<ul>
<li>股市在週五休整，此前已收復 3 月跌幅</li>
</ul><ul>
<li>美元接近六週低點，避險需求消退</li>
</ul><ul>
<li>美伊可能在本週末會面；霍爾木茲海峽仍處於關閉狀態</li>
</ul><p>（更新至亞洲午後）</p><p>作者：Ankur Banerjee</p><p>新加坡，4 月 17 日（路透社）- 亞洲股市有望迎來第二週的強勁漲幅，而油價被壓制在每桶 100 美元以下，投資者在關鍵週末前降低風險敞口，該週末可能為中東戰爭的短期解決鋪平道路。</p><p>黎巴嫩與以色列之間的為期 10 天的停火於週四生效，唐納德·特朗普總統表示，美國與伊朗的下一次會議可能在本週末舉行，屆時當前的停火協議即將到期。</p><p>儘管作為全球五分之一石油和天然氣供應通道的霍爾木茲海峽仍處於關閉狀態，但投資者本月對任何顯示局勢緩和的跡象迅速持樂觀態度。</p><p>這使得油價維持在每桶 100 美元以下，儘管仍遠高於戰前水平。布倫特原油期貨（LCOc1）下跌逾 1%，至每桶 98.14 美元。美國西德克薩斯中質原油（WTI）期貨（CLc1）下跌 1.6%，至每桶 93.15 美元。</p><p>在股市方面，MSCI 亞太區除日本以外的廣義指數（.MIAPJ0000PUS）下跌 0.8%，因為投資者在本月經歷劇烈反彈後鎖定利潤。</p><p>該指數仍接近 3 月 2 日以來的最高位，即伊朗戰爭爆發後的首個交易日，並在 4 月上漲 14.5%，而上月下跌了 13.5%。</p><p>日本日經指數（.N225）在週四創下歷史新高後於週五下滑 1%。幾乎所有股市均已回到 2 月底戰爭爆發前的水平。</p><p>對於 M&amp;G 公共固定收益首席投資官 Andrew Chorlton 而言，過去兩週的市場表現令人驚訝，市場願意如此迅速地忽略衝突和能源衝擊。</p><p>“政策制定者和央行行長關於此（衝突）所帶來風險的言論與市場隱含的預期之間存在顯著反差，” 他説。</p><p>Chorlton 補充道：“這似乎有些自滿。不太可能不存在某些額外的風險溢價，無論是針對增長還是通脹。”</p><p>美元在 3 月受益於避險資金流入，但此後已回吐這些漲幅。歐元（EUR=）最新報 1.1779 美元，略低於前一交易日觸及的七週高點。</p><p>美國基準標普 500 指數（.SPX）和科技股佔比重的納斯達克指數（.IXIC）在週四小幅上漲，連續第二天收於歷史收盤高位。在亞洲交易時段，美國期貨（EScv1）基本持平，而歐洲期貨（STXEc1）指向温和開盤。</p><p>ATFX Global 首席市場策略師 Nick Twidale 表示：“我認為股市仍保持樂觀，一些強勁的財報有所幫助，但——這是一個很大的轉折——我們需要看到確鑿證據表明和平將持續。”</p><p>“對我而言，這意味着海峽的全面重新開放，否則我們可能會在未來幾天和幾周內看到全球股市出現大幅回調。”</p><p>該水道的關閉引發了歷史上最嚴重的油價衝擊，並促使國際貨幣基金組織下調其全球經濟前景預測，警告稱長期衝突可能將世界推向衰退邊緣。</p><p>衡量美元兑包括日元和歐元在內的一籃子貨幣的美元指數（=USD）報 98.24，徘徊在 3 月 2 日以來的最低點附近。該指數已連續八個交易日下跌至週三。</p><p>風險敏感型澳元（AUD=）報 0.7163 美元，徘徊在週四觸及的四年高點附近。</p><p>日元（JPY=）兑美元略微走弱，報 159.40，因為投資者正在評估日本銀行行長植田和男的言論，後者未暗示本月將加息。</p><p>這些言論將使交易者猜測下一次加息的時機，由於缺乏明確信號，市場減少了對日本銀行 4 月 27 日至 28 日政策會議上加息的押注。</p>

中東和平曙光初現？川普稱美伊談判已"非常接近達成協議"，伊方據悉同意交出濃縮鈾，同期以黎停火10天協議也宣告達成。霍爾木茲的風，要變了嗎？你覺得這次能談成嗎？

<p>中東和平曙光初現？川普稱美伊談判已"非常接近達成協議"，伊方據悉同意交出濃縮鈾，同期以黎停火10天協議也宣告達成。霍爾木茲的風，要變了嗎？你覺得這次能談成嗎？</p>

