<p>在 20 日的夜间，美国总统唐纳德·特朗普表示，伊朗问题的处理已进入最后阶段。道琼斯工业平均指数重新回到 50,000 点以上，而标准普尔 500 指数和纳斯达克指数则结束了三天的下跌趋势。人工智能芯片领导者英伟达公司（NVIDIA Corporation，NVDA.US）公布的第一财季业绩超出预期，宣布进行 800 亿美元的股票回购，并大幅提高每股股息至 0.25 美元。亚太主要市场在 21 日大多上涨。韩国市场大幅反弹 8%，而日经指数和台湾股市均上涨超过 3%，新加坡股市创下历史新高。受益于英伟达的业绩，区域半导体股票普遍上涨。印尼基准指数继续表现不佳，下降近 3%。</p>
<p>中国大陆 A 股市场在下午交易中出现分化。上海综合指数微跌 1 点至 4,160 点，而深圳成分指数上涨 84 点，涨幅 0.5%，至 15,654 点。香港股市开盘上涨但随后转跌。恒生指数在下午最后报 25,630 点，下跌 21 点，跌幅不足 0.1%，成交额为 1,608.25 亿港元。台湾市场大涨 1,515 点，涨幅 3.8%，至 41,536 点。半导体和精密设备股票表现强劲。台积电和鸿海分别上涨 3% 至 3.1%，纬创和台达电子上涨 6% 至 7%，而联发科和大立光各上涨近 10%。纬创和 SK 海力士早前被摩根士丹利纳入其亚太（不含日本）和全球新兴市场关注名单。</p>
<p>日经指数开盘上涨 570 点，随后大幅上涨，下午上涨 2,164 点，涨幅 3.6%，至 61,968 点。软银在有报道称 OpenAI 准备在未来几天或几周内秘密提交 IPO 申请的消息中飙升 19.9%，而软银支持的 SB Energy 也宣布了秘密的美国 IPO 申请。半导体股票强劲反弹，Socionext 上涨 19%，瑞萨电子和东芝存储上涨 9% 至 10.1%。东京电子和英伟达供应商 Advantest 上涨 5% 至 5.7%。光纤制造商藤仓上涨 5.5%。</p>
<p>三星达成初步工资协议，暂停罢工行动。韩国 KOSPI 指数在下午继续上涨 578 点，涨幅 8%，最后报 7,787 点。重量级股票三星电子和 SK 海力士分别上涨 7.8% 和 11.3%。</p>
<p>新加坡海峡时报指数在盘中创下 5,073 点的历史新高，最后报 5,060 点，上涨 15 点，涨幅 0.3%。澳大利亚 ASX 200 指数收盘上涨 1.5%，至 8,622 点。新西兰 NZX 50 指数上涨 0.9%，至 12,878 点。菲律宾 PSEI 上涨 0.9%。越南胡志明指数下跌 0.8%，而河内指数上涨 1.1%。泰国 SET 50 指数微涨 0.2%，马来西亚 KLCI 指数下跌不足 0.1%。印度 Nifty 50 指数上涨 0.3%，至 23,737 点，BSE Sensex 上涨 0.3%，至 75,511 点。</p>
<p>印尼 IDX 指数继续下跌，下降 2.8%，至 6,144 点，屡次触及一年多以来的低点。印尼昨日宣布加强对商品出口的国家控制，以应对日益加大的财政压力和印尼盾的疲软。政府将从棕榈油、煤炭和铁合金开始，要求这些商品的销售必须通过指定的国有企业进行，该企业将作为唯一的出口商。</p>

软银

半导体 3 倍做多 - Direxion

半导体 ETF - VanEck Vectors

2 倍做多 NVDA ETF - T-Rex

费城交易所 半导体 ETF - iShares

2 倍做多英伟达 ETF - GraniteShares

2 倍做多英伟达 ETF - Direxion

英伟达期权收益策略 ETF - YieldMax

标普半导体 ETF - SPDR

<p>亚太主要市场出现显著上涨，韩国 KOSPI 指数飙升 8%，而日经指数和台湾股市上涨超过 3%。软银的股价因 IPO 消息上涨近 20%。英伟达强劲的财报和股票回购推动了区域半导体股票的上涨。新加坡海峡时报指数创下历史新高，而由于商品出口管制收紧，印度尼西亚 IDX 指数下跌近 3%。总体来看，道琼斯工业平均指数超过 50,000，标志着美国市场的积极转变</p>

