<p>亞洲股市因重新燃起的人工智能樂觀情緒而上漲</p><p>地緣政治形勢嚴峻，特朗普對伊朗採取觀望態度</p><p>美元上漲，交易員削減美聯儲降息預期</p><p>作者：Rae Wee</p><p>新加坡，1 月 16 日（路透社）- 亞洲股市在週五上漲，人工智能熱潮重新獲得動力，而美元在樂觀的美國經濟數據推動下，維持在六週高位附近，交易員削減了對降息的押注。</p><p>油價承壓，避險金屬黃金和白銀下跌，此前美國總統特朗普對伊朗的動盪採取了觀望態度，早前曾威脅進行干預。</p><p>MSCI 亞太地區（不包括日本）股票指數（.MIAPJ0000PUS）上漲 0.5%，徘徊在前一交易日創下的歷史高點附近，台灣芯片製造商台積電（2330.TW）的優異業績為人工智能交易注入了新的活力。</p><p>美國和台灣在週四達成了一項貿易協議，降低了許多半導體強國出口的關税，並將新的投資引導至美國科技產業，這可能激怒中國。</p><p>隔夜，科技股和金融股的上漲推動華爾街走高，納斯達克期貨（NQc1）在亞洲交易時段上漲 0.22%。標準普爾 500 期貨（ESc1）同樣上漲 0.15%。</p><p>“我們知道，關於資本支出和人工智能的支出仍然存在疑慮，而我想，考慮到台積電昨日的報告相當穩健且聽起來樂觀，這無疑為那些在華爾街近期掙扎的人工智能公司提供了急需的提振，” IG 市場分析師 Tony Sycamore 表示。</p><p>“我不會説這激勵了他們或基本上讓他們大幅上漲，但它確實提供了一些急需的信心，表明一切仍在軌道上。”</p><p>日本日經指數（.N225）下跌 0.42%，部分原因是日元（JPY=）的反彈，使其從 18 個月低點回升。</p><p>EUROSTOXX 50 期貨（STXEc1）下跌 0.38%，而富時期貨（FFIc1）下跌 0.18%，此前歐洲股市在週四創下歷史新高。</p><p>在貨幣方面，美元徘徊在六週高位附近，此前一系列樂觀的美國經濟數據發佈，包括顯示上週申請失業救濟的新申請人數意外下降的數據。</p><p>歐元（EUR=）徘徊在 1 個半月低點附近，報 1.1606 美元，而英鎊（GBP=）下跌 0.06%，報 1.3376 美元。</p><p>美元兑一籃子貨幣（=USD）報 99.36，距離週四的高點 99.493 不遠，為 12 月 2 日以來的最高水平。（FRX/）</p><p>“穩定的勞動市場條件的日益證據降低了 4 月降息的可能性，固定收益觀察者越來越有信心，下一次基準利率下調將來自鮑威爾主席的繼任者，預計在 6 月，” 互動經紀公司高級經濟學家 Jose Torres 表示。</p><p>根據 CME FedWatch 工具，市場目前預計美聯儲在 4 月維持利率不變的概率為 67%，高於一個月前的 37%。6 月維持不變的概率也上升至 37.5%，而上個月為 17%。</p><p>日元（JPY=）兑美元上漲 0.1%，報 158.48，儘管距離本週早些時候觸及的 159.45 的 18 個月低點並不遠。</p><p>由於投資者預計日本可能在下個月舉行快閃選舉，這種貨幣被拋售，可能為首相高市早苗的財政刺激措施鋪平道路。</p><p>“對於高市來説，快閃投票提供了在國內外獲得更強授權的機會，但如果失敗，可能會迅速結束她的首相任期，” T. Rowe Price 的投資組合專家 Daniel Hurley 表示。</p><p>在油市，價格在特朗普對伊朗的温和評論緩解了對可能的軍事行動和石油供應中斷的擔憂後，從前一交易日的急劇下跌中恢復。</p><p>布倫特期貨（LCOc1）上漲 0.11%，報每桶 63.83 美元，前一交易日下跌超過 4%。美國原油（CLc1）同樣上漲 0.2%，報每桶 59.31 美元，此前週四下跌 4.6%。</p><p>現貨黃金（XAU=）下跌 0.16%，報每盎司 4,607.50 美元。（GOL/)</p>

<p>亞洲股市因對人工智能的樂觀情緒而上漲，MSCI 指數接近歷史高點。由於交易員在美國經濟數據向好後降低了對美聯儲降息的預期，美元走強。特朗普總統的言論緩解了對伊朗的擔憂，油價略有回升。日元小幅走強，而黃金和白銀價格下跌。市場目前預計美聯儲在四月份維持利率的概率為 67%，高於一個月前的 37%</p>

<p>Asia shares upbeat on renewed AI optimism</p>
<div class="lb-trans"><p>亞洲股市因重新燃起的人工智能樂觀情緒而上漲</p>
</div><p>Geopolitics loom large, Trump adopts wait-and-see posture on Iran</p>
<div class="lb-trans"><p>地緣政治形勢嚴峻，特朗普對伊朗採取觀望態度</p>
</div><p>Dollar gains as traders trim Fed cut expectations</p>
<div class="lb-trans"><p>美元上漲，交易員削減美聯儲降息預期</p>
</div><p>By Rae Wee</p>
<div class="lb-trans"><p>作者：Rae Wee</p>
</div><p>SINGAPORE, Jan 16 (Reuters) - Asian stocks advanced on Friday as the artificial intelligence boom regained momentum, while the dollar held near a six-week high after upbeat U.S. economic data left traders trimming bets on rate cuts there.</p>
<div class="lb-trans"><p>新加坡，1 月 16 日（路透社）- 亞洲股市在週五上漲，人工智能熱潮重新獲得動力，而美元在樂觀的美國經濟數據推動下，維持在六週高位附近，交易員削減了對降息的押注。</p>
</div><p>Oil prices were nursing losses and safe-haven gold and silver fell after U.S. President Donald Trump adopted a wait-and-see posture towards the unrest in Iran, having earlier threatened intervention.</p>
