<p>日本股市在美国总统唐纳德·特朗普暗示美国即将与伊朗签署协议后反弹，推动了对中东冲突即将结束的预期。</p>
<p>截至东京市场收盘，日经 225 指数上涨 2.8%，为 5 月 25 日以来最大涨幅，报 66020.04 点，东京电子有限公司和迪斯科公司等芯片设备供应商领涨。更广泛的东证指数上涨 1.4%，报 3881.96 点，标志着其三天来的首次上涨。电子和银行股对东证指数的上涨贡献最大。</p>
<p>在特朗普表示与伊朗的和平协议可能在周末签署后，油价暴跌。他在一次虚拟竞选集会上表示，美国已经 “结束了与伊朗的战争”。</p>
<p>“由于特朗普的言论，市场情绪有所改善——投资者假设协议触手可及，” 伊藤忠研究所高级研究员竹内浩二表示。“但如果对协议的预期未能实现，情绪可能会崩溃，” 他警告道。</p>
<p>竹内补充道，目前的风险偏好情绪对人工智能和科技股形成了特别的利好，因为许多股票在本周因中东紧张局势加剧而被抛售。内存芯片制造商 Kioxia Holdings 和芯片测试制造商 Advantest Corp.均上涨超过 7%。</p>
<p>特朗普表示，他与伊朗的提议协议涉及重新开放霍尔木兹海峡，这有助于提升投资者的情绪，尽管伊朗媒体表示德黑兰尚未批准任何协议。</p>
<p>“不管是狼来了还是不是，市场都将特朗普的言论视为事实，并重新涌入风险资产，” Ortus Advisors 日本股权策略负责人安德鲁·杰克逊表示。</p>
<p>关于霍尔木兹海峡中断对供应链影响的担忧，最近几个月一直对日本制造商的股票造成压力，尤其是汽车制造商。在冲突之前，日本依赖中东提供超过 90% 的原油进口。自战争爆发以来，关键石油产品如石脑油的短缺导致日本出现价格上涨和生产停滞。</p>
<p>埃隆·马斯克的 SpaceX 在周四的首次公开募股中筹集了 750 亿美元，成为有史以来最大的 IPO。该股票预计将在周五在美国开始交易。</p>
<p>竹内表示，许多投资者可能出售其他资产以购买 SpaceX 的 IPO。“现在它即将结束，这些供需压力将会缓解，” 他表示，这将为股票提供额外的利好。</p>

SPCX

2 倍做空日圓 ETF - ProShares

<p>日本股市上涨，日经 225 指数上涨 2.8%，东证指数上涨 1.4%，这得益于特朗普总统关于与伊朗达成潜在和平协议的评论。这一情绪的提升推动了科技和银行板块的上涨，同时油价下跌。风险偏好情绪也受到 SpaceX 创纪录的 750 亿美元首次公开募股的提振，缓解了其他资产的供需压力</p>

