<p>（這裏表達的觀點是作者的觀點，他是路透社的專欄作家。）</p>
<p>作者：邁克·多蘭</p>
<p>2 月 3 日 -</p>
<p>今天美國和全球市場的重要動態 作者：邁克·多蘭，財經與市場特約編輯 在今年迄今的戲劇性波動中，美國製造業似乎出現了顯著反彈，ISM 調查顯示 1 月份工廠活動在一年內首次擴張。</p>
<p>這無疑會給宏觀經濟和利率前景帶來新的變數，抑制美聯儲放寬政策的預期。</p>
<p>我將在下面詳細討論這些內容。但首先，請查看我最新的專欄，瞭解我們為什麼應該關注美元風險溢價。同時收聽最新一期的《晨間投標》每日播客，訂閲以收聽路透社記者討論市場和金融領域的重大新聞，每週七天都有更新。</p>
<p>交易與延遲 週一，儘管近期商品市場出現拋售，股市依然未受影響，樂觀的財報季持續進行，所有主要華爾街指數均上漲。標準普爾 500 指數收盤上漲，科技和人工智能公司領漲，Alphabet 上漲 1.9%，亞馬遜上漲 1.5%。這兩家公司定於本週三和週四分別發佈財報。歐洲股市也隨之上漲，泛歐 STOXX 600 指數收盤上漲 1%，創下新高，得益於金融和醫療股的強勁表現。在科技新聞中，埃隆·馬斯克週一宣佈，SpaceX 收購了他的人工智能初創公司 xAI。這一雄心勃勃的合作鞏固了馬斯克在太空和人工智能領域的雄心，並可能推動 SpaceX 計劃擴展到數據中心業務，以便與人工智能巨頭競爭。</p>
<p>投資者將在今天看到 AMD 和 Supermicro Computer 的財報，進一步瞭解人工智能經濟的表現，同時還將收到百事可樂和輝瑞等消費品和製藥公司的最新動態。但由於上週五開始的部分政府停擺，原定於今天發佈的 JOLTS 數據將被推遲。原定於週五發佈的 1 月份就業報告也將推遲，直到政府資金恢復。值得慶幸的是，停擺可能會很短，立法者預計今天將投票通過結束停擺的立法。在商品市場，經過近期的劇烈波動，貴金屬似乎在週二找到了平衡，黃金價格上漲超過 5%，有望創下自 2008 年以來的最大單日漲幅。儘管近期出現拋售，分析師表示貴金屬的牛市仍有很大的空間繼續。由於美國與伊朗緊張局勢可能緩和，地緣政治風險溢價減弱，油價在週二繼續小幅下跌。雙方正準備於週五在土耳其進行核談判。週一油價下跌超過 4%。與此同時，特朗普總統週一宣佈與印度達成貿易協議，印度將停止購買俄羅斯石油，以換取印度商品的關税從 50% 降至 18%。特朗普表示，印度將改為從美國和可能的委內瑞拉購買石油，併購買美國的武器和飛機。</p>
<p>美元略微走弱，但中國人民幣在春節假期前達到了近三年來的最高水平。澳大利亞元和債券收益率在其中央銀行兩年來首次加息後均有所上漲，澳大利亞儲備銀行警告稱，通脹可能在一段時間內保持在目標之上。</p>
<p>今日圖表</p>
<p>印度盧比在特朗普總統宣佈貿易協議後獲得七年來最大單日漲幅，印度股指上漲超過 2%。該協議將美國對印度商品的關税從 50% 削減至 18%，以換取印度停止購買俄羅斯石油並降低貿易壁壘。</p>
<p>今天值得關注的事件</p>
<ul>
<li>里士滿聯邦儲備銀行的托馬斯·巴金髮言</li>
</ul>
<ul>
<li>美國企業財報：AMD、安進、默克、蒙德利茲、PayPal、百事可樂、輝瑞、超微計算機</li>
</ul>
<p>想要每天早上在您的郵箱中收到《晨間投標》嗎？請註冊新聞通訊</p>
<p>這裏</p>
<p>。</p>
<p>路透社網站</p>
<p>LinkedIn</p>
<p>X。表達的觀點是作者的觀點，並不反映路透社新聞的觀點，路透社在信託原則下致力於誠信、獨立和無偏見。</p>
<p>印度盧比在美國貿易協議宣佈後大幅上漲</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1796" height="1224" original-src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png"/></p>
<p>（作者：邁克·多蘭）</p>

Google 财报，一站看懂！

<p>美國製造業顯示出復甦跡象，1 月份工廠活動擴張，影響宏觀經濟預期。股市依然強勁，以 Alphabet 和 Amazon 等科技公司為首。SpaceX 收購了馬斯克的人工智能初創公司 xAI，增強其數據中心的雄心。與印度的貿易協議將降低關税並停止購買俄羅斯石油。貴金屬，特別是黃金，顯著上漲，而油價在地緣政治緊張局勢緩解的背景下下跌。印度盧比在貿易協議宣佈後走強。即將發佈的企業財報包括 AMD 和百事</p>