<p>Overnight (20th), US President Donald Trump said the handling of the Iran issue had entered the final stage. The DJIA returned above 50,000, while the S&amp;P 500 and the Nasdaq each ended a three-day losing streak. AI chip leader NVIDIA Corporation (NVDA.US) reported first fiscal quarter results that beat expectations, announced a USD80 billion share buyback and sharply raised its dividend to USD0.25 per share. Major Asia-Pacific markets mostly advanced today (21st). South Koreas market rebounded sharply by 8%, while the Nikkei and Taiwan stocks each rose more than 3%, and Singapore equities hit a record high. Regional semiconductor shares were broadly bid up on the back of NVIDIAs results. Indonesias benchmark index continued to underperform the region, falling nearly 3%.</p>
<div class="lb-trans"><p>在 20 日的夜间，美国总统唐纳德·特朗普表示，伊朗问题的处理已进入最后阶段。道琼斯工业平均指数重新回到 50,000 点以上，而标准普尔 500 指数和纳斯达克指数则结束了三天的下跌趋势。人工智能芯片领导者英伟达公司（NVIDIA Corporation，NVDA.US）公布的第一财季业绩超出预期，宣布进行 800 亿美元的股票回购，并大幅提高每股股息至 0.25 美元。亚太主要市场在 21 日大多上涨。韩国市场大幅反弹 8%，而日经指数和台湾股市均上涨超过 3%，新加坡股市创下历史新高。受益于英伟达的业绩，区域半导体股票普遍上涨。印尼基准指数继续表现不佳，下降近 3%。</p>
</div><p>Mainland Chinas A-share markets diverged in the afternoon session. The Shanghai Composite edged down 1 point to 4,160, while the Shenzhen Component Index rose 84 points or 0.5% to 15,654. Hong Kong stocks opened higher but turned lower. The HSI last stood at 25,630 in the afternoon, down 21 points or less than 0.1%, with turnover of HKD160.825 billion. Taiwans market surged 1,515 points or 3.8% to 41,536. Semiconductor and precision equipment shares performed strongly. TSMC and Hon Hai rose 3% to 3.1%, Wistron and Delta Electronics gained 6% to 7%, while MediaTek and Largan Precision each jumped nearly 10%. Wistron and SK Hynix were earlier added by M Stanley to its Asia-Pacific (ex-Japan) and Global Emerging Markets Focus List.</p>
<div class="lb-trans"><p>中国大陆 A 股市场在下午交易中出现分化。上海综合指数微跌 1 点至 4,160 点，而深圳成分指数上涨 84 点，涨幅 0.5%，至 15,654 点。香港股市开盘上涨但随后转跌。恒生指数在下午最后报 25,630 点，下跌 21 点，跌幅不足 0.1%，成交额为 1,608.25 亿港元。台湾市场大涨 1,515 点，涨幅 3.8%，至 41,536 点。半导体和精密设备股票表现强劲。台积电和鸿海分别上涨 3% 至 3.1%，纬创和台达电子上涨 6% 至 7%，而联发科和大立光各上涨近 10%。纬创和 SK 海力士早前被摩根士丹利纳入其亚太（不含日本）和全球新兴市场关注名单。</p>
</div><p>The Nikkei opened up 570 points and extended gains sharply, rising 2,164 points or 3.6% in the afternoon to 61,968. SoftBank soared 19.9% amid reports that OpenAI is preparing to confidentially file for an IPO in the coming days or weeks, while SB Energy, backed by SoftBank and focused on developing energy infrastructure for data centers, also announced a confidential US IPO filing. Semiconductor stocks rallied strongly, with Socionext surging 19%, Renesas Electronics and Kioxia rising 9% to 10.1%. Tokyo Electron and NVIDIA supplier Advantest gained 5% to 5.7%. Optical fiber maker Fujikura advanced 5.5%.</p>
