澳大利亚第四季度资本支出超出预期，可再生能源投资提振前景。澳大利亚私人资本支出在12月季度小幅上升，带来适度的上行惊喜，并增强了企业投资在2026年前的弹性。

Australia Q4 capex beats expectations as renewable investment lifts outlook.Australian private capital expenditure edged higher in the December quarter, delivering a modest upside surprise and reinforcing the resilience of business investment heading into 2026.

韩国央行如预期般维持政策利率。正如普遍预期的那样，韩国央行周四保持政策利率不变，因为芯片出口激增和稳定的通货膨胀使政策制定者有更多时间评估与金融稳定和关税相关的风险。

South Korea central bank holds policy interest rates, as expected.South Korea's central bank kept policy interest rates unchanged on Thursday, as widely expected, as a chip boom in exports and steady inflation allow policymakers more time to assess risks related to financial stability and tariffs.

澳元因澳联储加息押注而升至三年高点。澳元因澳联储加息押注而升至三年高点

Australian Dollar rises toward three-year highs on RBA rate hike bets.Australian Dollar rises toward three-year highs on RBA rate hike bets

在没有关税消息的情况下，英伟达提振投资者希望，美元下跌。周四亚洲交易时段，美元开盘走低，英伟达好于预期的收益提振了投资者信心，市场等待美国对外国商品征收最新关税的细节。

Dollar slips as Nvidia buoys investor hopes in absence of tariff news.The dollar began the day on the back foot during the Asian trading session on Thursday, as better-than-expected earnings from Nvidia boosted investor confidence and markets awaited details of the latest U.S. tariffs on imports of foreign goods.