<p>(The opinions expressed here are those of the author, a columnist for Reuters.)</p>
<div class="lb-trans"><p>（這裏表達的觀點是作者的觀點，他是路透社的專欄作家。）</p>
</div><p>By Mike Dolan</p>
<div class="lb-trans"><p>作者：邁克·多蘭</p>
</div><p>Feb 3 -</p>
<div class="lb-trans"><p>2 月 3 日 -</p>
</div><p>What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Amid the dramatic twists and turns of the year so far, U.S. manufacturing seems to have rebounded sharply - with ISM survey showing factory activity expanding in January for the first time in a year.</p>
<div class="lb-trans"><p>今天美國和全球市場的重要動態 作者：邁克·多蘭，財經與市場特約編輯 在今年迄今的戲劇性波動中，美國製造業似乎出現了顯著反彈，ISM 調查顯示 1 月份工廠活動在一年內首次擴張。</p>
</div><p>That’s sure to throw another curve ball into the macro and interest rate picture, keeping a lid on Fed easing expectations.</p>
<div class="lb-trans"><p>這無疑會給宏觀經濟和利率前景帶來新的變數，抑制美聯儲放寬政策的預期。</p>
</div><p>I’ll get into all that and more below. But first, check out my latest column on why we should all be focusing on the dollar risk premium. And listen to the latest episode of the Morning Bid daily podcast. Subscribe to hear Reuters journalists discuss the biggest news in markets and finance seven days a week.</p>
<div class="lb-trans"><p>我將在下面詳細討論這些內容。但首先，請查看我最新的專欄，瞭解我們為什麼應該關注美元風險溢價。同時收聽最新一期的《晨間投標》每日播客，訂閲以收聽路透社記者討論市場和金融領域的重大新聞，每週七天都有更新。</p>
</div><p>DEALS AND DELAYS Equities were unfazed on Monday by the recent commodities selloff as the already upbeat earnings season continued, with all major Wall Street indexes in the green. The S&amp;P 500 closed higher, led by tech and AI companies, with Alphabet up 1.9% and Amazon up 1.5%. Both companies are set to report later this week, on Wednesday and Thursday, respectively. European equities followed suit, with the pan-European STOXX 600 closing 1% higher, notching a new record high, thanks to strong gains in financial and healthcare stocks. In tech news, Elon Musk announced Monday that SpaceX has acquired his AI startup xAI. The ambitious tie-up consolidates Musk’s space and AI ambitions and could boost SpaceX’s planned expansion into the data center business as it seeks to compete with AI heavyweights.</p>
<div class="lb-trans"><p>交易與延遲 週一，儘管近期商品市場出現拋售，股市依然未受影響，樂觀的財報季持續進行，所有主要華爾街指數均上漲。標準普爾 500 指數收盤上漲，科技和人工智能公司領漲，Alphabet 上漲 1.9%，亞馬遜上漲 1.5%。這兩家公司定於本週三和週四分別發佈財報。歐洲股市也隨之上漲，泛歐 STOXX 600 指數收盤上漲 1%，創下新高，得益於金融和醫療股的強勁表現。在科技新聞中，埃隆·馬斯克週一宣佈，SpaceX 收購了他的人工智能初創公司 xAI。這一雄心勃勃的合作鞏固了馬斯克在太空和人工智能領域的雄心，並可能推動 SpaceX 計劃擴展到數據中心業務，以便與人工智能巨頭競爭。</p>
</div><p>Investors will get a further taste of how the AI economy is faring when AMD and Supermicro Computer report today, alongside updates from consumer and pharma names including PepsiCo and Pfizer. But they will have to wait longer for the JOLTS data originally slated for today, thanks to the partial government shutdown that began last Friday. January’s employment report, originally due Friday, will also be delayed until government funding resumes. Happily, the shutdown is likely to be brief, with lawmakers expected to vote today on legislation to end it. In commodities, volatile precious metals seemed to find their level on Tuesday after the withering shakeout of recent days, with gold surging more than 5%, putting it on track for its biggest one-day gain since 2008. Despite the recent selloff, analysts say the precious metals bull run still has plenty of space to continue. Oil continued to edge down on Tuesday as the geopolitical risk premium dissipated, due to the possibility of de-escalation in U.S.