<p>亚洲市场在本周开盘时，科技股领涨，受到对人工智能支出乐观情绪的推动。同时，油价期货因美伊和平谈判受挫而显著上涨，引发了对中东能源供应中断的担忧。</p>
<p>布伦特原油价格攀升至每桶 107 美元以上，创下近三周以来的最高水平。这一上涨反映了对霍尔木兹海峡走廊的担忧，该走廊在美国和以色列针对伊朗的持续冲突中，实际上对商业油气船只关闭。</p>
<p>6 月份交付至东北亚的天然气价格急剧上涨，交易价格约为每百万英热单位 16.70 美元，比地区紧张局势升级前上涨超过 60%。这一上涨加剧了通胀担忧，并使发达经济体的央行利率预期变得复杂。</p>
<p>在华尔街，芯片制造商成为焦点，因为 <strong>英特尔</strong> 预测第二季度收入超出预期。台湾和韩国主要半导体公司的股票大幅上涨，使其市值超过一些欧洲同行，突显了投资者对人工智能及相关科技领域的持续热情。</p>
<p>即将到来的财报季吸引了众多目光，关注美国科技巨头，包括 <strong>微软</strong>、<strong>谷歌母公司 Alphabet</strong>、<strong>亚马逊</strong> 和 <strong>Meta Platforms</strong>。他们的报告将揭示在这一快速发展的技术转型中，人工智能和云基础设施的资本支出计划。</p>
<p>货币市场波动温和，欧元徘徊在 1.1725 美元附近，日元兑美元约为 159，投资者在本周央行会议前暂时按兵不动。预计日本银行将维持当前政策基调，而美联储在杰罗姆·鲍威尔的领导下可能不会进行利率变动。</p>
<p>市场观察者密切关注欧洲中央银行和英格兰银行，因为他们的声明可能会挑战市场对今年进一步加息的预期，可能引发市场的重新调整。</p>
<p>高盛经济学家最近将年末布伦特原油价格预测上调至每桶 90 美元，理由是预计到 6 月底，海湾地区的出口流量将恢复正常。然而，他们警告称，库存下降至极低水平——在近几十年中极为罕见——可能会引发更剧烈的价格波动。</p>
<p>唐纳德·特朗普总统最近取消了美国特使对巴基斯坦的访问，这对外交努力造成了压力，尽管有报道称伊朗愿意首先重新开放霍尔木兹海峡并推迟核谈判，这为缓解紧张局势提供了一些希望。</p>
<p>在宏观经济不确定性和能源价格冲击的背景下，芯片股票能否维持其势头仍然是本周一个引人关注的问题。</p>

英国石油

英特尔

西方石油

<p>亚洲市场科技股上涨，受到对人工智能支出乐观情绪的推动，而由于美伊和平谈判的停滞，油价飙升，布伦特原油价格超过 107 美元每桶。天然气价格也大幅上涨，引发了通胀担忧。在英特尔发布积极的收入预测后，芯片制造商受到关注，推动了台湾和韩国的半导体股票上涨。投资者在中央银行会议前保持谨慎，高盛预测到年底布伦特原油将达到每桶 90 美元。尽管外交紧张局势依然存在，但霍尔木兹海峡的潜在缓和迹象有所显现</p>

