<p>亞洲股市在週一（5 月 4 日）接近歷史最高點，科技公司強於預期的企業盈利使該行業保持活力，而油價在來自中東的混合信號中波動。</p>
<p>MSCI 的亞洲股票指數上漲 1.5%，接近 2 月 27 日創下的歷史最高點，正是在美以戰爭開始之前。韓國和台灣的基準指數均上漲超過 3%，創下人工智能交易復甦的新紀錄。標普 500 和納斯達克 100 的期貨在華爾街指數因包括蘋果在內的巨頭科技公司盈利而在週五創下新高後上漲。</p>
<p>市場在樂觀的氣氛中開盤，此前特朗普總統表示，美國將從週一開始引導不涉及伊朗衝突的船隻通過霍爾木茲海峽。然而，一名伊朗高級官員警告稱，德黑蘭將視任何美國在海峽的干預為停火違反，依據法新社的報道。</p>
<p>布倫特原油價格波動，最初下跌 2.4%，隨後抹去這些損失，交易價格在每桶約 108 美元附近變化不大。</p>
<p>“細節總是關鍵，但這是一個積極的信號，因為這表明雙方都願意尋求共同點，” 悉尼國家澳大利亞銀行的策略師羅德里戈·卡特里爾表示。他説，積極情緒是否能持續 “很難説。我們以前也經歷過這種情況。”</p>
<p>在其他方面，美元對大多數主要貨幣小幅走低。日元在每美元 157.01 附近變化不大，此前日本在週四 reportedly 進行了市場干預。由於東京和倫敦的假期，直到紐約開盤之前沒有現金交易美國國債。</p>
<h3>在新的全球秩序中導航亞洲</h3>
<p>獲取洞察，送達您的郵箱。</p>
<p>最新的頭條新聞進一步推動了股市的月度飆升，交易者大多將對中東衝突的經濟影響的擔憂拋諸腦後，企業韌性的跡象推動美國股票實現自 2020 年以來的最佳月份。努力將脆弱的停火轉變為持久和平，加上美國經濟強勁的跡象，使標普 500 指數連續第五週上漲。</p>
<p>特朗普在德黑蘭與美國的最新提案回應後，形容討論為 “非常積極”。引導中立船隻通過霍爾木茲海峽的步驟可能為中東的能源流動鋪平道路，此前該地區幾乎被封鎖了兩個月。</p>
<p>伊朗的提案要求在 30 天內完全結束衝突，並提供對重新打擊的保證，半官方的塔斯尼姆通訊社報道。該計劃重申了德黑蘭早先的要求，包括美國軍隊撤離伊朗附近、解除海上封鎖、取消制裁和支付賠償。週日，伊朗表示通過巴基斯坦收到了美國對其計劃的回應，並正在審查中。</p>
<p>另見</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>特朗普表示美國將幫助被困在霍爾木茲海峽的船隻，因為油輪遭到炮彈襲擊</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>油價在特朗普表示美國將幫助解救被困在霍爾木茲海峽的船隻後下滑</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04/query-ZHByPTEmZj13ZWJwJnc9MjQw?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://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>比特幣突破 80,000 美元，創三個月新高，亞洲股市上漲</h3>
<p>“特朗普疲勞感越來越明顯——我認為市場並沒有真正認真對待這一點，” Karobaar Capital 的首席投資官哈里斯·庫爾希德表示。</p>
<p>“相互矛盾的報道讓交易者對美國海軍的角色感到困惑，據報道它正在為各國、保險公司和航運組織進行協調，” 彭博市場直播的策略師馬克·克蘭菲爾德表示。“這似乎距離實際保護船隻還有一段距離。”</p>
<p>根據彭博社彙編的數據，標普 500 在四月底以高位收盤，約 81% 的基準公司超出了第一季度的盈利預期。新興市場股票在四月底創下新高，而亞洲股票的指數幾乎恢復了因戰爭造成的損失。</p>
<p>風險投資超越了股票，高收益信用利差接近多年低點，零售交易者湧入預測市場和零天期權。儘管伊朗戰爭、油價在每桶 100 美元以上以及美聯儲暗示利率將在高能源成本下保持較長時間，但這一反彈仍在持續。</p>
<p>“市場在這種不確定性下表現得非常耐心，因為它關注衝突的另一面，這可能過於樂觀，” Integrity Asset Management 的投資組合經理喬·吉爾伯特表示。“經濟損失將在下個月更為明顯。” 彭博社</p>
<p>解碼亞洲通訊：您在新的全球秩序中導航亞洲的指南。點擊這裏註冊以獲取解碼亞洲通訊，送達您的郵箱，免費。</p>

