<p>亚洲市场周二以积极的姿态开盘，因有报道称伊朗可能参加在巴基斯坦与美国的和平谈判，区域内股票反弹。</p>
<p>这一发展缓解了此前对市场情绪造成压力的一些地缘政治紧张局势。</p>
<p>MSCI 亚太地区（不包括日本）股票的广泛指数上涨了 0.9%，韩国 Kospi 指数上涨 2.1%，创下历史新高，而日本的日经 225 指数上涨了 1.2%。</p>
<p>澳大利亚股市表现滞后，下跌 0.3%，布伦特原油价格回落至每桶 95.09 美元，标准普尔 500 指数 e-mini 期货上涨 0.1%。</p>
<p><strong>风险偏好回归，但仅限于部分领域</strong></p>
<p>亚洲的整体气氛乐观，但这一走势有其局限性。</p>
<p>韩国领涨该地区，受人工智能重新激发的热情推动，刺激了对成长型股票的需求。</p>
<p>日本也受益于较为温和的风险背景，而澳大利亚未能跟上步伐，早盘交易中表现下滑。</p>
<p>这种分化的表现表明，投资者愿意增加风险，但仅在催化剂最强的地方。</p>
<p>市场表现出战术性，交易者在科技相关股票中追逐动能，同时在其他领域保持谨慎。</p>
<p><strong>地缘政治仍在主导市场</strong></p>
<p>尽管开盘时处于正区间，中东仍然是主要的宏观因素。</p>
<p>美国与伊朗之间的不安静停火在华盛顿宣布扣押一艘伊朗货船后变得紧张，导致德黑兰发出报复誓言。</p>
<p>伊朗早些时候表示将跳过第二轮谈判，尽管一位高级官员后来告诉路透社，该国可能仍会派代表参加预计在伊斯兰堡举行的谈判。</p>
<p>市场反应显著，因重新紧张局势推动油价在夜间上涨，但外交前景足以在开盘时稳定股市。</p>
<p>目前，交易者将这一局势视为脆弱而非已解决。</p>
<p><strong>冷静，而非自满</strong></p>
<p>亚洲交易时段也受到华尔街的影响，标准普尔 500 指数在夜间下跌 0.2%，纳斯达克结束了 13 天的连胜。</p>
<p>这使得区域投资者关注美国的抛售是否会加剧，或仅仅是在强劲表现后重置风险偏好。</p>
<p>与此同时，市场正为特朗普总统提名的美联储主席凯文·沃什的参议院确认听证会做准备。</p>
<p>他与白宫的独立性预计将成为一个关键主题，而经济学家们也关注他对美联储资产负债表和量化宽松的看法。</p>
<p>目前，全球整体背景平静但不自满。</p>
<p>美元指数保持在 98.08，10 年期国债收益率上升 0.8 个基点至 4.256%，黄金价格变化不大。</p>
<p>加密货币保持区间波动，比特币下跌 0.3%。这种混合状态表明市场活跃，但并未恐慌。</p>

1329

华安日经225ETF

TR 韩国

南方日经225

1369

1364

2 倍做空日圓 ETF - ProShares

<p>亚洲市场开盘表现积极，股票在有关伊朗与美国在巴基斯坦可能进行和平谈判的报道后反弹，缓解了地缘政治紧张局势。MSCI 亚太指数上涨 0.9%，韩国 Kospi 指数创下 2.1% 的历史新高。日本日经 225 指数上涨 1.2%，而澳大利亚股市下跌 0.3%。尽管市场情绪乐观，但表现各异，受到对人工智能重新关注的推动，以及其他行业的谨慎交易。地缘政治因素仍然具有影响力，交易者在中东持续紧张局势中保持警惕</p>