<p>Japanese equities rallied after US President Donald Trump signaled the US is close to signing a deal with Iran, fueling expectations that the Middle East conflict is nearing an end.</p>
<div class="lb-trans"><p>日本股市在美国总统唐纳德·特朗普暗示美国即将与伊朗签署协议后反弹，推动了对中东冲突即将结束的预期。</p>
</div><p>The Nikkei 225 Stock Average rose 2.8%, the most since May 25, to 66020.04 as of market close in Tokyo, with chip gear suppliers Tokyo Electron Ltd. and Disco Corp. among companies leading gains. The broader Topix climbed 1.4% to 3881.96, marking its first rise in three days. Electronics and banks contributed most to gains on the Topix.</p>
<div class="lb-trans"><p>截至东京市场收盘，日经 225 指数上涨 2.8%，为 5 月 25 日以来最大涨幅，报 66020.04 点，东京电子有限公司和迪斯科公司等芯片设备供应商领涨。更广泛的东证指数上涨 1.4%，报 3881.96 点，标志着其三天来的首次上涨。电子和银行股对东证指数的上涨贡献最大。</p>
</div><p>Oil tumbled after Trump said a peace deal with Iran could be signed as soon as the weekend. He said the US has “ended the war with Iran” in comments at a virtual campaign rally.</p>
<div class="lb-trans"><p>在特朗普表示与伊朗的和平协议可能在周末签署后，油价暴跌。他在一次虚拟竞选集会上表示，美国已经 “结束了与伊朗的战争”。</p>
</div><p>“Sentiment has improved as a result of Trump’s comments — investors are moving on the assumption that a deal is within reach,” said Koji Takeuchi, a senior research fellow at Itochu Research Institute. “But there’s a risk of sentiment collapsing if expectations for a deal aren’t met,” he warned.</p>
<div class="lb-trans"><p>“由于特朗普的言论，市场情绪有所改善——投资者假设协议触手可及，” 伊藤忠研究所高级研究员竹内浩二表示。“但如果对协议的预期未能实现，情绪可能会崩溃，” 他警告道。</p>
</div><p>The current risk-on mood is a particular tailwind for AI and tech stocks as many had been sold off this week amid worries about heightening tensions in the Middle East, Takeuchi added. Memory chipmaker Kioxia Holdings and chip tester manufacturer Advantest Corp. both gained more than 7%.</p>
<div class="lb-trans"><p>竹内补充道，目前的风险偏好情绪对人工智能和科技股形成了特别的利好，因为许多股票在本周因中东紧张局势加剧而被抛售。内存芯片制造商 Kioxia Holdings 和芯片测试制造商 Advantest Corp.均上涨超过 7%。</p>
</div><p>Trump said his proposed agreement with Iran involves reopening the Strait of Hormuz, which helped lift investors’ mood, although Iranian media said Tehran has not approved any deal.</p>
<div class="lb-trans"><p>特朗普表示，他与伊朗的提议协议涉及重新开放霍尔木兹海峡，这有助于提升投资者的情绪，尽管伊朗媒体表示德黑兰尚未批准任何协议。</p>
</div><p>“Boy who cried wolf or not, markets took Trump’s comments at face value and roared back into risk assets,” said Andrew Jackson, head of Japan equity strategy at Ortus Advisors.</p>
<div class="lb-trans"><p>“不管是狼来了还是不是，市场都将特朗普的言论视为事实，并重新涌入风险资产，” Ortus Advisors 日本股权策略负责人安德鲁·杰克逊表示。</p>
</div><p>Concerns about the supply chain impact of disruptions in the Strait of Hormuz have been weighing on the shares of Japanese manufacturers like automakers in recent months. Before the conflict, Japan relied on the Middle East for more than 90% of its crude oil imports. Shortages of key oil products like naphtha have triggered price hikes and production halts in Japan since the war broke out.</p>
<div class="lb-trans"><p>关于霍尔木兹海峡中断对供应链影响的担忧，最近几个月一直对日本制造商的股票造成压力，尤其是汽车制造商。在冲突之前，日本依赖中东提供超过 90% 的原油进口。自战争爆发以来，关键石油产品如石脑油的短缺导致日本出现价格上涨和生产停滞。</p>
</div><p>Elon Musk’s SpaceX raised $75 billion in its initial public offering Thursday, making it the biggest IPO ever. The stock is set to begin trading in the US on Friday.</p>
<div class="lb-trans"><p>埃隆·马斯克的 SpaceX 在周四的首次公开募股中筹集了 750 亿美元，成为有史以来最大的 IPO。该股票预计将在周五在美国开始交易。</p>
</div><p>Many investors likely sold other assets to buy into the SpaceX IPO, said Takeuchi. “Now that it’s wrapping up, some of those supply-demand pressures will ease,” providing equities with an extra tailwind, he said.</p>
<div class="lb-trans"><p>竹内表示，许多投资者可能出售其他资产以购买 SpaceX 的 IPO。“现在它即将结束，这些供需压力将会缓解，” 他表示，这将为股票提供额外的利好。</p>
</div>

Japan’s stocks rise as Trump’s Iran deal comments lift sentiment

Money Control

由于特朗普对伊朗协议的评论提振了市场情绪，日本股市上涨