Terus ke kandungan utama
10月15日周四
  1. FXStreet News69

    Inflasi A.S. yang meningkat melonjakkan pertaruhan pada kenaikan kadar Fed, euro jatuh ke paras terendah 17 bulan

    Euro jatuh ke paras terendah 17 bulan apabila data inflasi A.S. yang memberangsangkan meningkatkan pertaruhan pada Rizab Persekutuan yang menaikkan kadar faedah.

    Editorial Comment

    Hot inflation in the United States has strengthened expectations of the Federal Reserve's interest rate hikes. Interest rate differentials have directly suppressed the euro and pushed up the dollar. The exchange rate has quickly reflected changes in interest rate expectations. For gold, a stronger U.S. dollar may pose short-term pressure, and we need to pay attention to whether the Fed's policy signals and inflation data continue this logic.

    Sebab kami memilih

    美国通胀数据偏热推高美联储加息押注，欧元对美元跌至17个月低点，利率预期变化在汇率端得到即时体现。

  5. FXStreet News45

    Yen meningkat ke paras tertinggi dalam seminggu apabila hasil bon AS yang jatuh membebankan dolar

    Yen meningkat ke paras tertinggi dalam seminggu dan hasil bon A.S. yang kejatuhan memberi kesan kepada dolar.

    Editorial Comment

    The strength of the yen and the fall in U.S. bond yields have jointly put pressure on the U.S. dollar, indicating that the current exchange rate has become more sensitive to bond market interest rates. For the gold market, a weakening US dollar often changes its pricing environment, but it needs to be comprehensively judged based on actual interest rates and safe-haven capital flows. In the future, we can pay attention to the transmission rhythm of changes in U.S. bond yields to the U.S. dollar index and Japanese yen crosses.

    Sebab kami memilih

    日元升至一周高点的同时，美债收益率下滑成为美元承压的短期因素，可借此观察债市对汇率的传导。

  7. FXStreet News51

    DXY jatuh di bawah 102.00

    Indeks dolar AS DXY jatuh di bawah 102.00.

    Editorial Comment

    The U.S. dollar index fell below 102.00, reflecting the short-term weakness of the U.S. dollar relative to major currencies. The fall of this psychological barrier may intensify the market's concern about the weakening momentum of the U.S. dollar. For the gold and foreign exchange markets, we need to pay attention to the recovery or continuation of the US dollar index near this position, as well as the linkage performance of non-US currencies and gold.

  10. Odaily星球日报55

    Emas jatuh 1.6% kepada $4,095.34 seaun

    Emas jatuh 1.6% kepada $4,095.34 seaun.

    Berita yang sama, pilihan di bawah《黄金下跌超1.5%，美国CPI火热推升美联储加息押注》

    Editorial Comment

    Gold fell 1.6% in a single day, indicating an adjustment in short-term market sentiment. For traders, this fluctuation deserves attention for its persistence and the possible co-movement effect on related currency pairs in the foreign exchange market.

  11. Odaily星球日报63

    ASML menjangkakan pendapatan suku keempat sebanyak 14.2 bilion hingga 15.2 bilion euro, lebih tinggi daripada anggaran pasaran sebelumnya

    ASML menjangkakan pendapatan suku keempat sebanyak 14.2 bilion hingga 15.2 bilion euro, lebih tinggi daripada anggaran pasaran sebelumnya.

    Editorial Comment

    ASML's fourth-quarter revenue guidance is higher than market estimates. This data can be used as a forward-looking signal to observe the strength of demand for semiconductor equipment. For the gold and foreign exchange markets, attention needs to be paid to whether it changes the market's judgment on the global technology boom and risk appetite, thereby affecting the fluctuations of the euro against the US dollar and the rhythm of safe-haven asset allocation.

