<ul>
<li>MSCI 新兴市场股票创下历史新高，上涨 1.3%，货币上涨 0.3%</li>
</ul>
<ul>
<li>原油价格保持在每桶 100 美元以上，因伊朗与美国的谈判停滞不前</li>
</ul>
<ul>
<li>南非市场因假期休市</li>
</ul>
<p>作者：Purvi Agarwal</p>
<p>4 月 27 日（路透社）- 新兴市场股票触及历史新高，货币在周一小幅上涨，主要受到亚洲市场的推动，因对人工智能的重新热情而反弹，而停滞不前的美伊谈判则推高了油价。</p>
<p>MSCI 全球新兴市场股票指数上涨 1.3%，在周五标志着连续第四周上涨后。</p>
<p>周一的上涨主要由亚洲股市主导，投资者在美国大型科技公司本周公布财报前，重新对人工智能产生了兴趣。</p>
<p>韩国和台湾的股票分别上涨 2.2% 和 1.8%，创下历史新高，并有望迎来三十多年来的最佳月份。</p>
<p>“人工智能投资热潮正在支撑主要电子出口商，部分缓解了战争的影响……（但）电子行业并非免疫；半导体生产依赖于氦气和其他特殊气体，而海湾地区是关键供应商，” Commerzbank 的分析师表示。</p>
<p>然而，这种乐观情绪未能蔓延到其他新兴市场股票。罗马尼亚股票上涨 0.1%，匈牙利股票持平。波兰股票下跌 0.7%。土耳其股票上涨 0.7%，而以色列股票微跌 0.3%。</p>
<p>南非市场因公共假期休市。</p>
<p>美伊谈判停滞，和平协议似乎遥遥无期。投资者继续关注中东局势的发展，因为美伊谈判在周末停滞不前。美国总统唐纳德·特朗普取消了他的特使前往伊斯兰堡进行谈判的行程。</p>
<p>油价保持在每桶 100 美元以上，给全球增长前景带来压力。</p>
<p>伊朗战争带来的通货膨胀影响已成为人们关注的焦点，因为关键的霍尔木兹海峡处理着全球超过五分之一的能源贸易，尤其是对依赖能源的亚洲和欧洲经济体来说，仍然受到阻碍。</p>
<p>然而，随着战争进入第三个月，投资者似乎开始超越冲突，关注经济基本面和季度财报。</p>
<p>与此同时，大多数新兴市场货币在美元走弱的情况下小幅上涨，使得 MSCI 新兴市场货币指数上涨 0.3%，此前在周五录得四周以来的首次周度下跌。</p>
<p>土耳其里拉对美元几乎没有变化，以色列谢克尔也是如此。</p>
<p>大多数新兴欧洲货币对欧元表现平淡。然而，俄罗斯卢布对美元上涨 0.5%，场外市场数据显示。</p>
<p>投资者将密切关注本周来自一系列中央银行政策制定者的评论，包括美国联邦储备委员会的官员，以获取有关货币政策走向的任何线索。</p>
<p>要点：</p>
<p><strong>内塔尼亚胡最大的对手联合起来参加以色列下次选举</strong> <strong>中国工业利润增长加快，尽管伊朗战争加大风险</strong> <strong>在与特朗普达成贸易休战的掩护下，中国扩大经济施压工具</strong> ** 惠誉将立陶宛评级上调至'A+'，维持展望稳定</p>
<p>获取新兴市场的最新头条新闻</p>
<p>有关中欧市场报告，请参见</p>
<p>有关土耳其市场报告，请参见</p>
<p>有关俄罗斯市场报告，请参见（报道：Purvi Agarwal，编辑：Rashmi Aich）</p>

标普新兴亚太 ETF - SPDR

iShares安硕核心MSCI新兴市场ETF

DFEV

<p>新兴市场股票创下历史新高，上涨 1.3%，受亚洲市场对人工智能的热情推动，同时货币上涨 0.3%。由于美伊谈判停滞，油价仍保持在每桶 100 美元以上。韩国和台湾的股票创下历史新高，但其他新兴市场股票表现不一。尽管对伊朗冲突引发的通胀担忧，投资者仍关注经济基本面和即将公布的财报。本周中央银行的评论将受到密切关注，以获取货币政策的相关信息</p>