美伊或重啟談判，中東局勢現轉機

黃金勘探商 ETF - GlobalX

初級黃金礦股 ETF

黃金礦 ETF - Sprott

<ul>
<li>Equities catch breath on Friday after recouping March losses</li>
</ul>
<div class="lb-trans"><ul>
<li>股市在週五休整，此前已收復 3 月跌幅</li>
</ul></div><ul>
<li>Dollar near six-week lows as demand for safe havens recedes</li>
</ul>
<div class="lb-trans"><ul>
<li>美元接近六週低點，避險需求消退</li>
</ul></div><ul>
<li>US, Iran may meet at weekend; Strait of Hormuz remains closed</li>
</ul>
<div class="lb-trans"><ul>
<li>美伊可能在本週末會面；霍爾木茲海峽仍處於關閉狀態</li>
</ul></div><p>(Updates to Asia afternoon)</p>
<div class="lb-trans"><p>（更新至亞洲午後）</p></div><p>By Ankur Banerjee</p>
<div class="lb-trans"><p>作者：Ankur Banerjee</p></div><p>SINGAPORE, April 17 (Reuters) - Asian stocks headed for a second week of strong gains while oil prices were pinned below $100 a barrel with investors dialling back risk ahead of a crucial weekend that could pave the way for a near-term resolution to the Middle East war.</p>
<div class="lb-trans"><p>新加坡，4 月 17 日（路透社）- 亞洲股市有望迎來第二週的強勁漲幅，而油價被壓制在每桶 100 美元以下，投資者在關鍵週末前降低風險敞口，該週末可能為中東戰爭的短期解決鋪平道路。</p></div><p>A 10-day ceasefire between Lebanon and Israel went into effect on Thursday and President Donald Trump said the next meeting between the U.S. and Iran may take place over the weekend, when their current ceasefire is due to expire.</p>
<div class="lb-trans"><p>黎巴嫩與以色列之間的為期 10 天的停火於週四生效，唐納德·特朗普總統表示，美國與伊朗的下一次會議可能在本週末舉行，屆時當前的停火協議即將到期。</p></div><p>Investors have been quick to take an optimistic view on any signs of denouement this month, even though the Strait of Hormuz - through which a fifth of the world’s oil and gas supply typically flows - remains closed.</p>
<div class="lb-trans"><p>儘管作為全球五分之一石油和天然氣供應通道的霍爾木茲海峽仍處於關閉狀態，但投資者本月對任何顯示局勢緩和的跡象迅速持樂觀態度。</p></div><p>That has kept oil prices below $100 per barrel though they remain well above the pre-war levels. Brent crude futures (LCOc1) dropped more than 1% to $98.14 a barrel. U.S. West Texas Intermediate crude futures (CLc1) fell 1.6% to $93.15 a barrel.</p>
<div class="lb-trans"><p>這使得油價維持在每桶 100 美元以下，儘管仍遠高於戰前水平。布倫特原油期貨（LCOc1）下跌逾 1%，至每桶 98.14 美元。美國西德克薩斯中質原油（WTI）期貨（CLc1）下跌 1.6%，至每桶 93.15 美元。</p></div><p>In stocks, MSCI’s broadest index of Asia-Pacific shares outside Japan (.MIAPJ0000PUS) was down 0.8% as investors locked in profits after a blistering rally this month.</p>
<div class="lb-trans"><p>在股市方面，MSCI 亞太區除日本以外的廣義指數（.MIAPJ0000PUS）下跌 0.8%，因為投資者在本月經歷劇烈反彈後鎖定利潤。</p></div><p>The index remains close to its highest since March 2, the first trading day after the Iran war broke out, and is up 14.5% in April after dropping 13.5% last month.</p>
<div class="lb-trans"><p>該指數仍接近 3 月 2 日以來的最高位，即伊朗戰爭爆發後的首個交易日，並在 4 月上漲 14.5%，而上月下跌了 13.5%。</p></div><p>Japan’s Nikkei (.N225) slipped 1% after hitting a record high on Thursday. Almost all stock markets are back to levels before the war erupted at the end of February.</p>
<div class="lb-trans"><p>日本日經指數（.N225）在週四創下歷史新高後於週五下滑 1%。幾乎所有股市均已回到 2 月底戰爭爆發前的水平。</p></div><p>For Andrew Chorlton, CIO for public fixed income at M&amp;G, the last two weeks have been surprising in how quickly markets have been willing to look through the conflict and energy shock.</p>
<div class="lb-trans"><p>對於 M&amp;G 公共固定收益首席投資官 Andrew Chorlton 而言，過去兩週的市場表現令人驚訝，市場願意如此迅速地忽略衝突和能源衝擊。</p></div><p>“There’s quite a strong contrast between what policymakers and central bankers are saying about the risks that this (conflict) is creating versus what the market is implying,” he said.</p>
