亿万富翁Bernard Arnault旗下的法国奢华品牌巨头LVMH集团财富在一天内激增了约170亿美元。这发生在中国宣布采取措施提振经济增长后，这些举措被一些人形容为急需的“强力弹药”，旨在重振市场信心。
中国及香港股市在本周正朝着自2006年以来的最大单周涨幅前进，根据路透社的数据，这一切都得益于意外推出的刺激政策以及中国政府高层强有力的发言。而Bernard Arnault作为LVMH集团主席，在今年财富缩水240亿美元后（据彭博亿万富豪指数显示），于一周四失去了最多亿万富豪的财富头衔；但在同一天结束时，他的净资产突然增加了170亿美元至约2010亿美元，这是他历史上第三大单日增长幅度。这得益于巴黎股市LVMH股价在期待中国领导层成功刺激经济、可能提振奢侈品需求后的大涨将近10%。
值得注意的是，此前LVMH在今年上半年亚洲地区的销售同比下降了10%，占去年总收入的31%，该市场由中国的主导。中国经济放缓影响了许多西方品牌的发展。中国政府正面临多项挑战：消费者支出疲软、房地产市场持续低迷以及地方债务危机加剧等问题。几个月以来，经济学家一直在呼吁中国政府加强措施以提振全球第二经济大国的经济前景，避免增长低于5%的目标。
本周的情况看来有所改观。投资银行摩根大通的研究报告显示，“北京似乎决心快速接连推出刺激政策。”报告还指出，中国领导层对经济严峻形势以及零星干预效果不佳的认识受到了市场的高度评价。
事实上，从周五的数据来看，中国及香港股市的涨幅自2008年以来最高；香港恒生指数本周累计上涨了约12%，而沪深300指数则已上涨超过15%。市场情绪普遍乐观：
– **中国人民银行**在一周前公布了一系列支持企业发展的措施：降低了其主要利率并减少了银行需持有的储备金，释放出更多用于贷款的流动资金。七天逆回购利率下调至1.5%，并且将银行准备金比例调低了半个百分点，大约相当于1万亿元人民币（约1420亿美元）可用于新增贷款。
– **住房市场**得到了一些支撑：中国政府宣布降低现有的按揭贷款，并将第二次购房者最低首付比率从25%降至15%，以刺激房地产市场，许多经济学家认为这是中国经济诸多问题的根源。
专家建议投资者保持谨慎态度，因为稳定房地产市场、该行业曾占经济活动约30%，仍然需要进一步的努力。自2019年起就开始冷却，大约两年后陷入深度衰退，这主要是由于政府对开发商借款进行限制所致。
新闻来源：www.cnn.com
原文地址：French tycoon gains $17 billion from China’s economic stimulus push
新闻日期：2024-09-27
原文摘要：
The billionaire owner of French luxury powerhouse LVMH has seen his wealth inflate by $17 billion dollars in just one day, after China announced fresh moves to restore economic growth that some call the long-awaited “bazookas” needed to revive confidence. Bernard Arnault isn’t the only winner. China and Hong Kong stocks are on track to log their best weekly performances in 16 years, according to Reuters, following the surprise stimulus measures and strong words from the Chinese leadership. Arnault, the chairman of LVMH, started Thursday having lost more wealth this year than any other billionaire, with his fortune having declined by $24 billion due to a slump in the market for high-end goods, according to the Bloomberg Billionaires Index. But by the end of the day, his net worth jumped by $17 billion to $201 billion, the index reported, calling it his third-biggest daily increase ever. That’s after shares in LVMH rallied by just under 10% in Paris on hopes the Chinese leadership would succeed in their efforts to resuscitate the economy, which could bring back demand for luxury goods. LVMH said in July that sales had dropped 10% in the first six months of this year in its Asia region compared to 2023. That market, which accounted for 31% of total revenue last year, is dominated by China. China’s faltering economy had been hurting many Western brands. The country is grappling with a number of challenges, from sluggish consumer spending and a persistent property slump to a mounting debt crisis at local governments. For months, economists had been asking Chinese officials to do much more to boost flagging prospects for the world’s second-largest economy, which was at risk of missing its own 5% target growth rate. This week, they appear to be heeding those calls. “Beijing seems finally determined to roll out its bazooka stimulus in rapid succession,” analysts at investment bank Nomura wrote in a research note on Thursday. “Beijing’s recognition of the severe situation of the economy and lack of success in a piecemeal approach should be valued by markets.” In fact, China and Hong Kong stocks are on track as of Friday to notch their best week since 2008. Hong Kong’s benchmark Hang Seng index has added just over 12% so far this week, while mainland China’s blue-chip CSI300 has gained more than 15%. Markets rally Investors cheered news from Thursday that China’s 24-member Politburo, a top decision-making body, had dedicated its just concluded September monthly meeting to economic issues, which was a deviation from the previous procedure. Chaired by leader Xi Jinping, officials vowed to boost “counter-cyclical fiscal and monetary policies,” to help low- and middle-income citizens and to improve the ailing property market, which is in its fourth year of contraction. The announcement came two days after Pan Gongsheng, governor of the People’s Bank of China (PBOC), unveiled a package of measures to support businesses by cutting one of its main interest rates and reducing the amount of cash that banks need to hold in reserve, which would free up money for lending. The seven-day reverse repo rate was cut from 1.7% to 1.5%. The PBOC also cut the reserve requirement ratio for banks by half a percentage point, which would free up about 1 trillion yuan ($142 billion) for new lending. Pan additionally revealed cuts to existing mortgages and lowered the minimum mortgage downpayment from 25% to 15% for second-time homebuyers to support the ailing property sector, which many economists believe is the root cause of China’s numerous economic woes. However, experts urged investors to be cautious as officials must still come up with ways of stabilizing the property market, which once accounted for as much as 30% of economic activity. It began to cool in 2019 and fell into a deep trough about two years later, after a government-led clampdown on developers’ borrowing.