<p>Asian markets started Tuesday on a constructive note, as stocks in the region rebounded after reports that Iran may attend peace talks with the United States in Pakistan.</p>
<div class="lb-trans"><p>亚洲市场周二以积极的姿态开盘，因有报道称伊朗可能参加在巴基斯坦与美国的和平谈判，区域内股票反弹。</p>
</div><p>The development eased some of the immediate geopolitical tension that had been weighing on sentiment.</p>
<div class="lb-trans"><p>这一发展缓解了此前对市场情绪造成压力的一些地缘政治紧张局势。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.9%, South Korea’s Kospi climbed 2.1% to a record high, and Japan’s Nikkei 225 added 1.2%.</p>
<div class="lb-trans"><p>MSCI 亚太地区（不包括日本）股票的广泛指数上涨了 0.9%，韩国 Kospi 指数上涨 2.1%，创下历史新高，而日本的日经 225 指数上涨了 1.2%。</p>
</div><p>Australian shares lagged, slipping 0.3%, while Brent crude eased to $95.09 a barrel and S&amp;P 500 e-mini futures were up 0.1%.</p>
<div class="lb-trans"><p>澳大利亚股市表现滞后，下跌 0.3%，布伦特原油价格回落至每桶 95.09 美元，标准普尔 500 指数 e-mini 期货上涨 0.1%。</p>
</div><p><strong>Risk appetite returns, but only in pockets</strong></p>
<div class="lb-trans"><p><strong>风险偏好回归，但仅限于部分领域</strong></p>
</div><p>The tone across Asia was upbeat, yet the move had boundaries.</p>
<div class="lb-trans"><p>亚洲的整体气氛乐观，但这一走势有其局限性。</p>
</div><p>Korea led the region, helped by renewed enthusiasm for artificial intelligence, which was feeding demand for growth-sensitive stocks.</p>
<div class="lb-trans"><p>韩国领涨该地区，受人工智能重新激发的热情推动，刺激了对成长型股票的需求。</p>
</div><p>Japan also benefited from the softer risk backdrop, while Australia failed to keep pace and finished lower in early trade.</p>
<div class="lb-trans"><p>日本也受益于较为温和的风险背景，而澳大利亚未能跟上步伐，早盘交易中表现下滑。</p>
</div><p>That split-screen performance suggests investors were willing to add risk, but only where the catalyst was strongest.</p>
<div class="lb-trans"><p>这种分化的表现表明，投资者愿意增加风险，但仅在催化剂最强的地方。</p>
</div><p>The market looked tactical, with traders buying into momentum in tech-linked names while staying cautious elsewhere.</p>
<div class="lb-trans"><p>市场表现出战术性，交易者在科技相关股票中追逐动能，同时在其他领域保持谨慎。</p>
</div><p><strong>Geopolitics is still driving the tape</strong></p>
<div class="lb-trans"><p><strong>地缘政治仍在主导市场</strong></p>
</div><p>Even with the open in positive territory, the Middle East remains the main macro factor.</p>
<div class="lb-trans"><p>尽管开盘时处于正区间，中东仍然是主要的宏观因素。</p>
</div><p>The uneasy ceasefire between the United States and Iran frayed after Washington announced the seizure of an Iranian cargo ship, prompting retaliation vows from Tehran.</p>
<div class="lb-trans"><p>美国与伊朗之间的不安静停火在华盛顿宣布扣押一艘伊朗货船后变得紧张，导致德黑兰发出报复誓言。</p>
</div><p>Iran had earlier stated that it would skip a second round of negotiations, although a senior official later told Reuters that the country may still send delegates to talks expected in Islamabad.</p>
<div class="lb-trans"><p>伊朗早些时候表示将跳过第二轮谈判，尽管一位高级官员后来告诉路透社，该国可能仍会派代表参加预计在伊斯兰堡举行的谈判。</p>
</div><p>The market response has been notable as renewed tension pushed oil higher overnight, but the prospect of diplomacy was enough to steady equities at the open.</p>
<div class="lb-trans"><p>市场反应显著，因重新紧张局势推动油价在夜间上涨，但外交前景足以在开盘时稳定股市。</p>
</div><p>For now, traders are treating the situation as fragile rather than resolved.</p>
<div class="lb-trans"><p>目前，交易者将这一局势视为脆弱而非已解决。</p>
</div><p><strong>Calm, not complacent</strong></p>
<div class="lb-trans"><p><strong>冷静，而非自满</strong></p>
</div><p>The Asia session also took cues from Wall Street, where the S&amp;P 500 fell 0.2% overnight, and the Nasdaq snapped a 13-day winning streak.</p>
<div class="lb-trans"><p>亚洲交易时段也受到华尔街的影响，标准普尔 500 指数在夜间下跌 0.2%，纳斯达克结束了 13 天的连胜。</p>
</div><p>That left regional investors watching whether the US selloff would deepen or simply reset appetite after a strong run.</p>
<div class="lb-trans"><p>这使得区域投资者关注美国的抛售是否会加剧，或仅仅是在强劲表现后重置风险偏好。</p>
</div><p>At the same time, markets are bracing for a Senate confirmation hearing for Kevin Warsh, President Donald Trump’s nominee to lead the Federal Reserve.</p>
<div class="lb-trans"><p>与此同时，市场正为特朗普总统提名的美联储主席凯文·沃什的参议院确认听证会做准备。</p>
</div><p>His independence from the White House is expected to be a key theme, while economists are also focused on his views on the Fed’s balance sheet and quantitative easing.</p>
<div class="lb-trans"><p>他与白宫的独立性预计将成为一个关键主题，而经济学家们也关注他对美联储资产负债表和量化宽松的看法。</p>
</div><p>For now, the broader global backdrop is calm but not complacent.</p>
<div class="lb-trans"><p>目前，全球整体背景平静但不自满。</p>
</div><p>The US dollar index remained steady at 98.08, the 10-year Treasury yield edged up 0.8 basis points to 4.256%, and gold was little changed.</p>
<div class="lb-trans"><p>美元指数保持在 98.08，10 年期国债收益率上升 0.8 个基点至 4.256%，黄金价格变化不大。</p>
</div><p>Cryptocurrencies stayed range-bound, with Bitcoin down 0.3%. That mix points to a market that is active, but not panicked.</p>
<div class="lb-trans"><p>加密货币保持区间波动，比特币下跌 0.3%。这种混合状态表明市场活跃，但并未恐慌。</p>
</div>

Kospi hits record high as Asian markets surge on easing Iran tensions

Invezz

BlackRock, Inc.

Asset Management One Co., Ltd.

标普 500 指数

纳斯达克综合指数

随着伊朗紧张局势的缓解，亚洲市场飙升，Kospi 创下历史新高