<p>周三（4 月 22 日），新兴亚洲股市下跌，投资者关注伊朗停火的无限期延长对该地区原油供应中断对通胀和经济增长的影响。MSCI 新兴亚洲股指下跌 0.4%，从本周早些时候触及的 2 月 27 日高点回落。全球新兴市场股票的更广泛指标也从 2 月底的高峰小幅下滑。韩国 KOSPI 指数小幅下跌，回落至前一交易日的历史高点，投资者锁定利润，芯片制造商三星电子和 SK 海力士股价下跌 1% 至 2% 不等。在东南亚，新加坡、马来西亚、菲律宾和印度尼西亚的股票各下滑约 0.5%，而泰国股市则在前一交易日收盘附近徘徊。美国总统唐纳德·特朗普表示将无限期延长伊朗停火。然而，这一声明似乎是单方面的停火延长，尚不清楚伊朗或美国盟友以色列是否会同意。市场消化了最新进展，权衡已经失去的原油供应和霍尔木兹海峡持续关闭对新兴能源进口国的长期影响。MUFG 分析师在一份报告中写道：“冲突似乎已进入长期僵持状态，而不是迅速或持久的解决。” 他表示：“对于市场而言，这种环境意味着霍尔木兹海峡的能源流动将持续受到干扰。” 亚洲货币也承压：印尼卢比贬值至每美元 17,185，接近其历史低点 17,193。自 2 月底中东战争爆发以来，卢比持续承压，贬值超过 2%，成为受影响最严重的地区货币之一。所有目光都集中在印尼央行当天稍晚的货币政策会议上，预计央行将维持利率不变。DBS 银行高级经济学家拉迪卡·拉奥表示：“预计印尼央行不会面临立即收紧政策的压力，而是优先考虑近期金融市场的稳定。” 他补充道：“零售燃油价格的潜在上涨及其对通胀的后续影响将是影响央行政策前景的关键因素。” 此外，菲律宾比索贬值 0.3%，至每美元 60.12，而马来西亚林吉特贬值 0.3%，至每个 3.9520。与此同时，台湾股市逆势上涨，涨幅超过 1%，创下历史新高。</p>

印尼 MSCI ETF - iShares

印尼 ETF - Market Vectors

1560

菲律宾指数 MSCI ETF - iShares

HMYR

<p>亚洲股市在 4 月 22 日下跌，投资者对伊朗停火的无限期延长及其对原油供应、通胀和经济增长的潜在影响作出反应。MSCI 新兴市场亚洲股票指数下跌 0.4%，韩国 KOSPI 和东南亚市场也出现下滑。印尼卢比走弱，接近历史最低点，而菲律宾比索和马来西亚林吉特也有所下跌。分析师指出，由于冲突导致能源流动持续受到干扰，市场关注即将召开的印尼央行货币政策会议，预计将维持当前利率以应对通胀担忧</p>

