【盈透睿智】特朗普讲话未能安抚市场情绪

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原文发表于美国时间2020-3-12


特朗普总统发表电视讲话后,亚洲股市出现下跌。(特朗普的讲话)缺少了什么东西?我认为缺乏财政刺激措施、未承认病毒测试套装的问题以及限制美国境内的旅行。不过,在我撰写本文时,美国可能会给出更强有力的回应。

因为有关冠状病毒的问题多于答案,我们正处于缺乏信心的危机中。多个国家和地区的股市出现大跌,如泰国下挫11%,印度与新加坡股市下跌8%,印尼下跌5%,日本股市下跌4%,香港和韩国股市下跌近4%。

观察19个市场中的股票涨跌,仅有1109只股票上涨,而有11306只股票下跌。

我对目前股市是否已经跌至最低点持疑,因为市场需要强有力的应对措施。

作为中国Craiglist的58同城昨日公布第四季度财报,该公司业绩强劲,营收同比增长15%,净利润则增长超500%。不过该公司对第一季度的预期指引可以理解的低。

数据显示出中国已经成功控制住疫情,在过去的10天内,10个省份报告的新增病例为0。货运物流的比例恢复至春节前的83.5%。

香港股市

香港股市下跌3.66%,跌去922点,5天的跌幅达到9.19%。全部50个成分板块下跌,交易量较昨日上涨34%,不过不及星期一暴增的交易量。指数权重股下跌106点,跌幅4.44%。腾讯下跌3.91%,汇丰银行下跌4.11%。

MSCI中国股票指数在香港上市公司下跌3.88%,领跌的包括能源板块下跌6.01%,科技板块下跌5.75%,医疗板块下跌5.72%,通信板块下跌4.08%,材料板块下跌3.59%,公用事业板块下跌3.59%,工业板块下跌3.53%,房地产板块下跌3.36%,消费品板块下跌2.94%,金融板块下跌2.8%。内地投资者今日买入了16.32亿港币的港股,占今日香港股市总成交额的9.3%。


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这篇文章已被翻译成中文。原英文作者Brendan Ahern。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。

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