<p>（更新下午交易情況）</p>
<p>印尼央行維持基準利率不變，符合預期</p>
<p>印尼盾小幅上漲至每美元 16,930，雅加達股市下跌 1.5%</p>
<p>行長 Warjiyo 表示，央行致力於穩定印尼盾</p>
<p>作者：Nichiket Sunil</p>
<p>1 月 21 日（路透社）- 印尼盾在週三從接近歷史低點反彈，此前央行如預期維持基準利率不變，並保持其穩定貨幣的目標。印尼盾（IDR=）在決定後小幅上漲至每美元 16,930，儘管距離前一交易日觸及的歷史低點 16,985 並不遠。該地區其他貨幣保持穩定，泰銖（THB=TH）在創紀錄的黃金價格下接近 2021 年的高點，而韓元（KRW=KFTC）在李在明總統的言論後上漲。</p>
<p>然而，印度盧比（INR=IN）首次跌破 91.50 大關，全球股市拋售加劇了資金外流，給貨幣施加了壓力。</p>
<p>印尼央行將基準利率（IDCBRR=ECI）維持在 4.75% 不變，符合預期，行長佩裏·瓦爾吉約表示，他們的 “當前重點” 仍然是保持印尼盾的穩定。</p>
<p>OCBC 的高級東盟經濟學家 Lavanya Venkateswaran 表示，印尼央行為進一步降息留有餘地，但時機將取決於印尼盾的走勢。印尼盾在 1 月份已經貶值 1.5%，在普拉博沃·蘇比安託總統提名其侄子加入央行董事會後，市場對其獨立性的擔憂加劇，同時財政赤字的擔憂也增加了壓力。DBS 銀行的高級經濟學家 Radhika Rao 表示：“今年的貨幣寬鬆將是機會主義的，可能推遲到下半年，具體取決於市場情況。” 韓元（KRW=KFTC）上漲了 0.6%，至每美元 1,467.7，從週二觸及的近四周低點 1,480.0 反彈，李在明表示當局預計貨幣將在一兩個月內升值至 1,400。韓元近期的疲軟引起了央行、政府甚至美國財政部長斯科特·貝森特的口頭支持，他表示貨幣貶值與基本面不符。股市基準 KOSPI（.KS11）反彈，收盤上漲 0.5%，接近歷史高點。李總統還表示，去年上漲 76% 的國內股市在 1 月份繼續以 16.5% 的漲幅進行前所未有的反彈，仍然被低估。在東南亞，泰銖（THB=TH）在黃金價格飆升的背景下交易，週三首次突破每盎司 4,800 美元，接近自 2021 年 3 月底以來的最強水平。</p>
<p>馬來西亞林吉特（MYR=）</p>
<p>小幅上漲</p>
<p>在週四馬來西亞國家銀行會議之前，市場普遍預計央行將維持基準利率不變，路透社的調查顯示。該地區其他股票因美國威脅收購格林蘭而加劇貿易緊張局勢而從歷史高點回落，導致華爾街在隔夜下跌 2%。（MKTS/GLOB）台灣基準股指（.TWII）較前一日的歷史收盤高點下跌 1.6%。</p>
<h3>亮點：</h3>
<p>英國和中國將在斯塔默訪問期間恢復 “黃金時代” 商業對話</p>
<p>韓國法院判處前總理韓明洙 23 年監禁，因與戒嚴法相關的案件，印尼撤銷 28 家公司的許可證，稱違規加劇了洪災影響</p>
<p>亞洲股指和</p>
<p>貨幣在 0807 GMT</p>
<p>日本（JPY=）+0.16 -0.79 &lt;.N225</p>
<p>*</p>
<p>-0.4 4.8</p>
<p>中國</p>
<h3>XS</h3>
<p>*</p>
<p>*</p>
<p>印度</p>
<p>*</p>
<p>*</p>
<p>印尼（IDR=）+0.09 -1.54 &lt;.JKSE -1.56 3.99</p>
<p>*</p>
<p>馬來西亞（MYR=）+0.00 +0.10 &lt;.KLSE 0.25 1.38</p>
<p>*</p>
<p>菲律賓（PHP=）+0.07 -0.81 (.PSI) -0.36 4.58</p>
<p>韓國</p>
<h3>TC</h3>
<p>*</p>
<p>*</p>
<p>新加坡（SGD=）+0.04 +0.20 (.STI) -0.33 3.57</p>
<p>台灣</p>
<p>*</p>
<p>*</p>
<p>泰國</p>
<p>*</p>
<p>*</p>

<p>印尼盧比在印尼銀行如預期將基準利率維持在 4.75% 後，從接近歷史低點反彈。該貨幣上漲至每美元 16,930，儘管仍接近其歷史最低點 16,985。對盧比自主性和財政赤字壓力的擔憂繼續影響其穩定性。與此同時，其他地區貨幣表現不一，韓元上漲，而印度盧比跌破 91.50。分析師建議，任何貨幣寬鬆可能會推遲到下半年，具體取決於市場狀況</p>

