<p>亞洲股市在 5 月 19 日繼續上漲，投資者在對美國與伊朗達成協議的希望中採取了風險偏好情緒。在日本，藍籌股日經 225 指數上漲 2.30%，創下 66,120 日元的歷史新高。今年以來，該指數已上漲 31%。</p>
<p>在香港，恒生指數上漲至 25,275 港元，較本週低點 24,722 港元有所回升。韓國的 Kospi 指數繼續牛市，達到 8,400 韓元的歷史新高，今年上漲了 100%，過去 12 個月上漲了 210%。</p>
<p><strong>日經 225、恒生、Kospi 因和平協議希望而大幅上漲</strong></p>
<p>亞洲股指如日經 225、恒生和 Kospi 因投資者對美國與伊朗潛在協議的歡呼而大幅上漲。</p>
<p>該協議將使伊朗重新開放霍爾木茲海峽，美國則結束對其港口的封鎖。這將導致原油運輸激增，惠及依賴該地區的主要亞洲國家，同時也將導致化肥和氦氣運輸的激增。</p>
<p>對協議的期望推動了原油價格下跌，布倫特原油價格降至 91 美元，西德克薩斯中質油（WTI）降至 87 美元。天然氣價格也在對更多供應的期望中持續下跌。</p>
<p>較低的原油價格和增加的供應將解決今年亞洲市場面臨的最大挑戰之一。這將確保中央銀行不會採取激進的加息措施來應對通貨膨脹。</p>
<p>確實，數據顯示，本週部分亞洲國家的債券收益率持續下降。例如，韓國的十年期債券收益率從年初以來的高點 4.3% 降至 4.078%。</p>
<p>在香港也是如此，十年期收益率從年初以來的高點 3.31% 降至 3.25%。在日本，十年期收益率從本月的高點 2.8% 降至 2.64%。</p>
<p><strong>人工智能熱潮正在推動亞洲股市</strong></p>
<p>日經 225 和 Kospi 指數也受到持續的人工智能熱潮的推動。實際上，一些最大的漲幅來自科技行業。</p>
<p>在韓國，三星和 SK 海力士的股價飆升，進入了萬億美元俱樂部。只有美國、台灣和韓國有市值超過 1 萬億美元的公司。</p>
<p>LG 電子的股票在與谷歌簽署多項汽車協議後上漲超過 23%。該公司表示：</p>
<p>“該解決方案支持汽車製造商顯著降低多顯示屏車內系統的部署成本。”</p>
<p>同樣，在日本，軟銀的股價今年飆升至歷史新高，得益於其對 SB Energy 和 OpenAI 等公司的投資。在過去 12 個月中，股價上漲超過 297%，其願景基金推動了利潤增長。</p>
<p>在人工智能熱潮中，唯一落後的地方是香港，頂尖科技公司大幅回撤。例如，阿里巴巴的股價較去年最高點回落了 34%。騰訊也下跌超過 35%，而京東下跌了 21%。</p>

恆生指數

2 倍做空日元 ETF - ProShares

<p>亞洲股市在 5 月 19 日大幅上漲，受到對美國與伊朗可能達成協議的樂觀情緒推動，日本日經 225 指數上漲 2.30%，創下 66,120 日元的歷史新高。香港恒生指數攀升至 25,275 港元，而韓國 Kospi 指數達到 8,400 韓元，今年漲幅達到 100%。預計達成的協議可能會促進原油運輸，降低價格並緩解通脹擔憂，同時多個亞洲國家的債券收益率也有所下降</p>

