<p>周三，亚洲股市大多下跌，因债券收益率上升加大了对股票和其他投资的压力，削弱了科技股的人工智能驱动的反弹。</p>
<p>随着与伊朗的战争持续，债券收益率不断攀升，引发了对长期高通胀的担忧。</p>
<p>在日本，日经 225 指数下跌 1.2%，报 59,834.15。</p>
<p>10 年期日本国债收益率微跌至略低于 2.8%，但仍处于自 1997 年以来的最高水平。美元兑日元交易于 159.00，较 159.09 日元略有下跌。</p>
<p>欧元从 1.1608 下滑至 1.1601 美元。</p>
<p>中国股市也下跌，香港恒生指数下跌 0.6%，报 25,635.82。上海综合指数下跌 0.5%，报 4,148.16。</p>
<p>澳大利亚 S&amp;P/ASX 200 指数下跌 0.8%，报 8,533.60。</p>
<p>在韩国，Kospi 指数上涨 0.3%，报 7,292.41，此前一天经历了广泛的抛售。台湾加权指数上涨 0.4%。</p>
<p>美国期货变化不大，此前标准普尔 500 指数周二下跌 0.7%，收于 7,353.61，连续第三次下跌，自创下最新历史高点以来。</p>
<p>道琼斯工业平均指数下跌 0.6%，报 49,363.88，纳斯达克综合指数下跌 0.8%，报 25,870.71。</p>
<p>科技股在经历了巨大的上涨后出现疲软，原因是对人工智能技术的兴奋使得它们的估值过高，受到批评。</p>
<p>与此同时，由于对伊朗战争将使霍尔木兹海峡关闭油轮的时间的不确定性，油价波动不定。</p>
<p>周三的关注点将集中在英伟达最新的季度业绩上。这家芯片公司每个季度都超出分析师的预期，并提供了持续超出华尔街预期的未来增长预测。</p>
<p>其表现可能决定科技股和更大范围的美国股市能否维持反弹。英伟达周二下跌 0.8%，成为标准普尔 500 指数的主要拖累之一，因其市值庞大。</p>
<p>Akamai Technologies 周二下跌 6.3%，成为华尔街较大损失之一，此前这家网络安全和云计算公司表示希望通过可转换债券发行筹集 26 亿美元。</p>
<p>家得宝在最新财报发布后扭转早期的亏损，上涨 0.9%。其利润和收入略超出分析师预期，但一个重要的零售商指标，衡量超过一年门店的表现，低于一些分析师的预期。</p>
<p>首席执行官 Ted Decker 表示，家得宝看到的客户需求与去年相比相似，“尽管消费者的不确定性和住房可负担性压力加大。”</p>
<p>许多大型美国公司在最新季度报告中显示出强于预期的利润，这在一定程度上得益于客户在高油价和其他挑战下继续消费。这帮助美国股指创下新高，但债市的不安正在威胁这一趋势。</p>
<p>10 年期国债收益率从周一晚上的 4.61% 上升至 4.66%，而在与伊朗战争开始之前还不到 4%。这是一个显著的增长，且是全球范围内的上升，使得股票价格看起来更加昂贵，并威胁到经济的放缓。</p>
<p>更高的收益率可能推高抵押贷款和企业用于建设人工智能数据中心的贷款利率，而这一直是经济增长的重要来源。</p>
<p>尽管油价有所回落，收益率仍然上升。</p>
<p>周三早些时候，美国基准原油价格下跌 45 美分，报每桶 103.70 美元。布伦特原油，国际标准，跌 50 美分，报每桶 110.78 美元。</p>
<p>根据 AAA 汽车协会的数据，汽油的平均价格再次在一夜之间上涨至 4.53 美元，较去年同期上涨约 43%。</p>

英伟达

半导体 3 倍做多 - Direxion

半导体 ETF - VanEck Vectors

<p>亚洲股市下跌，因债券收益率上升对股票造成压力，尤其是科技股。日经 225 指数下跌 1.2%，而中国股市也出现下滑。美国期货在标准普尔 500 指数连续第三次下跌后保持稳定。预计英伟达即将公布的季度业绩将对科技股产生影响。与此同时，债券收益率上升，引发了对通胀和经济增长的担忧，尽管一些美国公司报告了强劲的利润。由于与伊朗冲突相关的不确定性，油价波动</p>