    Sebab kami memilih

    阿斯麦给出的第四季度营收指引介于142亿至152亿欧元且高于此前市场预估，这一区间可作为观察半导体设备需求的直接参照。

  12. CNBC Top News60

    Stok simpanan SK Hynix, Samsung dan Micron mengalami kerugian besar. Persaingan CXMT China dan lebihan bekalan pada 2029 adalah dua kebimbangan utama.

    Saham cip memori mengalami kerugian besar minggu ini. SK Hynix jatuh 26% dalam tempoh lima hari yang lalu, Samsung jatuh 22%, dan Micron jatuh kira-kira 11%. Pasaran bimbang bahawa produk storan pelayan CXMT China berdasarkan seni bina baharu mungkin merampas bahagian pasaran, dan mungkin terdapat lebihan bekalan pada tahun 2029. Penganalisis ragu-ragu tentang hasil pengeluaran besar-besaran CXMT, dan Counterpoint meramalkan bahawa harga DRAM pada 2028 akan jatuh kira-kira 23% berbanding 2027, tetapi pada tahun 2027 masih akan lebih tinggi. 2025.

    Editorial Comment

    The collective plunge in memory chip stocks reflects rising market concerns about semiconductor competition and forward supply, which may curb global risk appetite and provide emotional support for safe-haven assets such as gold. The currencies of chip-exporting economies such as the Korean won are more sensitive to relevant supply chain news, and foreign exchange traders need to pay attention to changes in risk sentiment and capital flows.

    Sebab kami memilih

    原文给出 SK 海力士、三星、美光近五日跌幅，并对比分析师对 CXMT 量产与 2029 年供给过剩的判断。

  13. CNBC Top News73

    Harga borong A.S. meningkat 6.3% tahun ke tahun pada bulan September, peningkatan terbesar sejak 2022

    Harga borong A.S. meningkat 6.3% tahun ke tahun pada bulan September, peningkatan terbesar sejak 2022. Menurut tinjauan Dow Jones, ahli ekonomi menjangkakan harga pengeluar meningkat sebanyak 0.6% bulan ke bulan dan 5.5% tahun ke tahun, dan jualan runcit pada bulan September dijangka meningkat sebanyak 0.4% daripada bulan sebelumnya.

    Editorial Comment

    U.S. wholesale prices rose 6.3% year-on-year in September, higher than the expected 5.5% and the largest increase since 2022, indicating that upstream inflationary pressures are still strong. During the same period, retail sales are expected to increase by 0.4% month-on-month, providing clues to observe the momentum of terminal consumption. When the two are combined, traders need to pay attention to the combined impact of inflation stickiness and consumption resilience on market risk sentiment.

    Sebab kami memilih

    9月批发价格同比上涨6.3%，高于预期的5.5%，同时零售销售预期增长0.4%，为观察美国通胀和消费提供了最新数据。

  15. CNBC Top News66

    Cboe untuk mengembangkan waktu dagangan opsyen untuk saham utama dan ETF

    Cboe Global Markets akan mengembangkan waktu dagangan opsyen pada hari Isnin untuk 24 saham popular dan lima ETF untuk meliputi 7:30 hingga 9:25 ET dan 16:00 hingga 16:15 ET.

    Editorial Comment

    Cboe has expanded popular stock and ETF options trading to pre-market and post-market hours, helping related assets reflect information and risk pricing more continuously during informal trading hours. For gold and foreign exchange traders, it is worth paying attention to the transmission of U.S. stock fluctuations through the channel of the U.S. dollar and risk aversion during these periods, as well as the potential impact of changes in option liquidity on the rhythm of cross-market fluctuations.

