<p>亚洲股市在周一（5 月 4 日）接近历史最高点，科技公司强于预期的企业盈利使该行业保持活力，而油价在来自中东的混合信号中波动。</p>
<p>MSCI 的亚洲股票指数上涨 1.5%，接近 2 月 27 日创下的历史最高点，正是在美以战争开始之前。韩国和台湾的基准指数均上涨超过 3%，创下人工智能交易复苏的新纪录。标普 500 和纳斯达克 100 的期货在华尔街指数因包括苹果在内的巨头科技公司盈利而在周五创下新高后上涨。</p>
<p>市场在乐观的气氛中开盘，此前特朗普总统表示，美国将从周一开始引导不涉及伊朗冲突的船只通过霍尔木兹海峡。然而，一名伊朗高级官员警告称，德黑兰将视任何美国在海峡的干预为停火违反，依据法新社的报道。</p>
<p>布伦特原油价格波动，最初下跌 2.4%，随后抹去这些损失，交易价格在每桶约 108 美元附近变化不大。</p>
<p>“细节总是关键，但这是一个积极的信号，因为这表明双方都愿意寻求共同点，” 悉尼国家澳大利亚银行的策略师罗德里戈·卡特里尔表示。他说，积极情绪是否能持续 “很难说。我们以前也经历过这种情况。”</p>
<p>在其他方面，美元对大多数主要货币小幅走低。日元在每美元 157.01 附近变化不大，此前日本在周四 reportedly 进行了市场干预。由于东京和伦敦的假期，直到纽约开盘之前没有现金交易美国国债。</p>
<h3>在新的全球秩序中导航亚洲</h3>
<p>获取洞察，送达您的邮箱。</p>
<p>最新的头条新闻进一步推动了股市的月度飙升，交易者大多将对中东冲突的经济影响的担忧抛诸脑后，企业韧性的迹象推动美国股票实现自 2020 年以来的最佳月份。努力将脆弱的停火转变为持久和平，加上美国经济强劲的迹象，使标普 500 指数连续第五周上涨。</p>
<p>特朗普在德黑兰与美国的最新提案回应后，形容讨论为 “非常积极”。引导中立船只通过霍尔木兹海峡的步骤可能为中东的能源流动铺平道路，此前该地区几乎被封锁了两个月。</p>
<p>伊朗的提案要求在 30 天内完全结束冲突，并提供对重新打击的保证，半官方的塔斯尼姆通讯社报道。该计划重申了德黑兰早先的要求，包括美国军队撤离伊朗附近、解除海上封锁、取消制裁和支付赔偿。周日，伊朗表示通过巴基斯坦收到了美国对其计划的回应，并正在审查中。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>特朗普表示美国将帮助被困在霍尔木兹海峡的船只，因为油轮遭到炮弹袭击</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>油价在特朗普表示美国将帮助解救被困在霍尔木兹海峡的船只后下滑</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>比特币突破 80,000 美元，创三个月新高，亚洲股市上涨</h3>
<p>“特朗普疲劳感越来越明显——我认为市场并没有真正认真对待这一点，” Karobaar Capital 的首席投资官哈里斯·库尔希德表示。</p>
<p>“相互矛盾的报道让交易者对美国海军的角色感到困惑，据报道它正在为各国、保险公司和航运组织进行协调，” 彭博市场直播的策略师马克·克兰菲尔德表示。“这似乎距离实际保护船只还有一段距离。”</p>
<p>根据彭博社汇编的数据，标普 500 在四月底以高位收盘，约 81% 的基准公司超出了第一季度的盈利预期。新兴市场股票在四月底创下新高，而亚洲股票的指数几乎恢复了因战争造成的损失。</p>
<p>风险投资超越了股票，高收益信用利差接近多年低点，零售交易者涌入预测市场和零天期权。尽管伊朗战争、油价在每桶 100 美元以上以及美联储暗示利率将在高能源成本下保持较长时间，但这一反弹仍在持续。</p>
<p>“市场在这种不确定性下表现得非常耐心，因为它关注冲突的另一面，这可能过于乐观，” Integrity Asset Management 的投资组合经理乔·吉尔伯特表示。“经济损失将在下个月更为明显。” 彭博社</p>
<p>解码亚洲通讯：您在新的全球秩序中导航亚洲的指南。点击这里注册以获取解码亚洲通讯，送达您的邮箱，免费。</p>

标普新兴亚太 ETF - SPDR

台湾指数 MSCI ETF - iShares

韩国 MSCI ETF - iShares

新兴市场亚洲 MSCI ETF - iShares

亚洲(除日本)指数 MSCI ETF - iShares

<p>亚洲股市在 5 月 4 日接近历史高点，受到强劲科技财报的提振，MSCI 亚洲股票指数上涨了 1.5%。韩国和台湾的指数飙升超过 3%，因人工智能交易重新活跃。美元对主要货币小幅下跌，而布伦特原油价格在每桶约 108 美元附近波动。在特朗普总统宣布霍尔木兹海峡船只指引后，尽管伊朗发出混合信号，乐观情绪有所上升。标准普尔 500 指数也创下新高，反映出尽管地缘政治紧张局势，企业盈利依然表现出韧性</p>