<p>(Updates with afternoon trade)</p>
<div class="lb-trans"><p>（更新下午交易情況）</p>
</div><p>Bank Indonesia leaves key rate unchanged as expected</p>
<div class="lb-trans"><p>印尼央行維持基準利率不變，符合預期</p>
</div><p>Rupiah edges up to 16,930 per dollar, Jakarta stocks down 1.5%</p>
<div class="lb-trans"><p>印尼盾小幅上漲至每美元 16,930，雅加達股市下跌 1.5%</p>
</div><p>Governor Warjiyo said c.bank committed to anchoring rupiah</p>
<div class="lb-trans"><p>行長 Warjiyo 表示，央行致力於穩定印尼盾</p>
</div><p>By Nichiket Sunil</p>
<div class="lb-trans"><p>作者：Nichiket Sunil</p>
</div><p>Jan 21 (Reuters) - The Indonesian rupiah rebounded from near record lows on Wednesday after the central bank held its key rate unchanged as expected while remaining consistent with its goal to anchor the currency. The rupiah (IDR=) slightly rose to 16,930 per dollar after the decision, although not far from its all-time low of 16,985 touched in the previous session. Currencies elsewhere in the region held ground, with the Thai baht (THB=TH) trading near 2021-highs on record gold, while the South Korean won (KRW=KFTC) gained after President Lee Jae Myung’s remarks.</p>
<div class="lb-trans"><p>1 月 21 日（路透社）- 印尼盾在週三從接近歷史低點反彈，此前央行如預期維持基準利率不變，並保持其穩定貨幣的目標。印尼盾（IDR=）在決定後小幅上漲至每美元 16,930，儘管距離前一交易日觸及的歷史低點 16,985 並不遠。該地區其他貨幣保持穩定，泰銖（THB=TH）在創紀錄的黃金價格下接近 2021 年的高點，而韓元（KRW=KFTC）在李在明總統的言論後上漲。</p>
</div><p>The Indian rupee (INR=IN) , however, fell past the 91.50 mark for the first time, as the global equity selloff magnified outflows that pressured the currency.</p>
<div class="lb-trans"><p>然而，印度盧比（INR=IN）首次跌破 91.50 大關，全球股市拋售加劇了資金外流，給貨幣施加了壓力。</p>
</div><p>Bank Indonesia left its benchmark rate (IDCBRR=ECI) unchanged at 4.75% as anticipated, with Governor Perry Warjiyo saying their “current focus” was still on keeping the rupiah stable.</p>
<div class="lb-trans"><p>印尼央行將基準利率（IDCBRR=ECI）維持在 4.75% 不變，符合預期，行長佩裏·瓦爾吉約表示，他們的 “當前重點” 仍然是保持印尼盾的穩定。</p>
</div><p>Lavanya Venkateswaran, a senior ASEAN Economist with OCBC said that BI has left room for further rate cuts but the timing will depend on rupiah’s moves. The rupiah, which has already weakened 1.5% in January, has been hit with concerns around its autonomy after President Prabowo Subianto nominated his nephew to join its board of governors, while fiscal deficit worries added to the pressure. “Monetary easing will be opportunistic this year, and likely deferred to the second half, subject to market conditions,” said Radhika Rao, senior economist with DBS Bank. The South Korean won (KRW=KFTC) rose as much as 0.6% to 1,467.7 per dollar, rebounding from a near four-week low of 1,480.0 touched on Tuesday, after Lee said authorities expected the currency to strengthen towards 1,400 in a month or two. The won’s recent weakness has attracted verbal support from the central bank, the government, and even U.S. Treasury Secretary Scott Bessent, who said the currency’s slide was not in line with fundamentals. The equity benchmark KOSPI (.KS11) rebounded to end the day 0.5% higher near all-time highs. President Lee also said that the domestic stock market, which surged 76% last year and is continuing its unprecedented rally with a 16.5% advance so far in January, was still undervalued. In Southeast Asia, the Thai baht (THB=TH) traded near its strongest level since late March 2021, on surging gold prices, which crossed $4,800 an ounce on Wednesday for the first time.</p>
