<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/Asian-investors-check-stock-prices-as-markets-rebound.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-wp-media.lon1.digitaloceanspaces.com/2026/03/Asian-investors-check-stock-prices-as-markets-rebound.png"/></p>
<p>亞洲市場在週一經歷了急劇下跌，原因是對伊朗在霍爾木茲海峽的 48 小時最後通牒。</p>
<p>特朗普在週六發出了最後通牒，表示美國將 “摧毀” 伊朗的電力設施，除非德黑蘭在 48 小時內完全重新開放海峽。</p>
<p>伊朗回應警告稱，任何此類襲擊將導致對美國在海灣的能源基礎設施的攻擊，並使霍爾木茲海峽的關閉時間延長。</p>
<p>緊張局勢的升級使得亞洲的交易者在本週初面臨更大的問題，因為沒有明顯的外交出路，但一個明確的最後期限正在逼近。</p>
<h2>日經 225 指數和韓國綜合指數下跌超過 5%</h2>
<p>影響的主要部分體現在日本和韓國，投資者在地緣政治緊張局勢加劇的情況下急於平倉。</p>
<p>日本的日經 225 指數在開盤時下跌了約 2000 點（-5%），而更廣泛的東證指數下跌了約 4.4%。</p>
<p>此次拋售發生在日本依賴中東約 95% 的石油進口的背景下，約 70% 的石油通過霍爾木茲海峽運輸。</p>
<p>韓國的趨勢類似，Kospi 指數大約下跌了 6%，而 Kosdaq 指數下跌了約 5%，投資者拋售了出口導向和能源敏感的股票。</p>
<p>韓國指數在 Kospi 200 期貨指數下跌超過 5% 後短暫觸發了熔斷機制，這一罕見的干預反映了拋售的速度。</p>
<p>香港的恒生指數下跌 2.6%，至 24,595.54 點，而恒生科技指數下跌 2.4%。</p>
<p>其他地方的損失較為廣泛，但相對較小。澳大利亞的 ASX 200 下跌約 2.4%，中國市場也表現疲軟。</p>
<p>CSI 300 指數下跌 1.8%，而上海綜合指數回落 2%。</p>
<p>印度市場開盤時趨勢相似，Sensex 指數下跌 1,520.65 點或 2.04%，至 73,012.31 點，而 Nifty 指數下跌 464.65 點或 2.01%，至 22,649.85 點。</p>
<h2>導致拋售的油價衝擊</h2>
<p>儘管股市拋售的主要原因是油價，但最近的發展使得這一故事超出了原油的範疇。</p>
<p>上週，伊朗襲擊了卡塔爾的主要液化天然氣設施，該設施為歐洲提供了大量天然氣。</p>
<p>卡塔爾當局關閉了該設施，報告稱，修復預計需要三到五年。</p>
<p>這很重要，因為它將油價衝擊轉變為更廣泛的燃料衝擊，影響亞洲的電力價格、化肥、運輸和工業生產。</p>
<p>在撰寫本報告時，布倫特原油價格徘徊在每桶 107 美元左右，而 WTI 原油價格為每桶 98.91 美元，上漲 0.69%。</p>
<p>對於日本和韓國這樣的市場，損害並非理論上的。</p>
<p>更高的原油價格直接影響運輸成本、公用事業賬單和投入價格，進而迅速影響盈利預期。</p>
<p>日經指數暴跌 2000 點，Kospi 下跌 6%，亞洲市場大幅下挫，首發於 Invezz。</p>

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<p>亞洲市場在週一大幅下跌，日本日經 225 指數下跌了 2000 點（-5%），韓國 Kospi 指數下跌 6%，原因是伊朗對霍爾木茲海峽的最後通牒引發的緊張局勢升級。此次拋售是由於對石油衝擊的擔憂，因為日本在很大程度上依賴中東的石油進口。整個亞洲的損失更為廣泛，香港恒生指數下跌 2.6%，印度市場也出現下滑。最近對卡塔爾液化天然氣設施的攻擊進一步加劇了對燃料供應和價格的擔憂</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/Asian-investors-check-stock-prices-as-markets-rebound.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/03/Asian-investors-check-stock-prices-as-markets-rebound.png"/></p>
<p>Asian markets experienced a sharp decline on Monday amid a 48-hour ultimatum issued to Iran over the Strait of Hormuz.</p>
<div class="lb-trans"><p>亞洲市場在週一經歷了急劇下跌，原因是對伊朗在霍爾木茲海峽的 48 小時最後通牒。</p>
</div><p>Trump issued an ultimatum on Saturday, which said that the United States would “obliterate” Iran’s power facilities unless Tehran fully reopened the strait within 48 hours.</p>
<div class="lb-trans"><p>特朗普在週六發出了最後通牒，表示美國將 “摧毀” 伊朗的電力設施，除非德黑蘭在 48 小時內完全重新開放海峽。</p>
</div><p>Iran responded by warning that any such strike would bring attacks on US energy infrastructure in the Gulf and a longer shutdown of Hormuz.</p>
<div class="lb-trans"><p>伊朗回應警告稱，任何此類襲擊將導致對美國在海灣的能源基礎設施的攻擊，並使霍爾木茲海峽的關閉時間延長。</p>
</div><p>The escalation of tensions left traders across Asia dealing with a bigger problem at the start of the week, as there was no visible diplomatic off-ramp, but a clear deadline was approaching.</p>
<div class="lb-trans"><p>緊張局勢的升級使得亞洲的交易者在本週初面臨更大的問題，因為沒有明顯的外交出路，但一個明確的最後期限正在逼近。</p>
</div><h2>Nikkei 225, Kospi fell over 5%</h2>
<div class="lb-trans"><h2>日經 225 指數和韓國綜合指數下跌超過 5%</h2>
</div><p>The larger part of the impact was seen in Japan and South Korea, where investors rushed to square-off postions amid rising geopolitcal tenisons.</p>
<div class="lb-trans"><p>影響的主要部分體現在日本和韓國，投資者在地緣政治緊張局勢加劇的情況下急於平倉。</p>
</div><p>Japan’s Nikkei 225 fell around 2,000 points (-5%) at the open, and the broader Topix dropped about 4.4%.</p>
<div class="lb-trans"><p>日本的日經 225 指數在開盤時下跌了約 2000 點（-5%），而更廣泛的東證指數下跌了約 4.4%。</p>
