半導體繁榮激發市場樂觀情緒

在半導體股飆漲的推動下，本週股市開盤走高，延續了前一周的漲幅。

Stock markets began the week on an optimistic note, thanks to a surge in semiconductor shares. This optimism follows gains made in the previous week.

由於半導體股飆升，本週股市開局樂觀。這種樂觀情緒是在上週取得進展之後出現的。

Semiconductor Boom Fuels Market Optimism

半導體繁榮激發市場樂觀情緒

Major semiconductor stocks rallied after Foxconn, a key assembler for Nvidia and Apple, reported quarterly revenue that broke records. High demand for AI-powered servers led to substantial gains for Advanced Micro Devices, Micron Technology, and Super Micro Computer among U.S. chipmakers. Nvidia shares closed up by 3.4%, hitting a record and contributing to the positive market sentiment.

英偉達和蘋果的主要組裝商富士康公佈的季度營收打破紀錄後，主要半導體股票上漲。對人工智慧驅動的伺服器的高需求導緻美國晶片製造商中超微、美光科技和超微電腦獲得了大幅增長。英偉達股價收盤上漲 3.4%，創下歷史新高，帶動了正向的市場情緒。

Trade Policy Speculation Eases Investor Concerns

貿易政策投機緩解投資者擔憂

Investors reacted positively to a report in the Washington Post, which suggested that President-elect Donald Trump's administration might consider targeted tariffs on critical imports rather than blanket tariffs. This approach could potentially reduce the risk of economic fallout, such as rising prices and a stronger dollar, which might harm U.S. exporters.

投資者對《華盛頓郵報》的一篇報道反應積極，該報道暗示當選總統唐納德·特朗普政府可能考慮對關鍵進口產品徵收定向關稅，而不是一攬子關稅。這種方法可能會降低經濟影響的風險，例如價格上漲和美元走強，這可能會損害美國出口商。

Bond Market Pressures Persist

債券市場壓力持續存在

Despite optimism in trade policy, the bond market experienced continued selling pressure. The 30-year U.S. Treasury yield increased to its highest level since November 2023. This rise was driven by concerns about inflationary pressures resulting from potential steep tariffs, tax cuts, and faster economic growth.

儘管貿易政策樂觀，但債券市場仍面臨持續的拋售壓力。 30年期美國公債殖利率升至2023年11月以來的最高水準。

Market Highlights

市集亮點

Global Market Movements

全球市場走勢

South Korea’s Kospi rose by 1.9%, while Japan’s Nikkei 225 fell by 1.5%. In Europe, the Stoxx 600 index advanced. Meanwhile, the Canadian dollar strengthened after Prime Minister Justin Trudeau announced his resignation following nearly a decade in office.

韓國綜合指數上漲1.9%，日本日經225指數下跌1.5%。在歐洲，Stoxx 600 指數上漲。同時，總理賈斯汀·杜魯道在執政近十年後宣布辭職後，加元走強。

Analysis: Semiconductor Rally Highlights AI Influence

分析：半導體漲勢凸顯人工智慧影響力

As markets adjust to changing geopolitical and economic conditions, the rally in semiconductors highlights the increasing impact of AI and technology on global finance.

隨著市場適應不斷變化的地緣政治和經濟狀況，半導體的上漲凸顯了人工智慧和科技對全球金融日益增長的影響。