標普新興亞太 ETF - SPDR

台灣指數 MSCI ETF - iShares

韓國 MSCI ETF - iShares

新興市場亞洲 MSCI ETF - iShares

亞洲(除日本)指數 MSCI ETF - iShares

<p>亞洲股市在 5 月 4 日接近歷史高點，受到強勁科技財報的提振，MSCI 亞洲股票指數上漲了 1.5%。韓國和台灣的指數飆升超過 3%，因人工智能交易重新活躍。美元對主要貨幣小幅下跌，而布倫特原油價格在每桶約 108 美元附近波動。在特朗普總統宣佈霍爾木茲海峽船隻指引後，儘管伊朗發出混合信號，樂觀情緒有所上升。標準普爾 500 指數也創下新高，反映出儘管地緣政治緊張局勢，企業盈利依然表現出韌性</p>

<p>ASIAN shares traded near record highs on Monday (May 4) as stronger-than-expected corporate earnings from technology companies kept the sector buoyant, while oil fluctuated amid mixed signals from the Middle East.</p>
<div class="lb-trans"><p>亞洲股市在週一（5 月 4 日）接近歷史最高點，科技公司強於預期的企業盈利使該行業保持活力，而油價在來自中東的混合信號中波動。</p>
</div><p>MSCI’s Asian equities gauge climbed 1.5 per cent to near its all-time high set on Feb 27, which was just before the US-Israel war on Iran began. Benchmark indexes in South Korea and Taiwan both jumped more than 3 per cent to records in a revival of the artificial intelligence trade. Futures for the S&amp;P 500 and the Nasdaq 100 rose after the Wall Street gauges closed at new highs on Friday on earnings from megacap tech companies including Apple.</p>
<div class="lb-trans"><p>MSCI 的亞洲股票指數上漲 1.5%，接近 2 月 27 日創下的歷史最高點，正是在美以戰爭開始之前。韓國和台灣的基準指數均上漲超過 3%，創下人工智能交易復甦的新紀錄。標普 500 和納斯達克 100 的期貨在華爾街指數因包括蘋果在內的巨頭科技公司盈利而在週五創下新高後上漲。</p>
</div><p>Markets opened on an optimistic note after President Donald Trump said the US will begin guiding ships not involved in the Iran conflict through the Strait of Hormuz from Monday. However, a senior Iranian official warned that Teheran would consider any US interference in the Strait a ceasefire breach, according to an AFP report.</p>
<div class="lb-trans"><p>市場在樂觀的氣氛中開盤，此前特朗普總統表示，美國將從週一開始引導不涉及伊朗衝突的船隻通過霍爾木茲海峽。然而，一名伊朗高級官員警告稱，德黑蘭將視任何美國在海峽的干預為停火違反，依據法新社的報道。</p>
</div><p>Brent crude whipsawed – initially falling 2.4 per cent, then erasing those losses before trading little changed at about US$108 a barrel.</p>
<div class="lb-trans"><p>布倫特原油價格波動，最初下跌 2.4%，隨後抹去這些損失，交易價格在每桶約 108 美元附近變化不大。</p>
</div><p>“The devil is always in the detail, but is a positive signal as it shows both parties are willing to find common ground,” said Rodrigo Catril, a strategist at National Australia Bank in Sydney. Whether the positive sentiment lasts “is hard to tell. We have been here before,” he said.</p>
<div class="lb-trans"><p>“細節總是關鍵，但這是一個積極的信號，因為這表明雙方都願意尋求共同點，” 悉尼國家澳大利亞銀行的策略師羅德里戈·卡特里爾表示。他説，積極情緒是否能持續 “很難説。我們以前也經歷過這種情況。”</p>
</div><p>Elsewhere, the US dollar edged lower against most of its major peers. The yen was little changed at 157.01 per US dollar after Japan reportedly intervened in the market on Thursday. There is no cash trading of US Treasuries until New York opens due to holidays in Tokyo and London.</p>
