敏感指数跌至33周低点75581.00点。在过去的4周里，敏感指数下跌了3.53%，在过去的12个月里，它上涨了7.07%。

SENSEX decreased to a 33-week low of 75581.00 Index Points. Over the past 4 weeks, SENSEX lost 3.53%, and in the last 12 months, it increased 7.07%.

中国10年期政府债券收益率稳定在1.64%左右，反映出令人失望的采购经理人指数数据后的谨慎市场情绪。官方数据显示，中国1月份工厂活动意外收缩，为49.1，低于50.1的预测，而服务业活动大幅放缓至50.2，低于12月份的9个月高点52.2。此外，2024年工业利润连续第三年下降，但12月同比增长11%。在外部，交易员正在密切关注特朗普的政策声明和对美联储稳定利率的预期。与此同时，中国人民银行最近注入了大量资金，在农历新年之前保持流动性，在谨慎的情绪和对长期增长的持续担忧中提供了稳定性。周日，中国还宣布了新的措施，以促进股票和债券ETF的增长，旨在支持陷入困境的股市。

China's 10-year government bond yield held steady to around 1.64%, reflecting cautious market sentiment following disappointing PMI data. Official figures revealed that China’s factory activity unexpectedly contracted in January, coming in at 49.1, missing the 50.1 forecasts, while services activity sharply slowed to 50.2, down from a 9-month high of 52.2 in December. Additionally, industrial profits fell for the third consecutive year in 2024 but posted an 11% year-on-year increase in December. Externally, traders are closely monitoring Trump’s policy announcements and expectations of steady Federal Reserve rates. Meanwhile, the PBoC has recently injected significant funds to maintain liquidity ahead of the Lunar New Year, providing stability amid cautious sentiment and ongoing concerns about long-term growth. China also announced new measures on Sunday to boost the growth of equity and bond ETFs, aiming to support the struggling stock market.

在特朗普总统宣布针对哥伦比亚的新关税和制裁后，美元走强，韩元兑美元汇率从上一交易日的六周高点回落至1434韩元左右。周末，特朗普在社交媒体上发帖称，他将对所有哥伦比亚进口商品征收25%的紧急关税，并将在一周内提高至50%。然而，关于这些关税和制裁的正式实施细节仍不清楚，包括其时间表和具体规定。在国内，韩国第四季度国内生产总值同比增长1.2%，低于预期的1.4%，增速低于上一时期的1.5%。投资者现在期待着下周公布的新一轮韩国经济数据，包括贸易平衡、工业产出、零售额、采购经理人指数和通胀数据。

The South Korean won fell to around 1,434 per dollar, retreating from six-week highs reached in the previous session, weighed down by a strengthening US dollar after President Trump announced new tariffs and sanctions targeting Colombia. Over the weekend, Trump posted on social media that he would impose an emergency 25% tariff on all Colombian imports, which would be raised to 50% within a week. However, details about the formal implementation of these tariffs and sanctions remain unclear, including their timeline and specific provisions. Domestically, South Korea's Q4 GDP expanded by 1.2% year-on-year, missing the forecasted 1.4% gain and slowing from 1.5% growth in the previous period. Investors now look ahead to a new wave of South Korean economic data, including trade balance, industrial output, retail sales, PMI, and inflation figures, set for release next week.

周一中午左右，香港股市上涨192点，涨幅近1%，至20254点，连续第二个交易日上涨，创下两周来的最高水平，所有板块均上涨。彭博新闻社报道称，在哥伦比亚同意特朗普总统在移民争端中的所有条款后，美国推迟了哥伦比亚的关税，交易员们对此表示乐观。12月中国工业利润同比激增11%也提振了市场情绪，因为这是自7月以来的首次增长，尽管这是连续第三年下降。在包括美联储和欧洲央行在内的主要央行本周做出利率决定之前，美国期货价格暴跌，限制了进一步上涨。一些交易员也采取了警惕的态度，因为该市的市场将在农历新年前于明天早些时候关闭。在中国，从周二开始，交易将关闭一周。一些早期的获奖者包括Galaxy Ent。（3.5%）、李汽车3.3%）和Trip。Com（3.0%）。

Hong Kong's stocks climbed 192 points or nearly 1% to 20,254 around noon on Monday, increasing for the second session and notching their highest level in two weeks as all sectors gained. Traders were upbeat after Bloomberg News reported that the US held off on Colombia tariffs after the South American country agreed to all of President Trump's terms in migrant dispute. A surge of 11% yoy in Chinese industrial profits for December also buoyed sentiment, as it marked the first rise since July even as they recorded the third consecutive year of drop. Limiting further gains was a slump in US futures amid mounting caution ahead of interest rate decisions from major central banks this week, including the Fed and the ECB. Some traders also adopted a vigilant stance as markets in the city will be closed early tomorrow ahead of the Lunar New Year. In China, trading will be closed for a week starting Tuesday. Some early winners included Galaxy Ent. (3.5%), Li Auto 3.3%), and Trip.Com (3.0%).