    Sebab kami memilih

    正文给出了扩展时段、标的清单和经纪商参与情况，读者可据此判断美股期权交易时间延长的实际影响。

  16. CoinDesk64

    Kemerosotan saham Asia mengheret altcoin mendahului kerugian, Bitcoin kebanyakannya mendatar sejak tengah malam

    Kejatuhan saham Asia memberi kesan kepada pasaran crypto, dengan altcoin mendahului penurunan, dengan Bitcoin turun sekitar 0.5% sejak tengah malam UTC kepada sekitar $81,200. Kospi Korea Selatan menjunam 8%, mencetuskan pemutus litar, niaga hadapan Nasdaq 100 jatuh kira-kira 1%, dan kebarangkalian Rizab Persekutuan menaikkan kadar faedah pada Oktober menurun daripada hampir 47% kepada kira-kira 26%. Data derivatif menunjukkan bahawa hampir AS$1 bilion dalam kedudukan niaga hadapan telah dibubarkan, dan pembubaran kedudukan Ethereum yang panjang telah mencecah AS$200 juta, dengan dana masuk baharu cenderung berkurangan.

    Editorial Comment

    The plunge in Asian stock markets and the pressure on the crypto market show a significant increase in risk aversion, which usually increases the market attention of traditional safe-haven assets such as gold and safe-haven currencies such as the Japanese yen. The collapse of South Korea's Kospi triggered a circuit breaker and risk appetite shrank rapidly. The foreign exchange market needs to pay attention to changes in capital flows between risky currencies and safe-haven currencies.

    Sebab kami memilih

    山寨币跌幅明显大于比特币，衍生品资金流向显示新进入资金偏向做空，为判断短期抛压提供了可验证的具体线索。

  17. CoinDesk62

    Bitcoin, tembaga, saham dan hasil bon A.S. semua jatuh, emas naik

    Aset berisiko seperti Bitcoin secara amnya jatuh, niaga hadapan tembaga jatuh hampir 1%, hasil Perbendaharaan A.S. 10 tahun jatuh 8 mata asas kepada 5.08%, dan emas meningkat 1%. Pasaran mentafsir gabungan ini sebagai penguncupan dalam selera risiko, didorong sebahagiannya oleh kebimbangan mengenai stagflasi. Harga niaga hadapan CME telah menurunkan kebarangkalian Rizab Persekutuan menaikkan kadar faedah bulan ini kepada 29%, dengan peniaga menumpukan pada data PPI Khamis dan sama ada BTC boleh bertahan hingga $78,000.

    Editorial Comment

    The combination of the general decline in risk assets and the rise in gold and U.S. Treasuries shows that the market is trading on stagflation concerns rather than a simple recovery in risk appetite. The probability of the Federal Reserve raising interest rates this month has dropped to 29%, weakening the short-term support of the US dollar, and gold's safe haven and anti-stagflation properties have gained a relative advantage. Whether subsequent PPI data and key risk asset levels can stabilize will be the key to judging the continuity of this risk aversion logic.

    Sebab kami memilih

    风险资产普跌与黄金美债上涨同时出现，原文给出收益率和加息概率变化，可作为判断短期风险情绪切换的具体参照。

  18. CNBC Top News52

    Bagaimana sasaran ekonomi bahan api A.S. yang lebih rendah boleh memanfaatkan trak pikap dan enjin V-8

    Pentadbiran Keselamatan Trafik Lebuhraya Kebangsaan A.S. pada akhir September menurunkan sasaran ekonomi bahan api untuk kenderaan ringan kepada purata 34.9 mpg pada 2031, jauh di bawah 50.4 mpg yang ditetapkan oleh pentadbiran Biden pada 2024, dan menghapuskan denda bagi pelanggaran. Penganalisis menjangkakan ini akan membawa keuntungan berbilion dolar kepada pembuat kereta dan membolehkan mereka beralih kepada model margin lebih tinggi seperti trak pikap, SUV dan enjin V-8. Bahagian pasaran kenderaan hibrid dijangka meningkat daripada 14% tahun lepas kepada 34% menjelang akhir dekad ini. Walau bagaimanapun, pemilik kenderaan elektrik sangat setia dan permintaan EV A.S. masih optimistik.