<p>Asian stocks continued their uptrend today, May 19, as investors adopted a risk-on sentiment amid hopes of a deal between the US and Iran. In Japan, the blue-chip Nikkei 225 Index soared by 2.30% to a record high of ¥66,120. It has soared by 31% this year.</p>
<div class="lb-trans"><p>亞洲股市在 5 月 19 日繼續上漲，投資者在對美國與伊朗達成協議的希望中採取了風險偏好情緒。在日本，藍籌股日經 225 指數上漲 2.30%，創下 66,120 日元的歷史新高。今年以來，該指數已上漲 31%。</p>
</div><p>In Hong Kong, the Hang Seng Index rose to H$25,275, up from this week’s low of H$24,722. South Korea’s Kospi Index continued its bull run, reaching a record high of KRW 8,400, up by 100% this year and 210% in the last 12 months.</p>
<div class="lb-trans"><p>在香港，恒生指數上漲至 25,275 港元，較本週低點 24,722 港元有所回升。韓國的 Kospi 指數繼續牛市，達到 8,400 韓元的歷史新高，今年上漲了 100%，過去 12 個月上漲了 210%。</p>
</div><p><strong>Nikkei 225, Hang Seng, Kospi jump amid peace deal hopes</strong></p>
<div class="lb-trans"><p><strong>日經 225、恒生、Kospi 因和平協議希望而大幅上漲</strong></p>
</div><p>Asian stock indices like the Nikkei 225, Hang Seng, and Kospi jumped as investors cheered a potential deal between the US and Iran.</p>
<div class="lb-trans"><p>亞洲股指如日經 225、恒生和 Kospi 因投資者對美國與伊朗潛在協議的歡呼而大幅上漲。</p>
</div><p>This deal will see Iran reopen the Strait of Hormuz and the US end its blockade against its ports. It will then lead to a surge in crude oil shipments, benefiting top Asian countries that depend on the region. It will also lead to a surge in fertilizer and helium shipments.</p>
<div class="lb-trans"><p>該協議將使伊朗重新開放霍爾木茲海峽，美國則結束對其港口的封鎖。這將導致原油運輸激增，惠及依賴該地區的主要亞洲國家，同時也將導致化肥和氦氣運輸的激增。</p>
</div><p>The hopes for a deal have pushed crude oil priceslower, with Brent moving to $91 and the West Texas Intermediate (WTI) falling to $87. Natural gas prices have also continued to move downwards amid hopes of more supplies.</p>
<div class="lb-trans"><p>對協議的期望推動了原油價格下跌，布倫特原油價格降至 91 美元，西德克薩斯中質油（WTI）降至 87 美元。天然氣價格也在對更多供應的期望中持續下跌。</p>
</div><p>Lower crude oil prices and increased supplies will solve one of the biggest challenges facing Asian markets this year. It will ensure that central banks don’t move to aggressively hike interest rates to combat inflation.</p>
<div class="lb-trans"><p>較低的原油價格和增加的供應將解決今年亞洲市場面臨的最大挑戰之一。這將確保中央銀行不會採取激進的加息措施來應對通貨膨脹。</p>
</div><p>Indeed, data shows that bond yields in select Asian countries have continued moving downwards this week. For example, South Korea’s ten-year bond yield dropped to 4.078% from the year-to-date high of 4.3%.</p>
<div class="lb-trans"><p>確實，數據顯示，本週部分亞洲國家的債券收益率持續下降。例如，韓國的十年期債券收益率從年初以來的高點 4.3% 降至 4.078%。</p>
</div><p>The same happened in Hong Kong, where the ten-year yield dropped to 3.25% from the year-to-date high of 3.31%. In Japan, the ten-year fell to 2.64% from this month’s high of 2.8%.</p>
<div class="lb-trans"><p>在香港也是如此，十年期收益率從年初以來的高點 3.31% 降至 3.25%。在日本，十年期收益率從本月的高點 2.8% 降至 2.64%。</p>
</div><p><strong>AI boom is boosting Asian stocks</strong></p>
<div class="lb-trans"><p><strong>人工智能熱潮正在推動亞洲股市</strong></p>
</div><p>The Nikkei 225 and Kospi indices are also being boosted by the ongoing artificial intelligence boom. Indeed, some of the biggest gainers are in the technology industry.</p>
<div class="lb-trans"><p>日經 225 和 Kospi 指數也受到持續的人工智能熱潮的推動。實際上，一些最大的漲幅來自科技行業。</p>
</div><p>In South Korea, Samsung and SK Hynix have soared and moved into the trillion-dollar club. Only the US, Taiwan, and South Korea have companies valued at over $1 trillion.</p>
<div class="lb-trans"><p>在韓國，三星和 SK 海力士的股價飆升，進入了萬億美元俱樂部。只有美國、台灣和韓國有市值超過 1 萬億美元的公司。</p>
</div><p>LG Electronics stock jumped by over 23% after the company inked several automotive deals with Google. It said:</p>
<div class="lb-trans"><p>LG 電子的股票在與谷歌簽署多項汽車協議後上漲超過 23%。該公司表示：</p>
</div><p>“The solution supports automakers to significantly reduce the cost of deploying multi-display in-cabin systems.”</p>
<div class="lb-trans"><p>“該解決方案支持汽車製造商顯著降低多顯示屏車內系統的部署成本。”</p>
</div><p>Similarly, in Japan, Softbank's stock price has soared to a record high this year, helped by its investments in companies like SB Energy and OpenAI. It has jumped by over 297% in the last 12 months, with its Vision Fundpowering its profit engine.</p>
<div class="lb-trans"><p>同樣，在日本，軟銀的股價今年飆升至歷史新高，得益於其對 SB Energy 和 OpenAI 等公司的投資。在過去 12 個月中，股價上漲超過 297%，其願景基金推動了利潤增長。</p>
</div><p>The only place left behind in the AI boom is Hong Kong, where top technology companies have pulled back substantially. For example, Alibaba stock price has retreated by 34% from its highest point last year. Tencent has also plunged by over 35%, while JD is down by 21%.</p>
<div class="lb-trans"><p>在人工智能熱潮中，唯一落後的地方是香港，頂尖科技公司大幅回撤。例如，阿里巴巴的股價較去年最高點回落了 34%。騰訊也下跌超過 35%，而京東下跌了 21%。</p>
</div>

亞洲股市的上漲推動了恒生指數、Kospi 指數和日經 225 指數的上升，因市場對美國與伊朗達成協議的希望