<p>ASIAN shares traded near record highs on Monday (May 4) as stronger-than-expected corporate earnings from technology companies kept the sector buoyant, while oil fluctuated amid mixed signals from the Middle East.</p>
<div class="lb-trans"><p>亚洲股市在周一（5 月 4 日）接近历史最高点，科技公司强于预期的企业盈利使该行业保持活力，而油价在来自中东的混合信号中波动。</p>
</div><p>MSCI’s Asian equities gauge climbed 1.5 per cent to near its all-time high set on Feb 27, which was just before the US-Israel war on Iran began. Benchmark indexes in South Korea and Taiwan both jumped more than 3 per cent to records in a revival of the artificial intelligence trade. Futures for the S&amp;P 500 and the Nasdaq 100 rose after the Wall Street gauges closed at new highs on Friday on earnings from megacap tech companies including Apple.</p>
<div class="lb-trans"><p>MSCI 的亚洲股票指数上涨 1.5%，接近 2 月 27 日创下的历史最高点，正是在美以战争开始之前。韩国和台湾的基准指数均上涨超过 3%，创下人工智能交易复苏的新纪录。标普 500 和纳斯达克 100 的期货在华尔街指数因包括苹果在内的巨头科技公司盈利而在周五创下新高后上涨。</p>
</div><p>Markets opened on an optimistic note after President Donald Trump said the US will begin guiding ships not involved in the Iran conflict through the Strait of Hormuz from Monday. However, a senior Iranian official warned that Teheran would consider any US interference in the Strait a ceasefire breach, according to an AFP report.</p>
<div class="lb-trans"><p>市场在乐观的气氛中开盘，此前特朗普总统表示，美国将从周一开始引导不涉及伊朗冲突的船只通过霍尔木兹海峡。然而，一名伊朗高级官员警告称，德黑兰将视任何美国在海峡的干预为停火违反，依据法新社的报道。</p>
</div><p>Brent crude whipsawed – initially falling 2.4 per cent, then erasing those losses before trading little changed at about US$108 a barrel.</p>
<div class="lb-trans"><p>布伦特原油价格波动，最初下跌 2.4%，随后抹去这些损失，交易价格在每桶约 108 美元附近变化不大。</p>
</div><p>“The devil is always in the detail, but is a positive signal as it shows both parties are willing to find common ground,” said Rodrigo Catril, a strategist at National Australia Bank in Sydney. Whether the positive sentiment lasts “is hard to tell. We have been here before,” he said.</p>
<div class="lb-trans"><p>“细节总是关键，但这是一个积极的信号，因为这表明双方都愿意寻求共同点，” 悉尼国家澳大利亚银行的策略师罗德里戈·卡特里尔表示。他说，积极情绪是否能持续 “很难说。我们以前也经历过这种情况。”</p>
</div><p>Elsewhere, the US dollar edged lower against most of its major peers. The yen was little changed at 157.01 per US dollar after Japan reportedly intervened in the market on Thursday. There is no cash trading of US Treasuries until New York opens due to holidays in Tokyo and London.</p>
<div class="lb-trans"><p>在其他方面，美元对大多数主要货币小幅走低。日元在每美元 157.01 附近变化不大，此前日本在周四 reportedly 进行了市场干预。由于东京和伦敦的假期，直到纽约开盘之前没有现金交易美国国债。</p>
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<div class="lb-trans"><h3>在新的全球秩序中导航亚洲</h3>
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</div><p>The latest headlines add to the month-long surge in equities as traders mostly set aside concerns about the economic fallout from the Middle East hostilities, with signs of corporate resilience driving US stocks to their best month since 2020. Efforts to turn a fragile ceasefire into lasting peace combined and signs of US economic strength sent the S&amp;P 500 to its fifth consecutive week of gains.</p>
<div class="lb-trans"><p>最新的头条新闻进一步推动了股市的月度飙升，交易者大多将对中东冲突的经济影响的担忧抛诸脑后，企业韧性的迹象推动美国股票实现自 2020 年以来的最佳月份。努力将脆弱的停火转变为持久和平，加上美国经济强劲的迹象，使标普 500 指数连续第五周上涨。</p>
</div><p>Trump described discussions with Teheran as “very positive” after it received Washington’s response to its latest proposal to end the war. Steps to guide neutral ships out through the Strait of Hormuz could pave the way for smoother energy flows from the Middle East after a near-full blockade for two months.</p>
<div class="lb-trans"><p>特朗普在德黑兰与美国的最新提案回应后，形容讨论为 “非常积极”。引导中立船只通过霍尔木兹海峡的步骤可能为中东的能源流动铺平道路，此前该地区几乎被封锁了两个月。</p>