<p>* MSCI EM stocks at record highs, up 1.3%, currencies gain 0.3%</p>
<div class="lb-trans"><ul>
<li>MSCI 新兴市场股票创下历史新高，上涨 1.3%，货币上涨 0.3%</li>
</ul>
</div><p>* Oil remains over $100 a barrel as Iran-U.S. talks stall</p>
<div class="lb-trans"><ul>
<li>原油价格保持在每桶 100 美元以上，因伊朗与美国的谈判停滞不前</li>
</ul>
</div><p>* South African markets closed for a holiday</p>
<div class="lb-trans"><ul>
<li>南非市场因假期休市</li>
</ul>
</div><p>By Purvi Agarwal</p>
<div class="lb-trans"><p>作者：Purvi Agarwal</p>
</div><p>April 27 (Reuters) - Emerging market stocks touched record highs while currencies edged up on Monday, largely driven by Asian markets that rallied on renewed enthusiasm for artificial intelligence, while stalled U.S.-Iran talks pushed oil prices higher.</p>
<div class="lb-trans"><p>4 月 27 日（路透社）- 新兴市场股票触及历史新高，货币在周一小幅上涨，主要受到亚洲市场的推动，因对人工智能的重新热情而反弹，而停滞不前的美伊谈判则推高了油价。</p>
</div><p>MSCI's gauge of global EM stocks advanced 1.3%, after marking their fourth consecutive week of gains on Friday.</p>
<div class="lb-trans"><p>MSCI 全球新兴市场股票指数上涨 1.3%，在周五标志着连续第四周上涨后。</p>
</div><p>The rise on Monday was largely led by Asian bourses, as investors bought into a revived appetite for AI ahead of earnings from U.S. big tech companies this week.</p>
<div class="lb-trans"><p>周一的上涨主要由亚洲股市主导，投资者在美国大型科技公司本周公布财报前，重新对人工智能产生了兴趣。</p>
</div><p>Equities in South Korea and Taiwan climbed 2.2% and 1.8%, respectively, hitting record highs, and were headed for their best month in more than three decades.</p>
<div class="lb-trans"><p>韩国和台湾的股票分别上涨 2.2% 和 1.8%，创下历史新高，并有望迎来三十多年来的最佳月份。</p>
</div><p>&#34;The AI-investment boom is shoring up the major electronics exporters, partly cushioning the impact of the war... (but) the electronics sector is not immune; semiconductor production is dependent on helium and other specialized gases for which the Gulf is a critical supplier,&#34; said analysts at Commerzbank.</p>
<div class="lb-trans"><p>“人工智能投资热潮正在支撑主要电子出口商，部分缓解了战争的影响……（但）电子行业并非免疫；半导体生产依赖于氦气和其他特殊气体，而海湾地区是关键供应商，” Commerzbank 的分析师表示。</p>
</div><p>However, the optimism failed to spill over to other EM equities. Romanian stocks were up 0.1% and Hungarian shares were flat. Polish stocks slipped 0.7%. Turkish stocks were up 0.7%, while Israeli stocks inched 0.3% lower.</p>
<div class="lb-trans"><p>然而，这种乐观情绪未能蔓延到其他新兴市场股票。罗马尼亚股票上涨 0.1%，匈牙利股票持平。波兰股票下跌 0.7%。土耳其股票上涨 0.7%，而以色列股票微跌 0.3%。</p>
</div><p>Markets in South Africa were closed for a public holiday.</p>
<div class="lb-trans"><p>南非市场因公共假期休市。</p>
</div><p>U.S.-IRAN TALKS STALLED AS PEACE DEAL SEEMS FAR AWAY Investors remained focused on developments in the Middle East after U.S.-Iran talks stalled over the weekend. U.S. President Donald Trump cancelled his envoys' trip to Islamabad for negotiations.</p>
<div class="lb-trans"><p>美伊谈判停滞，和平协议似乎遥遥无期。投资者继续关注中东局势的发展，因为美伊谈判在周末停滞不前。美国总统唐纳德·特朗普取消了他的特使前往伊斯兰堡进行谈判的行程。</p>
</div><p>Oil prices remained over $100 a barrel, pressuring the outlook for global growth.</p>
<div class="lb-trans"><p>油价保持在每桶 100 美元以上，给全球增长前景带来压力。</p>