<div class="lb-trans"><p>在其他方面，美元對大多數主要貨幣小幅走低。日元在每美元 157.01 附近變化不大，此前日本在週四 reportedly 進行了市場干預。由於東京和倫敦的假期，直到紐約開盤之前沒有現金交易美國國債。</p>
</div><h3>Navigate Asia in  a new global order</h3>
<div class="lb-trans"><h3>在新的全球秩序中導航亞洲</h3>
</div><p>Get the insights delivered to your inbox.</p>
<div class="lb-trans"><p>獲取洞察，送達您的郵箱。</p>
</div><p>The latest headlines add to the month-long surge in equities as traders mostly set aside concerns about the economic fallout from the Middle East hostilities, with signs of corporate resilience driving US stocks to their best month since 2020. Efforts to turn a fragile ceasefire into lasting peace combined and signs of US economic strength sent the S&amp;P 500 to its fifth consecutive week of gains.</p>
<div class="lb-trans"><p>最新的頭條新聞進一步推動了股市的月度飆升，交易者大多將對中東衝突的經濟影響的擔憂拋諸腦後，企業韌性的跡象推動美國股票實現自 2020 年以來的最佳月份。努力將脆弱的停火轉變為持久和平，加上美國經濟強勁的跡象，使標普 500 指數連續第五週上漲。</p>
</div><p>Trump described discussions with Teheran as “very positive” after it received Washington’s response to its latest proposal to end the war. Steps to guide neutral ships out through the Strait of Hormuz could pave the way for smoother energy flows from the Middle East after a near-full blockade for two months.</p>
<div class="lb-trans"><p>特朗普在德黑蘭與美國的最新提案回應後，形容討論為 “非常積極”。引導中立船隻通過霍爾木茲海峽的步驟可能為中東的能源流動鋪平道路，此前該地區幾乎被封鎖了兩個月。</p>
</div><p>Iran’s proposal called for a complete end to the conflict within 30 days along with guarantees against renewed strikes, the semi-official Tasnim News Agency reported. The plan reiterated Teheran’s earlier demands, including that US forces withdraw from near Iran, a maritime blockade be lifted, sanctions removed and reparations paid, it said. On Sunday, Iran said it received the US response to its plan via Pakistan, and is reviewing it.</p>
<div class="lb-trans"><p>伊朗的提案要求在 30 天內完全結束衝突，並提供對重新打擊的保證，半官方的塔斯尼姆通訊社報道。該計劃重申了德黑蘭早先的要求，包括美國軍隊撤離伊朗附近、解除海上封鎖、取消制裁和支付賠償。週日，伊朗表示通過巴基斯坦收到了美國對其計劃的回應，並正在審查中。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另見</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/404d65ab765e4bd1c06276e2906341c99bc851a31b47c97a03e26c5756ec2c06?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Trump says US to help ships stranded in Strait of Hormuz as tanker hit by projectiles</h3>
<div class="lb-trans"><h3>特朗普表示美國將幫助被困在霍爾木茲海峽的船隻，因為油輪遭到炮彈襲擊</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/9693deacd3515727da8344d00caf1228fc1dc41651cb5f9764e0a698148c1bd3?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Oil slips after Trump says US will help free ships stranded in Strait of Hormuz</h3>
<div class="lb-trans"><h3>油價在特朗普表示美國將幫助解救被困在霍爾木茲海峽的船隻後下滑</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/16a1114747b702ab7fe0f21d38c75b25a1840373d51c54cebd8057a8c9aa2a04?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Bitcoin tops US$80,000 for three-month high as Asian stocks rise</h3>