<p>Asian markets kicked off the week with tech stocks leading the charge, driven by optimism over artificial intelligence spending. Meanwhile, oil futures experienced a notable upswing as peace negotiations between the U.S. and Iran faltered, raising concerns about energy supply disruptions from the Middle East.</p>
<div class="lb-trans"><p>亚洲市场在本周开盘时，科技股领涨，受到对人工智能支出乐观情绪的推动。同时，油价期货因美伊和平谈判受挫而显著上涨，引发了对中东能源供应中断的担忧。</p>
</div><p>Brent crude climbed above $107 a barrel, marking its highest level in nearly three weeks. The spike reflects apprehensions over the Strait of Hormuz corridor, which remains effectively closed to commercial oil and gas vessels amid the prolonged conflict triggered by U.S.-Israeli actions targeting Iran.</p>
<div class="lb-trans"><p>布伦特原油价格攀升至每桶 107 美元以上，创下近三周以来的最高水平。这一上涨反映了对霍尔木兹海峡走廊的担忧，该走廊在美国和以色列针对伊朗的持续冲突中，实际上对商业油气船只关闭。</p>
</div><p>Natural gas prices for June delivery to northeast Asia surged sharply, trading around $16.70 per million British thermal units-over 60% higher than before the regional tensions flared. This escalation adds fuel to inflation worries and complicates central bank rate expectations for developed economies.</p>
<div class="lb-trans"><p>6 月份交付至东北亚的天然气价格急剧上涨，交易价格约为每百万英热单位 16.70 美元，比地区紧张局势升级前上涨超过 60%。这一上涨加剧了通胀担忧，并使发达经济体的央行利率预期变得复杂。</p>
</div><p>On Wall Street, chipmakers stole the spotlight after <strong>Intel</strong> forecasted better-than-expected second-quarter revenues. Shares of major semiconductor companies across Taiwan and South Korea surged, pushing market capitalizations past those of some European counterparts, underlining the continued investor enthusiasm for AI and related tech sectors.</p>
<div class="lb-trans"><p>在华尔街，芯片制造商成为焦点，因为 <strong>英特尔</strong> 预测第二季度收入超出预期。台湾和韩国主要半导体公司的股票大幅上涨，使其市值超过一些欧洲同行，突显了投资者对人工智能及相关科技领域的持续热情。</p>
</div><p>The upcoming earnings season has many eyes on U.S. tech giants including <strong>Microsoft</strong>, <strong>Alphabet</strong>, <strong>Amazon</strong>, and <strong>Meta Platforms</strong>. Their reports will shed light on capital expenditure plans in AI and cloud infrastructure amid this fast-evolving technological shift.</p>
<div class="lb-trans"><p>即将到来的财报季吸引了众多目光，关注美国科技巨头，包括 <strong>微软</strong>、<strong>谷歌母公司 Alphabet</strong>、<strong>亚马逊</strong> 和 <strong>Meta Platforms</strong>。他们的报告将揭示在这一快速发展的技术转型中，人工智能和云基础设施的资本支出计划。</p>
</div><p>Currency markets showed only mild volatility, with the euro hovering near $1.1725 and the yen around 159 to the dollar, as investors hold off major moves ahead of central bank meetings this week. The Bank of Japan is expected to maintain its current policy tone, while the Federal Reserve likely wraps up its tenure under Jerome Powell without rate changes.</p>
<div class="lb-trans"><p>货币市场波动温和，欧元徘徊在 1.1725 美元附近，日元兑美元约为 159，投资者在本周央行会议前暂时按兵不动。预计日本银行将维持当前政策基调，而美联储在杰罗姆·鲍威尔的领导下可能不会进行利率变动。</p>
</div><p>Market watchers are eyeing the European Central Bank and Bank of England closely, as their statements could challenge prevailing expectations for further rate hikes during the year, potentially stirring some market recalibration.</p>
<div class="lb-trans"><p>市场观察者密切关注欧洲中央银行和英格兰银行，因为他们的声明可能会挑战市场对今年进一步加息的预期，可能引发市场的重新调整。</p>
</div><p>Goldman Sachs economists recently revised their year-end Brent crude price forecast upward to $90 per barrel, citing anticipated normalized export flows from the Gulf by June's end. However, they cautioned that inventory drawdowns to critically low levels-a rarity in recent decades-could spark even sharper price moves.</p>
<div class="lb-trans"><p>高盛经济学家最近将年末布伦特原油价格预测上调至每桶 90 美元，理由是预计到 6 月底，海湾地区的出口流量将恢复正常。然而，他们警告称，库存下降至极低水平——在近几十年中极为罕见——可能会引发更剧烈的价格波动。</p>
</div><p>President Donald Trump's recent cancellation of U.S. envoy visits to Pakistan weighed on diplomatic efforts, although reports suggesting Iran's willingness to reopen the Strait of Hormuz first and delay nuclear discussions provided some hope for easing tensions.</p>
<div class="lb-trans"><p>唐纳德·特朗普总统最近取消了美国特使对巴基斯坦的访问，这对外交努力造成了压力，尽管有报道称伊朗愿意首先重新开放霍尔木兹海峡并推迟核谈判，这为缓解紧张局势提供了一些希望。</p>
</div><p>Whether chip stocks can sustain their momentum amid macroeconomic uncertainties and energy price shocks remains an intriguing question as this week unfolds.</p>
<div class="lb-trans"><p>在宏观经济不确定性和能源价格冲击的背景下，芯片股票能否维持其势头仍然是本周一个引人关注的问题。</p>
</div>

Chip Stocks Boost Markets as Oil Prices Surge Amid Middle East Tensions

- 亚洲市场开盘，科技股受人工智能投资乐观情绪推动。  
- 原油期货因美伊和平谈判受阻而上涨，布伦特原油突破 $107 每桶。  
- 市场关注美国科技巨头即将公布的财报，可能影响投资者情绪。

由于中东紧张局势导致油价飙升，芯片股推动市场上涨