<ul>
<li>日本日經指數趕上人工智能熱潮，飆升至歷史新高</li>
</ul>
<ul>
<li>油價因和平希望而承壓，仍高於戰前水平</li>
</ul>
<ul>
<li>日元在波動後保持穩定，干預憂慮持續</li>
</ul>
<ul>
<li>投資者撤離避險資產，美元小幅下滑</li>
</ul>
<p>（更新至亞洲下午）</p>
<p>作者：Ankur Banerjee</p>
<p>新加坡，5 月 7 日（路透社）- 亞洲股市週四飆升至歷史新高，而美元下滑，油價因美國與伊朗和平協議的前景而大幅下跌，儘管霍爾木茲海峽的關鍵命運似乎仍未解決。</p>
<p>日本日經指數在長假後迴歸，首次突破 62000 點，趕上了因強勁財報而引發的人工智能主導的熱潮，同時也推動了韓國和台灣股市創下新高。</p>
<p>MSCI 亞太地區（不包括日本）最廣泛的指數上漲 1%，創下歷史新高。週三，泛歐 STOXX 600 指數上漲 2%，歐洲股指期貨指向平淡開盤。</p>
<p>Kyle Rodda，Capital.com 的高級金融分析師表示，伊朗協議將是一個突破，因此週四市場的反應是合理的。</p>
<p>“但我們以前見過這樣的故事，市場也可能很快就會遭遇衝擊。最終，如果我們繼續看到談判進展，亞洲市場將繼續上漲。”</p>
<p>伊朗表示正在審查一項和平提案，消息人士稱該提案將正式結束戰爭，但未解決美國要求伊朗暫停核計劃和重新開放霍爾木茲海峽的關鍵問題，霍爾木茲海峽的關閉導致油價飆升。</p>
<p>結束戰爭的潛在協議使油價在週三下跌近 8%。布倫特原油週四小幅回升至每桶 102.11 美元。</p>
<p>儘管如此，油價仍比衝突開始時高出約 40%，而 10 年期國債收益率也高出約 40 個基點，突顯出全球經濟面臨的高能源價格及其帶來的定價壓力的挑戰。</p>
<p>ATFX Global 的首席市場策略師 Nick Twidale 表示，市場仍在與執行風險作鬥爭，“無論是協議是否最終達成，還是即使達成後，受干擾的流動性恢復的速度。”</p>
<p>“WTI 的波動性突顯了這種緊張局勢，日內劇烈拋售後在收盤前部分回升。”</p>
<p>飆升的油價在三月份重創全球市場，但脆弱的停火和協議的前景自四月以來促使風險偏好反彈，進一步受到科技公司強勁財報的推動。</p>
<p>標準普爾 500 公司的利潤增長正朝着四年來最強勁的方向發展，而三星、SK 海力士和台積電在亞洲的強勁財報進一步增強了樂觀情緒。</p>
<p>投資者正等待週五發佈的美國非農就業報告，預計四月份新增就業崗位 62000 個，此前三月份反彈 178000 個，路透社對經濟學家的調查顯示。</p>
<p>美聯儲官員表示，戰爭提高了持續通脹衝擊的風險，油價持續高企以及對全球供應鏈問題的擔憂不斷加劇。</p>
<p>日元仍然是焦點</p>
<p>在貨幣市場，歐元保持了約 0.5% 的隔夜漲幅，最後報 1.1747 美元。</p>
<p>英鎊在週三上漲 0.4% 後報 1.3591 美元。美元指數衡量美元對六種貨幣的匯率，報 98.032。</p>
<p>日元在近期的波動後仍然是焦點，市場猜測東京可能已干預以支持長期疲軟的貨幣。</p>
<p>日元最後報 156.29 美元，日內變化不大，週三在最新的價格波動中曾達到 155 的 10 周高點。</p>
<p>OCBC 分析師在一份報告中表示，“單靠干預不太可能改變更廣泛的趨勢，除非得到更強的政策支持，比如更積極的日本央行加息週期或與外部驅動因素（如較低的油價和美國收益率）更好地對齊。”，維持年末目標為 155。</p>
<p>日本首席貨幣外交官週四表示，該國在干預頻率上沒有限制，並與美國當局保持每日聯繫。</p>
<p>國際事務副財政部長三村敦志的言論是在美國財政部長 Scott Bessent 下週訪問東京之前發表的，分析師表示他預計將與日本財政部長片山薩津基討論日元走勢。（新加坡 Ankur Banerjee 報道；Muralikumar Anantharaman 和 Neil Fullick 編輯）</p>