<div class="lb-trans"><p>油價承壓，避險金屬黃金和白銀下跌，此前美國總統特朗普對伊朗的動盪採取了觀望態度，早前曾威脅進行干預。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) was up 0.5% and hovered near a record high hit in the previous session, as stellar results from Taiwanese chipmaker TSMC (2330.TW) breathed new life into the AI trade.</p>
<div class="lb-trans"><p>MSCI 亞太地區（不包括日本）股票指數（.MIAPJ0000PUS）上漲 0.5%，徘徊在前一交易日創下的歷史高點附近，台灣芯片製造商台積電（2330.TW）的優異業績為人工智能交易注入了新的活力。</p>
</div><p>The U.S. and Taiwan also clinched a trade deal on Thursday that cuts tariffs on many of the semiconductor powerhouse’s exports, directs new investments towards the U.S. technology industry and risks infuriating China.</p>
<div class="lb-trans"><p>美國和台灣在週四達成了一項貿易協議，降低了許多半導體強國出口的關税，並將新的投資引導至美國科技產業，這可能激怒中國。</p>
</div><p>Overnight, gains in technology and financial stocks sent Wall Street higher, with Nasdaq futures (NQc1) up 0.22% in the Asian session. S&amp;P 500 futures (ESc1) similarly tacked on 0.15%.</p>
<div class="lb-trans"><p>隔夜，科技股和金融股的上漲推動華爾街走高，納斯達克期貨（NQc1）在亞洲交易時段上漲 0.22%。標準普爾 500 期貨（ESc1）同樣上漲 0.15%。</p>
</div><p>“We know there’s lingering doubts about the spend around capex and AI more broadly, and I guess with the TSMC report yesterday being pretty solid and sounding optimistic, it certainly provided a much needed shot in the arm for those AI names which have been struggling on Wall Street in recent months,” said Tony Sycamore, a market analyst at IG.</p>
<div class="lb-trans"><p>“我們知道，關於資本支出和人工智能的支出仍然存在疑慮，而我想，考慮到台積電昨日的報告相當穩健且聽起來樂觀，這無疑為那些在華爾街近期掙扎的人工智能公司提供了急需的提振，” IG 市場分析師 Tony Sycamore 表示。</p>
</div><p>“I wouldn’t say it galvanised or basically shot them higher, but it certainly provided some much needed reassurance there, that everything remains on track.”</p>
<div class="lb-trans"><p>“我不會説這激勵了他們或基本上讓他們大幅上漲，但它確實提供了一些急需的信心，表明一切仍在軌道上。”</p>
</div><p>Japan’s Nikkei (.N225) fell 0.42%, weighed down in part by a recovery in the yen (JPY=) which has retreated from an 18-month low.</p>
<div class="lb-trans"><p>日本日經指數（.N225）下跌 0.42%，部分原因是日元（JPY=）的反彈，使其從 18 個月低點回升。</p>
</div><p>EUROSTOXX 50 futures (STXEc1) fell 0.38% while FTSE futures (FFIc1) eased 0.18%, after European shares scaled a record high on Thursday.</p>
<div class="lb-trans"><p>EUROSTOXX 50 期貨（STXEc1）下跌 0.38%，而富時期貨（FFIc1）下跌 0.18%，此前歐洲股市在週四創下歷史新高。</p>
</div><p>In currencies, the dollar hovered near a six-week high, after a slew of upbeat U.S. economic releases including data that showed the number of Americans filing new applications for unemployment benefits unexpectedly fell last week.</p>
<div class="lb-trans"><p>在貨幣方面，美元徘徊在六週高位附近，此前一系列樂觀的美國經濟數據發佈，包括顯示上週申請失業救濟的新申請人數意外下降的數據。</p>
</div><p>The euro (EUR=) languished near a 1-1⁄2-month low and bought $1.1606, while sterling (GBP=) slipped 0.06% to $1.3376.</p>
<div class="lb-trans"><p>歐元（EUR=）徘徊在 1 個半月低點附近，報 1.1606 美元，而英鎊（GBP=）下跌 0.06%，報 1.3376 美元。</p>