<p>Asian shares were mostly lower on Wednesday as rising bond yields cranked up pressure on stocks and other investments, undermining the AI-driven rally in technology shares.</p>
<div class="lb-trans"><p>周三，亚洲股市大多下跌，因债券收益率上升加大了对股票和其他投资的压力，削弱了科技股的人工智能驱动的反弹。</p>
</div><p>Bond yields have been climbing as the war with Iran drags on, raising worries over prolonged higher inflation.</p>
<div class="lb-trans"><p>随着与伊朗的战争持续，债券收益率不断攀升，引发了对长期高通胀的担忧。</p>
</div><p>In Japan, the Nikkei 225 lost 1.2% to 59,834.15.</p>
<div class="lb-trans"><p>在日本，日经 225 指数下跌 1.2%，报 59,834.15。</p>
</div><p>The yield on the 10-year Japanese government bond slipped to just below 2.8% but remained at its highest level since 1997. The dollar was trading at 159.00 Japanese yen, down slightly from 159.09 yen.</p>
<div class="lb-trans"><p>10 年期日本国债收益率微跌至略低于 2.8%，但仍处于自 1997 年以来的最高水平。美元兑日元交易于 159.00，较 159.09 日元略有下跌。</p>
</div><p>The euro slipped to $1.1601 from $1.1608.</p>
<div class="lb-trans"><p>欧元从 1.1608 下滑至 1.1601 美元。</p>
</div><p>Chinese shares also fell, with Hong Kong’s Hang Seng losing 0.6% to 25,635.82. The Shanghai Composite index shed 0.5% to 4,148.16.</p>
<div class="lb-trans"><p>中国股市也下跌，香港恒生指数下跌 0.6%，报 25,635.82。上海综合指数下跌 0.5%，报 4,148.16。</p>
</div><p>Australia’s S&amp;P/ASX 200 dropped 0.8% to 8,533.60.</p>
<div class="lb-trans"><p>澳大利亚 S&amp;P/ASX 200 指数下跌 0.8%，报 8,533.60。</p>
</div><p>In South Korea, the Kospi gained 0.3% to 7,292.41 after a broad sell-off a day earlier. Taiwan’s Taiex gained 0.4%.</p>
<div class="lb-trans"><p>在韩国，Kospi 指数上涨 0.3%，报 7,292.41，此前一天经历了广泛的抛售。台湾加权指数上涨 0.4%。</p>
</div><p>U.S. futures were little changed after the S&amp;P 500 fell 0.7% Tuesday, closing at 7,353.61 for its third straight loss since setting its latest all-time high.</p>
<div class="lb-trans"><p>美国期货变化不大，此前标准普尔 500 指数周二下跌 0.7%，收于 7,353.61，连续第三次下跌，自创下最新历史高点以来。</p>
</div><p>The Dow Jones Industrial Average dropped 0.6% to 49,363.88, and the Nasdaq composite sank 0.8% to 25,870.71.</p>
<div class="lb-trans"><p>道琼斯工业平均指数下跌 0.6%，报 49,363.88，纳斯达克综合指数下跌 0.8%，报 25,870.71。</p>
</div><p>Tech stocks are faltering following huge runs thanks to excitement over artificial-intelligence technology that critics say made them too expensive.</p>
<div class="lb-trans"><p>科技股在经历了巨大的上涨后出现疲软，原因是对人工智能技术的兴奋使得它们的估值过高，受到批评。</p>
</div><p>Meanwhile, oil prices have been wavering due to uncertainty about how long the Iran war will keep the Strait of Hormuz closed for oil tankers.</p>
<div class="lb-trans"><p>与此同时，由于对伊朗战争将使霍尔木兹海峡关闭油轮的时间的不确定性，油价波动不定。</p>
</div><p>Attention Wednesday will be focused on Nvidia’s latest quarterly results. The chip company has routinely blown past analysts’ expectations each quarter and provided forecasts for future growth that have consistently topped Wall Street’s.</p>
<div class="lb-trans"><p>周三的关注点将集中在英伟达最新的季度业绩上。这家芯片公司每个季度都超出分析师的预期，并提供了持续超出华尔街预期的未来增长预测。</p>
</div><p>How it does could determine whether technology stocks and the larger U.S. stock market can maintain their rally. Nvidia fell 0.8% Tuesday and was one of the heaviest weights on the S&amp;P 500 because of its immense size.</p>