1364

彭博美元指數 做多 - WisdomTree

1369

1346

日元指數 ETF - CurrencyShares

1329

德銀美元指數 做多 - PowerShares

<p>亞洲股市創下歷史新高，日本日經指數突破 62,000 點，受益於人工智能的熱潮和強勁的財報。由於投資者在對美伊和平協議的希望中轉向風險資產，美元走弱，儘管霍爾木茲海峽的未解決問題仍然存在。油價下跌近 8%，但與戰爭前的水平相比仍然偏高。日元在近期波動後趨於穩定，市場猜測東京可能會進行干預。投資者正等待美國非農就業報告，預計將顯示就業增長</p>

<p>* Japan's Nikkei catches up on AI rally, surges to a record</p>
<div class="lb-trans"><ul>
<li>日本日經指數趕上人工智能熱潮，飆升至歷史新高</li>
</ul>
</div><p>* Oil nurses losses on peace hopes, still above pre-war levels</p>
<div class="lb-trans"><ul>
<li>油價因和平希望而承壓，仍高於戰前水平</li>
</ul>
</div><p>* Yen stable after spikes, intervention jitters persist</p>
<div class="lb-trans"><ul>
<li>日元在波動後保持穩定，干預憂慮持續</li>
</ul>
</div><p>* Investors retreat from safe havens, dollar drifts lower</p>
<div class="lb-trans"><ul>
<li>投資者撤離避險資產，美元小幅下滑</li>
</ul>
</div><p>(Updates to Asia afternoon)</p>
<div class="lb-trans"><p>（更新至亞洲下午）</p>
</div><p>By Ankur Banerjee</p>
<div class="lb-trans"><p>作者：Ankur Banerjee</p>
</div><p>SINGAPORE, May 7 (Reuters) - Asian stocks soared to record highs on Thursday while the U.S. dollar slipped and oil nursed steep losses on the prospects of a U.S.-Iran peace deal, even as the fate of the critical Strait of Hormuz appeared unresolved.</p>
<div class="lb-trans"><p>新加坡，5 月 7 日（路透社）- 亞洲股市週四飆升至歷史新高，而美元下滑，油價因美國與伊朗和平協議的前景而大幅下跌，儘管霍爾木茲海峽的關鍵命運似乎仍未解決。</p>
</div><p>Japan's Nikkei returned from a long holiday to cross 62,000 for the first time, catching up on a blistering AI-led rally after robust earnings that also catapulted South Korean and Taiwan stocks to records.</p>
<div class="lb-trans"><p>日本日經指數在長假後迴歸，首次突破 62000 點，趕上了因強勁財報而引發的人工智能主導的熱潮，同時也推動了韓國和台灣股市創下新高。</p>
</div><p>MSCI's broadest index of Asia-Pacific shares outside Japan rose 1%, hitting a record high. European stock futures pointed to a subdued open after the pan-European STOXX 600 rose 2% on Wednesday.</p>
<div class="lb-trans"><p>MSCI 亞太地區（不包括日本）最廣泛的指數上漲 1%，創下歷史新高。週三，泛歐 STOXX 600 指數上漲 2%，歐洲股指期貨指向平淡開盤。</p>
</div><p>An Iran deal would be a breakthrough, so the sparkling market reaction on Thursday was justified, Kyle Rodda, senior financial analyst at Capital.com, said.</p>
<div class="lb-trans"><p>Kyle Rodda，Capital.com 的高級金融分析師表示，伊朗協議將是一個突破，因此週四市場的反應是合理的。</p>
</div><p>&#34;But we've seen this story before, and the rug could get pulled out of the market pretty quickly too. Ultimately, if we keep seeing progress in talks, Asian markets will keep rallying.&#34;</p>
<div class="lb-trans"><p>“但我們以前見過這樣的故事，市場也可能很快就會遭遇衝擊。最終，如果我們繼續看到談判進展，亞洲市場將繼續上漲。”</p>