</div><p>The selloff came as Japan relies on the Middle East for about 95% of its oil imports, with around 70% passing through Hormuz.</p>
<div class="lb-trans"><p>此次拋售發生在日本依賴中東約 95% 的石油進口的背景下，約 70% 的石油通過霍爾木茲海峽運輸。</p>
</div><p>The trend was similar in South Korea, where Kospi slumped roughly 6%, and the Kosdaq lost about 5% as investors dumped export-heavy and energy-sensitive names.</p>
<div class="lb-trans"><p>韓國的趨勢類似，Kospi 指數大約下跌了 6%，而 Kosdaq 指數下跌了約 5%，投資者拋售了出口導向和能源敏感的股票。</p>
</div><p>South Korean indexes briefly triggered a circuit breaker after the Kospi 200 futures index fell more than 5%, a rare intervention that captured the speed of the selloff.</p>
<div class="lb-trans"><p>韓國指數在 Kospi 200 期貨指數下跌超過 5% 後短暫觸發了熔斷機制，這一罕見的干預反映了拋售的速度。</p>
</div><p>Hong Kong's Hang Seng index fell 2.6% to 24,595.54 while the Hang Seng Tech Index dropped 2.4%.</p>
<div class="lb-trans"><p>香港的恒生指數下跌 2.6%，至 24,595.54 點，而恒生科技指數下跌 2.4%。</p>
</div><p>Elsewhere, losses were broad but more contained. Australia’s ASX 200 was down about 2.4%, and Chinese markets were also weaker.</p>
<div class="lb-trans"><p>其他地方的損失較為廣泛，但相對較小。澳大利亞的 ASX 200 下跌約 2.4%，中國市場也表現疲軟。</p>
</div><p>The CSI 300 Index tumbled 1.8%, and the Shanghai Composite Index retreated 2%.</p>
<div class="lb-trans"><p>CSI 300 指數下跌 1.8%，而上海綜合指數回落 2%。</p>
</div><p>Indian markets opened with the trend as the Sensex was down 1,520.65 points or 2.04% at 73,012.31, while the Nifty was down 464.65 points or 2.01% at 22,649.85.</p>
<div class="lb-trans"><p>印度市場開盤時趨勢相似，Sensex 指數下跌 1,520.65 點或 2.04%，至 73,012.31 點，而 Nifty 指數下跌 464.65 點或 2.01%，至 22,649.85 點。</p>
</div><h2>The oil shock behind the rout</h2>
<div class="lb-trans"><h2>導致拋售的油價衝擊</h2>
</div><p>While the main engine behind the sell-off in equities is oil, the recent developments has seen the story stretch beyond crude.</p>
<div class="lb-trans"><p>儘管股市拋售的主要原因是油價，但最近的發展使得這一故事超出了原油的範疇。</p>
</div><p>Last week, Iran attacked Qatar's main LNG facility, which supplies a major part of European gas.</p>
<div class="lb-trans"><p>上週，伊朗襲擊了卡塔爾的主要液化天然氣設施，該設施為歐洲提供了大量天然氣。</p>
</div><p>The Qatar authorities closed the facility, and as per the reports, the repairs are expected to take three to five years.</p>
<div class="lb-trans"><p>卡塔爾當局關閉了該設施，報告稱，修復預計需要三到五年。</p>
</div><p>That matters because it turns an oil shock into a broader fuel shock, with consequences for power prices, fertilizers, shipping, and industrial production across Asia.</p>
<div class="lb-trans"><p>這很重要，因為它將油價衝擊轉變為更廣泛的燃料衝擊，影響亞洲的電力價格、化肥、運輸和工業生產。</p>
</div><p>At the time of writing this report, the Brent crude prices are hovering around $107 a barrel, while the WTI crude stood at $98.91 per barrel, up 0.69%.</p>
<div class="lb-trans"><p>在撰寫本報告時，布倫特原油價格徘徊在每桶 107 美元左右，而 WTI 原油價格為每桶 98.91 美元，上漲 0.69%。</p>
</div><p>For markets like Japan and South Korea, the damage is not theoretical.</p>
<div class="lb-trans"><p>對於日本和韓國這樣的市場，損害並非理論上的。</p>
</div><p>Higher crude feeds directly into transport costs, utility bills, and input prices, and then quickly into earnings expectations.</p>
<div class="lb-trans"><p>更高的原油價格直接影響運輸成本、公用事業賬單和投入價格，進而迅速影響盈利預期。</p>
</div><p>The post Nikkei crashes 2,000 points, Kospi sinks 6% as Asian markets plunge appeared first on Invezz</p>
<div class="lb-trans"><p>日經指數暴跌 2000 點，Kospi 下跌 6%，亞洲市場大幅下挫，首發於 Invezz。</p>
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日經指數暴跌 2000 點，Kospi 下跌 6%，亞洲市場全線下挫