东京，10月20日：周二亚洲股市普遍回落，油价上涨，地缘政治风险在AI风向标公司关键财报公布前打击了市场情绪。
TOKYO, Oct 20 : Asian stocks retreated broadly on Tuesday while oil rose as geopolitical risks rattled sentiment ahead of key results from AI bellwether companies.
美元兑欧元保持坚挺，法国骚乱助推了避险资产需求。原油价格重新攀升，市场正在权衡美国总统唐纳德·特朗普的一项行政命令，该命令豁免了对俄罗斯能源的一些制裁和关税。
The dollar held firm against the euro as riots in France fuelled demand for safe-haven assets. Crude prices resumed their climb as markets weighed an executive order from US President Donald Trump that waived some sanctions and tariffs on Russian energy.
焦点现在转向企业财报，投资者正在寻找消费者和更广泛经济依然具有韧性的新证据。Meta将于周三公布财报，本周晚些时候，特斯拉以及芯片制造商Lam Research和德州仪器也将公布财报。
The spotlight now turns to corporate earnings, with investors seeking fresh evidence that consumers and the broader economy remain resilient. Results are due from Meta on Wednesday and later in the week from Tesla and chipmakers Lam Research and Texas Instruments.
“市场乐于平掉空头并解除防御性交易，但这与有信心重建对AI的积极敞口是两回事，”Pepperstone研究主管Chris Weston在一份报告中表示。“法国主权风险显然已被计入欧洲股票，但欧元的韧性表明，交易员尚未将其视为系统性的欧洲问题。”MSCI亚洲（不含日本）指数下跌0.93%，日本日经225指数下跌1.28%。韩国KOSPI指数暴跌3.61%。
"The market is happy to cover shorts and unwind defensive trades, but that's very different from having the conviction to rebuild aggressive exposure to AI," Chris Weston, head of research at Pepperstone, said in a note. "French sovereign risk is clearly being priced into European equities, but the euro's resilience suggests traders aren't yet treating it as a systemic European problem." The MSCI Asia ex-Japan index fell 0.93 per cent, while Japan's Nikkei 225 dropped 1.28 per cent. South Korea’s KOSPI tumbled 3.61 per cent.
美元指数下跌0.05%，报101.92，欧元上涨0.06%，报1.12美元，此前周一欧元下滑0.25%。英镑上涨0.06%，报1.33美元，日元兑美元贬值0.03%，报158.57日元。
The dollar index fell 0.05 per cent to 101.92, while the euro strengthened 0.06 per cent to $1.12, following a 0.25 per cent slide on Monday. The British pound tacked on 0.06 per cent to $1.33 and the yen weakened 0.03 per cent to 158.57 per dollar.
据高盛称，Meta是五家预计明年将合计资本支出增加至约1.2万亿美元的AI超大规模云服务商之一。SpaceX的财报也将于周二公布。
Meta is one of five AI hyperscalers expected to increase combined capital expenditure to about $1.2 trillion next year, according to Goldman Sachs. Results from SpaceX are also due on Tuesday.
“技术硬件在推动盈利增长和股价上涨方面的主导地位意味着预期很高，全球该行业预计将在与去年同季度相比的基础上实现盈利翻倍，”法国巴黎资产管理公司AXA IM Core Investments首席市场策略师丹尼尔·莫里斯在一份备忘录中表示。“对于新兴市场，这一比例是两倍。”韩国人工智能基础设施公司Elice Group的股份在市场首次亮相时较其首次公开募股价低开16%，此前该公司在IPO中募集了2011亿韩元（1.5112亿美元）。
"The dominance of technology hardware in driving earnings growth and equity price appreciation means expectations are high, with the sector globally forecast to see a doubling of earnings compared to the same quarter a year ago," Daniel Morris, chief market strategist for AXA IM Core Investments at BNP Paribas Asset Management, said in a note. "For emerging markets, it is twice that." Shares in South Korean artificial intelligence infrastructure company Elice Group opened 16 per cent lower than their initial public offering price in their market debut, after the firm raised 201.1 billion won ($151.12 million) in an IPO.
布伦特原油上涨0.21%，至每桶109.78美元，而美国西德克萨斯中质原油上涨0.15%，至每桶103.82美元。现货黄金下跌0.51%，至每盎司4118.71美元。
Brent crude rose 0.21 per cent to $109.78 a barrel, while US West Texas Intermediate gained 0.15 per cent to $103.82 a barrel. Spot gold fell 0.51 per cent to $4,118.71 an ounce.
特朗普周五晚上发布的一项行政命令豁免了关键的与俄罗斯相关的美国制裁和关税，包括对该国商品的关税以及购买其石油和天然气的处罚。然而，特朗普周六表示，他尚未就此事宣布最终决定。
An executive order issued by Trump on Friday night waived key Russia-related US sanctions and tariffs, including duties on the country's goods and penalties for buying its oil and gas. However, Trump said on Saturday he has yet to announce a final decision on the matter.
周夜，法国当局在巴黎、里尔和尼斯等多个城市的部分地区实施宵禁，此前全国范围的反政府抗议引发了一周末的骚乱和抢劫。
Overnight, French authorities set curfews in parts of several cities including Paris, Lille and Nice, after a weekend of riots and looting stemming from nationwide anti-government protests.
美联储官员的近期言论，包括主席凯文·沃什的言论，表明政策制定者没有急于再次加息。周五，沃什对美国经济实力表达了乐观，但未透露是否以及何时需要进一步加息。
Recent comments from Federal Reserve officials, including Chair Kevin Warsh, suggest policymakers are in no rush to hike rates again. On Friday, Warsh expressed optimism about US economic strength but gave no indication of whether or when more hikes will be needed.
欧洲央行政策制定者马丁·科赫尔将于周二晚些时候发表讲话，此外还有欧洲央行政策制定者兼芬兰央行行长奥利·雷恩。英格兰银行货币政策委员会成员梅根·格林将在伦敦政治经济学院发表演讲。
European Central Bank policymaker Martin Kocher is due to speak later on Tuesday, as well as ECB policymaker and Finnish central bank governor Olli Rehn. Bank of England Monetary Policy Committee member Megan Greene will deliver a speech at the London School of Economics.
欧元 Stoxx 50 期货下跌0.71%，DAX期货下跌0.40%，富时期货下跌0.44%。标普e-迷你期货在7734.25点持平。
Euro Stoxx 50 futures fell 0.71 per cent, DAX futures slipped 0.40 per cent and FTSE futures dropped 0.44 per cent. S&P e-minis were flat at 7,734.25.
比特币下跌0.67%，至81,386.40美元；以太坊下跌0.54%，至2,385.75美元。
Bitcoin dropped 0.67 per cent to $81,386.40, and ether fell 0.54 per cent to $2,385.75.