<p>美國財報季加速推進</p>
<p>美國健康保險股暴跌</p>
<p>黃金和白銀再次上漲</p>
<p>美元跌破 153 日元</p>
<p>（更新至美國市場開盤）</p>
<p>作者：查克·米科拉傑克</p>
<p>紐約，1 月 27 日（路透社）- 全球股市在週二連續第五個交易日上漲，創下盤中紀錄，因美國財報季的步伐加快，而特朗普總統最新的關税威脅也助推黃金和白銀繼續其近期的反彈。在華爾街，標準普爾 500 指數和納斯達克指數上漲，投資者消化了一系列主要財報，包括飛機制造商波音（BA.N）和運輸公司聯合包裹（UPS.N）的業績，後者還表示今年將裁減多達 30,000 個運營崗位。波音股價下跌約 2%，道瓊斯工業平均指數因聯合健康（UNH.N）近 20% 的下跌而受到拖累，該公司表示其 2026 年收入將縮水，而健康保險公司整體也因政府對 2027 年醫療保險報銷提案低於預期而下跌。市場還在等待本週來自所謂 “七大巨頭” 的重磅公司如微軟（MSFT.O）、蘋果（AAPL.O）、特斯拉（TSLA.O）和 Meta Platforms（META.O）的財報，同時美聯儲定於週三發佈政策聲明。</p>
<p>“我們認為，今年市場繼續上漲的動力將更多來自於盈利故事，而非估值故事，” 明尼阿波利斯安聯投資管理公司的高級投資策略師查理·裏普利表示。</p>
<p>“人們預期這些盈利將相當強勁，而你也可以看到這反映在股票上漲中。”</p>
<p>道瓊斯工業平均指數（.DJI）下跌 443.84 點，或 0.90%，至 48,968.36 點，標準普爾 500 指數（.SPX）上漲 26.55 點，或 0.38%，至 6,976.78 點，納斯達克綜合指數（.IXIC）上漲 200.89 點，或 0.85%，至 23,801.43 點。MSCI 全球股票指數（.MIWD00000PUS）上漲 6.81 點，或 0.65%，至 1,050.98 點，正朝着今年最長的連續上漲期邁進。泛歐 STOXX 600 指數（.STOXX）上漲 0.58%，受銀行股（.SX7P）上漲 1.6% 的推動。</p>
<p>韓國急忙向美國保證其仍然致力於實施貿易協議，此前美國總統特朗普表示將提高對其盟友的汽車和其他進口的關税，指責去年達成的協議實施延遲。這是特朗普最新的關税威脅，此前他宣佈計劃對幾個歐洲國家徵收關税。美元指數（=USD）衡量美元對一籃子貨幣的匯率，下跌 0.78% 至 96.35，歐元（EUR=）上漲 0.67%，至 1.1958 美元。韓元（KRW=）對美元升值 0.57%，至 1,437.36，之前曾下跌 0.63%。</p>
<p>美元對日元（JPY=）下跌 0.73%，至 153.02，之前觸及 152.86，為 11 月初以來的最低水平，而英鎊（GBP=）上漲 0.75%，至 1.378 美元。</p>
<p>自新任日本首相高市早苗於 10 月上任以來，日元承壓，部分原因是對日本政府債務的擔憂，因為高市在下個月的選舉中以擴大刺激措施為競選基礎。但由於紐約聯邦儲備銀行和日本銀行可能進行利率檢查的傳言，日元在週五大幅反彈，市場擔心美國和日本可能聯合干預以阻止日元貶值。市場還在等待美聯儲的最新政策聲明，儘管根據 CME 的 FedWatch 工具，普遍預計央行將維持利率不變。然而，關於可能在 5 月取代美聯儲主席鮑威爾的提名、解僱理事麗莎·庫克的努力，以及特朗普政府對美聯儲主席的刑事調查等問題都籠罩在會議之上。隨着地緣政治緊張局勢的持續發酵，黃金等貴金屬受到了支撐。現貨黃金（XAU=）上漲 0.98%，至每盎司 5,063.62 美元，距離週一創下的 5,110.50 美元的紀錄僅一步之遙。現貨白銀（XAG=）上漲 3.1%，至每盎司 107.13 美元，週一創下的 117.69 美元的紀錄高點之後。美國原油（CLc1）上漲 1.2%，至每桶 61.36 美元，布倫特原油（LCOc1）上漲 1.13%，至每桶 66.33 美元。</p>
<p>美元匯率變動</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1420" height="1398" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg"/></p>

