隨著人民幣連續穩定了三天,大多數亞洲股票都在週二略有恢複,但内地股市仍有震蕩。
上證綜合指數上漲了0.4%,達到3028.04,但在收盤之前,其波動幅度高達1%。
因投資者擔心中國政府無法穩定市場動蕩以及經濟增長的進一步放緩,中國主要股市在週一下跌了5.3%。
此外,澳大利亞標普200指數下跌了0.1%,南韓綜合股價指數基本持平,而香港恒生指數上漲了0.2%。日本市場在週一假日時關閉了市場,而日經指數因地區性損失下跌了2%。
週二,央行引導人民幣走弱,但人民幣仍保持穩定狀態。此前人民幣兌美元的報價為6.5682,週一的報價則為6.5626。
在岸人民幣可以在報價上下2%的範圍内進行交易,最新的交易價為1美元兌6.5733人民幣,較週一收盤時的6.5695略有上升。人民幣在上週創下了五年來的最低記錄。
自年初開始,離岸人民幣表現極佳,最新的交易價為6.5705。週一晚間,自由交易的離岸人民幣上漲了1.5%,達到6.5827。這有助於縮小離岸人民幣和在岸人民幣之間的差價,該差價現已達到兩個月以來的最小值。
交易員表示,中國國有銀行買入在岸人民幣,推動在岸人民幣上漲,這是中國政府幹涉的信號。這限制了在岸人民幣的供應量和流動性,這使得香港銀行隔夜人民幣貸出率達到66.815%。該比例在週一上漲了13.4%。
香港星展銀行財富管理解決方案的部門主席Tommy Ong表示:“將在岸人民幣轉入離岸人民幣市場的渠道被封鎖了很多,這便導致了香港人民幣的緊缺。”
該地區的股票逐漸從上週的動蕩中恢複過來,因為人民幣貶值的速度遠高於預期,跌幅已達1.5%。上週,中國證監會宣佈暫停熔斷機制。
中國股票在三個月内蒸發了十萬億的美元,並引發了全球賣空,因此中國股票僅比去年8月26日的低谷高出3%。上證綜合指數較去年6月的最高點下跌了40%。
交易員和分析家認為局勢仍然很緊張,因為中國政府所面臨的是世界第二大經濟體的資本外流增加。
IG集團市場分析家Bernard Aw表示:“目前為止,北京的煩惱仍影響著全球市場的情緒。”
昨晚,道瓊斯工業指數出現小幅上漲,漲幅為0.3%。
自2003年以來,美國原油價格首次跌破每桶32美元,主要原因是美元的強勢和對中國需求的擔憂。油價下跌對能源股票造成了一定的影響,標普500能源股下跌1.8%。
而亞洲佈倫特原油則下跌了1.1%至每桶31.51美元。
金價下跌0.1%至每盎司1,095.70美元。
China stocks recover, Asian markets breathe sigh of relief
Shares in Asia mostly recovered Tuesday, as the Chinese yuan stabilized for the third straight day, though trading remained choppy on the mainland stock market.
The Shanghai Composite Index rose 0.4% to 3028.04, but it traded up and down as much as 1% from its previous close.
China’s main stock market fell 5.3% on Monday amid fears that Chinese authorities are unable to stem recent turmoil in its financial markets and a slowdown in the broader economy.
Elsewhere, the Australian S&P/ASX 200 fell 0.1%, South Korea’s Kospi was flat and Hong Kong’s Hang Seng Index rose 0.2%. In Japan, where markets were closed for national holiday Monday, the Nikkei Stock Average tracked Monday’s regional losses, falling 2%.
The Chinese yuan continued to stabilize Tuesday, though the central bank guided the currency slightly weaker. Earlier, Chinese authorities fixed the yuan at 6.5628 per U.S. dollar compared with 6.5626 Monday.
Traders say the offshore yuan has been strengthening as state-owned Chinese banks buy the currency, a sign of intervention by China’s central bank. That has limited the supply of the offshore yuan, tightening liquidity and sending the rate at which Hong Kong banks lend yuan to each other overnight to a record high of 66.815% on Tuesday. The rate jumped to 13.4% on Monday from 4% Friday.
“A lot of channels bringing money from onshore to offshore market have been blocked, which also contributes to the shortage of yuan in Hong Kong,” said Tommy Ong, head of Wealth Management Solutions at DBS in Hong Kong.
China’s onshore yuan, which can trade 2% above or below the fix, last traded at 6.5733 per dollar, weaker than 6.5695 at Monday’s close. The currency reached a five-year low of 6.5956 last week.
The offshore currency hit its strongest level since the beginning of the year on Tuesday, and last traded at 6.5705. Late Monday, the offshore yuan, which trades freely, strengthened by as much as 1.5% to 6.5827 to one U.S. dollar compared with the previous close. That helped narrow the gap between the onshore and offshore yuan to its tightest in two months.
The region’s stock gains Tuesday offer some reprieve after the turmoil of last week, triggered by a faster-than-expected depreciation of the yuan, when the currency fell 1.5%. Stock regulators also came in last week to calm trading, saying they would do away with a circuit breaker that exacerbated selling and extend a ban of large shareholders from selling shares.
Still, China shares are now roughly just 3% above their summer low on Aug. 26, after a three-month rout wiped trillions of U.S. dollars from the market and sparked a global selloff. The Shanghai Composite is off more than 40% from its June peak.
Traders and analysts say they remain on edge, as Chinese authorities contend with the prospect of increasing capital outflows from the world’s second largest economy.
“For now, it may seem like the tweaks that Beijing makes will continue to affect global market mood,” wrote Bernard Aw, market analyst at brokerage IG, in a morning note.
Overnight, the Dow Jones Industrial Average eked out a gain, rising 0.3%, after stocks veered between gains and losses throughout the session.
Oil prices in the U.S. dropped below $32 a barrel for the first time since 2003, pummeled by a stronger dollar and worries over Chinese demand. The slide battered shares of energy companies, with S&P 500 energy stocks down 1.8%.
Brent crude oil, the international benchmark, fell 1.1% to $31.51 a barrel in Asia.
Gold prices were off 0.1% at $1,095.70 a troy ounce. They have bounced by more than 3% year to date as investors seek haven assets amid the China volatility.
本文翻譯由兄弟財經提供
文章來源:http://stream.marketwatch.com/story/markets/SS-4-4/SS-4-93271/