???? 據(jù)彭博社3月31日報(bào)道,多數(shù)亞洲股市在本季度最后一個(gè)交易日上漲,因投資者期待美國出臺(tái)更多刺激措施,同時(shí)對公債收益率的上行支撐力保持警惕。要知道,美國10年期基準(zhǔn)利率觸及14個(gè)月高位。
????澳大利亞和香港股市上漲,日本股市下跌。美國股市方面,銀行股上揚(yáng),但標(biāo)準(zhǔn)普爾500指數(shù)收低,公用事業(yè)股和消費(fèi)必需品股走弱。
????美元連續(xù)第二天走強(qiáng),十年期國債收益率一度飆升至1.77%,隨后回落,金價(jià)跌破每盎司1700美元,創(chuàng)下數(shù)月低點(diǎn)。石油價(jià)格在歐佩克+4月1日會(huì)議之前停止了為期兩天的上漲。
????投資者正在關(guān)注美國經(jīng)濟(jì)增長反彈的進(jìn)程及其對通脹的可能影響,擔(dān)心債券收益率再度上升,在股市接近歷史新高之際沖擊股市。美國關(guān)鍵的就業(yè)數(shù)據(jù)將于本周末公布。國際貨幣基金組織下周將上調(diào)全球經(jīng)濟(jì)增長預(yù)期。
????紐約人壽投資公司投資組合策略師勞倫?古德溫(Lauren Goodwin)在一份報(bào)告中表示:"我們認(rèn)為,隨著獲利增長,經(jīng)濟(jì)預(yù)期的改善成為現(xiàn)實(shí),股市反彈和周期性輪動(dòng)還有繼續(xù)的空間。”
????在其他方面,維亞康姆哥倫比亞廣播公司(ViacomCBS)和Discovery的股價(jià)上漲,而與Archegos大宗交易相關(guān)的中國企業(yè)的美國存托憑證(adr)也出現(xiàn)上漲。
????王佳晶 摘譯自 彭博社
????原文如下:
????Asia Set for Mixed Open; Oil Drops, Dollar Gains: Markets Wrap
????Most Asian stocks look set to gain on the last trading day of the quarter as investors look to more U.S. stimulus, while wary of upward pressure on bond yields. Rates on the U.S. 10-year benchmark touched a 14-month high.
????Futures rose in Australia and Hong Kong, and dipped in Japan. The country’s biggest bank joined a growing list of global financial firms to take a hit from the forced unwinding of bets by Bill Hwang’s Archegos Capital Management. In the U.S., bank shares rallied, but the S&P 500 Index closed lower on weakness in the utilities and consumer staples sectors.
????The dollar strengthened for a second day and gold slipped below $1,700 per ounce to multi-month lows. Oil halted a two-day rally before the April 1 meeting of OPEC and its allies. Ten-year Treasury yields jolted as high as 1.77% before subsiding.
????Investors are watching the course of the U.S. growth rebound and its possible impact on inflation, wary of a renewed rise in bond yields hitting stocks as they approach fresh record highs. President Joe Biden is expected to unveil a large infrastructure and jobs package Wednesday, and key jobs data are due at the end of the week. The International Monetary Fund will upgrade its forecast for global economic growth next week.
????“We believe that the equity market rally and cyclical rotation have room to run as improving economic expectations make their way to reality via earnings growth,” Lauren Goodwin, portfolio strategist at New York Life Investments, said in a note.
????Elsewhere, ViacomCBS and Discovery shares rose, while the American depositary receipts of Chinese companies linked to the Archegos block trades also posted gains.
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