<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png"/></p>
<p>一波謹慎的樂觀情緒在亞洲科技股中蔓延，市場緊張地將目光投向一個關鍵事件：即將發佈的人工智能革命無可爭議的王者 Nvidia 的財報。</p>
<p>在一個面臨中央銀行混亂和貿易戰加劇的世界中，這家芯片巨頭的業績已超越了單純的企業財務，成為全球市場健康狀況的重要晴雨表。</p>
<p>人工智能主題依然是一股強大的力量，中國人工智能核心企業寒武紀科技的股價在發佈創紀錄利潤後飆升至新高，漲幅高達 8.2%。</p>
<p>這種熱情具有傳染性，尼康公司的股價在日本上漲了驚人的 21%，而亞洲科技股的整體指數也上漲了 0.5%。</p>
<p>這波反彈清楚地表明，投資者迫切希望找到一個積極的催化劑，以判斷自四月以來開始的強勁牛市是否還有繼續的動力。</p>
<h2>一個晴雨表，一個護身符，一個壓力點</h2>
<p>現在所有的目光都集中在 Nvidia 身上。該公司將在週三收盤後發佈的財報預計將提供關於全球人工智能支出熱潮的重要更新，尤其是美國與中國日益加劇的競爭如何影響其增長。</p>
<p>分析師預計，該公司的銷售額今年仍將以超過 50% 的驚人速度增長，但對 Nvidia 在龐大的中國市場能夠開展多少業務的困惑正在抑制興奮感。</p>
<p>這份報告的重要性不容小覷。</p>
<p>“股市將密切關注 Nvidia 即將發佈的財報，以判斷當前的牛市是否會繼續或停滯不前，” KCM Trade 的首席市場分析師 Tim Waterer 寫道。</p>
<p>Capital.com 的高級市場分析師 Kyle Rodda 則更加直言不諱。</p>
<p>“Nvidia 的業績超越了公司本身，成為宏觀經濟活動的晴雨表，人工智能交易的護身符，以及全球地緣政治的關鍵壓力點，” 他寫道。</p>
<h2>混亂與關税的背景</h2>
<p>對單一公司的高度關注正發生在深刻的制度和地緣政治不穩定的背景下。</p>
<p>特朗普總統解僱聯邦儲備委員會理事 Lisa Cook 的餘震仍在持續，中央銀行首次表態將遵循法院對她法律挑戰的任何裁決。</p>
<p>這一前所未有的舉動在美聯儲的獨立性上投下了長長的陰影，這是美國市場的基石假設。</p>
<p>“特朗普推動解僱 Cook 加劇了對美聯儲獨立性的擔憂，” BMO Capital Markets 的 Ian Lyngen 告訴彭博社。</p>
<p>“許多對美聯儲獨立性侵蝕的常用對沖工具在 Cook 被解僱的消息中表現優於大盤。”</p>
<p>緊張局勢加劇，貿易戰進入一個新的痛苦階段。美國計劃從週三開始對一些印度商品徵收高達 50% 的關税，這是亞洲最高的關税，作為對新德里購買俄羅斯石油的懲罰。</p>
<p>儘管一些美國經濟數據依然強勁，商業設備訂單上升，但中央銀行的混亂和貿易爭端的升級使市場迫切尋找英雄。目前，所有的希望都寄託在 Nvidia 身上。</p>
<p>亞洲市場開盤後：科技股上漲，全球市場為 Nvidia 財報做好準備，首發於 Invezz。</p>

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<p>亞洲科技股在英偉達財報發佈前正經歷謹慎的樂觀情緒，該財報被視為全球市場在中央銀行不穩定和貿易緊張局勢下的重要指標。寒武紀科技公司和尼康公司股票大幅上漲，反映出投資者對積極消息的渴望。分析師預測英偉達今年的銷售額將增長超過 50%，但其在中國的業務仍存在不確定性。該報告預計將影響當前的牛市，並提供有關宏觀經濟狀況和地緣政治動態的見解</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/06/Asian-Markets-Close-2.png"/></p>
<p>A wave of cautious optimism has rippled through Asian technology shares, as a nervous market turns its gaze to a single, pivotal event: the upcoming earnings report from the undisputed king of the AI revolution, Nvidia.</p>
<div class="lb-trans"><p>一波謹慎的樂觀情緒在亞洲科技股中蔓延，市場緊張地將目光投向一個關鍵事件：即將發佈的人工智能革命無可爭議的王者 Nvidia 的財報。</p>
</div><p>In a world grappling with central bank chaos and simmering trade wars, the chip giant’s results have transcended mere corporate finance to become a crucial barometer for the health of the entire global market.</p>
<div class="lb-trans"><p>在一個面臨中央銀行混亂和貿易戰加劇的世界中，這家芯片巨頭的業績已超越了單純的企業財務，成為全球市場健康狀況的重要晴雨表。</p>
</div><p>The artificial intelligence theme remains a potent force, with Chinese AI linchpin Cambricon Technologies Corp. surging as much as 8.2% to a new record high after posting a record profit.</p>
<div class="lb-trans"><p>人工智能主題依然是一股強大的力量，中國人工智能核心企業寒武紀科技的股價在發佈創紀錄利潤後飆升至新高，漲幅高達 8.2%。</p>
</div><p>The enthusiasm was contagious, with Nikon Corp. shares jumping a stunning 21% in Japan, and a broader gauge of Asian technology shares rising as much as 0.5%.</p>
<div class="lb-trans"><p>這種熱情具有傳染性，尼康公司的股價在日本上漲了驚人的 21%，而亞洲科技股的整體指數也上漲了 0.5%。</p>
</div><p>This rally is a clear sign that investors are desperate for a positive catalyst to determine if the powerful bull run that began in April has any fuel left in the tank.</p>
<div class="lb-trans"><p>這波反彈清楚地表明，投資者迫切希望找到一個積極的催化劑，以判斷自四月以來開始的強勁牛市是否還有繼續的動力。</p>
</div><h2>A barometer, a talisman, a pressure point</h2>
<div class="lb-trans"><h2>一個晴雨表，一個護身符，一個壓力點</h2>
</div><p>All eyes are now on Nvidia. The company’s report, due after the bell on Wednesday, is expected to provide a crucial update on the global AI spending boom and, critically, on how the escalating US-China rivalry is impacting its growth.</p>
<div class="lb-trans"><p>現在所有的目光都集中在 Nvidia 身上。該公司將在週三收盤後發佈的財報預計將提供關於全球人工智能支出熱潮的重要更新，尤其是美國與中國日益加劇的競爭如何影響其增長。</p>
