中美貿易談判前 亞洲股市普遍上升

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亞洲股市普遍上升,中美貿易高層會談帶來樂觀氣氛

星期一亞洲大部分股市上揚,市場對當天稍後舉行的中美高層貿易會談抱有樂觀態度,尤其是中國通脹數據疲弱,再次凸顯貿易戰對經濟的影響。

科技股成為最大贏家之一,中國互聯網巨頭和南韓半導體製造商均錄得強勁升幅。南韓股市(KOSPI)表現優於區域其他市場,上漲1.7%,延續了自由派政黨勝出總統選舉後上週的反彈勢頭。

日本股市亦錄得強勁升幅,受到第一季度國內生產總值(GDP)數據修訂後收縮幅度大幅縮小的提振。

區域市場在上週五華爾街表現強勁的帶動下開市,當時強於預期的非農就業數據顯示美國經濟具一定韌性。

不過,標普500期貨在亞洲交易時段有所回落,反映市場在貿易會談前趨於謹慎。市場本週還將關注美國的關鍵通脹數據,以及科技巨頭蘋果公司(Apple Inc.)的年度全球開發者大會。

中股於貿易談判前上揚,但疲弱數據帶來壓力

中國內地的滬深300指數和上海綜合指數週一各自上升約0.3%,而香港恆生指數則因科技股強勢大漲1.5%。

中國外交部證實,中美高層貿易會談將於週一在倫敦舉行,此前不到一週,習近平主席與美國總統特朗普進行了罕見的直接通話。

市場希望此次會談能進一步緩和中美貿易衝突,此前雙方已同意在五月中旬暫時大幅削減彼此的貿易關稅。投資者期待能達成更持久的協議。

不過,市場對中國的信心受到疲弱通脹數據的影響,數據顯示本地消費持續疲弱,這很可能是貿易戰所致。消費者物價指數(CPI)通脹連續第四個月收縮,雖然幅度略低於預期,生產者物價指數(PPI)通脹則跌幅超出預期。

即將公布的中國貿易數據預料將進一步揭示美國高關稅對中國經濟的影響。

日本日經指數因GDP數據修訂而上升

日本日經225指數上升1%,東證指數(TOPIX)亦升0.6%,因第一季度GDP數據經修訂後顯示經濟收縮幅度較初步估計小。

最新數據顯示GDP與上一季度持平,且年同比收縮幅度縮小。此修正主要得益於第一季度私人消費的上調,但資本支出則較初步估計放緩。

整體而言,GDP數據反映日本經濟在面對貿易逆風時仍保持一定韌性。日本官員正與美國進行高層談判,並堅持要求日本免受所有美國關稅影響。

亞洲其他市場大致保持樂觀,投資者期待中美貿易戰進一步降溫。

新加坡海峽時報指數上升0.2%,印度Nifty 50指數期貨漲0.1%,預示開市走勢正面。印度股市上週五因印度儲備銀行大幅降息,並指出通脹放緩及經濟增長風險,股市表現強勁。

印度市場焦點則集中於HDFC銀行,該行首席執行官兼董事總經理Sashidhar Jagdishan被一家著名醫院信託指控財務欺詐。

澳洲市場因假期休市。

編輯評論:中美貿易談判的微妙平衡與市場反應

這次中美貿易高層會談前夕,亞洲股市普遍上揚,反映市場對兩國有意緩和貿易緊張的期待。然而,中國通脹數據的疲弱提醒投資者,貿易戰的陰影仍深刻影響實體經濟,特別是消費需求的持續低迷。這種矛盾心態顯示,市場既期待政策層面的改善,也清醒意識到經濟基本面尚未完全復甦。

南韓股市因政治穩定而表現突出,顯示政治因素對市場信心的重要影響。日本GDP數據的修訂則突顯了經濟韌性,但同時也暴露出資本支出疲弱的結構性問題,這可能成為未來增長的隱憂。

投資者在關注中美貿易談判的同時,還需密切關注接下來的通脹數據和大企業動態,如蘋果的開發者大會,這些都可能成為市場新一輪波動的觸發點。

總的來說,亞洲市場的短期樂觀情緒需要以更穩固的經濟數據和持續的政策支持為基礎,才能真正轉化為長期的投資信心。中美雙方若能在關稅問題上達成更具體的協議,將有助於消除市場不確定性,推動區域經濟穩健增長。

以上文章由特價GPT API KEY所翻譯及撰寫。

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