小摩亚太市场前瞻：本周三大焦点事件来袭！

智通财经网2025-08-11

编者按：摩根大通最新亚太市场分析出炉，本周这三大领域值得重点关注，或许会影响你的投资决策哦～一、中国互联网：财报季开启，或迎来重新评级？中国互联网行业正站在新的增长节点上。过去，在线游戏、广告和电商是三大引擎，而现在，投资者紧盯下一个驱动力 —— 参考美国科技巨头的路径，云服务和广告技术成了关键方向。从历史来看，中国互联网企业虽非首创者，却总能快速规模化超越全球水平，比如线上零售、移动支付等领域。...

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2：美元兑日元汇率趋势图对投资者来说，美元走弱历来利好新兴市场。今年以来，新兴市场股市已跑赢发达市场 6.5 个百分点，且仍有 “补涨” 空间，值得关注。三、特朗普与普京会面：亚洲国防股该止盈了？特朗普与普京的会面预期升温，若达成停火，亚洲国防股可能承压。原因如下：欧洲国防股已开始回调（莱茵金属跌 8%、BAE 跌 5%），而亚洲国防股过去 3 个月涨 25%，差距显著；亚洲国防股持仓处于高位，且今年以来涨幅达 125%，获利了结需求上升。图 3：亚太与欧洲国防股 3 个月表现对比图摩根大通提示，若停火落地，国防订单预期或减弱，建议适时锁定部分收益。下周关键数据日历：全球及亚太重点数据即将发布，包括：中国：7 月外汇储备、贸易差额；美国：7 月 CPI、工厂订单；日本：7 月 CPI、国债拍卖；欧洲：欧元区零售销售、德国工业生产等。密切关注这些数据，或能捕捉市场短期波动机会哦～（注：本文观点来自摩根大通亚太市场分析报告，仅供参考，不构成投资建议）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"preview","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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