智通财经APP获悉，今年以来，亚洲股市表现优于美国和欧洲，信贷市场强劲，货币走强，投资者预计 这股势头将延续至2026年。以美元计价，MSCI亚太指数(涵盖亚太地区股票，含股息)今年已上涨27%。 这也是自2020年以来，亚洲股市首次在一年内同时跑赢美国和欧洲的基准指数。 随着美国和欧洲经济增长放缓，亚洲对寻求更快增长的投资者的吸引力日益增强，这反映出亚洲的复苏 势头强劲。美元走软提升了亚洲资产的吸引力，而该地区与塑造全球经济的技术之间的紧密联系也增强 了其投资价值。 澳大利亚 Colonial First State 首席投资官Jonathan Armitage表示，对中国科技的重新关注增强了该基金管 理公司对新兴市场股票到 2026 年的展望。 当然，这波上涨行情也伴随着风险。亚洲经济复苏并不均衡，美元走强可能会损害外国投资者的回报。 此外，人们还担心人工智能相关科技股的上涨行情过于拥挤，一旦经济增长放缓或市场情绪逆转，股价 可能会受到冲击。 即便如此，一些投资者表示，这些风险并不会改变整体趋势。该地区的跨资产上涨被视为长期估值重估 的早期阶段——随着增长前景的改善，市场估值也会随之提高。 Vantage ...

Economic Growth - The U.S. economy is forecasted to show strong growth in the third quarter, with median annualized growth expected at 3.2%, attributed to a significant pullback in imports following earlier increases due to tariffs [1][12] Investor Sentiment - Investor sentiment has reached extreme bullish levels at 8.5, which historically precedes market pullbacks, with global equities typically declining a median of 2.7% over the following two months [2][3][13] - The Fund Manager Survey indicates the most bullish sentiment in 3.5 years, driven by expectations of rate, tariff, and tax cuts [3][13] Market Performance - S&P 500 futures increased by 0.2% and Nasdaq futures rose by 0.3%, reflecting a prevailing fear of missing out among investors [6][13] - Japan's Nikkei index rose by 1.5%, benefiting from a decline in the yen, which is expected to enhance export earnings for Japanese companies [7][13] Currency Movements - The yen reached record lows against the euro and Swiss franc, prompting concerns from Japan's currency officials about excessive declines and potential intervention [8][13] - The dollar was steady against a basket of currencies, having gained 0.3% recently, with a potential target of 158.00 for further upward movement [9][13] Equity Inflows - Equity markets experienced record inflows of $98 billion last week, primarily driven by U.S. equity funds, while Chinese equity funds saw significant inflows as well [10][13] Commodity Prices - Silver prices reached a new record at $67.48 per ounce, marking a year-to-date gain of nearly 134%, while gold rose to $4,362 per ounce [11][13] - Oil prices increased following U.S. actions against Venezuelan oil tankers, with Brent crude rising to $60.88 per barrel and U.S. crude to $56.89 per barrel [11][13]

每经AI快讯，12月11日，MSCI亚太指数抹去0.6%的涨幅。 每经AI快讯，12月11日，MSCI亚太指数抹去0.6%的涨幅。 ...

Cryptocurrency Market - Bitcoin is currently held just under $92,000, with traders considering various economic factors including labor data and central bank expectations [1] - The crypto market shows strong resilience, supported by renewed whale accumulation, with ETH whales adding over 450,000 ETH since mid-November [1] - A significant rate cut probability of 93% this month is contributing to buying pressure, with a potential move above $96,000 possibly accelerating Bitcoin's momentum towards $100,000 [1] Asian Markets - Japan's Nikkei 225 fell approximately 1.5%, erasing gains made earlier in the week, while the MSCI Asia Pacific index outside Japan slipped about 0.1% but is on track for a modest weekly gain of around 0.5% [3][4] - Household spending in Japan decreased at the fastest rate in nearly two years in October due to inflationary pressures [4] - The yield on 10-year Japanese government bonds reached 1.94%, the highest since mid-2007, indicating solid demand in recent auctions as investors capitalize on lower bond prices [4] Chinese Markets - Chinese markets displayed mixed results, with the Shanghai Composite down 0.02% and the SZSE Component up about 0.17% [5] - The China A50 index decreased by 0.17%, while DJ Shanghai saw a slight increase of 0.12%, and Hong Kong's Hang Seng index fell by approximately 0.40% [5] European and US Markets - European futures indicated a slightly firmer tone, with DAX futures up about 0.79%, FTSE 100 futures gaining 0.19%, and Euro Stoxx 50 futures adding roughly 0.41% [6] - US stock futures were mixed, with Dow futures down 0.07% and S&P 500 futures up 0.11% [6] - Recent US labor data showed initial jobless claims dropped to the lowest level in over three years, although the Thanksgiving holiday may have influenced the figures [7] Cryptocurrency Prices - Current prices include Bitcoin at $92,387 (down 1.2%), Ether at $3,174 (down 1.1%), and XRP at $2.09 (down 4.6%) [8] - The total cryptocurrency market capitalization stands at $3.22 trillion, reflecting a decrease of 1.3% [8]

Core Viewpoint - Market risk sentiment has deteriorated, leading to significant declines in global stock markets [1] Group 1: Stock Market Performance - The Nikkei 225 index fell by over 3% [1] - The MSCI Asia-Pacific index decreased by 2% to 221.28 points [1] - The Seoul Composite Index dropped by more than 3% [1] - The S&P/ASX 200 index in Australia declined by 2% [1] - Nasdaq 100 futures expanded their decline to 1% [1] - Dow futures fell by 0.5% and S&P 500 index dropped by 0.7% [1] Group 2: Cryptocurrency Market - Bitcoin fell below 90,000 USD [1] - Ethereum dropped below 3,000 USD [1]

每经AI快讯，11月18日，MSCI亚太指数下跌2%至221.28点。 ...

（文章来源：每日经济新闻） 每经AI快讯，10月2日，MSCI亚太指数上涨1%至222.98点。 ...

每经AI快讯，8月7日，MSCI亚太指数上涨1%至208.92点。 （文章来源：每日经济新闻） ...

MSCI亚太指数盘中涨0.6%，迈向2022年2月来最高收盘点位。 ...