</div><p>The inflationary fallout from the Iran war has been at the forefront of concerns, as the crucial Strait of Hormuz, which handles over one-fifth of the world's energy trade, remains choked, especially for energy-reliant Asian and European economies.</p>
<div class="lb-trans"><p>伊朗战争带来的通货膨胀影响已成为人们关注的焦点，因为关键的霍尔木兹海峡处理着全球超过五分之一的能源贸易，尤其是对依赖能源的亚洲和欧洲经济体来说，仍然受到阻碍。</p>
</div><p>However, as the war enters its third month, investors seem to be looking past the conflict to focus on economic fundamentals and quarterly earnings.</p>
<div class="lb-trans"><p>然而，随着战争进入第三个月，投资者似乎开始超越冲突，关注经济基本面和季度财报。</p>
</div><p>Meanwhile, most emerging market currencies inched higher against a falling dollar, taking the MSCI EM currencies measure up 0.3%, after it posted a weekly decline on Friday, its first in four.</p>
<div class="lb-trans"><p>与此同时，大多数新兴市场货币在美元走弱的情况下小幅上涨，使得 MSCI 新兴市场货币指数上涨 0.3%，此前在周五录得四周以来的首次周度下跌。</p>
</div><p>Turkey's lira was little changed against the dollar, and so was the Israeli shekel.</p>
<div class="lb-trans"><p>土耳其里拉对美元几乎没有变化，以色列谢克尔也是如此。</p>
</div><p>Most currencies in emerging Europe were subdued against the euro. However, the Russian rouble strengthened 0.5% against the dollar, over-the-counter market data showed.</p>
<div class="lb-trans"><p>大多数新兴欧洲货币对欧元表现平淡。然而，俄罗斯卢布对美元上涨 0.5%，场外市场数据显示。</p>
</div><p>Investors will scrutinize comments from a host of central bank policymakers this week, including those from the U.S. Federal Reserve, for any clues on their approach to monetary policy.</p>
<div class="lb-trans"><p>投资者将密切关注本周来自一系列中央银行政策制定者的评论，包括美国联邦储备委员会的官员，以获取有关货币政策走向的任何线索。</p>
</div><p>HIGHLIGHTS:</p>
<div class="lb-trans"><p>要点：</p>
</div><p>** Netanyahu's biggest rivals join forces for Israel's next election ** China's industrial profit growth quickens even as Iran war heightens risks ** Under cover of trade truce with Trump, China expands economic pressure toolkit ** Fitch upgrades Lithuania to 'A+', keep outlook stable</p>
<div class="lb-trans"><p><strong>内塔尼亚胡最大的对手联合起来参加以色列下次选举</strong> <strong>中国工业利润增长加快，尽管伊朗战争加大风险</strong> <strong>在与特朗普达成贸易休战的掩护下，中国扩大经济施压工具</strong> ** 惠誉将立陶宛评级上调至'A+'，维持展望稳定</p>
</div><p>For TOP NEWS across emerging markets</p>
<div class="lb-trans"><p>获取新兴市场的最新头条新闻</p>
</div><p>For CENTRAL EUROPE market report, see</p>
<div class="lb-trans"><p>有关中欧市场报告，请参见</p>
</div><p>For TURKISH market report, see</p>
<div class="lb-trans"><p>有关土耳其市场报告，请参见</p>
</div><p>For RUSSIAN market report, see (Reporting by Purvi Agarwal in Bengaluru; Editing by Rashmi Aich)</p>
<div class="lb-trans"><p>有关俄罗斯市场报告，请参见（报道：Purvi Agarwal，编辑：Rashmi Aich）</p>
</div>

EMERGING MARKETS-EM stocks hit record high as AI optimism overshadows Iran talks stalemate

Fidelity

Dimensional Emerging Markets Value ETF

BetaShares Holdings Pty Ltd.

新兴市场亚洲 MSCI ETF - iShares

Taiwan Fd

iShares MSCI新兴市场综合因素ETF

iShares Future AI & Tech ETF

SPDR新兴市场投资组合ETF

FIL Ltd.

韩国 MSCI ETF - iShares

Vanguard富时新兴市场指数ETF

WisdomTree新兴市场高收益股票基金

Schwab新兴市场股票ETF

The Vanguard Group, Inc.

iShares MSCI EM Ex-China

Global X 机器人工智能ETF

SPDR标普新兴市场高股利ETF

Commerzbank AG

新兴市场——由于人工智能的乐观情绪盖过了伊朗谈判的僵局，新兴市场股票创下历史新高