<p>亚洲股市在 5 月 19 日继续上涨，投资者在对美国与伊朗达成协议的希望中采取了风险偏好情绪。在日本，蓝筹股日经 225 指数上涨 2.30%，创下 66,120 日元的历史新高。今年以来，该指数已上涨 31%。</p>
<p>在香港，恒生指数上涨至 25,275 港元，较本周低点 24,722 港元有所回升。韩国的 Kospi 指数继续牛市，达到 8,400 韩元的历史新高，今年上涨了 100%，过去 12 个月上涨了 210%。</p>
<p><strong>日经 225、恒生、Kospi 因和平协议希望而大幅上涨</strong></p>
<p>亚洲股指如日经 225、恒生和 Kospi 因投资者对美国与伊朗潜在协议的欢呼而大幅上涨。</p>
<p>该协议将使伊朗重新开放霍尔木兹海峡，美国则结束对其港口的封锁。这将导致原油运输激增，惠及依赖该地区的主要亚洲国家，同时也将导致化肥和氦气运输的激增。</p>
<p>对协议的期望推动了原油价格下跌，布伦特原油价格降至 91 美元，西德克萨斯中质油（WTI）降至 87 美元。天然气价格也在对更多供应的期望中持续下跌。</p>
<p>较低的原油价格和增加的供应将解决今年亚洲市场面临的最大挑战之一。这将确保中央银行不会采取激进的加息措施来应对通货膨胀。</p>
<p>确实，数据显示，本周部分亚洲国家的债券收益率持续下降。例如，韩国的十年期债券收益率从年初以来的高点 4.3% 降至 4.078%。</p>
<p>在香港也是如此，十年期收益率从年初以来的高点 3.31% 降至 3.25%。在日本，十年期收益率从本月的高点 2.8% 降至 2.64%。</p>
<p><strong>人工智能热潮正在推动亚洲股市</strong></p>
<p>日经 225 和 Kospi 指数也受到持续的人工智能热潮的推动。实际上，一些最大的涨幅来自科技行业。</p>
<p>在韩国，三星和 SK 海力士的股价飙升，进入了万亿美元俱乐部。只有美国、台湾和韩国有市值超过 1 万亿美元的公司。</p>
<p>LG 电子的股票在与谷歌签署多项汽车协议后上涨超过 23%。该公司表示：</p>
<p>“该解决方案支持汽车制造商显著降低多显示屏车内系统的部署成本。”</p>
<p>同样，在日本，软银的股价今年飙升至历史新高，得益于其对 SB Energy 和 OpenAI 等公司的投资。在过去 12 个月中，股价上涨超过 297%，其愿景基金推动了利润增长。</p>
<p>在人工智能热潮中，唯一落后的地方是香港，顶尖科技公司大幅回撤。例如，阿里巴巴的股价较去年最高点回落了 34%。腾讯也下跌超过 35%，而京东下跌了 21%。</p>

恒生指数

2 倍做空日圓 ETF - ProShares

<p>亚洲股市在 5 月 19 日大幅上涨，受到对美国与伊朗可能达成协议的乐观情绪推动，日本日经 225 指数上涨 2.30%，创下 66,120 日元的历史新高。香港恒生指数攀升至 25,275 港元，而韩国 Kospi 指数达到 8,400 韩元，今年涨幅达到 100%。预计达成的协议可能会促进原油运输，降低价格并缓解通胀担忧，同时多个亚洲国家的债券收益率也有所下降</p>

