<ul>
<li>MSCI 新興市場股票創下歷史新高，上漲 1.3%，貨幣上漲 0.3%</li>
</ul>
<ul>
<li>原油價格保持在每桶 100 美元以上，因伊朗與美國的談判停滯不前</li>
</ul>
<ul>
<li>南非市場因假期休市</li>
</ul>
<p>作者：Purvi Agarwal</p>
<p>4 月 27 日（路透社）- 新興市場股票觸及歷史新高，貨幣在週一小幅上漲，主要受到亞洲市場的推動，因對人工智能的重新熱情而反彈，而停滯不前的美伊談判則推高了油價。</p>
<p>MSCI 全球新興市場股票指數上漲 1.3%，在週五標誌着連續第四周上漲後。</p>
<p>週一的上漲主要由亞洲股市主導，投資者在美國大型科技公司本週公佈財報前，重新對人工智能產生了興趣。</p>
<p>韓國和台灣的股票分別上漲 2.2% 和 1.8%，創下歷史新高，並有望迎來三十多年來的最佳月份。</p>
<p>“人工智能投資熱潮正在支撐主要電子出口商，部分緩解了戰爭的影響……（但）電子行業並非免疫；半導體生產依賴於氦氣和其他特殊氣體，而海灣地區是關鍵供應商，” Commerzbank 的分析師表示。</p>
<p>然而，這種樂觀情緒未能蔓延到其他新興市場股票。羅馬尼亞股票上漲 0.1%，匈牙利股票持平。波蘭股票下跌 0.7%。土耳其股票上漲 0.7%，而以色列股票微跌 0.3%。</p>
<p>南非市場因公共假期休市。</p>
<p>美伊談判停滯，和平協議似乎遙遙無期。投資者繼續關注中東局勢的發展，因為美伊談判在週末停滯不前。美國總統唐納德·特朗普取消了他的特使前往伊斯蘭堡進行談判的行程。</p>
<p>油價保持在每桶 100 美元以上，給全球增長前景帶來壓力。</p>
<p>伊朗戰爭帶來的通貨膨脹影響已成為人們關注的焦點，因為關鍵的霍爾木茲海峽處理着全球超過五分之一的能源貿易，尤其是對依賴能源的亞洲和歐洲經濟體來説，仍然受到阻礙。</p>
<p>然而，隨着戰爭進入第三個月，投資者似乎開始超越衝突，關注經濟基本面和季度財報。</p>
<p>與此同時，大多數新興市場貨幣在美元走弱的情況下小幅上漲，使得 MSCI 新興市場貨幣指數上漲 0.3%，此前在週五錄得四周以來的首次周度下跌。</p>
<p>土耳其里拉對美元幾乎沒有變化，以色列謝克爾也是如此。</p>
<p>大多數新興歐洲貨幣對歐元表現平淡。然而，俄羅斯盧布對美元上漲 0.5%，場外市場數據顯示。</p>
<p>投資者將密切關注本週來自一系列中央銀行政策制定者的評論，包括美國聯邦儲備委員會的官員，以獲取有關貨幣政策走向的任何線索。</p>
<p>要點：</p>
<p><strong>內塔尼亞胡最大的對手聯合起來參加以色列下次選舉</strong> <strong>中國工業利潤增長加快，儘管伊朗戰爭加大風險</strong> <strong>在與特朗普達成貿易休戰的掩護下，中國擴大經濟施壓工具</strong> ** 惠譽將立陶宛評級上調至'A+'，維持展望穩定</p>
<p>獲取新興市場的最新頭條新聞</p>
<p>有關中歐市場報告，請參見</p>
<p>有關土耳其市場報告，請參見</p>
<p>有關俄羅斯市場報告，請參見（報道：Purvi Agarwal，編輯：Rashmi Aich）</p>

標普新興亞太 ETF - SPDR

iShares安碩核心MSCI新興市場ETF

DFEV

<p>新興市場股票創下歷史新高，上漲 1.3%，受亞洲市場對人工智能的熱情推動，同時貨幣上漲 0.3%。由於美伊談判停滯，油價仍保持在每桶 100 美元以上。韓國和台灣的股票創下歷史新高，但其他新興市場股票表現不一。儘管對伊朗衝突引發的通脹擔憂，投資者仍關注經濟基本面和即將公佈的財報。本週中央銀行的評論將受到密切關注，以獲取貨幣政策的相關信息</p>

