内地货币政策基调稳定：环球市场动态2026年2月13日

Market Overview - The Asia-Pacific stock markets showed mixed performance, with South Korea's KOSPI index rising by 3.1% to 5,522 points and Thailand's index increasing by 2.1% to 1,441 points, while Hong Kong's Hang Seng index fell by 0.9% to 27,032 points[17][9]. - In the U.S., major indices declined significantly, with the Dow Jones dropping 1.34% to 49,451 points, the S&P 500 down 1.57% to 6,832 points, and the Nasdaq falling 2.03% to 22,597 points[7][6]. Economic Indicators - The International Energy Agency (IEA) revised down its global oil demand growth forecast, contributing to a 2.77% drop in WTI crude oil prices, closing at $62.84 per barrel[23]. - Strong U.S. employment data led to a decrease in gold prices, which fell below $5,000 per ounce, closing at $4,923.7[23]. Currency Movements - The British pound fell for three consecutive days, trading at 1.362 against the U.S. dollar, while the Japanese yen appreciated for four days, reaching 152.74 per dollar[23]. - The U.S. dollar index increased by 0.1% to 96.93, while the dollar's value against the Chinese yuan was 6.901, up by 0.2%[22]. Fixed Income Market - U.S. Treasury yields fell to year-to-date lows, with the 30-year yield dropping to 4.73% after strong demand in a recent auction[26]. - The Asian bond market saw reduced trading activity, but some segments experienced narrowing spreads due to buying interest[26]. Sector Performance - In the A-share market, the Shanghai Composite Index rose slightly by 0.05%, while the Shenzhen Component increased by 0.86%, driven by a surge in the computing power industry[13]. - Conversely, large technology stocks in Hong Kong faced declines, with notable drops in companies like Alibaba and Tencent, while semiconductor stocks showed strength[9].