</div><p>Iran said it was reviewing a peace proposal that sources said would formally end the war while leaving unresolved the key U.S. demands that Iran suspend its nuclear program and reopen the Strait of Hormuz, whose closure has sent oil prices surging.</p>
<div class="lb-trans"><p>伊朗表示正在審查一項和平提案，消息人士稱該提案將正式結束戰爭，但未解決美國要求伊朗暫停核計劃和重新開放霍爾木茲海峽的關鍵問題，霍爾木茲海峽的關閉導致油價飆升。</p>
</div><p>A potential deal to end the war sent oil prices sliding nearly 8% on Wednesday. Brent crude edged back up on Thursday to $102.11 a barrel.</p>
<div class="lb-trans"><p>結束戰爭的潛在協議使油價在週三下跌近 8%。布倫特原油週四小幅回升至每桶 102.11 美元。</p>
</div><p>Still, oil prices are around 40% higher than they were when the conflict began at the end of February, while 10-year Treasury yields are around 40 bps higher, underscoring the challenge facing the global economy from higher energy prices and their resultant pricing pressures.</p>
<div class="lb-trans"><p>儘管如此，油價仍比衝突開始時高出約 40%，而 10 年期國債收益率也高出約 40 個基點，突顯出全球經濟面臨的高能源價格及其帶來的定價壓力的挑戰。</p>
</div><p>Nick Twidale, chief market strategist at ATFX Global, said the market is still wrestling with execution risk, &#34;both in terms of whether a deal is finalised and how quickly disrupted flows would normalise even if it is.&#34;</p>
<div class="lb-trans"><p>ATFX Global 的首席市場策略師 Nick Twidale 表示，市場仍在與執行風險作鬥爭，“無論是協議是否最終達成，還是即使達成後，受干擾的流動性恢復的速度。”</p>
</div><p>&#34;WTI volatility highlighted this tension, with a sharp intraday sell-off followed by partial recovery into the close.&#34;</p>
<div class="lb-trans"><p>“WTI 的波動性突顯了這種緊張局勢，日內劇烈拋售後在收盤前部分回升。”</p>
</div><p>The rocketing oil prices whacked global markets in March but a fragile ceasefire and the prospect of a deal have spurred a risk-on rally since April that has been fuelled further by strong earnings reports from technology companies.</p>
<div class="lb-trans"><p>飆升的油價在三月份重創全球市場，但脆弱的停火和協議的前景自四月以來促使風險偏好反彈，進一步受到科技公司強勁財報的推動。</p>
</div><p>S&amp;P 500 companies are on track for their strongest profit growth in more than four years, while blowout earnings from Samsung, SK Hynix and TSMC in Asia have added to the upbeat sentiment.</p>
<div class="lb-trans"><p>標準普爾 500 公司的利潤增長正朝着四年來最強勁的方向發展，而三星、SK 海力士和台積電在亞洲的強勁財報進一步增強了樂觀情緒。</p>
</div><p>Investors are awaiting the U.S. non-farm payrolls report on Friday, with jobs expected to have increased in April by 62,000 after rebounding 178,000 in March, a Reuters survey of economists shows.</p>
<div class="lb-trans"><p>投資者正等待週五發佈的美國非農就業報告，預計四月份新增就業崗位 62000 個，此前三月份反彈 178000 個，路透社對經濟學家的調查顯示。</p>
</div><p>Federal Reserve officials said the war is raising the risk of a sustained inflation shock, with continued high oil prices and developing concerns about problems with global supply chains.</p>
<div class="lb-trans"><p>美聯儲官員表示，戰爭提高了持續通脹衝擊的風險，油價持續高企以及對全球供應鏈問題的擔憂不斷加劇。</p>
