周四,亚洲股票继续下跌,市场静待杰克尔逊年会的到来。研讨会将在今天晚些召开。
日经指数追随美国市场的走势,下跌了0.3%,跌至16,551.79点。香港恒生指数下跌了0.2%,上证综合指数下跌了1%,韩国综合指数下跌了0.2%。
整整一个星期,交易员们都关注着美联储主席耶伦将在周五杰克逊霍尔年会上发布的讲话。大家都热切期盼这个世界第一大经济体透露出些许加息的信号。
有些人却认为投资者们对此期望得过于热切。
“我觉得人们对杰克逊霍尔年会脑补得太多了”,盛宝资本市场亚洲宏观策略家Kay Van-Petersen说道。“市场中缺少足够的指引,我认为他们是在自导自演,因为他们需要方向的指引。在我们看来,耶伦没有表态的必要,我认为她会继续保留悬念。”
一夜之间,大宗商品价格下跌,这对大宗商品制造国产生了巨大的影响,如:澳大利亚和马来西亚。澳大利亚标普/ASX 200指数下跌0.2%,富时马来西亚指数下跌0.1%。布伦特原油维持每桶49.05美元不变。
在香港,中国石油巨头承压后收益不佳。中国海洋石油总公司净亏损77亿人民币,随后股价下跌了1.9%,去年上半年的净利润为147亿人民币。中国石油净利润骤减98%后股价下跌了1.1%。中国石化将在未来几天发布收益报告,也许会激起更大的股市动荡。
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,” said Kay 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.
本文翻译由兄弟财经提供
文章来源:http://www.marketwatch.com/story/asian-stocks-slump-as-investors-remain-cautious-2016-08-24