<p>Equities in emerging Asia declined on Wednesday (Apr 22) as investors looked beyond the indefinite extension of the Iran ceasefire to the implications of crude supply disruptions on inflation and economic growth in the region. The MSCI gauge of EM Asia equities fell 0.4 per cent, sliding from the Feb 27 highs the index had touched earlier this week. A broader gauge of global EM stocks also inched lower from its late-February peak. South Korea's KOSPI index edged lower, sliding off the previous session's record high, as investors locked in profits, with chipmakers Samsung Electronics and SK Hynix losing between 1 per cent and 2 per cent. In Southeast Asia, stocks in Singapore, Malaysia, the Philippines, and Indonesia slipped about half a percentage point each, while Thailand's shares drifted around their previous close. US President Donald Trump said he would indefinitely extend the Iran ceasefire. However, the announcement appeared to be a unilateral ceasefire extension, with no clarity on whether Iran or US ally Israel would agree.Markets digested the latest developments, weighing the long-term implications of already lost crude supply and the ongoing closure of the Strait of Hormuz on emerging, energy-importing countries in Asia. &#34;The conflict appears to have moved into a prolonged standoff rather than towards a swift or durable resolution,&#34; MUFG analysts wrote in a note. &#34;For markets, this environment implies continued disruption to energy flows through the Strait of Hormuz.&#34; Asian currencies also came under pressure: the Indonesian rupiah weakened to 17,185 a dollar, within striking distance of its all-time low of 17,193 a piece. The rupiah has been under sustained pressure since the Middle East war broke out in late February, losing over 2 per cent to become one of the worst-hit regional currencies. All eyes are on Bank Indonesia's monetary policy meeting later in the day, where the central bank is expected to keep rates unchanged. &#34;BI is not expected to face immediate pressure to tighten policy, instead prioritising financial market stability in the near term,&#34; said Radhika Rao, senior economist at DBS Bank. &#34;Potential increases in retail fuel prices - and their subsequent impact on inflation - will be a key factor in shaping any shift in the central bank's policy outlook.&#34; Elsewhere, the Philippine peso slipped 0.3 per cent to 60.12 per US dollar, while the Malaysian ringgit lost 0.3 per cent to 3.9520 a piece. Meanwhile, stocks in Taiwan bucked the trend, jumping more than 1 per cent to scale a record high.</p>
<div class="lb-trans"><p>周三（4 月 22 日），新兴亚洲股市下跌，投资者关注伊朗停火的无限期延长对该地区原油供应中断对通胀和经济增长的影响。MSCI 新兴亚洲股指下跌 0.4%，从本周早些时候触及的 2 月 27 日高点回落。全球新兴市场股票的更广泛指标也从 2 月底的高峰小幅下滑。韩国 KOSPI 指数小幅下跌，回落至前一交易日的历史高点，投资者锁定利润，芯片制造商三星电子和 SK 海力士股价下跌 1% 至 2% 不等。在东南亚，新加坡、马来西亚、菲律宾和印度尼西亚的股票各下滑约 0.5%，而泰国股市则在前一交易日收盘附近徘徊。美国总统唐纳德·特朗普表示将无限期延长伊朗停火。然而，这一声明似乎是单方面的停火延长，尚不清楚伊朗或美国盟友以色列是否会同意。市场消化了最新进展，权衡已经失去的原油供应和霍尔木兹海峡持续关闭对新兴能源进口国的长期影响。MUFG 分析师在一份报告中写道：“冲突似乎已进入长期僵持状态，而不是迅速或持久的解决。” 他表示：“对于市场而言，这种环境意味着霍尔木兹海峡的能源流动将持续受到干扰。” 亚洲货币也承压：印尼卢比贬值至每美元 17,185，接近其历史低点 17,193。自 2 月底中东战争爆发以来，卢比持续承压，贬值超过 2%，成为受影响最严重的地区货币之一。所有目光都集中在印尼央行当天稍晚的货币政策会议上，预计央行将维持利率不变。DBS 银行高级经济学家拉迪卡·拉奥表示：“预计印尼央行不会面临立即收紧政策的压力，而是优先考虑近期金融市场的稳定。” 他补充道：“零售燃油价格的潜在上涨及其对通胀的后续影响将是影响央行政策前景的关键因素。” 此外，菲律宾比索贬值 0.3%，至每美元 60.12，而马来西亚林吉特贬值 0.3%，至每个 3.9520。与此同时，台湾股市逆势上涨，涨幅超过 1%，创下历史新高。</p>
</div>

Asian stocks slip from pre-war peak on Mideast ceasefire doubts, fallout worries

Nomura Holdings, Inc.

HSBC MSCI Malaysia UCITS ETF

Samsung Electronics Co., Ltd. Sponsored GDR

三菱日联金融集团

Mitsubishi UFJ Financial Group, Inc.

星展集团控股

星展集团(ADR)

三星电子

由于对中东停火的疑虑和对后果的担忧，亚洲股市从战前高点下滑