    Editorial Comment

    The United States has lowered fuel economy targets and eliminated fines, which will help car companies shift to high-profit models such as pickup trucks and SUVs, which may slow down the improvement of energy efficiency in the transportation sector. For traders, this may indirectly affect the Fed's policy path through crude oil demand and inflation expectations, and it is worth paying attention to its transmission to the U.S. dollar and gold markets.

    Sebab kami memilih

    原文给出燃油经济性目标从50.4降至34.9英里/加仑并取消罚款，量化了传统车企转向皮卡和V-8的利润空间。

  22. CoinDesk58

    比特币一个月来首次跌破8万美元后反弹

    比特币在超预期的美国通胀数据公布后先升后跌，周四早盘回落至81000美元下方，24小时下跌2.6%，逼近80400美元支撑位。核心通胀升至2.6%高于2.5%预期，美联储10月27-28日会议前加息概率上升，AI股票下跌与Anthropic收入增长放缓加剧压力。日收盘低于80400美元将跌破买家自上周四以来两次防守的支撑位。

  24. CNBC Top News50

    Gabenor bank pusat Perancis berkata Perancis boleh mengurangkan defisit kepada 3% dalam tempoh tiga tahun

    Moulin, gabenor Bank of France, berkata Perancis boleh mengurangkan defisit bajet daripada 5.1% tahun lepas kepada 3% pada 2029, yang merupakan matlamat kerajaan. Beliau berkata bahawa kenaikan hasil bon kerajaan Perancis baru-baru ini disebabkan terutamanya oleh ketidaktentuan politik dan bukannya kemerosotan dalam asas fiskal; kos pembayaran hutang meningkat kira-kira 10 bilion euro setahun, tetapi beliau menekankan bahawa sistem kewangan Perancis adalah kukuh dan tidak ada kebimbangan mengenai penularan risiko.

    Editorial Comment

    The Governor of the Bank of France's statement attempts to decouple the rise in French bond yields from fiscal fundamentals, which may ease market concerns about France's sovereign risks, but political uncertainty may still continue the volatility of French bonds and the euro. Traders should pay attention to the transmission of political risk to the euro risk premium and the potential impact of changes in risk aversion on gold, rather than just focusing on the deficit data itself.

    Sebab kami memilih

    法国央行行长称2029年赤字降至3%可行，并将债券收益率上行归因于政治不确定性而非财政恶化，有助于评估法国主权债风险。

  26. CNBC Top News60

    Analisis: Bagaimana defisit $2 trilion dan hasil Perbendaharaan 5% menjadi cabaran ekonomi terbesar Amerika

    Defisit fiskal AS menghampiri AS$2 trilion dan hasil bon Perbendaharaan jangka panjang telah meningkat melebihi 5%, yang menjadi cabaran ekonomi terbesarnya. Artikel itu menunjukkan bahawa kadar faedah yang tinggi telah meningkatkan kos perkhidmatan hutang, kelembapan dalam pasaran perumahan dan pembiayaan infrastruktur AI telah membawa persaingan hutang, dan kebuntuan politik telah menyukarkan untuk membuat kemajuan dalam pembaikan fiskal dalam jangka pendek.

    Editorial Comment

    Risks of mutual reinforcement between the U.S. fiscal deficit and long-term yields are accumulating. High debt service costs and competition for capital from AI infrastructure financing may increase pressure on the supply of U.S. debt and amplify fluctuations in the U.S. dollar and real interest rates. Traders need to focus on the stalling of fiscal repairs amid political gridlock and the resulting reassessment of U.S. dollar asset risk premiums and gold's safe-haven pricing.

    Sebab kami memilih

    原文把AI基建融资与国债发行竞争资本纳入财政压力框架，便于读者理解赤字和长端收益率相互强化。

  30. Seeking Alpha Market Currents64

    Penjualan saham cip meningkat apabila pelabur mempersoalkan kemampanan perbelanjaan AI

    Saham cip jatuh secara global pada hari Khamis kerana peningkatan kos pinjaman mencetuskan kebimbangan bahawa perbelanjaan untuk infrastruktur AI boleh perlahan, dengan SK Hynix jatuh 11%.

