周三,地区性股票的抛售再起,香港股票突破了三年半以来的最低点,而日本日经指数自近日的最高点下跌了20%。
与此同时,为了缓解中国经济增长的放缓和低迷的市场,北京采取了一系列激励措施,但地区性股票的和油价的下跌抵消了他们的努力。
香港恒生指数下跌3.7%,达到18920.8。这是2012年7月以来,首次跌破19,000点。
日经平均指数下跌2.2%,至16681.33,自6月的最高点下降了21%。
南韩综合指数下跌2.4%。上证综合指数下跌0.14%。澳大利亚标普200指数下跌1%,至4852.2,较4月以来的最高点下降了19%。
与此同时,港币兑美元的汇率为7.8228,跌破2007年以来的最低点。
在亚洲交易时间的上午,油价进一步下跌,跌破每桶30美元。交易员和分析家们认为,投资者都在密切关注中国的一举一动。早些时候中国政府引导在岸人民币走强,但尚未采取降低银行存款准备金利率这类的大动作。
周二,中国公布去年的经济增速为6.9%,是25年来表现最差的一年。
券商里昂证券的销售交易员罗伯特·莱文认为:“油价即将跌破28美元,没有人愿意在这个时候买入。所有的石油产品都受到了冲击。”
布伦特原油下跌了0.8%,达到每桶28.52美元。美国原油期货在一夜之间下跌3.3%,达到28.46美元,这是2003年以来的最低点。
亚洲能源股受到了压力:澳大利亚能源股下跌了2.6%。香港能源股下跌4.8%,而中国石油骤跌4.8%。
中国股票也出现了下跌趋势。自年初至今,上证综合指数下跌16%。
另一项担忧是新股的发行,因为这会降低原有股票的估值。
在周二收盘之后,中国证监会宣布批准了七只股票的 IPO,结束了去年夏天股票暴跌导致的历时四个月的 IPO 冻结。这七只新股将以每天一只的速度在上海证交所和深圳证交所上市,并在春节之前完成。新股上市是年初中国股票大跌的原因之一。
中国人民银行在周二收盘后宣布,将向市场注入6000亿人民币以满足中期流动性需求,但中国的情绪仍然很紧张。注资行动将在2月7日的春节长假之前完成。
莱文认为,中国政府可能在市场稳定之后才宣布宽松政策。投资者们热切地期望中国在春节之前降低存款准备金率。他们很可能空欢喜一场,因为中国央行还在静观其变。
汇率方面,在1月6日中国人民银行引导人民币走强之后,离岸人民币兑美元的汇率上涨了0.1%。在岸人民币允许在央行每日报价的上下2%的范围内进行交易。
日元兑美元汇率上涨0.1%至117.47日元,这给日经指数带来了压力。日元走强会降低日本出口产品的竞争力。
美股呈小幅上涨。
金价上涨0.1%至每盎司1089.80美元。
Hong Kong stocks hit 3½-year low; Japan nears bear market
Hong Kong stocks hit a three-and a-half low while Japan’s Nikkei fell to more than 20% below its most recent high, as this year’s selloff in regional stocks resumed on Wednesday.
Fresh lows in the region came amid another drop in oil prices that offset hopes Beijing will roll out stimulus to boost China’s slowing economy and depressed markets.
The Hang Seng Index HSI, -3.78% fell 3.7% to 18920.8. That put it below 19,000 for the first time since July 2012.
The Nikkei Stock Average NIK, -3.71% was down 2.2% to 16681.33, off 21% from its recent closing high in June. Japan’s Nikkei is on track to close in bear-market territory, defined as a drop of at least 20% from a recent peak.
The South Korea’s Kospi SEU, -2.34% fell 2.4%. The Shanghai Composite IndexSHCOMP, -1.28% was down 0.14%. Australia’s S&P/ASX 200 XJO, -1.26% fell 1% to 4852.2, down 19% from its recent high in April.
Meanwhile, the Hong Kong dollar fell to its weakest level since 2007 — HK$7.8228 against the U.S. dollar.
Oil prices slipped further below $30 a barrel in the Asian trading morning. Traders and analysts say investors were also nervously watching China, where authorities guided the yuan stronger against the U.S. dollar earlier onshore, but have yet to announce major stimulus, such as a cut to banks’ reserve requirement ratios.
On Tuesday, China posted the weakest annual pace of growth in a quarter century, with a 6.9% expansion last year.
“No one really wants to step in to buy yet,” with oil dipping below $28 a barrel, said Robert Levine, sales trader at brokerage CLSA. “All the oil plays are getting hit.”
Brent crude oil was last down 0.8% at $28.52, giving up earlier gains. U.S. oil futures fell 3.3% at $28.46 a barrel overnight, the lowest level since September 2003. The Tuesday session in the U.S. was the first since sanctions were lifted against Iran, raising worries that it will increase its supply amid a flooded market.
Energy shares in Asia felt the pressure: The sector in Australia slipped 2.6%. It was down 4.8% in Hong Kong, with PetroChina Co. Ltd. 0857, -6.22% plunging 5.1%.
Chinese shares were turning lower, too, after flitting near flat most of the morning. The Shanghai Composite Index is down 16% year to date, after rallying Tuesday amid expectations that authorities will introduce fresh monetary stimulus.
One worry weighing on local sentiment is the onset of new shares, which can depress valuations of existing shares.
The country’s securities regulator said late Tuesday after the market closed that it had approved seven new initial public offerings, ending a four-month IPO freeze that began during the $5 trillion stock market rout last summer. All seven listings will be completed on the Shanghai and Shenzhen stock exchanges before China’s Lunar New Year holiday at a pace of one per day. Concern about new shares was part of the reason China’s stock market sold off steeply earlier this year.
The mood was nervous in China, even after the central bank said Tuesday after markets closed that it would inject 600 billion yuan of funds into the market to meet medium-term liquidity demand. The move came before the weeklong Lunar New Year holiday starting Feb. 7, ahead of which locals draw down from their deposits.
The Chinese authorities likely haven’t announced easing because they first want markets to stabilize a bit, said Levine. Investors are talking about a possible reserve requirement ratios cut before the Chinese New Year. But, “instead of wasting all their bullets... [the central bank] wants to wait.”
In currencies, the offshore Chinese yuan traded up 0.1% against the U.S. dollar, after the central bank guided the currency onshore to its strongest level against the U.S. since Jan. 6. Onshore, it is allowed to trade 2% above or below the bank’s daily “fix.”
The Japanese yen was up 0.1% at ¥117.47 to one U.S. dollar, pressuring the Nikkei. A stronger Japanese yen makes Japanese exporters less competitive.
Overnight, U. S. stocks eked out modest gains.
Gold prices gained 0.1% to 1089.80 a troy ounce.
本文翻译由兄弟财经提供
原文地址:http://www.marketwatch.com/story/hong-kong-stocks-hit-312-year-low-japan-nears-bear-market-2016-01-19