<div class="lb-trans"><p>日经指数开盘上涨 570 点，随后大幅上涨，下午上涨 2,164 点，涨幅 3.6%，至 61,968 点。软银在有报道称 OpenAI 准备在未来几天或几周内秘密提交 IPO 申请的消息中飙升 19.9%，而软银支持的 SB Energy 也宣布了秘密的美国 IPO 申请。半导体股票强劲反弹，Socionext 上涨 19%，瑞萨电子和东芝存储上涨 9% 至 10.1%。东京电子和英伟达供应商 Advantest 上涨 5% 至 5.7%。光纤制造商藤仓上涨 5.5%。</p>
</div><p>Samsung reached a preliminary wage agreement, suspending strike action. South Koreas KOSPI extended gains to 578 points or 8% in the afternoon, last at 7,787. Heavyweights Samsung Electronics and SK Hynix rose 7.8% and 11.3%, respectively.</p>
<div class="lb-trans"><p>三星达成初步工资协议，暂停罢工行动。韩国 KOSPI 指数在下午继续上涨 578 点，涨幅 8%，最后报 7,787 点。重量级股票三星电子和 SK 海力士分别上涨 7.8% 和 11.3%。</p>
</div><p>Singapores Straits Times Index hit an intraday record of 5,073 and last stood at 5,060, up 15 points or 0.3%. Australias ASX 200 closed up 1.5% at 8,622. New Zealands NZX 50 rose 0.9% to 12,878. The Philippines PSEI gained 0.9%. Vietnams Ho Chi Minh Index fell 0.8%, while the Hanoi Index rose 1.1%. Thailands SET 50 edged up 0.2%, and Malaysias KLCI slipped less than 0.1%. Indias Nifty 50 rose 0.3% to 23,737, and the BSE Sensex gained 0.3% to 75,511.</p>
<div class="lb-trans"><p>新加坡海峡时报指数在盘中创下 5,073 点的历史新高，最后报 5,060 点，上涨 15 点，涨幅 0.3%。澳大利亚 ASX 200 指数收盘上涨 1.5%，至 8,622 点。新西兰 NZX 50 指数上涨 0.9%，至 12,878 点。菲律宾 PSEI 上涨 0.9%。越南胡志明指数下跌 0.8%，而河内指数上涨 1.1%。泰国 SET 50 指数微涨 0.2%，马来西亚 KLCI 指数下跌不足 0.1%。印度 Nifty 50 指数上涨 0.3%，至 23,737 点，BSE Sensex 上涨 0.3%，至 75,511 点。</p>
</div><p>Indonesias IDX continued its decline, dropping 2.8% to 6,144, repeatedly hitting more than one-year lows. Indonesia announced yesterday tighter state control over commodity exports to address mounting fiscal pressure and weakness in the rupiah. Starting with palm oil, coal and ferroalloys, the government will require sales of these commodities to be conducted through a designated state-owned enterprise, which will act as the sole exporter.</p>
<div class="lb-trans"><p>印尼 IDX 指数继续下跌，下降 2.8%，至 6,144 点，屡次触及一年多以来的低点。印尼昨日宣布加强对商品出口的国家控制，以应对日益加大的财政压力和印尼盾的疲软。政府将从棕榈油、煤炭和铁合金开始，要求这些商品的销售必须通过指定的国有企业进行，该企业将作为唯一的出口商。</p>
</div>

KOSPI Surges 8%; Nikkei, Taiwan Stocks Each Up Over 3%; SoftBank Soars 20% as Regional Semiconductor Shares Rally; Singapore Hits Record, Indonesia IDX Extends Nearly 3% Drop

AASTOCKS News

道琼斯指数

标普 500 指数

纳斯达克综合指数

英伟达

上证指数

深证成指

恒生指数

台积电

摩根士丹利

瑞萨电子

Tokyo Electron Ltd.

Advantest Corp.

Fujikura Ltd

富时新加坡海峡时报指数

NVIDIA Corporation

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

东京电子(ADR)

KOSPI 指数上涨 8%；日经指数和台湾股市各上涨超过 3%；随着地区半导体股的上涨，软银股价飙升 20%；新加坡股市创下新高，印尼 IDX 指数延续近 3% 的跌幅