<p>Asian stocks continued their uptrend today, May 19, as investors adopted a risk-on sentiment amid hopes of a deal between the US and Iran. In Japan, the blue-chip Nikkei 225 Index soared by 2.30% to a record high of ¥66,120. It has soared by 31% this year.</p>
<div class="lb-trans"><p>亚洲股市在 5 月 19 日继续上涨，投资者在对美国与伊朗达成协议的希望中采取了风险偏好情绪。在日本，蓝筹股日经 225 指数上涨 2.30%，创下 66,120 日元的历史新高。今年以来，该指数已上涨 31%。</p>
</div><p>In Hong Kong, the Hang Seng Index rose to H$25,275, up from this week’s low of H$24,722. South Korea’s Kospi Index continued its bull run, reaching a record high of KRW 8,400, up by 100% this year and 210% in the last 12 months.</p>
<div class="lb-trans"><p>在香港，恒生指数上涨至 25,275 港元，较本周低点 24,722 港元有所回升。韩国的 Kospi 指数继续牛市，达到 8,400 韩元的历史新高，今年上涨了 100%，过去 12 个月上涨了 210%。</p>
</div><p><strong>Nikkei 225, Hang Seng, Kospi jump amid peace deal hopes</strong></p>
<div class="lb-trans"><p><strong>日经 225、恒生、Kospi 因和平协议希望而大幅上涨</strong></p>
</div><p>Asian stock indices like the Nikkei 225, Hang Seng, and Kospi jumped as investors cheered a potential deal between the US and Iran.</p>
<div class="lb-trans"><p>亚洲股指如日经 225、恒生和 Kospi 因投资者对美国与伊朗潜在协议的欢呼而大幅上涨。</p>
</div><p>This deal will see Iran reopen the Strait of Hormuz and the US end its blockade against its ports. It will then lead to a surge in crude oil shipments, benefiting top Asian countries that depend on the region. It will also lead to a surge in fertilizer and helium shipments.</p>
<div class="lb-trans"><p>该协议将使伊朗重新开放霍尔木兹海峡，美国则结束对其港口的封锁。这将导致原油运输激增，惠及依赖该地区的主要亚洲国家，同时也将导致化肥和氦气运输的激增。</p>
</div><p>The hopes for a deal have pushed crude oil priceslower, with Brent moving to $91 and the West Texas Intermediate (WTI) falling to $87. Natural gas prices have also continued to move downwards amid hopes of more supplies.</p>
<div class="lb-trans"><p>对协议的期望推动了原油价格下跌，布伦特原油价格降至 91 美元，西德克萨斯中质油（WTI）降至 87 美元。天然气价格也在对更多供应的期望中持续下跌。</p>
</div><p>Lower crude oil prices and increased supplies will solve one of the biggest challenges facing Asian markets this year. It will ensure that central banks don’t move to aggressively hike interest rates to combat inflation.</p>
<div class="lb-trans"><p>较低的原油价格和增加的供应将解决今年亚洲市场面临的最大挑战之一。这将确保中央银行不会采取激进的加息措施来应对通货膨胀。</p>
</div><p>Indeed, data shows that bond yields in select Asian countries have continued moving downwards this week. For example, South Korea’s ten-year bond yield dropped to 4.078% from the year-to-date high of 4.3%.</p>
<div class="lb-trans"><p>确实，数据显示，本周部分亚洲国家的债券收益率持续下降。例如，韩国的十年期债券收益率从年初以来的高点 4.3% 降至 4.078%。</p>
</div><p>The same happened in Hong Kong, where the ten-year yield dropped to 3.25% from the year-to-date high of 3.31%. In Japan, the ten-year fell to 2.64% from this month’s high of 2.8%.</p>
<div class="lb-trans"><p>在香港也是如此，十年期收益率从年初以来的高点 3.31% 降至 3.25%。在日本，十年期收益率从本月的高点 2.8% 降至 2.64%。</p>
</div><p><strong>AI boom is boosting Asian stocks</strong></p>
<div class="lb-trans"><p><strong>人工智能热潮正在推动亚洲股市</strong></p>
</div><p>The Nikkei 225 and Kospi indices are also being boosted by the ongoing artificial intelligence boom. Indeed, some of the biggest gainers are in the technology industry.</p>
<div class="lb-trans"><p>日经 225 和 Kospi 指数也受到持续的人工智能热潮的推动。实际上，一些最大的涨幅来自科技行业。</p>
</div><p>In South Korea, Samsung and SK Hynix have soared and moved into the trillion-dollar club. Only the US, Taiwan, and South Korea have companies valued at over $1 trillion.</p>
<div class="lb-trans"><p>在韩国，三星和 SK 海力士的股价飙升，进入了万亿美元俱乐部。只有美国、台湾和韩国有市值超过 1 万亿美元的公司。</p>
</div><p>LG Electronics stock jumped by over 23% after the company inked several automotive deals with Google. It said:</p>
<div class="lb-trans"><p>LG 电子的股票在与谷歌签署多项汽车协议后上涨超过 23%。该公司表示：</p>
</div><p>“The solution supports automakers to significantly reduce the cost of deploying multi-display in-cabin systems.”</p>
<div class="lb-trans"><p>“该解决方案支持汽车制造商显著降低多显示屏车内系统的部署成本。”</p>
</div><p>Similarly, in Japan, Softbank's stock price has soared to a record high this year, helped by its investments in companies like SB Energy and OpenAI. It has jumped by over 297% in the last 12 months, with its Vision Fundpowering its profit engine.</p>
<div class="lb-trans"><p>同样，在日本，软银的股价今年飙升至历史新高，得益于其对 SB Energy 和 OpenAI 等公司的投资。在过去 12 个月中，股价上涨超过 297%，其愿景基金推动了利润增长。</p>
</div><p>The only place left behind in the AI boom is Hong Kong, where top technology companies have pulled back substantially. For example, Alibaba stock price has retreated by 34% from its highest point last year. Tencent has also plunged by over 35%, while JD is down by 21%.</p>
<div class="lb-trans"><p>在人工智能热潮中，唯一落后的地方是香港，顶尖科技公司大幅回撤。例如，阿里巴巴的股价较去年最高点回落了 34%。腾讯也下跌超过 35%，而京东下跌了 21%。</p>
</div>

亚洲股市的上涨推动了恒生指数、Kospi 指数和日经 225 指数的上升，因市场对美国与伊朗达成协议的希望