亚太股市在新年首个交易日多数上涨，韩国综合股价指数周五创下历史新高。 韩国综合股价指数上涨 1.96%，创历史新高。据报道，三星电子客户对其高内存带宽和 HBM 芯片给予 好评，该权重股股价上涨约 6%。韩国创业板指数上涨 1.84%。中国大陆和日本等部分亚洲市场因节假 日继续休市。 香港恒生指数上涨 2.43%，教育服务类股领涨。人工智能芯片设计公司上海壁仞科技在恒指首日上市后 飙升逾 100%，此前该公司完成了 55.8 亿港元（约合 7.17 亿美元）的首次公开募股。此次公开发行获 得超过 2300 倍的超额认购，即便是在行使超额配售选择权之后；国际发行部分则获得 25.95 倍的认 购。 新加坡第四季度经济同比增长 5.7%，主要由截至 12 月的三个月内强劲的制造业增长推动。这一最新数 据较此前季度修正后的 4.3%增长更为强劲。周三，新加坡总理黄循财在其新年致辞中宣布，该国 2025 年全年经济实现了超出预期的 4.8%增长。新加坡海峡时报指数周五也创下历史新高，上涨 0.43%。 印度 Nifty 50 指数上涨 0.41%，Sensex 指数上涨 0.39%。休闲餐饮运营商 Sapphire ...

Group 1: Market Performance - The majority of Asia-Pacific stock markets recorded gains last week, with the Jakarta Composite Index leading with a weekly increase of 4.01% [1] - Other notable performances include the Nikkei 225 Index rising by 0.67%, the KOSPI Index increasing by 1.92%, and the S&P/ASX200 Index up by 1.37% [1][2] - Most Asia-Pacific stock markets have seen five consecutive weeks of increases, although some indices experienced slight pullbacks [2] Group 2: Economic Factors - The reduction of bilateral tariffs between the US and China has alleviated market tensions and boosted investor confidence, contributing to the rise in Asia-Pacific stock markets [2] - The US Consumer Price Index (CPI) for April showed a year-on-year increase of 2.3%, lower than the expected 2.4%, which has led to increased expectations for interest rate cuts [2][3] - Economic fundamentals, such as better-than-expected export growth in China and Japan, are providing internal support for the rise in Asia-Pacific stock markets [2][3] Group 3: Foreign Investment - There has been a significant influx of foreign capital into Asia-Pacific markets, with overseas investors net buying over 8 trillion yen (approximately $57 billion) in Japanese stocks and bonds in April, the highest level since 2005 [3] - Thailand's stock market also saw strong foreign interest, with international funds net buying $9.95 million in Thai stocks, marking the highest level since February [4] Group 4: Currency Trends - Despite the rise in stock markets, most Asia-Pacific currencies depreciated against the US dollar last week, with the Thai baht down 1.12% and the Singapore dollar down 0.19% [5] - The future performance of Asia-Pacific currencies will largely depend on US Federal Reserve interest rate cut expectations and China's economic policies [5] Group 5: Central Bank Actions - Central banks in Thailand and Malaysia may consider interest rate cuts to support their economies, while Indonesia and the Philippines have less incentive to lower rates [6] - The IMF has noted that Singapore's fiscal and monetary policies are adequately supporting its economy, with sufficient fiscal space to provide targeted support if needed [5] Group 6: Trade Dynamics - South Korea's exports to China have rebounded, with exports to China accounting for 21.8% of total exports in early May, driven by stable demand and deepening industrial ties [7][8] - Cooperation between Chinese and South Korean companies in sectors like electric vehicles and cosmetics is enhancing trade, with significant growth in exports of related materials and products [8]