<p>亞洲市場週二以積極的姿態開盤，因有報道稱伊朗可能參加在巴基斯坦與美國的和平談判，區域內股票反彈。</p>
<p>這一發展緩解了此前對市場情緒造成壓力的一些地緣政治緊張局勢。</p>
<p>MSCI 亞太地區（不包括日本）股票的廣泛指數上漲了 0.9%，韓國 Kospi 指數上漲 2.1%，創下歷史新高，而日本的日經 225 指數上漲了 1.2%。</p>
<p>澳大利亞股市表現滯後，下跌 0.3%，布倫特原油價格回落至每桶 95.09 美元，標準普爾 500 指數 e-mini 期貨上漲 0.1%。</p>
<p><strong>風險偏好迴歸，但僅限於部分領域</strong></p>
<p>亞洲的整體氣氛樂觀，但這一走勢有其侷限性。</p>
<p>韓國領漲該地區，受人工智能重新激發的熱情推動，刺激了對成長型股票的需求。</p>
<p>日本也受益於較為温和的風險背景，而澳大利亞未能跟上步伐，早盤交易中表現下滑。</p>
<p>這種分化的表現表明，投資者願意增加風險，但僅在催化劑最強的地方。</p>
<p>市場表現出戰術性，交易者在科技相關股票中追逐動能，同時在其他領域保持謹慎。</p>
<p><strong>地緣政治仍在主導市場</strong></p>
<p>儘管開盤時處於正區間，中東仍然是主要的宏觀因素。</p>
<p>美國與伊朗之間的不安靜停火在華盛頓宣佈扣押一艘伊朗貨船後變得緊張，導致德黑蘭發出報復誓言。</p>
<p>伊朗早些時候表示將跳過第二輪談判，儘管一位高級官員後來告訴路透社，該國可能仍會派代表參加預計在伊斯蘭堡舉行的談判。</p>
<p>市場反應顯著，因重新緊張局勢推動油價在夜間上漲，但外交前景足以在開盤時穩定股市。</p>
<p>目前，交易者將這一局勢視為脆弱而非已解決。</p>
<p><strong>冷靜，而非自滿</strong></p>
<p>亞洲交易時段也受到華爾街的影響，標準普爾 500 指數在夜間下跌 0.2%，納斯達克結束了 13 天的連勝。</p>
<p>這使得區域投資者關注美國的拋售是否會加劇，或僅僅是在強勁表現後重置風險偏好。</p>
<p>與此同時，市場正為特朗普總統提名的美聯儲主席凱文·沃什的參議院確認聽證會做準備。</p>
<p>他與白宮的獨立性預計將成為一個關鍵主題，而經濟學家們也關注他對美聯儲資產負債表和量化寬鬆的看法。</p>
<p>目前，全球整體背景平靜但不自滿。</p>
<p>美元指數保持在 98.08，10 年期國債收益率上升 0.8 個基點至 4.256%，黃金價格變化不大。</p>
<p>加密貨幣保持區間波動，比特幣下跌 0.3%。這種混合狀態表明市場活躍，但並未恐慌。</p>

1329

華安日經225ETF

TR 韓國

南方日經225

1369

1364

2 倍做空日元 ETF - ProShares

<p>亞洲市場開盤表現積極，股票在有關伊朗與美國在巴基斯坦可能進行和平談判的報道後反彈，緩解了地緣政治緊張局勢。MSCI 亞太指數上漲 0.9%，韓國 Kospi 指數創下 2.1% 的歷史新高。日本日經 225 指數上漲 1.2%，而澳大利亞股市下跌 0.3%。儘管市場情緒樂觀，但表現各異，受到對人工智能重新關注的推動，以及其他行業的謹慎交易。地緣政治因素仍然具有影響力，交易者在中東持續緊張局勢中保持警惕</p>