<div class="lb-trans"><p>其表现可能决定科技股和更大范围的美国股市能否维持反弹。英伟达周二下跌 0.8%，成为标准普尔 500 指数的主要拖累之一，因其市值庞大。</p>
</div><p>Akamai Technologies dropped 6.3% for one of Wall Street’s sharper losses Tuesday after the cybersecurity and cloud computing company said it wants to raise $2.6 billion through a convertible note offering.</p>
<div class="lb-trans"><p>Akamai Technologies 周二下跌 6.3%，成为华尔街较大损失之一，此前这家网络安全和云计算公司表示希望通过可转换债券发行筹集 26 亿美元。</p>
</div><p>Home Depot rose 0.9% after flipping an early loss following its latest earnings report. Its profit and revenue edged past analysts’ expectations, but an important measure for retailers that looks at performance for stores more than 1 year old came in below some analysts’ expectations.</p>
<div class="lb-trans"><p>家得宝在最新财报发布后扭转早期的亏损，上涨 0.9%。其利润和收入略超出分析师预期，但一个重要的零售商指标，衡量超过一年门店的表现，低于一些分析师的预期。</p>
</div><p>CEO Ted Decker said Home Depot saw similar demand from its customers as it did throughout last year “despite greater consumer uncertainty and housing affordability pressure.”</p>
<div class="lb-trans"><p>首席执行官 Ted Decker 表示，家得宝看到的客户需求与去年相比相似，“尽管消费者的不确定性和住房可负担性压力加大。”</p>
</div><p>Many big U.S. companies have been reporting stronger-than-expected profits for the latest quarter thanks in part to their customers continuing to spend despite high gasoline prices and other challenges. That’s helped vault U.S. stock indexes to records, but disquiet in the bond market is threatening that.</p>
<div class="lb-trans"><p>许多大型美国公司在最新季度报告中显示出强于预期的利润，这在一定程度上得益于客户在高油价和其他挑战下继续消费。这帮助美国股指创下新高，但债市的不安正在威胁这一趋势。</p>
</div><p>The yield on the 10-year Treasury rose to 4.66% from 4.61% late Monday and from less than 4% before the war with Iran began. That’s a notable increase, and it’s part of a worldwide climb that’s making stock prices look even more expensive and threatening to slow the economy.</p>
<div class="lb-trans"><p>10 年期国债收益率从周一晚上的 4.61% 上升至 4.66%，而在与伊朗战争开始之前还不到 4%。这是一个显著的增长，且是全球范围内的上升，使得股票价格看起来更加昂贵，并威胁到经济的放缓。</p>
</div><p>Higher yields can drive up rates for mortgages and loans going to companies to build AI data centers, which has been a big source of growth for the economy.</p>
<div class="lb-trans"><p>更高的收益率可能推高抵押贷款和企业用于建设人工智能数据中心的贷款利率，而这一直是经济增长的重要来源。</p>
</div><p>Yields rose even as oil prices eased.</p>
<div class="lb-trans"><p>尽管油价有所回落，收益率仍然上升。</p>
</div><p>Early Wednesday, U.S. benchmark crude oil was down 45 cents at $103.70 per barrel. Brent crude, the international standard, lost 50 cents to $110.78 per barrel.</p>
<div class="lb-trans"><p>周三早些时候，美国基准原油价格下跌 45 美分，报每桶 103.70 美元。布伦特原油，国际标准，跌 50 美分，报每桶 110.78 美元。</p>
</div><p>The average price for a gallon of gasoline rose again overnight to $4.53, according to the AAA motor club, or about 43% more than it cost last year at this time.</p>
<div class="lb-trans"><p>根据 AAA 汽车协会的数据，汽油的平均价格再次在一夜之间上涨至 4.53 美元，较去年同期上涨约 43%。</p>
</div>

Asian shares track Wall Street’s retreat as bond markets crank up the pressure

- 亚洲股市周三大多走低，因债券收益率上升影响股票和投资。  
- 日本日经 225 指数下跌 1.2%，中国香港恒生指数下滑 0.6%。  
- 10 年期国债收益率升至 4.66%，对经济增长前景构成威胁。

由于债券市场加大了压力，亚洲股市追随华尔街的下跌趋势