    Editorial Comment

    The combination of the global chip stock sell-off and rising borrowing costs shows that the market's doubts about the sustainability of AI capital expenditures in a high financing environment are rising, and the pressure on risky assets may strengthen the risk aversion and deleveraging tendencies of the foreign exchange market. As a traditional safe-haven asset, gold may receive attention because of this. At the same time, changes in borrowing costs are also reshaping interest rate spread expectations of major currencies. It is necessary to pay attention to its subsequent impact on safe-haven currencies such as the US dollar and the Japanese yen.

    Sebab kami memilih

    借贷成本上升引发市场担忧 AI 基础设施支出放缓，SK Hynix 大跌 11% 成了一个具体压力样本。

  31. ForexLive51

    IHPR dan jualan runcit membawa risiko baharu, kebimbangan inflasi AS belum berakhir

    Penulis percaya bahawa kebimbangan inflasi AS belum berakhir, dan IHPR harian dan jualan runcit mungkin membawa risiko baharu kepada pasaran. Sebelum ini, CPI yang lebih tinggi daripada jangkaan telah memberi tekanan kepada pasaran saham. Jika PPI panas dan jualan runcit lebih kukuh daripada yang dijangkakan, ia mungkin menaikkan hasil bon A.S. dan dolar, dan pasaran saham akan terus lemah. Walau bagaimanapun, kebarangkalian Rizab Persekutuan menaikkan kadar faedah pada bulan Oktober adalah kira-kira 29%, yang tidak meningkat dengan ketara daripada kira-kira 22%. Kenaikan kadar pada bulan Disember hampir pasti.

    Editorial Comment

    Concerns about U.S. inflation have not dissipated. If PPI and retail sales are hot during the day, it may intensify the upward risk of U.S. bond yields and the U.S. dollar, thereby affecting the valuation environment of gold and non-U.S. currencies. Traders need to pay attention to the degree to which the data consolidates expectations for a rate hike by the Federal Reserve in December, as well as the marginal change in the probability of a rate hike in October.

    Sebab kami memilih

    作者把日内PPI、零售销售和初请失业金数据置于昨日CPI之后判断，认为若数据偏热可能推高美债收益率和美元，股市继续承压。

  32. MarketWatch Top Stories59

    Keuntungan bersih suku ketiga TSMC mencecah rekod yang tinggi, Ketua Pegawai Eksekutif berkata tiada tanda-tanda akan perlahan

    TSMC mengumumkan keuntungan bersih suku ketiga sebanyak NT$763.34, mengatakan ia mencapai rekod; CEO itu berkata tiada tanda-tanda akan perlahan.

    Editorial Comment

    TSMC's third-quarter net profit reached a new high and its CEO said there were no signs of slowing down, indicating that the semiconductor foundry business is still resilient, which may weaken market concerns about a rapid cooling of technology demand. Traders need to pay attention to the support effect of this signal on global risk appetite, as well as its potential impact on the safe-haven asset gold and currency pairs related to the New Taiwan dollar and the US dollar.

    Sebab kami memilih

    台积电第三季净利数值与CEO对放缓的回应来自同一份业绩，可作为观察半导体代工景气度的直接切口。

  34. ForexLive43

    欧洲股市开盘：华尔街抛售拖累情绪，股市承压

    欧洲股市开盘整体偏软，Eurostoxx跌0.8%、德国DAX跌0.4%、意大利FTSE MIB跌0.5%，法国CAC 40等小幅上涨。昨日华尔街遭抛售，S&P 500跌1.1%、Nasdaq跌1.9%，高于预期的美国CPI令投资者重估美联储“在更长时间内维持高利率”的前景。10年期美债收益率降至5.10%创三周最低，债券收益率普遍下行带来部分缓解。

  35. ForexLive61

    Emas turun naik secara meluas selepas CPI A.S., dan pertaruhan pada kenaikan kadar faedah pada bulan Oktober tidak menjadi panas dengan ketara.

