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原文发表于美国时间2020-6-1
美股市场今天早上的走势相对好坏参半。标准普尔500指数期货目前下跌8点,交易价格低于公允价值0.2%。纳斯达克100指数期货下跌42点,交易价格低于公允价值0.4%。道琼斯工业平均指数期货下跌52点,交易价格低于公允价值0.1%。
今天早上股市表现出的好坏参半是由于多种国内外因素所导致的。
香港恒生指数周一上涨3.4%,就目前而言,可以看出投资者对特朗普在周五所发布的消息并不是很担忧(或未曾听到)。
与此同时,亚洲市场因中国5月制造业PMI数据而受到提振。官方制造业PMI数据与财新PMI制造业均在50.0的荣枯线以上,而50.0是增长和收缩的分界线。
欧洲市场同样受益于5月份制造业PMI数据的公布,虽然仍相对较低但高于4月份时的数据。人们预期欧洲央行将在周四的会议后宣布增加债券购买计划的额度。
在国内新闻方面,美国各地在周末出现了因乔治·弗洛伊德之死的抗议活动。许多地方的抗议活动是和平的,但部分地区出现了暴力和破坏财产的行为,而这将妨碍被影响社区的经济恢复。
总体而言,资本市场关注局势的动荡,当并未因此而被掀翻。我们如此判断的客观依据是10年期美国国债收益率上升2个基点至0.67%,美元指数下降0.1%至98.20,而标普500指数期货基本上没有变化。
事情可能会发生变化,但并非没有理由认为资本市场对国内混乱局势的关注是期待这会导致国内通过进一步的经济刺激方案。
这种认知可能提供了部分对市场的支撑,另一个带来支撑的是礼来公司开始一项针对冠状病毒抗体治疗的人体试验的消息。



这篇文章已被翻译成中文。原英文作者Briefing.com。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。
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This article is from Briefing.com and is being posted with Briefing.com's permission. The views expressed in this article are solely those of the author and/or Briefing.com and IB is not endorsing or recommending any investment or trading discussed in the article. This material is for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IB to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.


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