<div class="lb-trans"><h3>比特幣突破 80,000 美元，創三個月新高，亞洲股市上漲</h3>
</div><p>“Trump fatigue is setting in more and more – I don’t think the market’s really taking it seriously,” said Haris Khurshid, chief investment officer at Karobaar Capital.</p>
<div class="lb-trans"><p>“特朗普疲勞感越來越明顯——我認為市場並沒有真正認真對待這一點，” Karobaar Capital 的首席投資官哈里斯·庫爾希德表示。</p>
</div><p>“Conflicting reports are leaving traders unclear on the role of the US Navy which is reported to be acting in a coordination process for countries, insurance companies and shipping organisations,” said Mark Cranfield, strategist for Bloomberg Markets Live. “This appears to be some way from physically protecting ships.”</p>
<div class="lb-trans"><p>“相互矛盾的報道讓交易者對美國海軍的角色感到困惑，據報道它正在為各國、保險公司和航運組織進行協調，” 彭博市場直播的策略師馬克·克蘭菲爾德表示。“這似乎距離實際保護船隻還有一段距離。”</p>
</div><p>The S&amp;P 500 ended April at highs with about 81 per cent of the benchmark’s companies having beat first-quarter earnings estimates, according to data compiled by Bloomberg. Emerging market equities notched a fresh record high towards the end of April while a gauge of Asian stocks have almost recouped their war-driven losses.</p>
<div class="lb-trans"><p>根據彭博社彙編的數據，標普 500 在四月底以高位收盤，約 81% 的基準公司超出了第一季度的盈利預期。新興市場股票在四月底創下新高，而亞洲股票的指數幾乎恢復了因戰爭造成的損失。</p>
</div><p>Risk-taking went beyond equities, with high-yield credit spreads near multi-year tights and retail traders piling into prediction markets and zero-day options. The rally has held through the war in Iran, oil above US$100 a barrel and a Federal Reserve that has signalled rates will stay higher for longer amid elevated energy costs.</p>
<div class="lb-trans"><p>風險投資超越了股票，高收益信用利差接近多年低點，零售交易者湧入預測市場和零天期權。儘管伊朗戰爭、油價在每桶 100 美元以上以及美聯儲暗示利率將在高能源成本下保持較長時間，但這一反彈仍在持續。</p>
</div><p>“The market is being very patient with this level of uncertainty because it is focused on the other side of the conflict, which may be too optimistic,” said Joe Gilbert, a portfolio manager at Integrity Asset Management. “The economic damage being done will be more materially felt in the next month.” BLOOMBERG</p>
<div class="lb-trans"><p>“市場在這種不確定性下表現得非常耐心，因為它關注衝突的另一面，這可能過於樂觀，” Integrity Asset Management 的投資組合經理喬·吉爾伯特表示。“經濟損失將在下個月更為明顯。” 彭博社</p>
</div><p>Decoding Asia newsletter: your guide to navigating Asia in a new global order. Sign up here to get Decoding Asia newsletter. Delivered to your inbox. Free.</p>
<div class="lb-trans"><p>解碼亞洲通訊：您在新的全球秩序中導航亞洲的指南。點擊這裏註冊以獲取解碼亞洲通訊，送達您的郵箱，免費。</p>
</div>

Asian stocks near record high on tech corporate earnings as US dollar dips

Businesstimes News

BetaShares Holdings Pty Ltd.

The Vanguard Group, Inc.

標普 500 指數

納斯達克 100 指數

蘋果

澳洲國民銀行

澳大利亞國民銀行(ADR)

由於科技公司的盈利表現，亞洲股市接近歷史高點，而美元則有所下跌