澳大利亚10年期政府债券跌至4.3%以下，反映了美联储官员暗示未来将逐步降息后美国债券收益率的下降。在美国消费者和生产者价格数据强于预期后，投资者在今年剩余的会议上也减少了对美联储进一步大幅降息的押注。在国内，澳大利亚储备银行9月份的会议纪要表明，前景将转向更温和的方向，软化了8月份提供的指导。然而，澳大利亚储备银行副行长Andrew Hauser澄清说，将此解释为明确的鸽派转向还为时过早，他强调央行对抗通胀的斗争远未结束。现在，人们的注意力转向了澳大利亚储备银行行长莎拉·亨特周三即将发表的演讲和周四的劳动力市场数据，这可能会进一步了解央行的货币政策路径。

Australia's 10-year government bond fell below 4.3%, mirroring a decline in US bond yields after some Federal Reserve officials signaled a gradual pace for future interest rate cuts. Investors also scaled back their bets on further jumbo rate cuts by the Federal Reserve at its remaining meetings this year, following stronger-than-expected US consumer and producer price data. Domestically, the Reserve Bank of Australia’s September meeting minutes indicated a shift towards a more dovish outlook, softening the guidance provided in August. However, RBA Deputy Governor Andrew Hauser clarified that it would be premature to interpret this as a definitive dovish turn, stressing that the central bank’s battle against inflation is far from over. Attention now shifts to an upcoming speech by RBA's Sarah Hunter on Wednesday and the labor market data on Thursday, which could provide further insight into the central bank’s monetary policy path.

基准韩国综合股价指数周二上涨0.3%，至2628点左右，延续了前一交易日的涨幅，SK海力士和健康股领涨市场。隔夜华尔街的乐观走势也提振了市场情绪。然而，电池制造商的大幅下跌限制了涨幅。投资者也在权衡中国新公布的财政刺激计划的影响，尽管该计划规模的细节尚不清楚。指数权重股SK海力士飙升2%，而其同行三星电子下跌0.8%。在健康公司中，三星生物制品（2%）和Celltrion（0.6%）领涨。与此同时，在电池股方面，LG Energy Solution下跌3.5%，而三星SDI下跌2.1%。此外，包括LG化学、浦项制铁Future M和Ecopro BM在内的电池材料制造商股价下跌了1%至2.5%。

The benchmark KOSPI rose 0.3% to around 2,628 points on Tuesday, extending gains from the previous session, with SK Hynix and health stocks leading the market higher. An upbeat session on Wall Street overnight also helped lift market sentiment. Nevertheless, sharp declines from battery makers limited the gains. Investors are also weighing the impact of China’s newly unveiled fiscal stimulus plan, though details about the size of the package remain unclear. Index heavyweight SK Hynix surged 2%, while its peer Samsung Electronics fell 0.8%. Among health firms, Samsung Biologics (2%) and Celltrion (0.6%) led the advance. Meanwhile, on battery stocks, LG Energy Solution shed 3.5%, while Samsung SDI dropped by 2.1%. Additionally, battery-material makers including LG Chem, Posco Future M, and Ecopro BM declined by between 1% and 2.5%.

10月中旬，比特币上涨至6.6万美元左右，接近7月下旬以来的最高水平，因为美国总统候选人卡玛拉·哈里斯承诺支持加密货币的监管框架，缓解了人们对政府对加密货币行业的关键态度的一些担忧。她的竞争对手、前总统唐纳德·特朗普在竞选期间一直表示支持加密货币。在中国周末公布的刺激计划未能激发投资者的兴趣后，比特币也得到了提振，促使中国股市重新转向加密货币。在其他地方，贝莱德首席执行官拉里·芬克称比特币是一项合法的投资，本身就是一种资产类别，在更广泛的接受度和流动性中淡化了监管方面的担忧。

Bitcoin rallied to around $66,000 in mid-October, marching toward its highest levels since late July as US presidential candidate Kamala Harris pledged to support a regulatory framework for cryptocurrencies, allaying some concerns about the administration’s critical approach to the crypto industry. Her rival former president Donald Trump has voiced support for crypto throughout his campaign. Bitcoin also got a boost after China’s weekend stimulus announcements failed to excite investors, prompting a rotation from Chinese equities back into cryptocurrencies. Elsewhere, BlackRock CEO Larry Fink called bitcoin a legitimate investment and as an asset class in itself, downplaying regulatory concerns amid wider acceptance and liquidity.

周二，日经225指数在节后交易中上涨1%，至约40000点，达到12周来的最高水平，并受到华尔街隔夜强劲领先的启示，道琼斯指数和标准普尔500指数创下历史新高。基础广泛的东证指数也上涨0.8%，至2728点，为一周来的最高点。日元走弱也提振了当地股市，日本高级官员主张在进一步加息之前保持谨慎，而美联储预计将采取更温和的降息措施。科技股领涨，软银集团（5.8%）、Lasertec（3.2%）、迪斯科（1.8%）、东京电子（3.2%）和Advantest（2.9%）强劲上涨。权重金融股也上涨，包括三菱UFJ（1.8%）、三井住友（2.4%）和瑞穗金融（2.6%）。

The Nikkei 225 Index jumped 1% to around 40,000 in post-holiday trade on Tuesday, hitting its highest levels in twelve weeks and taking cues from a strong lead on Wall Street overnight where the Dow and S&P 500 reached new record highs. The broad-based Topix Index also gained 0.8% to 2,728, its highest in a week. A weaker yen boosted local stocks as well, as top Japanese officials advocated for caution before raising interest rates further, while the US Federal Reserve is expected to take a more modest approach in cutting rates. Technology stocks led the charge, with strong gains from SoftBank Group (5.8%), Lasertec (3.2%), Disco (1.8%), Tokyo Electron (3.2%) and Advantest (2.9%). Heavyweight financial stocks also advanced, including Mitsubishi UFJ (1.8%), Sumitomo Mitsui (2.4%) and Mizuho Financial (2.6%).