<p>全球股市在美國財報季加速推進的背景下創下盤中紀錄，波音和聯合包裹等主要公司發佈了業績。標準普爾 500 指數和納斯達克指數上漲，而道瓊斯指數因健康保險公司和波音的下跌而下滑。在特朗普總統的關税威脅下，黃金和白銀價格持續上漲。美元對多種貨幣走弱，市場在等待進一步的財報和美聯儲的政策聲明。由於地緣政治緊張局勢，貴金屬受益，黃金接近歷史高位</p>

<p>US earnings season picks up speed</p>
<div class="lb-trans"><p>美國財報季加速推進</p>
</div><p>US health insurers tumble</p>
<div class="lb-trans"><p>美國健康保險股暴跌</p>
</div><p>Gold, silver climb again</p>
<div class="lb-trans"><p>黃金和白銀再次上漲</p>
</div><p>Dollar falls below 153 yen</p>
<div class="lb-trans"><p>美元跌破 153 日元</p>
</div><p>(Updates to US market open)</p>
<div class="lb-trans"><p>（更新至美國市場開盤）</p>
</div><p>By Chuck Mikolajczak</p>
<div class="lb-trans"><p>作者：查克·米科拉傑克</p>
</div><p>NEW YORK, Jan 27 (Reuters) - Global stocks rose for a fifth straight session to an intraday record on Tuesday, as the pace of U.S. earnings season picked up steam, while President Donald Trump’s latest tariff threats helped gold and silver continue their recent rally. On Wall Street, the S&amp;P 500 and Nasdaq were higher as investors digested a flurry of major earnings releases, including results from airplane maker Boeing (BA.N) and shipping company United Parcel Service (UPS.N) , which also said it would cut up to 30,000 jobs in operational roles this year. Along with a decline of about 2% in Boeing, the Dow Industrials were pulled lower by a drop of nearly 20% in UnitedHealth (UNH.N) , which said its 2026 revenue would shrink, while health insurers were lower overall in the wake of a lower-than-expected Medicare reimbursement proposal for 2027 from the government. Markets were also awaiting earnings this week from heavyweight names that are part of the so-called Magnificent Seven, such as Microsoft (MSFT.O) , Apple (AAPL.O) , Tesla (TSLA.O) and Meta Platforms (META.O) , while the Federal Reserve is scheduled to release its policy statement on Wednesday.</p>
<div class="lb-trans"><p>紐約，1 月 27 日（路透社）- 全球股市在週二連續第五個交易日上漲，創下盤中紀錄，因美國財報季的步伐加快，而特朗普總統最新的關税威脅也助推黃金和白銀繼續其近期的反彈。在華爾街，標準普爾 500 指數和納斯達克指數上漲，投資者消化了一系列主要財報，包括飛機制造商波音（BA.N）和運輸公司聯合包裹（UPS.N）的業績，後者還表示今年將裁減多達 30,000 個運營崗位。波音股價下跌約 2%，道瓊斯工業平均指數因聯合健康（UNH.N）近 20% 的下跌而受到拖累，該公司表示其 2026 年收入將縮水，而健康保險公司整體也因政府對 2027 年醫療保險報銷提案低於預期而下跌。市場還在等待本週來自所謂 “七大巨頭” 的重磅公司如微軟（MSFT.O）、蘋果（AAPL.O）、特斯拉（TSLA.O）和 Meta Platforms（META.O）的財報，同時美聯儲定於週三發佈政策聲明。</p>
</div><p>“Our view this year is the impetus for markets to continue to rise is going to be an earnings story rather than a multiples story,” said Charlie Ripley, senior investment strategist at Allianz Investment Management in Minneapolis.</p>