    Emas pernah menghampiri paras terendah bulanan baharu selepas keluaran data CPI AS, dan kemudian memulihkan semua kerugian; setakat data, harga pasaran untuk kenaikan kadar faedah Oktober telah stabil pada sekitar 30%, iaitu hanya 9 mata peratusan lebih tinggi daripada 21% sebelum data. Penulis percaya bahawa penurunan awal adalah tindak balas yang berlebihan. Jika PPI hari ini dan data lain kurang daripada yang dijangkakan, ia mungkin membawa kepada lantunan semula; pada carta harian, penjual memfokuskan pada 3,885, dan pembeli perlu menembusi garis aliran untuk melihat 4,700. Rintangan 4 jam ialah 4,228.

    Editorial Comment

    Gold first declined and then rose after the announcement of CPI, indicating that the market's expectations for an interest rate hike in October were limited, and the price's rapid recovery of losses indicated that data shocks were more digested into short-term fluctuations. If subsequent PPI data deviates from the inflation path, it may amplify gold's sensitive response to interest rate expectations; traders need to pay attention to the gains and losses of key technical levels to judge the sustainability of the market repair.

    Sebab kami memilih

    作者将CPI后的急跌视为过度反应，并给出日线阻力与多空目标位，便于理解黄金近期波动路径。

  37. CNBC Top News67

    AI融资担忧引发全球科技股抛售，Nvidia、AMD、Dell及亚洲芯片股大跌

    周四全球科技硬件股抛售加剧，SK海力士跌超8%、三星电子跌7.1%，亚洲芯片股集体下挫。此前美股因高于预期的通胀数据大跌，纳斯达克综合指数收跌1.88%至26,692.87点，标普500跌1.11%。投资者担忧融资成本上升将压制AI基础设施的巨额资本开支，令此前受益的科技公司承压。

  39. Kitco News57

    Emas dan perak jatuh apabila CPI yang meningkat mencetuskan tekanan ke atas kadar faedah Fed

    Emas dan perak jatuh kerana data CPI yang meningkat mencetuskan tekanan ke atas kadar faedah Fed.

    Berita yang sama, pilihan di bawah《黄金下跌超1.5%，美国CPI火热推升美联储加息押注》

    Editorial Comment

    This rise in CPI has once again raised market expectations for the Federal Reserve to maintain high interest rates. Gold and silver, as non-interest-bearing assets, immediately fell under pressure, reflecting the high sensitivity of precious metals to the outlook for interest rates. For the foreign exchange market, changes in interest rate expectations may be transmitted to the U.S. dollar and related currency pairs, and it will be necessary to pay close attention to the statements of Federal Reserve officials and inflation data to see whether this trend can continue.

  40. Kitco News52

    Natixis berkata CPI cukup panas untuk meletakkan Fed kembali di atas meja untuk menaikkan kadar faedah pada bulan Oktober

    Natixis percaya bahawa jurang antara data CPI panas dan konsensus pasaran adalah cukup besar, yang mungkin membawa kenaikan kadar faedah Rizab Persekutuan pada Oktober kembali ke perbincangan.

    Editorial Comment

    Natixis re-linked the hot CPI to the Federal Reserve's interest rate hike in October, which means that the market's short-term interest rate expectations may face revisions. For gold and foreign exchange markets, the key is whether rising expectations for interest rate hikes will push up U.S. dollar real interest rates and change the pricing of the policy path in the near future. Traders should pay attention to subsequent statements from Fed officials and the market's adjustments to the probability of the October meeting to assess volatility risks.

    Sebab kami memilih

    Natixis把CPI偏离共识与美联储10月加息预期直接挂钩，投资者可据此重新校准短期货币政策路径。