1月27日消息，亚洲股市周二对特朗普最新关税威胁反应异常冷静，主要指数继续在历史高位附近震荡运行。即便特朗普公开威胁将把韩国相关商品关税提高至25%，区域市场依旧保持强势，日本、香港、中国内地与澳大利亚股指普遍收高，显示投资者已逐渐适应这种反复出现的政治噪音。
在韩国市场，情绪的变化尤为明显。KOSPI早盘一度大幅下挫，但随后迅速反弹并创出历史新高，SK海力士与三星电子成为拉升主力。外国资金与机构投资者转为净买入，说明市场更关注企业盈利与行业景气度，而非社交媒体上的政策威胁。韩国政府也强调，任何关税调整都需要正式行政程序，从而进一步稳定了市场预期。
这种“免疫反应”正在改变全球资金的风险评估方式。随着特朗普频繁使用关税作为谈判筹码，投资者逐渐认为这些表态更多是策略而非即将落地的措施。市场将注意力转向更具实质性的变量，比如企业财报、宏观数据以及监管进展。
这一变化同样影响到加密资产。当天比特币上涨至88,000美元上方，黄金同步走高，表明资金在地缘与政策不确定性下仍偏向配置具备对冲属性的资产。不过，韩国散户在数字资产上的热情明显降温，衡量本地与全球价格差距的溢价指标维持在低位，显示更多资金流向人工智能和半导体相关股票。
当市场不再被政治喊话牵着走时，真正能推动价格的将是资金流向与基本面表现。无论是股票还是比特币，2026年的行情正在越来越多地由实际需求与结构性变化主导，而不是一条推文。
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