</div><p>YEN STAYS IN SPOTLIGHT</p>
<div class="lb-trans"><p>日元仍然是焦點</p>
</div><p>In currency markets, the euro held on to its overnight gains of around 0.5% and last fetched $1.1747.</p>
<div class="lb-trans"><p>在貨幣市場，歐元保持了約 0.5% 的隔夜漲幅，最後報 1.1747 美元。</p>
</div><p>Sterling was at $1.3591 after rising 0.4% on Wednesday. The dollar index, which measures the U.S. currency against six units, was at 98.032.</p>
<div class="lb-trans"><p>英鎊在週三上漲 0.4% 後報 1.3591 美元。美元指數衡量美元對六種貨幣的匯率，報 98.032。</p>
</div><p>The yen remains in the spotlight after spikes in recent sessions prompted market speculation that Tokyo had intervened to support the long-battered currency.</p>
<div class="lb-trans"><p>日元在近期的波動後仍然是焦點，市場猜測東京可能已干預以支持長期疲軟的貨幣。</p>
</div><p>The yen last fetched 156.29 per dollar, little changed on the day, having hit a 10-week high of 155 on Wednesday in the latest price spike.</p>
<div class="lb-trans"><p>日元最後報 156.29 美元，日內變化不大，週三在最新的價格波動中曾達到 155 的 10 周高點。</p>
</div><p>&#34;Intervention alone is unlikely to shift the broader trend unless backed by stronger policy support like a more assertive BOJ hiking cycle or better alignment with external drivers such as lower oil prices and U.S. yields,&#34; OCBC analysts said in a note, maintaining a year-end target of 155.</p>
<div class="lb-trans"><p>OCBC 分析師在一份報告中表示，“單靠干預不太可能改變更廣泛的趨勢，除非得到更強的政策支持，比如更積極的日本央行加息週期或與外部驅動因素（如較低的油價和美國收益率）更好地對齊。”，維持年末目標為 155。</p>
</div><p>Japan's top currency diplomat said on Thursday the country faces no constraints on how often it can intervene and is in daily contact with U.S. authorities.</p>
<div class="lb-trans"><p>日本首席貨幣外交官週四表示，該國在干預頻率上沒有限制，並與美國當局保持每日聯繫。</p>
</div><p>The remarks by Atsushi Mimura, the vice finance minister for international affairs, came ahead of a visit to Tokyo next week by U.S. Treasury Secretary Scott Bessent, who analysts say is expected to discuss yen moves with his Japanese counterpart, Satsuki Katayama. (Reporting by Ankur Banerjee in Singapore; Editing by Muralikumar Anantharaman and Neil Fullick)</p>
<div class="lb-trans"><p>國際事務副財政部長三村敦志的言論是在美國財政部長 Scott Bessent 下週訪問東京之前發表的，分析師表示他預計將與日本財政部長片山薩津基討論日元走勢。（新加坡 Ankur Banerjee 報道；Muralikumar Anantharaman 和 Neil Fullick 編輯）</p>
</div>

GLOBAL MARKETS-Stocks perched on record peak, dollar defensive on peace hopes

Fidelity

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Asset Management One Co., Ltd.

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標普 500 指數

Samsung Electronics Co., Ltd. Sponsored GDR

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華僑銀行

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全球市場——股票處於創紀錄高位，美元因和平希望而呈防禦態勢