亚洲股市复苏，美元走软，美联储削减赌注重新成为焦点。周三，亚洲股市出现试探性反弹，这得益于美联储主席杰罗姆·鲍威尔的鸽派言论和华尔街乐观的银行盈利，尽管美中贸易紧张局势的加剧抑制了风险偏好。

Asia shares recover, dollar eases as Fed cut bets reclaim spotlight.Asian stocks staged a tentative rebound on Wednesday, helped by dovish comments from Federal Reserve Chair Jerome Powell and upbeat bank earnings on Wall Street, though simmering U.S.-China trade tensions kept a lid on risk appetite.

随着就业下行风险上升，美联储的鲍威尔继续维持10月份的降息。美联储主席杰罗姆·鲍威尔强化了本月晚些时候再次降息的预期。一夜之间，他说，尽管政府关门，但根据现有信息，增长、就业和通货膨胀的前景“没有太大变化”。

Fed's Powell keeps October cut alive as downside risks to jobs rise.Fed Chair Jerome Powell reinforced expectations for another rate cut later this month. Speaking overnight, he said that based on available information despite government shutdown, the outlook for growth, employment, and inflation “has not changed much.

美国贸易代表杰米森·格里尔周二表示，计划对其出口征收的100%关税是否会在11月1日或更早生效取决于中国，并指出北京可能很难找到出路。格里尔在接受CNBC采访时证实，美国和中国官员周一在华盛顿举行了工作人员级别的会谈，并表示仍有机会解决有关关键矿产限制的争端。他说：“我们认为我们能够解决这个问题，但同样，我们不能让中国人继续维持这个政权，他们希望对世界高科技供应链拥有否决权。”他补充说，北京似乎“越界了”。周一的会谈没有成果，因为中国官员对他们的出口限制给出了复杂的解释。他补充说，特朗普和Xi的会晤仍在计划中，但尚未得到证实。

U.S. Trade Representative Jamieson Greer said on Tuesday that it was up to China whether the planned 100% tariffs on its exports would take effect on November 1 or sooner, noting it may be difficult for Beijing to find a way out. Speaking to CNBC, Greer confirmed that U.S. and Chinese officials held staff-level talks in Washington Monday and said there was still a chance to resolve the dispute over critical minerals restrictions. “We think we’ll be able to work through it, but again, we can’t have a situation where the Chinese keep this regime in place, where they want to have veto power over the world’s high-tech supply chains,” he said, adding that Beijing appeared to have “overstepped.” Monday’s talks were inconclusive as Chinese officials gave mixed explanations for their export curbs. He added that a Trump–Xi meeting was still planned but not yet confirmed.

美国股指期货周三企稳，此前主要股指在前一交易日大幅波动，投资者对银行盈利、美联储评论和持续的美中贸易紧张局势做出了积极反应。周二，道琼斯指数上涨0.44%，而标准普尔500指数和纳斯达克综合指数分别下跌0.16%和0.76%。标准普尔500指数在震荡的交易日中在1.5%的跌幅和0.39%的涨幅之间波动。在中国对韩国韩华海洋的五家美国公司实施制裁，特朗普总统威胁对北京实施食用油禁运后，市场情绪受到压力。与此同时，美联储主席鲍威尔的言论增强了人们对10月降息的预期，并暗示资产负债表决选可能会暂停。投资者现在等待美国银行、摩根士丹利、雅培实验室和ASML当天晚些时候的季度业绩。

US stock futures stabilized on Wednesday after the major averages swung sharply in the previous session as investors reacted to mostly positive bank earnings, Federal Reserve comments, and ongoing US-China trade tensions. On Tuesday, the Dow gained 0.44%, while the S&P 500 and Nasdaq Composite slipped 0.16% and 0.76%, respectively. The S&P 500 fluctuated between losses of 1.5% and gains of 0.39% in a choppy session. Market sentiment was pressured after China imposed sanctions on five US units of South Korea’s Hanwha Ocean and President Trump threatened a cooking oil embargo against Beijing. Meanwhile, Fed Chair Powell’s comments reinforced expectations for an October rate cut and hinted at a possible pause in balance sheet runoff. Investors now await quarterly results from Bank of America, Morgan Stanley, Abbott Labs, and ASML later in the day.