</div><p>Iran’s proposal called for a complete end to the conflict within 30 days along with guarantees against renewed strikes, the semi-official Tasnim News Agency reported. The plan reiterated Teheran’s earlier demands, including that US forces withdraw from near Iran, a maritime blockade be lifted, sanctions removed and reparations paid, it said. On Sunday, Iran said it received the US response to its plan via Pakistan, and is reviewing it.</p>
<div class="lb-trans"><p>伊朗的提案要求在 30 天内完全结束冲突，并提供对重新打击的保证，半官方的塔斯尼姆通讯社报道。该计划重申了德黑兰早先的要求，包括美国军队撤离伊朗附近、解除海上封锁、取消制裁和支付赔偿。周日，伊朗表示通过巴基斯坦收到了美国对其计划的回应，并正在审查中。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Trump says US to help ships stranded in Strait of Hormuz as tanker hit by projectiles</h3>
<div class="lb-trans"><h3>特朗普表示美国将帮助被困在霍尔木兹海峡的船只，因为油轮遭到炮弹袭击</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Oil slips after Trump says US will help free ships stranded in Strait of Hormuz</h3>
<div class="lb-trans"><h3>油价在特朗普表示美国将帮助解救被困在霍尔木兹海峡的船只后下滑</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Bitcoin tops US$80,000 for three-month high as Asian stocks rise</h3>
<div class="lb-trans"><h3>比特币突破 80,000 美元，创三个月新高，亚洲股市上涨</h3>
</div><p>“Trump fatigue is setting in more and more – I don’t think the market’s really taking it seriously,” said Haris Khurshid, chief investment officer at Karobaar Capital.</p>
<div class="lb-trans"><p>“特朗普疲劳感越来越明显——我认为市场并没有真正认真对待这一点，” Karobaar Capital 的首席投资官哈里斯·库尔希德表示。</p>
</div><p>“Conflicting reports are leaving traders unclear on the role of the US Navy which is reported to be acting in a coordination process for countries, insurance companies and shipping organisations,” said Mark Cranfield, strategist for Bloomberg Markets Live. “This appears to be some way from physically protecting ships.”</p>
<div class="lb-trans"><p>“相互矛盾的报道让交易者对美国海军的角色感到困惑，据报道它正在为各国、保险公司和航运组织进行协调，” 彭博市场直播的策略师马克·克兰菲尔德表示。“这似乎距离实际保护船只还有一段距离。”</p>
</div><p>The S&amp;P 500 ended April at highs with about 81 per cent of the benchmark’s companies having beat first-quarter earnings estimates, according to data compiled by Bloomberg. Emerging market equities notched a fresh record high towards the end of April while a gauge of Asian stocks have almost recouped their war-driven losses.</p>
<div class="lb-trans"><p>根据彭博社汇编的数据，标普 500 在四月底以高位收盘，约 81% 的基准公司超出了第一季度的盈利预期。新兴市场股票在四月底创下新高，而亚洲股票的指数几乎恢复了因战争造成的损失。</p>
</div><p>Risk-taking went beyond equities, with high-yield credit spreads near multi-year tights and retail traders piling into prediction markets and zero-day options. The rally has held through the war in Iran, oil above US$100 a barrel and a Federal Reserve that has signalled rates will stay higher for longer amid elevated energy costs.</p>
<div class="lb-trans"><p>风险投资超越了股票，高收益信用利差接近多年低点，零售交易者涌入预测市场和零天期权。尽管伊朗战争、油价在每桶 100 美元以上以及美联储暗示利率将在高能源成本下保持较长时间，但这一反弹仍在持续。</p>
</div><p>“The market is being very patient with this level of uncertainty because it is focused on the other side of the conflict, which may be too optimistic,” said Joe Gilbert, a portfolio manager at Integrity Asset Management. “The economic damage being done will be more materially felt in the next month.” BLOOMBERG</p>
<div class="lb-trans"><p>“市场在这种不确定性下表现得非常耐心，因为它关注冲突的另一面，这可能过于乐观，” Integrity Asset Management 的投资组合经理乔·吉尔伯特表示。“经济损失将在下个月更为明显。” 彭博社</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
<div class="lb-trans"><p>解码亚洲通讯：您在新的全球秩序中导航亚洲的指南。点击这里注册以获取解码亚洲通讯，送达您的邮箱，免费。</p>
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Asian stocks near record high on tech corporate earnings as US dollar dips

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The Vanguard Group, Inc.

标普 500 指数

纳斯达克 100 指数

苹果

澳洲国民银行

澳大利亚国民银行(ADR)

由于科技公司的盈利表现，亚洲股市接近历史高点，而美元则有所下跌