亚洲股市上涨；日本因通胀粘性滞后，台积电带来些许利好

英为财情

2025/07/18

Investing.com- 周五大多数亚洲股市上涨，追随隔夜华尔街的强势表现，但日本市场表现落后，因数据显示6月消费者通胀仍然粘性较强，为日本银行提供了鹰派前景。芯片制造领军企业台积电(NYSE:TSM)(TW:2330)的亮眼财报也为该板块提供了有限的利好，尽管该公司对美国提高贸易关税影响表示担忧。不过，亚洲的风险偏好乐观，此前标普500和纳斯达克综合指数在周四创下历史新高，受强劲财报和经济...

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href=\"https://cn.investing.com/news/stock-market-news/article-2891436\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823414551.USD","symbol_name":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2891436","article_id":"2552456320","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2891436","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2552456320","pubTimestamp":1752806940,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com- 周五大多数亚洲股市上涨，追随隔夜华尔街的强势表现，但日本市场表现落后，因数据显示6月消费者通胀仍然粘性较强，为日本银行提供了鹰派前景。芯片制造领军企业台积电的亮眼财报也为该板块提供了有限的利好，尽管该公司对美国提高贸易关税影响表示担忧。不过，亚洲的风险偏好乐观，此前标普500和纳斯达克综合指数在周四创下历史新高，受强劲财报和经济数据的提振。标普500指数期货在亚洲交易时段上涨0.1%。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4602":"量子计算概念","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH 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ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC"},"translate_title":"Asian Stocks Rise; Japan lags behind due to inflation stickiness, TSMC brings some benefits","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":1},"content_text":"Investing.com- 周五大多数亚洲股市上涨，追随隔夜华尔街的强势表现，但日本市场表现落后，因数据显示6月消费者通胀仍然粘性较强，为日本银行提供了鹰派前景。芯片制造领军企业台积电(NYSE:TSM)(TW:2330)的亮眼财报也为该板块提供了有限的利好，尽管该公司对美国提高贸易关税影响表示担忧。不过，亚洲的风险偏好乐观，此前标普500和纳斯达克综合指数在周四创下历史新高，受强劲财报和经济数据的提振。标普500指数期货在亚洲交易时段上涨0.1%。\n澳大利亚ASX 200创历史新高，亚洲追随华尔街强势澳大利亚ASX 200表现突出，上涨1.2%至8,743.30点的历史新高。该指数在本周早些时候公布的疲弱就业数据后延续涨势，进一步增强了市场对澳大利亚储备银行将在未来几个月进一步降息的预期，此前7月意外维持利率不变。澳大利亚股市也追随隔夜华尔街的涨势，亚洲其他市场也大多跟随。中国的沪深300和上证综合指数分别上涨0.6%和0.3%，而香港恒生指数上涨0.9%。新加坡海峡时报指数上涨0.4%，而印度Nifty 50指数的Gift Nifty 50期货下跌0.1%。市场正在等待印度-美国贸易协议，美国总统特朗普表示该协议即将达成。\n日本日经225指数因通胀粘性和贸易担忧下跌日经225指数周五表现落后于亚洲同行，下跌0.3%，而东证指数下跌0.2%。消费者价格指数数据显示，6月核心通胀的降幅略大于预期。但日本银行作为基础通胀指标的核心读数上升至3.4%，进一步超过央行2%的年度目标。该读数显示日本通胀仍然具有粘性，尤其是食品价格受到持续上涨的大米供应支撑。粘性通胀给日本银行提供了更多提高利率的动力。但Capital Economics分析师表示，虽然情况如此，但他们警告特朗普贸易关税的威胁可能会使日本银行按兵不动。\"随着贸易紧张局势对经济的巨大影响，日本银行可能会比我们预期的更长时间保持不变的风险仍然存在，\"Capital Economics分析师在一份报告中写道。日本将从8月1日起面临25%的美国关税。\n台积电因亮眼第二季度接近历史高点，但芯片股因关税谨慎而停滞台积电在中国台湾的股价上涨超过2%，接近1月份创下的历史高点，此前全球最大的合约芯片制造商在第二季度创下了创纪录的利润。该公司从人工智能驱动的先进芯片强劲需求中获益良多，并表示这一趋势在未来几个月内不太可能改变。但首席执行官魏哲家确实对美国贸易关税对芯片需求的影响表示谨慎，尤其是在非人工智能领域。分析师认为台积电的年度展望也有些谨慎。台积电的警告也是在芯片设备巨头阿斯麦公司(AS:ASML)警告影响之后发出的。这使得亚洲芯片股周五表现不一。亚洲芯片制造商对阿斯麦的警告反应负面，因为该公司与台积电一起被视为行业的晴雨表。韩国存储芯片巨头SK海力士(KS:000660)周五延续跌势，进而拖累KOSPI指数下跌0.4%。日本和中国的芯片制造股票，如中芯国际(HK:0981)和东京电子(TYO:8035)，也在平盘至低位区间波动。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}