中国大陆股市在本周录得近16年最佳表现,其中上海证券综合指数(CSI 300)上涨了惊人的15.7%,主要得益于中国人民银行采取的多项经济刺激措施。这是自2008年11月14日以来的最大单周涨幅。香港恒生指数在本周也录得了12.75%的增长,创下自1998年以来的最佳表现。
本周五(周五日期请根据实际情况填写),中国大陆股市继续保持上扬态势:CSI 300指报收于3,703.68点,这是约一年内的最高水平;香港恒生指数则收盘在20,586.94点,这是自今年2月后的最高记录。
这一波上涨行情是伴随着中国人民银行将七天逆回购利率从1.7%下调至1.5%,以及金融机构存款准备金率降低0.5个百分点的举措。中国人民银行表示,这些措施旨在为中国经济稳定增长和高质量发展营造良好的货币和金融环境。
然而,股市上涨的同时,中国工业利润数据也呈现出一些变化:8月的工业利润同比下滑了17.8%,这比前一个月4.1%的增长速度有所放缓,并且是五个月来的最快下降速度。今年前八个月大型工业企业盈利同比增长0.5%,达到6.6347万亿元人民币,而去年同期增长率为3.6%。
对于这一系列刺激措施的影响评估还需等待下一批数据的公布。
此外,交易所在交易时间11点左右(美国东部时间周四晚11点)报告称出现“异常且缓慢”的股票拍卖情况。交易所表示正在对此进行调查,信息由谷歌翻译提供。
其他亚太地区市场在周五也普遍上涨,投资者还在评估东京9月的通胀数据——这通常被视为全国趋势的一个领先指标。东京的总体通货膨胀率降至2.2%,比8月份的2.6%有所下降;核心通胀率(剔除新鲜食品价格)则保持在2%的水平。
日本日经指数上涨了2.32%,收于39,829点,这是自7月19日以来的最高值。在7月30日日本央行利率决定后,该指数抹去了所有损失。
广义东证指数上升了0.73%至2,740.94点,在通胀数据公布后。
日元对美元汇率下跌超过1%,随后逆转走强至0.9%,收盘时交易在143.4的位置。在周五的选举中,前防卫大臣石破茂赢得日本执政党的领导权,这意味着他有可能成为日本下一任首相。经济安全保障部长坂崎香织在第一轮投票中的主要候选人支持温和货币政策。
韩国综合股价指数(Kospi)下跌了0.82%,收于2,649.78点;小型股Kosdaq收盘价为774.49点,下降了0.6%。澳大利亚S&P/ASX 200上涨了0.1%,收盘价为8,212.2,距离历史高点(8,246.2)仅有30点之遥。
美国三大主要指数在周一夜盘时均呈现上涨趋势,标普500指数刷新纪录高位,收盘于5,745.37美元。纳斯达克综合指数增加了0.6%,而道琼斯工业平均指数上升了0.62%。美国最新一批经济数据显示就业情况稳定,周初申请失业金人数低于预期。与此同时,第二季度GDP终值未作修订,仍为3%的增长率。
新闻来源:www.nbcnews.com
原文地址:China stocks see best week since 2008 on stimulus impact as most Asia markets rise
新闻日期:2024-09-27
原文摘要:
Chinese markets clocked their best week in almost 16 years as the mainland’s CSI 300 rallied 15.7% this week, buoyed by several economic stimulus measures by the central bank. The last time the index saw a bigger weekly gain was the week ending Nov. 14, 2008. Hong Kong’s Hang Seng index recorded a weekly gain of 12.75%, making it the index’s best week since February 1998, according to FactSet data. On Friday, the CSI 300 climbed 4.47% to close at 3,703.68, its highest level in about a year, while the HSI rose 3.32% and closed at 20,586.94, its highest since February 2023. The rally comes as the People’s Bank of China cut its 7-day reverse repurchase rate to 1.5% from 1.7%, as well as slashed the reserve requirement ratio of financial institutions by 0.5 percentage point. The PBOC said the RRR cut was intended to help “create a good monetary and financial environment for China’s stable economic growth and high-quality development,” according to a statement translated by Google. China also released its industrial profit data for August, which saw a 17.8% plunge year on year. The drop follows a 4.1% year-on-year increase in July, the fastest pace in five months. On a year-to-date basis, profits at large industrial firms grew at 0.5% to 4.65 trillion yuan ($663.47 billion) for the first eight months, compared with 3.6% in the first seven months. As this data is up to August, investors will have to wait for the next batch of data to assess the effects of Tuesday’s stimulus measures. Separately, at about 11 a.m. Shanghai time (11 p.m. Thursday ET), the Shanghai Stock Exchange reported that it was having “abnormal [and] slow transaction” in stock auctions since the market opened at 9:30 a.m. The exchange said in a release that it was investigating the issues, according to a Google translation. Other Asia-Pacific markets also mostly rose Friday, with investors also assessing September inflation numbers from Japan’s capital city of Tokyo, which is widely considered a leading indicator of nationwide trends. Tokyo’s headline inflation rate eased to 2.2%, down from August’s 2.6%. The core inflation rate — which strips out prices of fresh food — in the capital city came in at 2%, in line with expectations from economists polled by Reuters and down from 2.4% in August. Japan’s Nikkei 225 rose 2.32%, closing at 39,829. The index hit its highest since July 19 and has erased all its losses after the July 30 Bank of Japan rate decision. The broad-based Topix rose 0.73% to 2,740.94 after the CPI reading was announced. The Japanese yen weakened more than 1% against the U.S. dollar, before reversing course to strengthen 0.9% to trade at 143.4. The yen strengthened after former defense minister Shigeru Ishiba won the race to lead Japan’s ruling party on Friday, lining him up to become the country’s next prime minister. The leading candidate from the first round of voting was economic security minister Sanae Takaichi, who has advocated for a dovish monetary policy. South Korea’s Kospi fell 0.82%, closing at 2,649.78 while the small-cap Kosdaq closed 0.6% lower at 774.49. Australia’s S&P/ASX 200 climbed 0.10% and ended at 8,212.2, about 30 points away from its all-time high of 8,246.2. Overnight in the U.S., all three major indexes rose, with the S&P 500 hitting a new record following the release of upbeat U.S. economic data. The broad market index climbed 0.40% to 5,745.37, lifted by gains in Micron Technology. The Nasdaq Composite added 0.60%, and the Dow Jones Industrial Average advanced 0.62%. A slate of fresh U.S. economic data also supported the market’s gains, with weekly jobless claims falling more than expected, pointing to a steady labor market. Separately, the final reading of the U.S.’ second-quarter GDP was unrevised at 3%.