<ul>
<li>日本日经指数赶上人工智能热潮，飙升至历史新高</li>
</ul>
<ul>
<li>油价因和平希望而承压，仍高于战前水平</li>
</ul>
<ul>
<li>日元在波动后保持稳定，干预忧虑持续</li>
</ul>
<ul>
<li>投资者撤离避险资产，美元小幅下滑</li>
</ul>
<p>（更新至亚洲下午）</p>
<p>作者：Ankur Banerjee</p>
<p>新加坡，5 月 7 日（路透社）- 亚洲股市周四飙升至历史新高，而美元下滑，油价因美国与伊朗和平协议的前景而大幅下跌，尽管霍尔木兹海峡的关键命运似乎仍未解决。</p>
<p>日本日经指数在长假后回归，首次突破 62000 点，赶上了因强劲财报而引发的人工智能主导的热潮，同时也推动了韩国和台湾股市创下新高。</p>
<p>MSCI 亚太地区（不包括日本）最广泛的指数上涨 1%，创下历史新高。周三，泛欧 STOXX 600 指数上涨 2%，欧洲股指期货指向平淡开盘。</p>
<p>Kyle Rodda，Capital.com 的高级金融分析师表示，伊朗协议将是一个突破，因此周四市场的反应是合理的。</p>
<p>“但我们以前见过这样的故事，市场也可能很快就会遭遇冲击。最终，如果我们继续看到谈判进展，亚洲市场将继续上涨。”</p>
<p>伊朗表示正在审查一项和平提案，消息人士称该提案将正式结束战争，但未解决美国要求伊朗暂停核计划和重新开放霍尔木兹海峡的关键问题，霍尔木兹海峡的关闭导致油价飙升。</p>
<p>结束战争的潜在协议使油价在周三下跌近 8%。布伦特原油周四小幅回升至每桶 102.11 美元。</p>
<p>尽管如此，油价仍比冲突开始时高出约 40%，而 10 年期国债收益率也高出约 40 个基点，突显出全球经济面临的高能源价格及其带来的定价压力的挑战。</p>
<p>ATFX Global 的首席市场策略师 Nick Twidale 表示，市场仍在与执行风险作斗争，“无论是协议是否最终达成，还是即使达成后，受干扰的流动性恢复的速度。”</p>
<p>“WTI 的波动性突显了这种紧张局势，日内剧烈抛售后在收盘前部分回升。”</p>
<p>飙升的油价在三月份重创全球市场，但脆弱的停火和协议的前景自四月以来促使风险偏好反弹，进一步受到科技公司强劲财报的推动。</p>
<p>标准普尔 500 公司的利润增长正朝着四年来最强劲的方向发展，而三星、SK 海力士和台积电在亚洲的强劲财报进一步增强了乐观情绪。</p>
<p>投资者正等待周五发布的美国非农就业报告，预计四月份新增就业岗位 62000 个，此前三月份反弹 178000 个，路透社对经济学家的调查显示。</p>
<p>美联储官员表示，战争提高了持续通胀冲击的风险，油价持续高企以及对全球供应链问题的担忧不断加剧。</p>
<p>日元仍然是焦点</p>
<p>在货币市场，欧元保持了约 0.5% 的隔夜涨幅，最后报 1.1747 美元。</p>
<p>英镑在周三上涨 0.4% 后报 1.3591 美元。美元指数衡量美元对六种货币的汇率，报 98.032。</p>
<p>日元在近期的波动后仍然是焦点，市场猜测东京可能已干预以支持长期疲软的货币。</p>
<p>日元最后报 156.29 美元，日内变化不大，周三在最新的价格波动中曾达到 155 的 10 周高点。</p>
<p>OCBC 分析师在一份报告中表示，“单靠干预不太可能改变更广泛的趋势，除非得到更强的政策支持，比如更积极的日本央行加息周期或与外部驱动因素（如较低的油价和美国收益率）更好地对齐。”，维持年末目标为 155。</p>
<p>日本首席货币外交官周四表示，该国在干预频率上没有限制，并与美国当局保持每日联系。</p>
<p>国际事务副财政部长三村敦志的言论是在美国财政部长 Scott Bessent 下周访问东京之前发表的，分析师表示他预计将与日本财政部长片山萨津基讨论日元走势。（新加坡 Ankur Banerjee 报道；Muralikumar Anantharaman 和 Neil Fullick 编辑）</p>

1364

彭博美元指数 做多 - WisdomTree

1369

1346

日元指数 ETF - CurrencyShares

1329

德银美元指数 做多 - PowerShares

<p>亚洲股市创下历史新高，日本日经指数突破 62,000 点，受益于人工智能的热潮和强劲的财报。由于投资者在对美伊和平协议的希望中转向风险资产，美元走弱，尽管霍尔木兹海峡的未解决问题仍然存在。油价下跌近 8%，但与战争前的水平相比仍然偏高。日元在近期波动后趋于稳定，市场猜测东京可能会进行干预。投资者正等待美国非农就业报告，预计将显示就业增长</p>

