半導体メーカーのNvidiaの株価は、アメリカが人工知能向けのコンピューターチップに厳しい規制を設けると発表したため、時間外取引で6.3%下がりました。アメリカの市場が閉まった後、ライバルのAMDの株価も7.1%下がりました。

さらに、トランプ政権がスマートフォンや電気自動車など、多くの製品に使われるレアアースのような重要な鉱物の輸入について調査を始めると発表したため、貿易戦争への心配が再び高まりました。

In European markets, the FTSE 100 index experienced a marginal decline, dropping by 0.2% to settle at 8,233.10, following the announcement from the UK government that the inflation rate in March had decreased for the second consecutive month, primarily attributed to a fall in gas prices.

In European markets, Germany's DAX index saw a decline of 0.7%, closing at 21,107.68, while Paris's CAC 40 experienced a 0.6% dip, ending the day at 7,289.67.

Regional equities declined in China subsequent to the government's announcement that the world's second-largest economy exhibited robust annualized growth of 5.4% in the preceding quarter, underpinned by strong performances in industrial production, retail sales, and exports. However, on a quarterly basis, growth moderated to 1.2% in the first quarter of this year, a decrease from the 1.6% observed in the previous quarter.

The Hang Seng Index in Hong Kong experienced a 2% decline, settling at 20,922.54, while the Shanghai Composite Index managed to recover lost ground, climbing 0.1% to reach 3,271.19.

Private economists have revised downwards their forecasts following President Trump's decision to raise tariffs on most imports from China to 145% and China's retaliatory increase of tariffs on US imports to 125%.

According to analysts at ANZ Research, economic activity is already showing signs of weakening in the current quarter.

In a report following China's data release, ANZ researchers, including Raymond Yeung, articulated the view that it is not the tariffs themselves, but their unpredictability, that are impacting the economy, asserting that President Trump's announcements have influenced business sentiment and activity.

In Tokyo, the Nikkei 225 index experienced a 1% decline, closing at 33,920.40, primarily due to downward pressure from major technology firms such as the semiconductor test equipment manufacturer Advantest (which dropped 6.6%) and Disco Corp. (which plummeted 8%).

South Korea's Kospi index experienced a notable downturn, declining by 1.2% to stand at 2,447.43, while Australia's S&P/ASX 200 saw a marginal decrease, settling at 7,758.90.

India's Sensex remained largely stable, while Bangkok's SET saw a marginal decline of 0.1%.

火曜日の米国株は、S&P 500が0.2%下がり、ダウが0.4%下がり、ナスダックもあまり変わりませんでした。トランプ大統領の関税についての不確かな状況が、投資家が今後の市場の動きに注目する理由でした。

先週、米国債は安全な投資先としての信頼が少し揺らぎましたが、今週は落ち着いてきたようです。10年物の米国債の利回りは4.33%になり、月曜日の終わりの4.38%や先週の終わりの4.48%より下がりました。一週間前は4.01%でした。普通、投資家が心配な時は利回りが下がるので、今週の動きは少し安心できる状況を示しています。

また、先週大きく下がった米ドルの価値が安定しました。これは、トランプ政権の貿易問題が、安全なお金としての米ドルの立場に影響を与えているという心配が増えたからです。

After NATO announced they would use Palantir Technologies' AI technology for their military operations, the company's stock price went up by 6.2% for two days in a row.

Additionally, early Wednesday trading saw the US benchmark crude oil drop by 69 cents to settle at $60.64 per barrel, while the international standard, Brent crude, fell by 65 cents, closing at $64.01.

President Trump's tariffs have intensified expectations of an economic slowdown, consequently reinforcing the view that demand for resources such as oil will decrease.

The US dollar depreciated against the Japanese yen, dropping from 143.24 to 142.26, while the euro appreciated against the dollar, rising from 1.1283 to 1.1377.