隔夜股市
overnight stock market
全球主要股指周一多数上涨，美股三大股指涨跌互现，道指再创历史新高，标普500指数小幅下跌。
The world's major shares are the majority of Monday's rises, and the three major shares of the United States are the same, with a further historical high and a small drop in the Papp 500 index.
商品市场
Commodity Market
截至当天收盘，纽约商品交易所3月交货的轻质原油期货价格上涨8美分，收于每桶76.92美元，涨幅为0.1%；4月交货的伦敦布伦特原油期货价格下跌19美分，收于每桶82美元，跌幅为0.23%。
As of that date, the price of light crude oil futures delivered by the New York Commodity Exchange in March had increased by 8 cents to $76.92 per barrel, or 0.1 per cent, and the London Brent futures, delivered in April, had fallen by 19 cents to $82 per barrel, or 0.23 per cent.
纽约商品交易所黄金期货市场交投最活跃的4月黄金期价12日下跌5.7美元，收于每盎司2033美元，跌幅为0.28%；3月交割的白银期货价格上涨17.3美分，收于每盎司22.767美元，涨幅为0.77%。
The most active gold futures market on the New York Commodity Exchange fell by $5.7 on 12 April, to $2033 per ounce, or 0.28 per cent; and the silver futures cut in March rose by 17.3 cents, to $22.767 per ounce, or 0.77 per cent.
美国天然气期货延续跌势，价格下跌超5%，跌至三年多来最低水平。
United States gas futures continued their downward trend, with prices falling by more than 5 per cent to their lowest level in more than three years.
市场消息
Market News
【比特币突破5万美元 续刷两年多来新高】
{\bord0\shad0\alphaH3D}(bitcoin breaking $50,000) {\bord0\shad0\alphaH3D}
比特币价格周一突破5万美元，达到2021年底以来的最高水平。九只新的现货比特币基金于1月11日开始在美国交易，迄今为止已吸引超过90亿美元的资金流入。加密货币平台BTC Markets Pty首席执行官Caroline Bowler表示，有迹象表明“机构资金越来越多地流入这类资产”。
Nine new spot bitcoin funds began trading in the United States on 11 January, and have so far attracted more than $9 billion in inflows. The encrypted currency platform BTC Markets Pty, Chief Executive Officer Caroline Bowler, says that there are signs that “institutional funds are increasingly flowing into such assets.”
【美联储理事鲍曼：不认为在近期降息是合适的】
美联储理事鲍曼表示，美联储在抗击通胀方面仍面临许多风险；现在预测美联储何时降息以及降息幅度为时过早；不认为在“近期”降息是合适的；就当前而言，美联储的政策利率“处于合理的状态”。
According to Federal Reserve Governor Bowman, the Fed still faces many risks in fighting inflation; it is too early to predict when and how much interest will fall on the Fed; it is not considered appropriate to reduce interest rates “in the near future”; and, for the time being, the Fed's policy interest rate is “reasonable”.
【媒体称以色列已确定派团前往开罗参加巴以停火谈判】
据阿拉比亚电视台等多家媒体当地时间12日晚间报道，以色列方面已确认将派遣代表团前往埃及首都开罗，参加巴以有关交换被扣押人员的谈判。代表团将由以色列情报组织辛贝特和摩萨德的负责人带队。报道没有提及代表团前往开罗的具体时间安排。以色列政府暂未就相关报道做出回应。
According to reports from various media outlets, including Alabia Television, on the evening of 12 local time, the Israeli side has confirmed that it will send a delegation to the Egyptian capital, Cairo, to participate in negotiations between Israel and Palestine on the exchange of detainees. The mission will be led by the heads of the Israeli intelligence organization Sinbert and Mossad. The report does not mention the specific timing of the mission’s trip to Cairo. The Israeli government has not responded to the reports.
【美国当前财年前四个月的预算赤字扩大16% 偿债成本进一步攀升】
随着偿债成本进一步攀升，美国预算赤字在截至1月份的四个月内出现扩大。美国财政部2月12日公布的数据显示，2024财年前四个月的赤字达到5,320亿美元，比去年同期高出16%。期内利息成本为3,570亿美元，比2023年增长37%。美联储激进的加息行动导致债务成本上升，加大了美国预算的负担。美国1月政府预算赤字219亿美元，前值赤字1294亿美元。1月赤字同样低于上年同期，主要是由于收入增加。财政部官员表示，收入增加部分反映了上个月为疫情时期项目支付的款项少于2023年。
As the cost of debt servicing rose further, the United States budget deficit increased in the four months up to January. According to data released by the United States Treasury Department on 12 February, the deficit reached $532 billion in the first four months of 2024, a 16 per cent increase over the same period last year. Interest costs during the period amounted to $357 billion, an increase of 37 per cent over 2023.
