黃金連漲,公共衛生事件重創亞洲市場
關鍵字:公共衛生事件重創亞洲市場
2月21日,現貨黃金連續走強並創下歷史新高,而美元指數則從近年高位回落,同時由於公共衛生事件的影響,市場資金從亞洲市場流出,日元兌美元出現大幅下跌,估計可能出現近年來的最大跌幅。
由於日本國內經濟資料疲軟,加上圍繞全球公共衛生事件所造成經濟影響的擔憂加劇,日元連續兩日遭遇大規模拋售,跌至去年4月以來的最低水準,令投資者懷疑日元是否仍為避險貨幣。美元兌日元過去兩個交易日暴漲逾2%,創2019年4月25日以來新高至112.220。
韓聯社報導,週五韓國確認52個新增病例,確診總數達到156例,拉高對於全球公共衛生事件的警報。鑽石公主號郵輪的乘客中有兩名死亡病例,兩名回到澳洲的乘客檢測結果也呈陽性。
外資司司長宗長青認為,全球公共衛生事件影響今年1月已經開始顯現;預計二月、三月乃至一季度,影響將更加明顯。但從長遠和總體上看,我國吸收外資的綜合競爭優勢沒有改變,大多數跨國公司投資中國的信心和戰略沒有改變。。
美國上周初請失業金人數僅小幅上升,表明勞動力市場仍繼續保持強勁,在全球公共衛生事件帶來風險和企業投資疲弱之際,這會有助於支撐經濟。
美聯儲1月政策會議紀要也顯示,政策制定者“預計經濟將繼續以溫和步伐增長”,但表示擔憂全球公共衛生事件可能給經濟帶來的風險。
大田環球指出,近期全球公共衛生事件有蔓延趨勢,可能繼續打壓市場情緒,意味著美元的強勢還將保持一段時間。亞洲貨幣分分貶值,也帶動了對美元的支持。
雖然近期美股保持了強勢,但工業和能源板塊的股票表現並不算好,這也意味著市場對實體經濟還是有所擔憂。這也不難解釋為什麼黃金跟著美元一起漲,事實上黃金大漲背後正是反應了市場對經濟放緩的擔憂。
本文來源: 大田環球貴金屬
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