<div class="lb-trans"><p>“我們認為，今年市場繼續上漲的動力將更多來自於盈利故事，而非估值故事，” 明尼阿波利斯安聯投資管理公司的高級投資策略師查理·裏普利表示。</p>
</div><p>“There’s an expectation that those earnings will be fairly robust and you’re seeing that reflected in stocks moving higher.”</p>
<div class="lb-trans"><p>“人們預期這些盈利將相當強勁，而你也可以看到這反映在股票上漲中。”</p>
</div><p>The Dow Jones Industrial Average (.DJI) fell 443.84 points, or 0.90%, to 48,968.36, the S&amp;P 500 (.SPX) rose 26.55 points, or 0.38%, to 6,976.78 and the Nasdaq Composite (.IXIC) rose 200.89 points, or 0.85%, to 23,801.43. MSCI’s gauge of stocks across the globe (.MIWD00000PUS) rose 6.81 points, or 0.65%, to 1,050.98 and was on track for a fifth straight daily gain, its longest run of gains this year. The pan-European STOXX 600 (.STOXX) index rose 0.58%, boosted by a 1.6% jump in bank (.SX7P) shares.</p>
<div class="lb-trans"><p>道瓊斯工業平均指數（.DJI）下跌 443.84 點，或 0.90%，至 48,968.36 點，標準普爾 500 指數（.SPX）上漲 26.55 點，或 0.38%，至 6,976.78 點，納斯達克綜合指數（.IXIC）上漲 200.89 點，或 0.85%，至 23,801.43 點。MSCI 全球股票指數（.MIWD00000PUS）上漲 6.81 點，或 0.65%，至 1,050.98 點，正朝着今年最長的連續上漲期邁進。泛歐 STOXX 600 指數（.STOXX）上漲 0.58%，受銀行股（.SX7P）上漲 1.6% 的推動。</p>
</div><p>South Korea scrambled to assure the U.S. it remained committed to implementing a trade deal after U.S. President Donald Trump said he would hike tariffs on autos and other imports from its ally, blaming a delay in enacting the pact agreed last year. It was the latest tariff threat from Trump after he announced plans to issue levies on several European countries over Greenland last week. The dollar index (=USD) , which measures the greenback against a basket of currencies, fell 0.78% to 96.35, with the euro (EUR=) up 0.67% at $1.1958. The Korean won (KRW=) strengthened 0.57% against the greenback to 1,437.36 per dollar after falling as much as 0.63%.</p>
<div class="lb-trans"><p>韓國急忙向美國保證其仍然致力於實施貿易協議，此前美國總統特朗普表示將提高對其盟友的汽車和其他進口的關税，指責去年達成的協議實施延遲。這是特朗普最新的關税威脅，此前他宣佈計劃對幾個歐洲國家徵收關税。美元指數（=USD）衡量美元對一籃子貨幣的匯率，下跌 0.78% 至 96.35，歐元（EUR=）上漲 0.67%，至 1.1958 美元。韓元（KRW=）對美元升值 0.57%，至 1,437.36，之前曾下跌 0.63%。</p>
</div><p>Against the Japanese yen (JPY=) , the dollar weakened 0.73% to 153.02 after hitting 152.86, its lowest level since early November, while Sterling (GBP=) strengthened 0.75% to $1.378.</p>
<div class="lb-trans"><p>美元對日元（JPY=）下跌 0.73%，至 153.02，之前觸及 152.86，為 11 月初以來的最低水平，而英鎊（GBP=）上漲 0.75%，至 1.378 美元。</p>
