亚洲股市开盘：美光盈利超过预期引发全球半导体反弹，美元保持坚挺。全球科技股反弹，此前美光科技公布了第三财季业绩和创纪录的业绩指引，增强了人们对人工智能基础设施支出仍然具有非凡弹性的信心。对HBM的强劲需求重新点燃了整个亚洲的半导体股，而随着霍尔木兹海峡的重新开放继续释放地缘政治风险溢价，原油继续下跌。

Asia open: Micron earnings beat sparks global semiconductor rally, USD remains firm.Global technology stocks rebounded after Micron Technology delivered blockbuster FY Q3 earnings and record guidance, reinforcing confidence that AI infrastructure spending remains exceptionally resilient. Strong demand for HBM reignited semiconductor shares across Asia, while crude oil extended losses as the reopening of the Strait of Hormuz continued to unwind the geopolitical risk premium.

美联储加息押注美元走高。美元正在经历大幅飙升，兑欧元和日元等主要货币达到数月高点。这种强势是由对美国经济强劲、利率上升和美联储鹰派立场的预期推动的。

Dollar rides high on Fed rate-hike bets.The US dollar is experiencing a significant surge, reaching multi-month highs against major currencies like the euro and yen. This strength is fueled by expectations of a robust US economy, higher interest rates, and a hawkish Federal Reserve stance.

investigationLive Americas外汇新闻摘要6月24日：随着避险情绪加深，美元反弹持续。美元今天继续广泛反弹，交易员仍保持避险情绪，青睐美元。对美联储可能在2026年加息的预期，以及脆弱的股市。

investingLive Americas FX news wrap 24 Jun: Dollar rally extends as risk-off mood deepens.The U.S. dollar continued its broad-based rally today as traders remained in a risk-off mood, favoring the greenback. Expectations for a Fed that may hike in 2026, along with equity markets which are vulnerable.

霍尔木兹重新开放缓解通胀担忧，美国国债收益率下滑。霍尔木兹重新开放缓解通胀担忧，美国国债收益率下滑

US Treasury yields slide as Hormuz reopening eases inflation fears.US Treasury yields slide as Hormuz reopening eases inflation fears