<div id="readability-page-1">A look at the day ahead in European and global markets from Stella Qiu Is the penny finally dropping for investors in stocks? The bond market has been sounding the alarm for weeks - runaway inflation means rate hikes are firmly back in play. The AI-fuelled rally looks like it's running out of road. Wall Street may have scaled fresh highs, helped along by a 4% pop in Nvidia as CEO Jensen Huang hitched a ride with Trump to Beijing, but it is a sea of red in Asia. Japan's Nikkei slid more than 1% after producer prices posted their biggest jump in three years, bolstering bets the Bank of Japan will hike in June. South Korea's KOSPI tumbled over 3%. Europe is staring down a roughly 1% drop at the open. And looming over everything is the Strait of Hormuz. Iran says about 30 ships are getting through, but that's still a trickle versus normal pre-war traffic. Trump, after talks with Beijing, is signalling impatience. Concerns are growing of the strait staying choked beyond June, draining global reserves and tipping the world into a full-blown energy crunch. Smart money in bond markets seems to be already bracing. Soft U.S. Treasury auctions this week were the warning shot, highlighting fading investor appetite just as inflation heats up. The latest 30-year sale cleared at 5% for the first time since 2007. Yields hit 5.061% on Friday, a 10-month high. Even the front end isn't safe, with the two-year pushing up to 4.055%, a one-year peak. With oil climbing and consumers still spending, markets are rapidly repricing the Federal Reserve's policy path. The odds of another rate hike this year have more than doubled in a week to 45%, even under Trump's pick to lead the Fed, Kevin Warsh. Put it all together, dialling it down might not be the worst idea for investors heading into the weekend. Key developments that could influence markets on Friday: -- Trump set to wrap up his state visit to China (Editing by Shri Navaratnam)</div>

超大盤股成長 ETF - Vanguard

全美價值股指數 ETF - Vanguard

北美科技軟件股指數 ETF - iShares

投資者面臨挑戰，因為債券收益率飆升，預示着由於通貨膨脹上升可能會加息。儘管華爾街出現上漲，但亞洲市場大幅下跌，日本日經指數下跌超過 1%，韓國 KOSPI 指數下跌超過 3%。霍爾木茲海峽的擔憂以及美國國債拍賣疲軟加劇了市場波動。今年再次加息的可能性顯著增加，目前已達到 45%。投資者可能需要在進入週末之前重新考慮他們的策略

Morning Bid: Yield surge spoils the equity party

- 投資者對股票市場的警覺加劇，因通脹上升預示加息。  
- 日本生產者價格大幅上漲，增加了日本央行加息的預期。  
- 市場對美聯儲政策的預期急劇變化，加息可能性已升至 45%。

fidelity

核心標普美國增長 ETF - iShares

納斯達克 100 指數 ETF - Invesco

標普軟件與服務 ETF - SPDR

納斯達克綜合指數 ETF - Fidelity

納斯達克 100 平均加權指數 ETF - First Trust

標普 500 指數股票型基金

標普 500 ETF - iShares

納指 100 ETF - Invesco

3 倍做多納指 ETF - ProShares

韓國 MSCI ETF - iShares

半導體 ETF - VanEck Vectors

半導體 3 倍做多 - Direxion

標普 500 ETF - Vanguard

核心美國價值 ETF - iShares

全美成長股指數 MSCI ETF - Vanguard

道瓊斯指數 ETF - SPDR

費城交易所 半導體 ETF - iShares

美國大盤成長股 ETF - Charles Schwab

超大盤股價值 ETF - Vanguard

英偉達

NVIDIA Corporation

早間簡報：收益率飆升擾亂了股市的狂歡