<p>* MSCI EM stocks at record highs, up 1.3%, currencies gain 0.3%</p>
<div class="lb-trans"><ul>
<li>MSCI 新興市場股票創下歷史新高，上漲 1.3%，貨幣上漲 0.3%</li>
</ul>
</div><p>* Oil remains over $100 a barrel as Iran-U.S. talks stall</p>
<div class="lb-trans"><ul>
<li>原油價格保持在每桶 100 美元以上，因伊朗與美國的談判停滯不前</li>
</ul>
</div><p>* South African markets closed for a holiday</p>
<div class="lb-trans"><ul>
<li>南非市場因假期休市</li>
</ul>
</div><p>By Purvi Agarwal</p>
<div class="lb-trans"><p>作者：Purvi Agarwal</p>
</div><p>April 27 (Reuters) - Emerging market stocks touched record highs while currencies edged up on Monday, largely driven by Asian markets that rallied on renewed enthusiasm for artificial intelligence, while stalled U.S.-Iran talks pushed oil prices higher.</p>
<div class="lb-trans"><p>4 月 27 日（路透社）- 新興市場股票觸及歷史新高，貨幣在週一小幅上漲，主要受到亞洲市場的推動，因對人工智能的重新熱情而反彈，而停滯不前的美伊談判則推高了油價。</p>
</div><p>MSCI's gauge of global EM stocks advanced 1.3%, after marking their fourth consecutive week of gains on Friday.</p>
<div class="lb-trans"><p>MSCI 全球新興市場股票指數上漲 1.3%，在週五標誌着連續第四周上漲後。</p>
</div><p>The rise on Monday was largely led by Asian bourses, as investors bought into a revived appetite for AI ahead of earnings from U.S. big tech companies this week.</p>
<div class="lb-trans"><p>週一的上漲主要由亞洲股市主導，投資者在美國大型科技公司本週公佈財報前，重新對人工智能產生了興趣。</p>
</div><p>Equities in South Korea and Taiwan climbed 2.2% and 1.8%, respectively, hitting record highs, and were headed for their best month in more than three decades.</p>
<div class="lb-trans"><p>韓國和台灣的股票分別上漲 2.2% 和 1.8%，創下歷史新高，並有望迎來三十多年來的最佳月份。</p>
</div><p>&#34;The AI-investment boom is shoring up the major electronics exporters, partly cushioning the impact of the war... (but) the electronics sector is not immune; semiconductor production is dependent on helium and other specialized gases for which the Gulf is a critical supplier,&#34; said analysts at Commerzbank.</p>
<div class="lb-trans"><p>“人工智能投資熱潮正在支撐主要電子出口商，部分緩解了戰爭的影響……（但）電子行業並非免疫；半導體生產依賴於氦氣和其他特殊氣體，而海灣地區是關鍵供應商，” Commerzbank 的分析師表示。</p>
</div><p>However, the optimism failed to spill over to other EM equities. Romanian stocks were up 0.1% and Hungarian shares were flat. Polish stocks slipped 0.7%. Turkish stocks were up 0.7%, while Israeli stocks inched 0.3% lower.</p>
<div class="lb-trans"><p>然而，這種樂觀情緒未能蔓延到其他新興市場股票。羅馬尼亞股票上漲 0.1%，匈牙利股票持平。波蘭股票下跌 0.7%。土耳其股票上漲 0.7%，而以色列股票微跌 0.3%。</p>
</div><p>Markets in South Africa were closed for a public holiday.</p>
<div class="lb-trans"><p>南非市場因公共假期休市。</p>
</div><p>U.S.-IRAN TALKS STALLED AS PEACE DEAL SEEMS FAR AWAY Investors remained focused on developments in the Middle East after U.S.-Iran talks stalled over the weekend. U.S. President Donald Trump cancelled his envoys' trip to Islamabad for negotiations.</p>
<div class="lb-trans"><p>美伊談判停滯，和平協議似乎遙遙無期。投資者繼續關注中東局勢的發展，因為美伊談判在週末停滯不前。美國總統唐納德·特朗普取消了他的特使前往伊斯蘭堡進行談判的行程。</p>
</div><p>Oil prices remained over $100 a barrel, pressuring the outlook for global growth.</p>
<div class="lb-trans"><p>油價保持在每桶 100 美元以上，給全球增長前景帶來壓力。</p>