<p>* Japan's Nikkei catches up on AI rally, surges to a record</p>
<div class="lb-trans"><ul>
<li>日本日经指数赶上人工智能热潮，飙升至历史新高</li>
</ul>
</div><p>* Oil nurses losses on peace hopes, still above pre-war levels</p>
<div class="lb-trans"><ul>
<li>油价因和平希望而承压，仍高于战前水平</li>
</ul>
</div><p>* Yen stable after spikes, intervention jitters persist</p>
<div class="lb-trans"><ul>
<li>日元在波动后保持稳定，干预忧虑持续</li>
</ul>
</div><p>* Investors retreat from safe havens, dollar drifts lower</p>
<div class="lb-trans"><ul>
<li>投资者撤离避险资产，美元小幅下滑</li>
</ul>
</div><p>(Updates to Asia afternoon)</p>
<div class="lb-trans"><p>（更新至亚洲下午）</p>
</div><p>By Ankur Banerjee</p>
<div class="lb-trans"><p>作者：Ankur Banerjee</p>
</div><p>SINGAPORE, May 7 (Reuters) - Asian stocks soared to record highs on Thursday while the U.S. dollar slipped and oil nursed steep losses on the prospects of a U.S.-Iran peace deal, even as the fate of the critical Strait of Hormuz appeared unresolved.</p>
<div class="lb-trans"><p>新加坡，5 月 7 日（路透社）- 亚洲股市周四飙升至历史新高，而美元下滑，油价因美国与伊朗和平协议的前景而大幅下跌，尽管霍尔木兹海峡的关键命运似乎仍未解决。</p>
</div><p>Japan's Nikkei returned from a long holiday to cross 62,000 for the first time, catching up on a blistering AI-led rally after robust earnings that also catapulted South Korean and Taiwan stocks to records.</p>
<div class="lb-trans"><p>日本日经指数在长假后回归，首次突破 62000 点，赶上了因强劲财报而引发的人工智能主导的热潮，同时也推动了韩国和台湾股市创下新高。</p>
</div><p>MSCI's broadest index of Asia-Pacific shares outside Japan rose 1%, hitting a record high. European stock futures pointed to a subdued open after the pan-European STOXX 600 rose 2% on Wednesday.</p>
<div class="lb-trans"><p>MSCI 亚太地区（不包括日本）最广泛的指数上涨 1%，创下历史新高。周三，泛欧 STOXX 600 指数上涨 2%，欧洲股指期货指向平淡开盘。</p>
</div><p>An Iran deal would be a breakthrough, so the sparkling market reaction on Thursday was justified, Kyle Rodda, senior financial analyst at Capital.com, said.</p>
<div class="lb-trans"><p>Kyle Rodda，Capital.com 的高级金融分析师表示，伊朗协议将是一个突破，因此周四市场的反应是合理的。</p>
</div><p>&#34;But we've seen this story before, and the rug could get pulled out of the market pretty quickly too. Ultimately, if we keep seeing progress in talks, Asian markets will keep rallying.&#34;</p>
<div class="lb-trans"><p>“但我们以前见过这样的故事，市场也可能很快就会遭遇冲击。最终，如果我们继续看到谈判进展，亚洲市场将继续上涨。”</p>
</div><p>Iran said it was reviewing a peace proposal that sources said would formally end the war while leaving unresolved the key U.S. demands that Iran suspend its nuclear program and reopen the Strait of Hormuz, whose closure has sent oil prices surging.</p>
<div class="lb-trans"><p>伊朗表示正在审查一项和平提案，消息人士称该提案将正式结束战争，但未解决美国要求伊朗暂停核计划和重新开放霍尔木兹海峡的关键问题，霍尔木兹海峡的关闭导致油价飙升。</p>
</div><p>A potential deal to end the war sent oil prices sliding nearly 8% on Wednesday. Brent crude edged back up on Thursday to $102.11 a barrel.</p>
<div class="lb-trans"><p>结束战争的潜在协议使油价在周三下跌近 8%。布伦特原油周四小幅回升至每桶 102.11 美元。</p>
</div><p>Still, oil prices are around 40% higher than they were when the conflict began at the end of February, while 10-year Treasury yields are around 40 bps higher, underscoring the challenge facing the global economy from higher energy prices and their resultant pricing pressures.</p>
<div class="lb-trans"><p>尽管如此，油价仍比冲突开始时高出约 40%，而 10 年期国债收益率也高出约 40 个基点，突显出全球经济面临的高能源价格及其带来的定价压力的挑战。</p>
</div><p>Nick Twidale, chief market strategist at ATFX Global, said the market is still wrestling with execution risk, &#34;both in terms of whether a deal is finalised and how quickly disrupted flows would normalise even if it is.&#34;</p>
<div class="lb-trans"><p>ATFX Global 的首席市场策略师 Nick Twidale 表示，市场仍在与执行风险作斗争，“无论是协议是否最终达成，还是即使达成后，受干扰的流动性恢复的速度。”</p>
</div><p>&#34;WTI volatility highlighted this tension, with a sharp intraday sell-off followed by partial recovery into the close.&#34;</p>
