週四,亞洲股票繼續下跌,市場靜待傑克爾遜年會的到來。研讨會將在今天晚些召開。
日經指數追隨美國市場的走勢,下跌了0.3%,跌至16,551.79點。香港恒生指數下跌了0.2%,上證綜合指數下跌了1%,韓國綜合指數下跌了0.2%。
整整一個星期,交易員們都關註著美聯儲主席耶倫將在週五傑克遜霍爾年會上發佈的講話。大家都熱切期盼這個世界第一大經濟體透露出些許加息的信號。
有些人卻認為投資者們對此期望得過於熱切。
“我覺得人們對傑克遜霍爾年會腦補得太多了”,盛寶資本市場亞洲宏觀策略家Kay Van-Petersen說道。“市場中缺少足夠的指引,我認為他們是在自導自演,因為他們需要方向的指引。在我們看來,耶倫沒有表態的必要,我認為她會繼續保留懸念。”
一夜之間,大宗商品價格下跌,這對大宗商品制造國產生了巨大的影響,如:澳大利亞和馬來西亞。澳大利亞標普/ASX 200指數下跌0.2%,富時馬來西亞指數下跌0.1%。佈倫特原油維持每桶49.05美元不變。
在香港,中國石油巨頭承壓後收益不佳。中國海洋石油總公司淨虧損77億人民幣,隨後股價下跌了1.9%,去年上半年的淨利潤為147億人民幣。中國石油淨利潤驟減98%後股價下跌了1.1%。中國石化將在未來幾天發佈收益報告,也許會激起更大的股市動蕩。
Asian stocks slump as investors remain cautious
Shares in Asia were mostly lower Thursday, with markets cautious ahead of the U.S. Federal Reserve’s Jackson Hole symposium — which starts later in the trading day — sidelining investors.
The Nikkei Stock Average NIK, -0.21% was down 0.3% at 16,551.79 points, tracking declines in the U.S. market. The Hang Seng Index HSI, +0.31% was down 0.2%, the Shanghai Composite Index SHCOMP, -0.86% was 1% lower and the KospiSEU, +0.04% was 0.2% lower.
As has been the case all week, traders are focused on what U.S. Fed Chairwoman Janet Yellen will say at her speech at Jackson Hole on Friday, where many hope for a glimmer of guidance as to when the world’s biggest economy will next raise interest rates.
Some, however, say that even the expectation of guidance is too hopeful.
“I think people are reading way, way too much into Jackson Hole,” saidKay Van-Petersen, Asia macro strategist at Saxo Capital Markets. “There’s a lack of direction generally in the market and I think people are almost creating scenarios because they want direction. From our perspective, it just does not make sense for Yellen to posture [to one side or the other]; I think she’ll just keep the options open.”
Declines overnight in the commodities sphere weighed on the big commodities producing countries, such as Australia and Malaysia. Australia’s S&P/ASX 200XJO, -0.38% was down 0.2% and the FTSE Bursa Malaysia FBMKLCI, +0.19% was 0.1% lower. Brent, the global oil benchmark, was unchanged at $49.05 a barrel.
In Hong Kong, the shares of Chinese oil majors came under pressure after releasing disappointing earnings. Cnooc Ltd. 0883, -0.21% was trading down 1.9% after the company posted a 7.7 billion yuan net loss, compared with a 14.7 billion yuan net profit in the first half last year. PetroChina Company Ltd. 0857, -0.76% shed 1.1% of its value after its net profit plunged 98%, to 531 million yuan ($80 million), in the six months ended June 30 compared with the first half of 2015. China Petroleum & Chemical Corp. SNP, -0.24% 0386, +0.89% is due to report in coming days, which could spark more stock turbulence.
本文翻譯由兄弟財經提供
文章來源:http://www.marketwatch.com/story/asian-stocks-slump-as-investors-remain-cautious-2016-08-24