中國日本市場回升 能源股反彈

2015-12-29 15:35:18

中國市場和日本市場週五出現小幅上漲,標志著能源股在一週内會有所反彈。

在上午盤收盤時,上證綜合指數上漲0.1%,達到3614.22,而日本日經指數上漲0.2%,達到18820.12。台灣加權指數上漲0.2%,達到8351.07

而香港、澳大利亞、新加坡等其他市場都在聖誕節當天休市並在週四提前關閉市場。

今年大宗商品價格暴跌,拖累了全球能源股和材料股。佈倫特原油在週一跌至2004年以來的最低水平。而美國原油在連續下跌三週後,在本週上漲了5.7%,達到38.10美元,但油價在今年内下跌了28%

本週,澳大利亞標普200和香港恒生指數皆上漲了近2%。澳大利亞能源股在本週上漲6.5%,是1120日以來最強勢的表現。

上週五,日本能源公司捷信控股的股價上漲了0.7%,而帝國石油公司的股價則下跌了0.6%

而在大盤股中,醫療器械制造商泰爾茂株式會社的股價上漲了2.3%,表現最佳,公共事業公司關西電力的股價則下跌了3%,表現最差。

三菱重工在週四宣佈將首架家商用噴氣機的發佈日期推遲至2018年後,股價下跌了3.9%。公司表示,在11月首次試飛之後,某些地方需要進行進一步研究,包括加強飛機機身等。

而中國的投資者則熱衷於購買國内保險公司的股票,因此股價在本月上漲了5%

保險股在週五上午受到重創,中國人民人壽保險公司股價下跌2.3%,而中國人壽保險公司的估計則下跌了2%

週四,中國保監會提高了保險基金的交易要求,要求公佈買入股份超過5%的上市公司名單以及資金來源。此舉給熱衷於中國藍籌股的投資者潑了一桶冷水,導致上證指數較上一季度下滑了0.6%

國元證券的財務總監Simon Wang稱:“今年將有6000多億的保險基金進入股票市場,尤其是藍籌股。中國的特別提款權意味著更多的國外資金將流入這些重權股。“

截至週五早間,CSI 300基準的房地產版塊下跌了1.8%。該版塊在本月内上漲了32%,因為保險公司集中購買那些支付紅利的房地產股票。

而規模較小的深圳基準在週五收盤時上漲了0.4%,達到2356.75

第二天,美股下跌,但仍為一個月中漲幅最大的一週,因為投資者大量買入了能源股票。

 

China, Japan markets rise as energy rebounds

Markets in China and Japan edged up Friday, capping a week of recovery for the region’s energy shares.

The Shanghai Composite Index ended the morning session 0.1% higher at 3614.22, while Japan’s Nikkei Stock Average   was up 0.2% at 18820.12. Taiwan’s Taiex index was up 0.2% at 8351.07.

Most other markets, including Hong Kong, Australia and Singapore, were closed for Christmas Day and traded in a shortened session Thursday.

The region is recovering from a slump in commodity prices this year that has dragged down the energy and materials sectors globally. Brent crude, the global benchmark, fell to its lowest level since 2004 on Monday. U.S. crude oil rose 5.7% this week to $38.10, snapping a three-week losing streak, but prices are still down more than 28% this year on concerns over a global supply glut.

For the week, Australia’s S&P ASX 200 and Hong Kong’s Hang Seng Index have each gained nearly 2%. Australian energy shares have gained 6.5% this week, the sector’s strongest performance since the week ending Nov. 20.

Within energy in Japan, JX Holdings Inc.   was up 0.7% while Inpex Corp.  fell 0.6% on Friday.

Of large-cap stocks, medical devices manufacturer Terumo Corp. was up 2.3%, the best performer so far, while utilities firm Kansai Electric Power Co.  was down 3%, the worst performer.

Shares of Mitsubishi Heavy Industries Ltd.  were down 3.9% after the company said Thursday that it would delay delivery of its first commercial jetliner to airline customers by about a year, until 2018. The firm said it had identified several areas requiring further investigation since the airliner’s first flight in November, including a need to strengthen the jet’s airframe.

In China, investors are watching an aggressive buying streak by domestic insurers that has helped push up shares more than 5% this month.

Insurance shares suffered the heaviest losses Friday morning, with China Life Insurance Co. falling 2.3% and New China Life Insurance Co. slipping 2%. Non-ferrous metal and brokerage shares also dropped, weighing on the index.

On Thursday, China’s insurance regulator raised transparency requirements for insurance funds, saying they had to disclose plans to buy stakes up to 5% of listed firms and their sources of funding. The move cooled investor enthusiasm for Chinese blue chips, pushing down the Shanghai Composite by 0.6% the previous session.

Some analysts expect the blue-chip-led rally to last, as stocks with lower valuations may be favored by funds who prefer to invest with a longer-term view.

“At least 600 billion yuan worth of pension funds are expected to enter the equity market next year, in particular to buy up blue-chips,” said Simon Wang, finance director at Guoyuan Securities. “China’s SDR inclusion means more foreign funds may buy up those heavyweight stocks,” he added, referring to the addition of China’s currency to the International Monetary Fund’s elite basket of reserve currencies last month.

By early Friday, the real-estate sector on the CSI 300 benchmark was still down 1.8%. It has rallied 32% this month, compared with 7.5% for the broader benchmark, as insurers have concentrated their purchases among property stocks that pay dividends.

The smaller Shenzhen benchmark closed up 0.4% at 2356.75 at midday Friday.

Overnight, U.S. stocks slipped, put still posted their biggest weekly gains in more than a month, as investors bought energy shares.

 

本文翻譯出自兄弟財經

文章來源:http://stream.marketwatch.com/story/markets/SS-4-4/SS-4-91579/

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