</div><p>Analysts estimate the company’s sales are still set to grow at a blistering pace of more than 50% this year, but the excitement is being tempered by confusion over just how much business Nvidia will be able to conduct in the massive Chinese market.</p>
<div class="lb-trans"><p>分析師預計，該公司的銷售額今年仍將以超過 50% 的驚人速度增長，但對 Nvidia 在龐大的中國市場能夠開展多少業務的困惑正在抑制興奮感。</p>
</div><p>The significance of this single report cannot be overstated.</p>
<div class="lb-trans"><p>這份報告的重要性不容小覷。</p>
</div><p>“Equity markets will be looking squarely at Nvidia’s upcoming earnings report for cues as to whether the current bull run continues or stalls out,” wrote Tim Waterer, chief market analyst at KCM Trade.</p>
<div class="lb-trans"><p>“股市將密切關注 Nvidia 即將發佈的財報，以判斷當前的牛市是否會繼續或停滯不前，” KCM Trade 的首席市場分析師 Tim Waterer 寫道。</p>
</div><p>Kyle Rodda, a senior market analyst at Capital.com, put it even more starkly.</p>
<div class="lb-trans"><p>Capital.com 的高級市場分析師 Kyle Rodda 則更加直言不諱。</p>
</div><p>“Nvidia’s results transcend the company, becoming a barometer of macroeconomic activity, a talisman for the artificial intelligence trade, and a critical pressure point for global geopolitics,” he wrote.</p>
<div class="lb-trans"><p>“Nvidia 的業績超越了公司本身，成為宏觀經濟活動的晴雨表，人工智能交易的護身符，以及全球地緣政治的關鍵壓力點，” 他寫道。</p>
</div><h2>A Backdrop of Chaos and Tariffs</h2>
<div class="lb-trans"><h2>混亂與關税的背景</h2>
</div><p>This intense focus on a single company is playing out against a backdrop of profound institutional and geopolitical instability.</p>
<div class="lb-trans"><p>對單一公司的高度關注正發生在深刻的制度和地緣政治不穩定的背景下。</p>
</div><p>The aftershocks of President Trump’s firing of Federal Reserve Governor Lisa Cook are still being felt, with the central bank weighing in for the first time to say it would abide by any court decision in her legal challenge.</p>
<div class="lb-trans"><p>特朗普總統解僱聯邦儲備委員會理事 Lisa Cook 的餘震仍在持續，中央銀行首次表態將遵循法院對她法律挑戰的任何裁決。</p>
</div><p>The unprecedented move has cast a long shadow over the Fed’s independence, a bedrock assumption of US markets.</p>
<div class="lb-trans"><p>這一前所未有的舉動在美聯儲的獨立性上投下了長長的陰影，這是美國市場的基石假設。</p>
</div><p>“Trump’s push to fire Cook has exacerbated concerns about the Fed’s independence,” Ian Lyngen at BMO Capital Markets told Bloomberg.</p>
<div class="lb-trans"><p>“特朗普推動解僱 Cook 加劇了對美聯儲獨立性的擔憂，” BMO Capital Markets 的 Ian Lyngen 告訴彭博社。</p>
</div><p>“Many of the go-to hedges against an erosion of Fed independence outperformed on the news of Cook’s firing.”</p>
<div class="lb-trans"><p>“許多對美聯儲獨立性侵蝕的常用對沖工具在 Cook 被解僱的消息中表現優於大盤。”</p>
</div><p>Adding to the tension, the trade war is entering a new and painful phase. The US is set to slap a crushing 50% tariff on some Indian goods starting Wednesday, the highest in Asia, as punishment for New Delhi’s purchases of Russian oil.</p>
<div class="lb-trans"><p>緊張局勢加劇，貿易戰進入一個新的痛苦階段。美國計劃從週三開始對一些印度商品徵收高達 50% 的關税，這是亞洲最高的關税，作為對新德里購買俄羅斯石油的懲罰。</p>
</div><p>While some US economic data remains strong, with business equipment orders rising, the combination of central bank chaos and escalating trade disputes has left the market desperately searching for a hero. For now, all hopes are pinned on Nvidia.</p>
<div class="lb-trans"><p>儘管一些美國經濟數據依然強勁，商業設備訂單上升，但中央銀行的混亂和貿易爭端的升級使市場迫切尋找英雄。目前，所有的希望都寄託在 Nvidia 身上。</p>
</div><p>The post Asian markets open: Tech shares advance as world braces for Nvidia earnings report appeared first on Invezz</p>
<div class="lb-trans"><p>亞洲市場開盤後：科技股上漲，全球市場為 Nvidia 財報做好準備，首發於 Invezz。</p>
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亞洲市場開盤：隨着全球為 Nvidia 財報做準備，科技股上漲