<div class="lb-trans"><p>“WTI 的波动性突显了这种紧张局势，日内剧烈抛售后在收盘前部分回升。”</p>
</div><p>The rocketing oil prices whacked global markets in March but a fragile ceasefire and the prospect of a deal have spurred a risk-on rally since April that has been fuelled further by strong earnings reports from technology companies.</p>
<div class="lb-trans"><p>飙升的油价在三月份重创全球市场，但脆弱的停火和协议的前景自四月以来促使风险偏好反弹，进一步受到科技公司强劲财报的推动。</p>
</div><p>S&amp;P 500 companies are on track for their strongest profit growth in more than four years, while blowout earnings from Samsung, SK Hynix and TSMC in Asia have added to the upbeat sentiment.</p>
<div class="lb-trans"><p>标准普尔 500 公司的利润增长正朝着四年来最强劲的方向发展，而三星、SK 海力士和台积电在亚洲的强劲财报进一步增强了乐观情绪。</p>
</div><p>Investors are awaiting the U.S. non-farm payrolls report on Friday, with jobs expected to have increased in April by 62,000 after rebounding 178,000 in March, a Reuters survey of economists shows.</p>
<div class="lb-trans"><p>投资者正等待周五发布的美国非农就业报告，预计四月份新增就业岗位 62000 个，此前三月份反弹 178000 个，路透社对经济学家的调查显示。</p>
</div><p>Federal Reserve officials said the war is raising the risk of a sustained inflation shock, with continued high oil prices and developing concerns about problems with global supply chains.</p>
<div class="lb-trans"><p>美联储官员表示，战争提高了持续通胀冲击的风险，油价持续高企以及对全球供应链问题的担忧不断加剧。</p>
</div><p>YEN STAYS IN SPOTLIGHT</p>
<div class="lb-trans"><p>日元仍然是焦点</p>
</div><p>In currency markets, the euro held on to its overnight gains of around 0.5% and last fetched $1.1747.</p>
<div class="lb-trans"><p>在货币市场，欧元保持了约 0.5% 的隔夜涨幅，最后报 1.1747 美元。</p>
</div><p>Sterling was at $1.3591 after rising 0.4% on Wednesday. The dollar index, which measures the U.S. currency against six units, was at 98.032.</p>
<div class="lb-trans"><p>英镑在周三上涨 0.4% 后报 1.3591 美元。美元指数衡量美元对六种货币的汇率，报 98.032。</p>
</div><p>The yen remains in the spotlight after spikes in recent sessions prompted market speculation that Tokyo had intervened to support the long-battered currency.</p>
<div class="lb-trans"><p>日元在近期的波动后仍然是焦点，市场猜测东京可能已干预以支持长期疲软的货币。</p>
</div><p>The yen last fetched 156.29 per dollar, little changed on the day, having hit a 10-week high of 155 on Wednesday in the latest price spike.</p>
<div class="lb-trans"><p>日元最后报 156.29 美元，日内变化不大，周三在最新的价格波动中曾达到 155 的 10 周高点。</p>
</div><p>&#34;Intervention alone is unlikely to shift the broader trend unless backed by stronger policy support like a more assertive BOJ hiking cycle or better alignment with external drivers such as lower oil prices and U.S. yields,&#34; OCBC analysts said in a note, maintaining a year-end target of 155.</p>
<div class="lb-trans"><p>OCBC 分析师在一份报告中表示，“单靠干预不太可能改变更广泛的趋势，除非得到更强的政策支持，比如更积极的日本央行加息周期或与外部驱动因素（如较低的油价和美国收益率）更好地对齐。”，维持年末目标为 155。</p>
</div><p>Japan's top currency diplomat said on Thursday the country faces no constraints on how often it can intervene and is in daily contact with U.S. authorities.</p>
<div class="lb-trans"><p>日本首席货币外交官周四表示，该国在干预频率上没有限制，并与美国当局保持每日联系。</p>
</div><p>The remarks by Atsushi Mimura, the vice finance minister for international affairs, came ahead of a visit to Tokyo next week by U.S. Treasury Secretary Scott Bessent, who analysts say is expected to discuss yen moves with his Japanese counterpart, Satsuki Katayama. (Reporting by Ankur Banerjee in Singapore; Editing by Muralikumar Anantharaman and Neil Fullick)</p>
<div class="lb-trans"><p>国际事务副财政部长三村敦志的言论是在美国财政部长 Scott Bessent 下周访问东京之前发表的，分析师表示他预计将与日本财政部长片山萨津基讨论日元走势。（新加坡 Ankur Banerjee 报道；Muralikumar Anantharaman 和 Neil Fullick 编辑）</p>
</div>

GLOBAL MARKETS-Stocks perched on record peak, dollar defensive on peace hopes

Fidelity

BlackRock, Inc.

Asset Management One Co., Ltd.

Mitsubishi UFJ Financial Group, Inc.

标普 500 指数

Samsung Electronics Co., Ltd. Sponsored GDR

台积电

汤森路透

华侨银行

三星电子

全球市场——股票处于创纪录高位，美元因和平希望而呈防御态势