• El índice SET de Tailandia aumentó un 1,58% hasta los 1.496,31, siendo la mayor subida entre los principales índices.
  • El Nikkei de Japón aumentó un 1,32% hasta los 61.217, mientras que el Kospi de Corea del Sur subió un 2,51%.
  • La renta de los bonos estadounidenses a 10 años se acercó al 5% debido a que los precios al consumo de octubre superaron las expectativas.

La mayoría de los mercados bursátiles asiáticos subieron el miércoles, 11 de noviembre, con ganancias en Japón, Corea del Sur, Taiwán y China continental, a pesar de que Wall Street cerró a la baja durante la noche y la renta de los bonos del Tesoro estadounidenses a 10 años se acercó al 5%. Tailandia registró la mayor subida entre los principales índices, mientras que Hong Kong experimentó la mayor caída.

Desempeño de los mercados asiáticos

Mercados que subieron:

  • Tailandia: El índice SET aumentó un 1,58% hasta los 1.502.
  • Japón: El Nikkei 225 subió un 1,31% hasta los 61.217, siendo el movimiento más fuerte en el norte de Asia.
  • Corea del Sur: El Kospi subió un 2,60% hasta los 5.375.
  • China: El índice de Shenzhen aumentó un 0,59% hasta los 11.241,54, y el Composite de Shanghái un 0,40% hasta los 3.663,72.
  • Taiwán: El Taiex aumentó un 0,56% hasta los 42.951,20.
  • Singapur: El Straits Times Index subió un 0,54% hasta los 5.286,78.

Mercados que bajaron:

  • Hong Kong: El Hang Seng cayó un 0,86% hasta los 24.354, siendo la peor performance.
  • Malasia: El KLCI perdió un 0,57% hasta los 1.594,97.
  • Indonesia: El índice IDX Composite descendió un 0,45% hasta los 5.102,85.
  • Filipinas: El PSEi casi no varió, cayendo un 0.06% hasta los 5,712.88.

En Australia, el ASX y el All Ordinaries subieron firmemente en las primeras transacciones.

¿Por qué Corea, Japón y Taiwán lideraron el crecimiento?

Las acciones de CoreWeave aumentaron casi un 13% de la noche a la mañana después de superar las expectativas de ingresos y elevar sus previsiones anuales, lo que indica que la demanda de capacidad de computación para inteligencia artificial se mantiene a pesar de las limitaciones en los centros de datos. Esto es importante para los proveedores asiáticos de chips de memoria, fabricantes de chips y componentes. Samsung Electronics, SK Hynix, TSMC, Largan, Kioxia, TDK y Murata subieron todos.

Los fabricantes de chips tienen una influencia inusual en Seúl. Samsung y SK Hynix representan casi la mitad del valor de mercado del Kospi, lo que ayuda a explicar por qué el índice superó al resto de la región.

La caída del Hang Seng reflejó la debilidad de las acciones tecnológicas chinas y de Hong Kong. Las expectativas de tasas de interés más altas en EE. UU. y las preocupaciones persistentes sobre la valoración y la competencia en el sector de la inteligencia artificial afectaron al sector, así como la incertidumbre sobre la cooperación tecnológica entre EE. UU. y China antes de las reuniones de Trump y Xi los días 18 y 19 de noviembre.

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Petróleo y metales: ¿Por qué son importantes para Asia?

El precio del Brent se negoció cerca de los 92 dólares por barril, y el crudo estadounidense cerca de los 86 dólares, su nivel más bajo desde el 31 de agosto. El petróleo más barato ayuda a los grandes importadores asiáticos, como India, Japón y Corea del Sur, al aliviar la presión inflacionaria y los costos de importación. El precio del oro al contado fue de cerca de 4,056 dólares la onza después de una caída del 2.6% el martes, pero se mantuvo por encima de los 4,000 dólares.La plata se mantuvo cerca de los 51 dólares por onza, y el cobre cerca de los 6,23 dólares por onza; estos precios son vigilados en relación a la demanda industrial de China.

Cómo las tasas de interés de EE. UU. afectan a Asia

Los principales indicadores de Wall Street disminuyeron el martes, después de que los precios al consumo de octubre superaron las expectativas, lo que aumentó las probabilidades de que la Fed eleve las tasas de interés en diciembre. El aumento de las tasas de interés y el fortalecimiento del dólar suelen presionar a las acciones relacionadas con el crecimiento económico y afectar negativamente a los precios de los metales preciosos, especialmente en las empresas tecnológicas de Hong Kong.

Qué debemos seguir de cerca

Applied Materials y Cisco publicarán sus resultados financieros después del cierre de los mercados en EE. UU. el jueves; Nvidia, Walt Disney y Home Depot lo harán la semana siguiente. El comportamiento de las tasas de interés a 10 años y del dólar sigue siendo el principal factor que influye en los mercados bursátiles regionales. Suscríbete a nuestro canal de YouTube para recibir las últimas noticias sobre criptomonedas.

Relacionado: El riesgo asociado a Bitcoin aumenta, ya que 7,12 millones de BTC tienen claves públicas visibles.

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