</div><p>The inflationary fallout from the Iran war has been at the forefront of concerns, as the crucial Strait of Hormuz, which handles over one-fifth of the world's energy trade, remains choked, especially for energy-reliant Asian and European economies.</p>
<div class="lb-trans"><p>伊朗戰爭帶來的通貨膨脹影響已成為人們關注的焦點，因為關鍵的霍爾木茲海峽處理着全球超過五分之一的能源貿易，尤其是對依賴能源的亞洲和歐洲經濟體來説，仍然受到阻礙。</p>
</div><p>However, as the war enters its third month, investors seem to be looking past the conflict to focus on economic fundamentals and quarterly earnings.</p>
<div class="lb-trans"><p>然而，隨着戰爭進入第三個月，投資者似乎開始超越衝突，關注經濟基本面和季度財報。</p>
</div><p>Meanwhile, most emerging market currencies inched higher against a falling dollar, taking the MSCI EM currencies measure up 0.3%, after it posted a weekly decline on Friday, its first in four.</p>
<div class="lb-trans"><p>與此同時，大多數新興市場貨幣在美元走弱的情況下小幅上漲，使得 MSCI 新興市場貨幣指數上漲 0.3%，此前在週五錄得四周以來的首次周度下跌。</p>
</div><p>Turkey's lira was little changed against the dollar, and so was the Israeli shekel.</p>
<div class="lb-trans"><p>土耳其里拉對美元幾乎沒有變化，以色列謝克爾也是如此。</p>
</div><p>Most currencies in emerging Europe were subdued against the euro. However, the Russian rouble strengthened 0.5% against the dollar, over-the-counter market data showed.</p>
<div class="lb-trans"><p>大多數新興歐洲貨幣對歐元表現平淡。然而，俄羅斯盧布對美元上漲 0.5%，場外市場數據顯示。</p>
</div><p>Investors will scrutinize comments from a host of central bank policymakers this week, including those from the U.S. Federal Reserve, for any clues on their approach to monetary policy.</p>
<div class="lb-trans"><p>投資者將密切關注本週來自一系列中央銀行政策制定者的評論，包括美國聯邦儲備委員會的官員，以獲取有關貨幣政策走向的任何線索。</p>
</div><p>HIGHLIGHTS:</p>
<div class="lb-trans"><p>要點：</p>
</div><p>** Netanyahu's biggest rivals join forces for Israel's next election ** China's industrial profit growth quickens even as Iran war heightens risks ** Under cover of trade truce with Trump, China expands economic pressure toolkit ** Fitch upgrades Lithuania to 'A+', keep outlook stable</p>
<div class="lb-trans"><p><strong>內塔尼亞胡最大的對手聯合起來參加以色列下次選舉</strong> <strong>中國工業利潤增長加快，儘管伊朗戰爭加大風險</strong> <strong>在與特朗普達成貿易休戰的掩護下，中國擴大經濟施壓工具</strong> ** 惠譽將立陶宛評級上調至'A+'，維持展望穩定</p>
</div><p>For TOP NEWS across emerging markets</p>
<div class="lb-trans"><p>獲取新興市場的最新頭條新聞</p>
</div><p>For CENTRAL EUROPE market report, see</p>
<div class="lb-trans"><p>有關中歐市場報告，請參見</p>
</div><p>For TURKISH market report, see</p>
<div class="lb-trans"><p>有關土耳其市場報告，請參見</p>
</div><p>For RUSSIAN market report, see (Reporting by Purvi Agarwal in Bengaluru; Editing by Rashmi Aich)</p>
<div class="lb-trans"><p>有關俄羅斯市場報告，請參見（報道：Purvi Agarwal，編輯：Rashmi Aich）</p>
</div>

EMERGING MARKETS-EM stocks hit record high as AI optimism overshadows Iran talks stalemate

Fidelity

Dimensional Emerging Markets Value ETF

BetaShares Holdings Pty Ltd.

新興市場亞洲 MSCI ETF - iShares

Taiwan Fd

iShares MSCI新興市場綜合因素ETF

iShares Future AI & Tech ETF

SPDR新興市場投資組合ETF

FIL Ltd.

韓國 MSCI ETF - iShares

Vanguard富時新興市場指數ETF

WisdomTree新興市場高收益股票基金

Schwab新興市場股票ETF

The Vanguard Group, Inc.

iShares MSCI EM Ex-China

Global X 機器人工智能ETF

SPDR標普新興市場高股利ETF

Commerzbank AG

新興市場——由於人工智能的樂觀情緒蓋過了伊朗談判的僵局，新興市場股票創下歷史新高