-Iran tensions. The two sides are gearing up for nuclear talks in Turkey on Friday. Oil fell more than 4% on Monday. Meantime, President Trump on Monday announced a trade deal with India that would see New Delhi cease Russian oil purchases in return for a reduction in tariffs on Indian goods to 18% from 50%. Trump said India will instead buy oil from the U.S. and possibly Venezuela - alongside American arms and aircraft.</p>
<div class="lb-trans"><p>投資者將在今天看到 AMD 和 Supermicro Computer 的財報，進一步瞭解人工智能經濟的表現，同時還將收到百事可樂和輝瑞等消費品和製藥公司的最新動態。但由於上週五開始的部分政府停擺，原定於今天發佈的 JOLTS 數據將被推遲。原定於週五發佈的 1 月份就業報告也將推遲，直到政府資金恢復。值得慶幸的是，停擺可能會很短，立法者預計今天將投票通過結束停擺的立法。在商品市場，經過近期的劇烈波動，貴金屬似乎在週二找到了平衡，黃金價格上漲超過 5%，有望創下自 2008 年以來的最大單日漲幅。儘管近期出現拋售，分析師表示貴金屬的牛市仍有很大的空間繼續。由於美國與伊朗緊張局勢可能緩和，地緣政治風險溢價減弱，油價在週二繼續小幅下跌。雙方正準備於週五在土耳其進行核談判。週一油價下跌超過 4%。與此同時，特朗普總統週一宣佈與印度達成貿易協議，印度將停止購買俄羅斯石油，以換取印度商品的關税從 50% 降至 18%。特朗普表示，印度將改為從美國和可能的委內瑞拉購買石油，併購買美國的武器和飛機。</p>
</div><p>The dollar weakened a touch, but China’s yuan reached its highest level in almost three years ahead of the Lunar New Year holidays. Australia’s dollar and bond yields all climbed after its central bank hiked rates for the first time in two years, with the Reserve Bank warning that inflation was likely to stay above target for some time.</p>
<div class="lb-trans"><p>美元略微走弱，但中國人民幣在春節假期前達到了近三年來的最高水平。澳大利亞元和債券收益率在其中央銀行兩年來首次加息後均有所上漲，澳大利亞儲備銀行警告稱，通脹可能在一段時間內保持在目標之上。</p>
</div><p>Chart of the day</p>
<div class="lb-trans"><p>今日圖表</p>
</div><p>India’s rupee got its biggest one-day boost in seven years and India’s stock indexes jumped more than 2% after U.S. President Donald Trump unveiled a trade deal that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange for India halting Russian oil purchases and lowering trade barriers.</p>
<div class="lb-trans"><p>印度盧比在特朗普總統宣佈貿易協議後獲得七年來最大單日漲幅，印度股指上漲超過 2%。該協議將美國對印度商品的關税從 50% 削減至 18%，以換取印度停止購買俄羅斯石油並降低貿易壁壘。</p>
</div><p>Today’s events to watch</p>
<div class="lb-trans"><p>今天值得關注的事件</p>
</div><ul>
<li>Richmond Fed’s Thomas Barkin speaks</li>
</ul>
<div class="lb-trans"><ul>
<li>里士滿聯邦儲備銀行的托馬斯·巴金髮言</li>
</ul>
</div><ul>
<li>U.S. corporate earnings: AMD, Amgen, Merck, Mondelez, PayPal, PepsiCo, Pfizer, Super Micro Computer</li>
</ul>
<div class="lb-trans"><ul>
<li>美國企業財報：AMD、安進、默克、蒙德利茲、PayPal、百事可樂、輝瑞、超微計算機</li>
</ul>
</div><p>Want to receive the Morning Bid in your inbox every weekday morning? Sign up for the newsletter</p>
<div class="lb-trans"><p>想要每天早上在您的郵箱中收到《晨間投標》嗎？請註冊新聞通訊</p>
</div><p>here</p>
<div class="lb-trans"><p>這裏</p>
</div><p>.</p>
<div class="lb-trans"><p>。</p>
</div><p>Reuters website</p>
<div class="lb-trans"><p>路透社網站</p>
</div><p>LinkedIn</p>
<div class="lb-trans"><p>LinkedIn</p>
</div><p>X. Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.</p>
<div class="lb-trans"><p>X。表達的觀點是作者的觀點，並不反映路透社新聞的觀點，路透社在信託原則下致力於誠信、獨立和無偏見。</p>
</div><p>Indian rupee rallies sharply after U.S. trade deal announcement</p>
<div class="lb-trans"><p>印度盧比在美國貿易協議宣佈後大幅上漲</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png" alt="" original-src="https://www.reuters.com/graphics/INDIA-MARKETS/RUPEE/jnpwkkeyrpw/chart.png"/></p>
<p>(By Mike Dolan)</p>
<div class="lb-trans"><p>（作者：邁克·多蘭）</p>
</div>

MORNING BID AMERICAS-Deals and delays

- 美國製造業在 1 月份顯著反彈，推動市場動態變化。  
- 印度在美印貿易協議後，盧比大幅上漲，股指上漲超過 2%。  
- 市場關注即將發佈的企業財報及美聯儲講話。

美洲早間競標——交易與延遲