundamentals.</p>
<div class="lb-trans"><p>需要注意的是，此次反弹的可持续性主要取决于停火协议的落实。谈判过程中的不确定性仍然存在，亚太市场仍需警惕风险逆转。随后，市场将逐渐回归基本面驱动。</p>
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美伊冲突的缓解推动了亚太市场的复苏，韩国 Kospi 指数创下五年来最大周涨幅