<p>Asian markets started Tuesday on a constructive note, as stocks in the region rebounded after reports that Iran may attend peace talks with the United States in Pakistan.</p>
<div class="lb-trans"><p>亞洲市場週二以積極的姿態開盤，因有報道稱伊朗可能參加在巴基斯坦與美國的和平談判，區域內股票反彈。</p>
</div><p>The development eased some of the immediate geopolitical tension that had been weighing on sentiment.</p>
<div class="lb-trans"><p>這一發展緩解了此前對市場情緒造成壓力的一些地緣政治緊張局勢。</p>
</div><p>MSCI’s broadest index of Asia-Pacific shares outside Japan rose 0.9%, South Korea’s Kospi climbed 2.1% to a record high, and Japan’s Nikkei 225 added 1.2%.</p>
<div class="lb-trans"><p>MSCI 亞太地區（不包括日本）股票的廣泛指數上漲了 0.9%，韓國 Kospi 指數上漲 2.1%，創下歷史新高，而日本的日經 225 指數上漲了 1.2%。</p>
</div><p>Australian shares lagged, slipping 0.3%, while Brent crude eased to $95.09 a barrel and S&amp;P 500 e-mini futures were up 0.1%.</p>
<div class="lb-trans"><p>澳大利亞股市表現滯後，下跌 0.3%，布倫特原油價格回落至每桶 95.09 美元，標準普爾 500 指數 e-mini 期貨上漲 0.1%。</p>
</div><p><strong>Risk appetite returns, but only in pockets</strong></p>
<div class="lb-trans"><p><strong>風險偏好迴歸，但僅限於部分領域</strong></p>
</div><p>The tone across Asia was upbeat, yet the move had boundaries.</p>
<div class="lb-trans"><p>亞洲的整體氣氛樂觀，但這一走勢有其侷限性。</p>
</div><p>Korea led the region, helped by renewed enthusiasm for artificial intelligence, which was feeding demand for growth-sensitive stocks.</p>
<div class="lb-trans"><p>韓國領漲該地區，受人工智能重新激發的熱情推動，刺激了對成長型股票的需求。</p>
</div><p>Japan also benefited from the softer risk backdrop, while Australia failed to keep pace and finished lower in early trade.</p>
<div class="lb-trans"><p>日本也受益於較為温和的風險背景，而澳大利亞未能跟上步伐，早盤交易中表現下滑。</p>
</div><p>That split-screen performance suggests investors were willing to add risk, but only where the catalyst was strongest.</p>
<div class="lb-trans"><p>這種分化的表現表明，投資者願意增加風險，但僅在催化劑最強的地方。</p>
</div><p>The market looked tactical, with traders buying into momentum in tech-linked names while staying cautious elsewhere.</p>
<div class="lb-trans"><p>市場表現出戰術性，交易者在科技相關股票中追逐動能，同時在其他領域保持謹慎。</p>
</div><p><strong>Geopolitics is still driving the tape</strong></p>
<div class="lb-trans"><p><strong>地緣政治仍在主導市場</strong></p>
</div><p>Even with the open in positive territory, the Middle East remains the main macro factor.</p>
<div class="lb-trans"><p>儘管開盤時處於正區間，中東仍然是主要的宏觀因素。</p>
</div><p>The uneasy ceasefire between the United States and Iran frayed after Washington announced the seizure of an Iranian cargo ship, prompting retaliation vows from Tehran.</p>
<div class="lb-trans"><p>美國與伊朗之間的不安靜停火在華盛頓宣佈扣押一艘伊朗貨船後變得緊張，導致德黑蘭發出報復誓言。</p>
</div><p>Iran had earlier stated that it would skip a second round of negotiations, although a senior official later told Reuters that the country may still send delegates to talks expected in Islamabad.</p>
<div class="lb-trans"><p>伊朗早些時候表示將跳過第二輪談判，儘管一位高級官員後來告訴路透社，該國可能仍會派代表參加預計在伊斯蘭堡舉行的談判。</p>
</div><p>The market response has been notable as renewed tension pushed oil higher overnight, but the prospect of diplomacy was enough to steady equities at the open.</p>
<div class="lb-trans"><p>市場反應顯著，因重新緊張局勢推動油價在夜間上漲，但外交前景足以在開盤時穩定股市。</p>
</div><p>For now, traders are treating the situation as fragile rather than resolved.</p>
<div class="lb-trans"><p>目前，交易者將這一局勢視為脆弱而非已解決。</p>
</div><p><strong>Calm, not complacent</strong></p>
<div class="lb-trans"><p><strong>冷靜，而非自滿</strong></p>
</div><p>The Asia session also took cues from Wall Street, where the S&amp;P 500 fell 0.2% overnight, and the Nasdaq snapped a 13-day winning streak.</p>
<div class="lb-trans"><p>亞洲交易時段也受到華爾街的影響，標準普爾 500 指數在夜間下跌 0.2%，納斯達克結束了 13 天的連勝。</p>
</div><p>That left regional investors watching whether the US selloff would deepen or simply reset appetite after a strong run.</p>
<div class="lb-trans"><p>這使得區域投資者關注美國的拋售是否會加劇，或僅僅是在強勁表現後重置風險偏好。</p>
</div><p>At the same time, markets are bracing for a Senate confirmation hearing for Kevin Warsh, President Donald Trump’s nominee to lead the Federal Reserve.</p>
<div class="lb-trans"><p>與此同時，市場正為特朗普總統提名的美聯儲主席凱文·沃什的參議院確認聽證會做準備。</p>
</div><p>His independence from the White House is expected to be a key theme, while economists are also focused on his views on the Fed’s balance sheet and quantitative easing.</p>
<div class="lb-trans"><p>他與白宮的獨立性預計將成為一個關鍵主題，而經濟學家們也關注他對美聯儲資產負債表和量化寬鬆的看法。</p>
</div><p>For now, the broader global backdrop is calm but not complacent.</p>
<div class="lb-trans"><p>目前，全球整體背景平靜但不自滿。</p>
</div><p>The US dollar index remained steady at 98.08, the 10-year Treasury yield edged up 0.8 basis points to 4.256%, and gold was little changed.</p>
<div class="lb-trans"><p>美元指數保持在 98.08，10 年期國債收益率上升 0.8 個基點至 4.256%，黃金價格變化不大。</p>
</div><p>Cryptocurrencies stayed range-bound, with Bitcoin down 0.3%. That mix points to a market that is active, but not panicked.</p>
<div class="lb-trans"><p>加密貨幣保持區間波動，比特幣下跌 0.3%。這種混合狀態表明市場活躍，但並未恐慌。</p>
</div>

Kospi hits record high as Asian markets surge on easing Iran tensions

Invezz

BlackRock, Inc.

Asset Management One Co., Ltd.

標普 500 指數

納斯達克綜合指數

隨着伊朗緊張局勢的緩解，亞洲市場飆升，Kospi 創下歷史新高