<div class="lb-trans"><p>“政策制定者和央行行長關於此（衝突）所帶來風險的言論與市場隱含的預期之間存在顯著反差，” 他説。</p></div><p>“That seems somewhat complacent,” Chorlton added. “It seems unlikely that there shouldn’t be some additional risk premium priced in, either to growth or to inflation.”</p>
<div class="lb-trans"><p>Chorlton 補充道：“這似乎有些自滿。不太可能不存在某些額外的風險溢價，無論是針對增長還是通脹。”</p></div><p>The U.S. dollar benefited from safe-haven flows in March, but has since given up those gains. The euro (EUR=) last bought $1.1779, just below the seven-week high it touched in the previous session.</p>
<div class="lb-trans"><p>美元在 3 月受益於避險資金流入，但此後已回吐這些漲幅。歐元（EUR=）最新報 1.1779 美元，略低於前一交易日觸及的七週高點。</p></div><p>The U.S. benchmark S&amp;P 500 (.SPX) and the tech-heavy Nasdaq (.IXIC) rose modestly to record closing highs for a second straight day on Thursday. U.S. futures (EScv1) were little changed in Asian hours while European futures (STXEc1) pointed to a subdued open.</p>
<div class="lb-trans"><p>美國基準標普 500 指數（.SPX）和科技股佔比重的納斯達克指數（.IXIC）在週四小幅上漲，連續第二天收於歷史收盤高位。在亞洲交易時段，美國期貨（EScv1）基本持平，而歐洲期貨（STXEc1）指向温和開盤。</p></div><p>“I think equity markets are remaining positive and some solid U.S. earnings have helped, but - and it’s a big but - we need to see some concrete evidence that peace is going to last,” said Nick Twidale, chief market strategist at ATFX Global.</p>
<div class="lb-trans"><p>ATFX Global 首席市場策略師 Nick Twidale 表示：“我認為股市仍保持樂觀，一些強勁的財報有所幫助，但——這是一個很大的轉折——我們需要看到確鑿證據表明和平將持續。”</p></div><p>“And to me, that is a full reopening of the Strait, or we could see some substantial corrections in global stocks in the coming days and weeks.”</p>
<div class="lb-trans"><p>“對我而言，這意味着海峽的全面重新開放，否則我們可能會在未來幾天和幾周內看到全球股市出現大幅回調。”</p></div><p>Closure of the waterway has caused the worst oil price shock in history, and spurred the International Monetary Fund to downgrade its outlook for the global economy, warning that a prolonged conflict could push the world to the brink of recession.</p>
<div class="lb-trans"><p>該水道的關閉引發了歷史上最嚴重的油價衝擊，並促使國際貨幣基金組織下調其全球經濟前景預測，警告稱長期衝突可能將世界推向衰退邊緣。</p></div><p>The dollar index (=USD) , which measures the greenback against a basket of currencies including the yen and the euro, was at 98.24, loitering near its lowest since March 2. The index had declined for eight straight sessions through Wednesday.</p>
<div class="lb-trans"><p>衡量美元兑包括日元和歐元在內的一籃子貨幣的美元指數（=USD）報 98.24，徘徊在 3 月 2 日以來的最低點附近。該指數已連續八個交易日下跌至週三。</p></div><p>The risk-sensitive Australian dollar (AUD=) fetched $0.7163, drifting near the four-year high it touched on Thursday.</p>
<div class="lb-trans"><p>風險敏感型澳元（AUD=）報 0.7163 美元，徘徊在週四觸及的四年高點附近。</p></div><p>The yen (JPY=) was slightly weaker at 159.40 per dollar as investors took stock of comments from Bank of Japan Governor Kazuo Ueda, who steered clear of signalling a rate hike was on the cards this month.</p>
<div class="lb-trans"><p>日元（JPY=）兑美元略微走弱，報 159.40，因為投資者正在評估日本銀行行長植田和男的言論，後者未暗示本月將加息。</p></div><p>The remarks will keep traders guessing on the timing of the next rate hike, with the lack of a clear signal leading markets to reduce bets of a rate increase at the BOJ’s April 27-28 policy meeting.</p>
<div class="lb-trans"><p>這些言論將使交易者猜測下一次加息的時機，由於缺乏明確信號，市場減少了對日本銀行 4 月 27 日至 28 日政策會議上加息的押注。</p></div>

GLOBAL MARKETS-Asia stocks power towards weekly gain, oil below $100 on peace deal hopes

Reuters

黃金 MiniShares 信託 - SPDR

YieldMax Gold Miners Opt Inc Strgy ETF

Roundhill Gold Miners Weeklypay ETF

全球黃金礦業股 MSCI ETF - iShares

實物黃金股 ETF - ETFS

2 倍做多黃金 ETF - ProShares

金礦小盤股 ETF - VanEck Vectors

黃金 ETF - iShares

2 倍做多金礦指數 ETF - Direxion

黃金和貴金屬礦商 ETF - U.S. Global

金礦股 ETF - VanEck Vectors

M&G Plc

標普 500 指數

納斯達克綜合指數

全球市場：亞洲股市有望錄得周度二連漲，和平協議希望助推油價跌破 100 美元