</div><p>Against a basket of currencies, the dollar (=USD) stood at 99.36, not far from Thursday’s top of 99.493, its highest since December 2. (FRX/)</p>
<div class="lb-trans"><p>美元兑一籃子貨幣（=USD）報 99.36，距離週四的高點 99.493 不遠，為 12 月 2 日以來的最高水平。（FRX/）</p>
</div><p>“Mounting evidence of stable labour conditions is lowering the odds of an April cut, as fixed income watchers grow increasingly confident that the next benchmark drop will come from Chair Powell’s successor in June,” said Jose Torres, senior economist at Interactive Brokers.</p>
<div class="lb-trans"><p>“穩定的勞動市場條件的日益證據降低了 4 月降息的可能性，固定收益觀察者越來越有信心，下一次基準利率下調將來自鮑威爾主席的繼任者，預計在 6 月，” 互動經紀公司高級經濟學家 Jose Torres 表示。</p>
</div><p>Markets are now pricing in a 67% chance that the Federal Reserve will stand pat on rates in April, up from 37% a month ago, according to the CME FedWatch tool. Odds for a steady outcome in June have also risen to 37.5%, compared to 17% last month.</p>
<div class="lb-trans"><p>根據 CME FedWatch 工具，市場目前預計美聯儲在 4 月維持利率不變的概率為 67%，高於一個月前的 37%。6 月維持不變的概率也上升至 37.5%，而上個月為 17%。</p>
</div><p>The yen (JPY=) was 0.1% stronger at 158.48 per dollar, though it was not too far from an 18-month trough of 159.45 hit earlier in the week.</p>
<div class="lb-trans"><p>日元（JPY=）兑美元上漲 0.1%，報 158.48，儘管距離本週早些時候觸及的 159.45 的 18 個月低點並不遠。</p>
</div><p>The currency has been sold off on the prospect of a snap election in Japan as early as next month, which investors bet could pave the way for expanded fiscal stimulus from Prime Minister Sanae Takaichi.</p>
<div class="lb-trans"><p>由於投資者預計日本可能在下個月舉行快閃選舉，這種貨幣被拋售，可能為首相高市早苗的財政刺激措施鋪平道路。</p>
</div><p>“For Takaichi, the snap poll offers the chance of a stronger mandate at home and abroad - but failure would likely spell a swift end to her premiership,” said Daniel Hurley, portfolio specialist at T. Rowe Price.</p>
<div class="lb-trans"><p>“對於高市來説，快閃投票提供了在國內外獲得更強授權的機會，但如果失敗，可能會迅速結束她的首相任期，” T. Rowe Price 的投資組合專家 Daniel Hurley 表示。</p>
</div><p>In the oil market, prices were recovering from their steep fall in the previous session after Trump’s watered-down comments on Iran allayed concerns over potential military action against Tehran and oil supply disruptions.</p>
<div class="lb-trans"><p>在油市，價格在特朗普對伊朗的温和評論緩解了對可能的軍事行動和石油供應中斷的擔憂後，從前一交易日的急劇下跌中恢復。</p>
</div><p>Brent futures (LCOc1) were up 0.11% at $63.83 a barrel, having tumbled more than 4% in the previous session. U.S. crude (CLc1) was similarly up 0.2% at $59.31 per barrel, after a 4.6% fall on Thursday.</p>
<div class="lb-trans"><p>布倫特期貨（LCOc1）上漲 0.11%，報每桶 63.83 美元，前一交易日下跌超過 4%。美國原油（CLc1）同樣上漲 0.2%，報每桶 59.31 美元，此前週四下跌 4.6%。</p>
</div><p>Spot gold (XAU=) was down 0.16% at $4,607.50 an ounce. (GOL/)</p>
<div class="lb-trans"><p>現貨黃金（XAU=）下跌 0.16%，報每盎司 4,607.50 美元。（GOL/)</p>
</div>

全球市場 - 亞洲股市因對人工智能的樂觀情緒接近歷史高位，美元因美聯儲降息預期減弱而走強