随着人民币连续稳定了三天,大多数亚洲股票都在周二略有恢复,但内地股市仍有震荡。
上证综合指数上涨了0.4%,达到3028.04,但在收盘之前,其波动幅度高达1%。
因投资者担心中国政府无法稳定市场动荡以及经济增长的进一步放缓,中国主要股市在周一下跌了5.3%。
此外,澳大利亚标普200指数下跌了0.1%,南韩综合股价指数基本持平,而香港恒生指数上涨了0.2%。日本市场在周一假日时关闭了市场,而日经指数因地区性损失下跌了2%。
周二,央行引导人民币走弱,但人民币仍保持稳定状态。此前人民币兑美元的报价为6.5682,周一的报价则为6.5626。
在岸人民币可以在报价上下2%的范围内进行交易,最新的交易价为1美元兑6.5733人民币,较周一收盘时的6.5695略有上升。人民币在上周创下了五年来的最低记录。
自年初开始,离岸人民币表现极佳,最新的交易价为6.5705。周一晚间,自由交易的离岸人民币上涨了1.5%,达到6.5827。这有助于缩小离岸人民币和在岸人民币之间的差价,该差价现已达到两个月以来的最小值。
交易员表示,中国国有银行买入在岸人民币,推动在岸人民币上涨,这是中国政府干涉的信号。这限制了在岸人民币的供应量和流动性,这使得香港银行隔夜人民币贷出率达到66.815%。该比例在周一上涨了13.4%。
香港星展银行财富管理解决方案的部门主席 Tommy Ong 表示:“将在岸人民币转入离岸人民币市场的渠道被封锁了很多,这便导致了香港人民币的紧缺。”
该地区的股票逐渐从上周的动荡中恢复过来,因为人民币贬值的速度远高于预期,跌幅已达1.5%。上周,中国证监会宣布暂停熔断机制。
中国股票在三个月内蒸发了十万亿的美元,并引发了全球卖空,因此中国股票仅比去年8月26日的低谷高出3%。上证综合指数较去年6月的最高点下跌了40%。
交易员和分析家认为局势仍然很紧张,因为中国政府所面临的是世界第二大经济体的资本外流增加。
IG 集团市场分析家 Bernard Aw 表示:“目前为止,北京的烦恼仍影响着全球市场的情绪。”
昨晚,道琼斯工业指数出现小幅上涨,涨幅为0.3%。
自2003年以来,美国原油价格首次跌破每桶32美元,主要原因是美元的强势和对中国需求的担忧。油价下跌对能源股票造成了一定的影响,标普500能源股下跌1.8%。
而亚洲布伦特原油则下跌了1.1%至每桶31.51美元。
金价下跌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.
本文翻译由兄弟财经提供
文章来源:http://stream.marketwatch.com/story/markets/SS-4-4/SS-4-93271/