<div class="lb-trans"><p>OCBC 的高級東盟經濟學家 Lavanya Venkateswaran 表示，印尼央行為進一步降息留有餘地，但時機將取決於印尼盾的走勢。印尼盾在 1 月份已經貶值 1.5%，在普拉博沃·蘇比安託總統提名其侄子加入央行董事會後，市場對其獨立性的擔憂加劇，同時財政赤字的擔憂也增加了壓力。DBS 銀行的高級經濟學家 Radhika Rao 表示：“今年的貨幣寬鬆將是機會主義的，可能推遲到下半年，具體取決於市場情況。” 韓元（KRW=KFTC）上漲了 0.6%，至每美元 1,467.7，從週二觸及的近四周低點 1,480.0 反彈，李在明表示當局預計貨幣將在一兩個月內升值至 1,400。韓元近期的疲軟引起了央行、政府甚至美國財政部長斯科特·貝森特的口頭支持，他表示貨幣貶值與基本面不符。股市基準 KOSPI（.KS11）反彈，收盤上漲 0.5%，接近歷史高點。李總統還表示，去年上漲 76% 的國內股市在 1 月份繼續以 16.5% 的漲幅進行前所未有的反彈，仍然被低估。在東南亞，泰銖（THB=TH）在黃金價格飆升的背景下交易，週三首次突破每盎司 4,800 美元，接近自 2021 年 3 月底以來的最強水平。</p>
</div><p>The Malaysian ringgit (MYR=)</p>
<div class="lb-trans"><p>馬來西亞林吉特（MYR=）</p>
</div><p>edged up</p>
<div class="lb-trans"><p>小幅上漲</p>
</div><p>on the day, ahead of Bank Negara Malaysia’s meeting on Thursday, when the central bank is expected to keep its benchmark interest rate unchanged, according to a Reuters poll. Stocks elsewhere in the region pulled back from record highs on heightened trade tensions over U.S. threats to acquire Greenland, which pulled Wall Street down 2% overnight. (MKTS/GLOB) Taiwan’s benchmark stock index (.TWII) ended down 1.6% from a record closing high the previous day.</p>
<div class="lb-trans"><p>在週四馬來西亞國家銀行會議之前，市場普遍預計央行將維持基準利率不變，路透社的調查顯示。該地區其他股票因美國威脅收購格林蘭而加劇貿易緊張局勢而從歷史高點回落，導致華爾街在隔夜下跌 2%。（MKTS/GLOB）台灣基準股指（.TWII）較前一日的歷史收盤高點下跌 1.6%。</p>
</div><h3>HIGHLIGHTS:</h3>
<div class="lb-trans"><h3>亮點：</h3>
</div><p>Britain and China to revive ‘Golden Era’ business dialogue during Starmer visit</p>
<div class="lb-trans"><p>英國和中國將在斯塔默訪問期間恢復 “黃金時代” 商業對話</p>
</div><p>South Korea court sentences ex-PM Han to 23-year jail term in case related to martial law Indonesia revokes 28 firms’ permits, says violations worsened flood impact</p>
<div class="lb-trans"><p>韓國法院判處前總理韓明洙 23 年監禁，因與戒嚴法相關的案件，印尼撤銷 28 家公司的許可證，稱違規加劇了洪災影響</p>
</div><p>Asia stock indexes and</p>
<div class="lb-trans"><p>亞洲股指和</p>
</div><p>currencies at 0807 GMT</p>
<div class="lb-trans"><p>貨幣在 0807 GMT</p>
</div><p>Japan (JPY=) +0.16 -0.79 &lt;.N225</p>
<div class="lb-trans"><p>日本（JPY=）+0.16 -0.79 &lt;.N225</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>-0.4 4.8</p>
<div class="lb-trans"><p>-0.4 4.8</p>
</div><p>China</p>
<div class="lb-trans"><p>中國</p>
</div><h3>XS</h3>
<div class="lb-trans"><h3>XS</h3>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>India</p>
<div class="lb-trans"><p>印度</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Indonesia (IDR=) +0.09 -1.54 &lt;.JKSE -1.56 3.99</p>
<div class="lb-trans"><p>印尼（IDR=）+0.09 -1.54 &lt;.JKSE -1.56 3.99</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Malaysia (MYR=) +0.00 +0.10 &lt;.KLSE 0.25 1.38</p>
<div class="lb-trans"><p>馬來西亞（MYR=）+0.00 +0.10 &lt;.KLSE 0.25 1.38</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Philippines (PHP=) +0.07 -0.81 (.PSI) -0.36 4.58</p>
<div class="lb-trans"><p>菲律賓（PHP=）+0.07 -0.81 (.PSI) -0.36 4.58</p>
</div><p>S.Korea</p>
<div class="lb-trans"><p>韓國</p>
</div><h3>TC</h3>
<div class="lb-trans"><h3>TC</h3>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Singapore (SGD=) +0.04 +0.20 (.STI) -0.33 3.57</p>
<div class="lb-trans"><p>新加坡（SGD=）+0.04 +0.20 (.STI) -0.33 3.57</p>
</div><p>Taiwan</p>
<div class="lb-trans"><p>台灣</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>Thailand</p>
<div class="lb-trans"><p>泰國</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div><p>*</p>
<div class="lb-trans"><p>*</p>
</div>

EMERGING MARKETS-Indonesian rupiah bounces from record low after c.bank holds rates as expected

- 印尼央行維持基準利率不變，印尼盾小幅上漲至每美元 16,930。  
- 雅加達股市下跌 1.5%，市場對央行獨立性擔憂加劇。  
- 泰銖因黃金價格上漲交易，馬來西亞林吉特小幅上漲。

Reuters

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新興市場——印尼盾在央行按預期維持利率後從歷史低點反彈