Emerging-market stocks, currencies and precious metals are extending a storming start to 2026 as tensions between the US and Europe weigh on the dollar and re-energize diversification flows around the world. Most Read from Bloomberg The MSCI Emerging Markets Equity Index rose for a second day Friday and is heading for a fifth successive week of gains, its longest winning streak since May. The gauge has totted up a 7% advance this year, compared with a 1% gain for the S&P 500. Asian tech shares have und ...

外汇市场表现 - 巴西雷亚尔和南非兰特均上涨1.3% [1][2] - 智利比索和秘鲁索尔等拉丁美洲货币表现优于其他新兴市场货币 [4] - 东欧货币面临压力 以色列谢克尔成为当日表现最差货币 [6] - 亚洲货币指数从5月以来低点反弹 但台币表现逊于同类货币 [3] 驱动因素分析 - 投资者对风险资产的偏好增加 因特朗普政府暗示愿与中国谈判 [2][3] - 大宗商品价格上涨提供支撑 特别是铜价攀升 [4] - 中国9月铜和铁矿石进口量跃升至今年最高水平 [4] 特定货币前景 - 巴西雷亚尔在前一交易日下跌近3%后反弹 但年底前因财政担忧可能持续承压 [5] - 与韩国、台币和马来西亚林吉特等与中国经济前景密切相关的货币可能面临压力 [4] - 欧元面临美元需求和法国政治危机的双重威胁 [6]