黄绍山:特朗普“修正”美国股市
关键字:美国股市
昨日10月10日,在特朗普发表了相关言论后,美国股市遭遇了滑铁卢般暴跌,截止昨日收盘,道琼斯指数跌幅为3.15%,标普500指数跌幅为3.29%,纳斯达克指数跌幅高达4.08%,令到美股能够如此狼狈就只有美国总统特朗普一人了。
特朗普再批美联储
特朗普当天在宾夕法尼亚州参加集会活动前,言辞激烈地批评美国联邦储备委员会货币政策过于紧缩,并直言美联储已经“疯了”。对于特朗普多次公开批评美联储的加息政策也不是第一次的事情,但同时他也打破了长期以来白宫避免讨论货币政策的传统,引发外界对此总统是否可能干涉到美联储的独立性引起争议。
全球股市应声下跌
美国三大指数全面应声下跌过后,今天早上亚洲股票市场也是同样如此,日内A股上证指数跌幅为5.22%,深证指数跌幅更是到6.07%,不论我们的A股,恒生指数,台湾市场方面,还是日本的日经指数,以及韩国市场都是一片绿油油的版面,由于美国股市的大跌欧洲市场方面当然也无法逃脱这种命运,可以说今天是全球股市的黑色星期四。
大田环球黄绍山认为,本次美国股市大跌主要原因也是由于特朗普发言,有一定程度令市场认为特朗普说的话正确,美联储货币政策过于紧缩,以致市场担忧资金离场,导致美股大跌,但是我认为这个可能性是十分之低的,因为我们注意到一个问题,昨天在特朗普发言过后,美国股市如果真的由于恐慌资金离场大跌,那么理论上资金应当回流至美国国债上,但昨日美国国债在特朗普发言后并未有明显上涨的情况出现。
再加上从新闻方面了解到特朗普的支持率越来越低的情况下,市场更大的情况是担忧美国总统特朗普真的出手干预美联储,而令美国经济出现不稳定的情况出现,这就能解释道为什么美股下跌资金离场好,却没有回流到美国国债避险当中,那么这笔资金较为明显是回流至至非美货币市场,令昨日的欧元,英镑和日元等都有不同程度的升幅,总体来看这位美国总统特朗普是越来越让美国人民感到担忧啊。
本文来源: 大田环球贵金属
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