</div><p>The yen had come under pressure since new Japanese Prime Minister Sanae Takaichi ascended to her position in October, in part due to worries over Japan’s government debt as Takaichi based her campaign for next month’s elections on expanded stimulus measures. But the Japanese currency strengthened sharply on Friday as chatter about rate checks by the New York Fed as well as the Bank of Japan fueled the risk of a joint U.S.-Japan intervention to halt the yen’s slide. Markets are also awaiting the latest policy statement from the Fed, although the central bank is widely expected to keep rates unchanged, according to CME’s FedWatch Tool. However, the nomination of a potential replacement for Fed Chair Jerome Powell in May, the effort to fire Governor Lisa Cook, and a criminal investigation by the Trump administration into the central bank chief all loom over the meeting. As geopolitical tensions continue to percolate, they have buttressed precious metals such as gold. Spot gold (XAU=) was up 0.98% to $5,063.62 an ounce, just off the record $5,110.50 hit on Monday. Spot silver (XAG=) climbed 3.1% to $107.13 an ounce, after a record high of $117.69 on Monday. U.S. crude (CLc1) rose 1.2% to $61.36 a barrel and Brent (LCOc1) rose to $66.33 per barrel, up 1.13% on the day.</p>
<div class="lb-trans"><p>自新任日本首相高市早苗於 10 月上任以來，日元承壓，部分原因是對日本政府債務的擔憂，因為高市在下個月的選舉中以擴大刺激措施為競選基礎。但由於紐約聯邦儲備銀行和日本銀行可能進行利率檢查的傳言，日元在週五大幅反彈，市場擔心美國和日本可能聯合干預以阻止日元貶值。市場還在等待美聯儲的最新政策聲明，儘管根據 CME 的 FedWatch 工具，普遍預計央行將維持利率不變。然而，關於可能在 5 月取代美聯儲主席鮑威爾的提名、解僱理事麗莎·庫克的努力，以及特朗普政府對美聯儲主席的刑事調查等問題都籠罩在會議之上。隨着地緣政治緊張局勢的持續發酵，黃金等貴金屬受到了支撐。現貨黃金（XAU=）上漲 0.98%，至每盎司 5,063.62 美元，距離週一創下的 5,110.50 美元的紀錄僅一步之遙。現貨白銀（XAG=）上漲 3.1%，至每盎司 107.13 美元，週一創下的 117.69 美元的紀錄高點之後。美國原油（CLc1）上漲 1.2%，至每桶 61.36 美元，布倫特原油（LCOc1）上漲 1.13%，至每桶 66.33 美元。</p>
</div><p>Currency moves against the US dollar</p>
<div class="lb-trans"><p>美元匯率變動</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg" alt="" original-src="https://www.reuters.com/graphics/AUTOMATED-20260123/ALL-CURRENCY-VS-USD-PCT-CHG-ARROW-SINCE-ELEX/mopabrxbava/chart_eikon.jpg"/></p>

GLOBAL MARKETS-Stocks climb to record on earnings optimism, gold gains continue

- 美國股市連續第五天上揚，因企業盈利季提速。  
- 美元兑日元跌至 153 以下，金銀價格再次上漲。  
- 投資者關注大型科技公司的財報及美聯儲政策聲明。

Reuters

中金黃金

納指 100 ETF - Invesco

聯合包裹

紐蒙特礦業

道瓊斯美國指數

黃金和貴金屬礦商 ETF - U.S. Global

道瓊斯工業平均分紅 ETF - Invesco

山東黃金

Sprott Silver Mnrs & Physical Silver ETF

白銀礦業股 ETF - GlobalX

納斯達克 100 指數 ETF - Invesco

Sprott Active Gold & Silver Miners ETF

道瓊斯指數

白銀信託 ETF - iShares

2 倍做多黃金 ETF - ProShares

標普 500 指數股票型基金

華夏黃金ETF

Gold.com

阿尼科伊格爾礦業

實物黃金股 ETF - ETFS

SPDR 金 ETF

全球市場——由於盈利樂觀情緒，股票攀升至歷史新高，黃金漲勢持續