半导体繁荣激发市场乐观情绪

在半导体股飙升的推动下，本周股市开盘走高，延续了前一周的涨幅。

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.

由于半导体股飙升，本周股市开局乐观。这种乐观情绪是在上周取得进展之后出现的。

Semiconductor Boom Fuels Market Optimism

半导体繁荣激发市场乐观情绪

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.

英伟达和苹果的主要组装商富士康公布的季度营收打破纪录后，主要半导体股票上涨。对人工智能驱动的服务器的高需求导致美国芯片制造商中超微、美光科技和超微电脑获得了大幅增长。英伟达股价收盘上涨 3.4%，创下历史新高，带动了积极的市场情绪。

Trade Policy Speculation Eases Investor Concerns

贸易政策投机缓解投资者担忧

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.

投资者对《华盛顿邮报》的一篇报道反应积极，该报道暗示当选总统唐纳德·特朗普政府可能考虑对关键进口产品征收定向关税，而不是一揽子关税。这种方法可能会降低经济影响的风险，例如价格上涨和美元走强，这可能会损害美国出口商。

Bond Market Pressures Persist

债券市场压力持续存在

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.

尽管贸易政策乐观，但债券市场仍面临持续的抛售压力。 30年期美国国债收益率升至2023年11月以来的最高水平。这一上涨是由于对潜在的大幅关税、减税和更快的经济增长带来的通胀压力的担忧推动的。

Market Highlights

市场亮点

Global Market Movements

全球市场走势

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.

韩国综合指数上涨1.9%，日本日经225指数下跌1.5%。在欧洲，Stoxx 600 指数上涨。与此同时，总理贾斯汀·特鲁多在执政近十年后宣布辞职后，加元走强。

Analysis: Semiconductor Rally Highlights AI Influence

分析：半导体涨势凸显人工智能影响力

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

随着市场适应不断变化的地缘政治和经济状况，半导体的上涨凸显了人工智能和技术对全球金融日益增长的影响。