【摩根士丹利因供应紧张上调布伦特原油价格预期】
摩根士丹利将2024年和2025年的布油价格预测上调了2.50-5美元/桶，称最近的库存下降表明市场比最初预期的要紧张。目前其预计第一季度布伦特原油价格约为82.50美元/桶，而此前为80美元/桶；第四季度预计价格约为80美元/桶，而此前为75美元/桶；到2025年下半年，预计价格将从之前预测的72.50美元升至77.50美元。包括Martijn Rats在内的分析师认为，欧佩克对减产政策的执行率好于预期，以及美国原油产量因寒冷天气而减少，推动了库存减少。该行还将其石油需求增长预测从130万桶/日上调至150万桶/日，并将非欧佩克国家的需求增长预测从170万桶/日下调至150万桶/日。
Morgan Stanley increased the forecast of tar prices by $2.50-5 per barrel in 2024 and 2025, stating that the recent decline in stocks suggests that the market was more strained than originally anticipated. It now expects Brent crude oil prices to be approximately $82.50 per barrel in the first quarter, compared to $80 per barrel previously; it is projected to be about $80 per barrel in the fourth quarter, compared to $75 per barrel previously; by the second half of 2025, prices are expected to rise from the previously projected $72.50 to $77.50 per barrel. Analysts, including Martijn Rats, believe that OPEC’s implementation rate of production reduction policy is better than expected, and that crude oil production in the United States has been reduced by cold weather, contributing to the decline in stocks. The Bank has also moved its oil demand growth projections from 1.3 million barrels per day to 1.5 million barrels per barrel per day and from 1.7 million barrels per day to 1.5 million barrels per day for non-OPEC countries.
【IMF：哈萨克斯坦的黄金储备1月增加6.157吨】
[International Monetary Fund: gold reserves in Kazakhstan increased by 6.157 tons in January]
IMF数据显示，哈萨克斯坦的黄金储备在2024年1月增加了6.157吨，达到300.399吨；澳大利亚于2024年1月将黄金持有量增加2.986吨至79.876吨；国际清算银行在2024年1月将黄金持有量减少了4.906吨，至218.174吨。
According to IMF data, Kazakhstan's gold reserves increased by 6.157 tons in January 2024, to 300.399 tons; Australia increased its gold holdings by 2.986 tons to 79.876 tons in January 2024; and the Bank for International Settlements reduced its gold holdings by 4.906 tons in January 2024, to 218.174 tons.
【“X”推出新的广告定向功能 为创作者提供赚钱新方式】
马斯克旗下的社交媒体平台“X”正在增加新的广告商定位功能，以更好地吸引视频创作者，并与YouTube竞争。周一的一份声明显示，从本月晚些时候开始，该公司将允许广告商在他们选择的创作者的视频前投放广告。广告商还可以在主时间轴和创作者的个人资料上投放广告。新的广告将包含收入分成机制，为X平台的8万名创作者提供了另一种通过视频赚钱的方式。 The social media platform “X” under the Mask flag is adding a new advertising agreed position to better attract video creators and compete with YouTube. A statement on Monday indicates that starting later this month, the company will allow advertisers to advertise in front of the video of the creator of their choice. 【英伟达市值一度超过谷歌和亚马逊】 {\bord0\shad0\alphaH3D}It's been more than Google and Amazon once. 美东时间周一，英伟达市值一度超越亚马逊和谷歌母公司Alphabet，成为全球市值第四高的公司，仅次于微软、苹果和沙特阿美。 On Monday, the market value of British Weida was once greater than that of Amazon and Google's parent company, Alphabet, and became the fourth-highest market company in the world, after Microsoft, Apple and Saudi Amer. 截至周一收盘，英伟达股价上涨0.16%，报722.48美元/股，续刷历史新高，市值为1.78万亿美元，略低于亚马逊和Alphabet。 By Monday, the stock price of British Weida had risen by 0.16 per cent to $72,248 per unit, continuing its record high, with a market value of $1.78 trillion, slightly lower than that of Amazon and Alphabet. 【Arm股价暴涨近30%】
美东时间周一，英国芯片设计公司Arm股价一度暴涨42%，延续了此前的大涨势头。Arm上周公布了优异的财报，并且业绩指引令人瞩目，自那以来该公司股价大幅上涨。 On Monday, the British chip design firm Arm’s stock price surged by 42%, continuing its earlier surge. Arm published excellent financial statements last week, and performance guidelines are impressive, and the company’s share price has risen significantly since then. 截至周一收盘，Arm上涨29.30%，市值为1531.52亿美元。 As at Monday, Arm had risen by 29.30 per cent, with a market value of $153,152 million. 【特斯拉中国：中国市场今年没有Model Y的改款计划】 . 记者从特斯拉中国方面获悉，针对中国市场，今年并没有Model Y的改款计划。今日，对于最近几周特斯拉一直在北美大幅下调Model Y价格而引发的该款车型试图在更新之前清理库存的猜测，特斯拉宣布，北美地区今年不会有改款Model Y。 Journalists have learned from Tesla’s Chinese side that there are no Model Y restructuring plans for the Chinese market this year. Today, Tesla announced that there will be no change in Model Y in the North American region this year, in response to the speculation that the model of this car, which has been drastically downgraded in North America in recent weeks, is trying to clear stocks before it is updated. 【谷歌承诺提供2500万欧元用于欧洲人工智能技能培训】 (Google committed 25 million euros for training in European artificial intelligence skills) 2月12日，谷歌承诺提供2500万欧元帮助欧洲人民学习使用人工智能。这家科技巨头周一宣布这笔资金时表示已向社会企业和非营利组织开放申请，以帮助那些最有可能从培训中受益的人。该公司还将运营一系列“成长学院”，以支持使用人工智能扩大公司规模的公司，并将其免费在线人工智能培训课程扩展到18种语言。 On February 12, Google pledged 25 million euros to help Europeans learn to use artificial intelligence. On Monday, the technology giant announced that it had opened its application to social enterprises and non-profit organizations to help those most likely to benefit from training. The company would also run a series of “growth colleges” to support companies that use artificial intelligence to scale up their companies and expand its free online training courses on artificial intelligence to 18 languages.
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