中国日本市场回升 能源股反弹

2015-12-29 15:35:18

中国市场和日本市场周五出现小幅上涨,标志着能源股在一周内会有所反弹。

在上午盘收盘时,上证综合指数上涨0.1%,达到3614.22,而日本日经指数上涨0.2%,达到18820.12。台湾加权指数上涨0.2%,达到8351.07

而香港、澳大利亚、新加坡等其他市场都在圣诞节当天休市并在周四提前关闭市场。

今年大宗商品价格暴跌,拖累了全球能源股和材料股。布伦特原油在周一跌至2004年以来的最低水平。而美国原油在连续下跌三周后,在本周上涨了5.7%,达到38.10美元,但油价在今年内下跌了28%

本周,澳大利亚标普200和香港恒生指数皆上涨了近2%。澳大利亚能源股在本周上涨6.5%,是1120日以来最强势的表现。

上周五,日本能源公司捷信控股的股价上涨了0.7%,而帝国石油公司的股价则下跌了0.6%

而在大盘股中,医疗器械制造商泰尔茂株式会社的股价上涨了2.3%,表现最佳,公共事业公司关西电力的股价则下跌了3%,表现最差。

三菱重工在周四宣布将首架家商用喷气机的发布日期推迟至2018年后,股价下跌了3.9%。公司表示,在11月首次试飞之后,某些地方需要进行进一步研究,包括加强飞机机身等。

而中国的投资者则热衷于购买国内保险公司的股票,因此股价在本月上涨了5%

保险股在周五上午受到重创,中国人民人寿保险公司股价下跌2.3%,而中国人寿保险公司的估计则下跌了2%

周四,中国保监会提高了保险基金的交易要求,要求公布买入股份超过5%的上市公司名单以及资金来源。此举给热衷于中国蓝筹股的投资者泼了一桶冷水,导致上证指数较上一季度下滑了0.6%

国元证券的财务总监 Simon Wang 称:“今年将有6000多亿的保险基金进入股票市场,尤其是蓝筹股。中国的特别提款权意味着更多的国外资金将流入这些重权股。“

截至周五早间, CSI 300基准的房地产版块下跌了1.8%。该版块在本月内上涨了32%,因为保险公司集中购买那些支付红利的房地产股票。

而规模较小的深圳基准在周五收盘时上涨了0.4%,达到2356.75

第二天,美股下跌,但仍为一个月中涨幅最大的一周,因为投资者大量买入了能源股票。

 

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.

 

本文翻译出自兄弟财经

文章来源:http://stream.marketwatch.com/story/markets/SS-4-4/SS-4-91579/

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