
香港房地产市场重新显示出活力,九龙一住宅用地以近五年来最高价格成交,而该市的养老基金尽管九月出现挫折,仍实现了稳健增长。与此同时,全球投资者在美国国债收益率飙升至数十年最高水平后,重新回流中国股票。以下是本周受到市场关注的部分数据。
Hong Kong’s property market showed renewed strength as a Kowloon residential site fetched its highest price in nearly five years, while the city’s pension funds posted solid gains despite a September setback. Meanwhile, global investors returned to Chinese equities after years of caution, as US Treasury yields surged to multi-decade highs. Here are some of the figures that have drawn the most market attention this week.
中国交通运输部数据显示,七天的国庆黄金周期间,全国跨地区客运量为21.4亿人次,日均3.06亿人次,同比增长0.7%。
China recorded 2.14 billion cross-regional passenger trips during the seven-day National Day holiday, averaging 306 million journeys a day, up 0.7 per cent from a year earlier, according to the Ministry of Transport.
据央视报道的国家电影局数据,假期票房为11.65亿元人民币,同比下降36.5%,但今年的假期比去年少一天。
The holiday box office fell 36.5 per cent to 1.165 billion yuan from a year earlier, according to National Film Administration data reported by CCTV, though this year’s holiday was one day shorter than last year’s.
基准美国10年期国债收益率周三升至5.36%,创24年来最高水平,油价上涨和通胀担忧持续导致政府债券再度抛售。
The benchmark US 10-year Treasury yield climbed to 5.36 per cent on Wednesday, its highest level in 24 years, as rising oil prices and persistent inflation concerns triggered another sell-off in government bonds.
30年期国债收益率同样触及24年高点5.7%,尽管随后规模达390亿美元的10年期国债拍卖帮助缓解了抛售压力,表明更高的收益率正在吸引投资者回流市场。
The 30-year yield also reached a 24-year high of 5.7 per cent, although a strong US$39 billion auction of 10-year notes later helped ease selling pressure, suggesting that higher yields were attracting investors back into the market.
香港强制性公积金计划在今年前九个月实现投资收益969亿元港元(约123.4亿美元),平均回报率为6.2%,该数据由MPF Ratings于周三公布。
Hong Kong’s Mandatory Provident Fund generated HK$96.9 billion (US$12.34 billion) in investment gains over the first nine months of the year, delivering an average return of 6.2 per cent, according to MPF Ratings on Wednesday.
尽管九月份出现挫折——该市强制性退休计划在382只投资基金中亏损251亿元港元,跌幅为1.47%,但仍实现了收益。
The gains came despite a setback in September, when the city’s compulsory retirement scheme lost HK$25.1 billion, or 1.47 per cent, across its 382 investment funds.
美国银行表示,全球主动长期持有基金已将对中国股票的配置提升至基准中性水平,结束了四年的低配状态。
Global active long-only funds have raised their allocations to Chinese equities to benchmark-neutral levels, ending four years of underweight positioning, according to Bank of America.
这一变化在近2800只管理着5620亿美元中国股票的基金中都有体现,表明投资者重新关注那些估值较低的投资机会以及与人工智能相关的技术发展。不过,分析师们提醒称,这一现象并不一定意味着市场趋势会转向乐观(即市场会开始上涨)。
The shift, observed across nearly 2,800 funds managing US$562 billion in Chinese stocks, reflects renewed interest in relatively cheap valuations and artificial intelligence opportunities, although analysts cautioned that it did not necessarily signal a bullish turn.
根据香港土地部门的消息,Kerry Properties周二以43.1亿港元(约合5.49亿美元)的价格收购了何文田的一块住宅用地,这是近五年来九龙地区住宅用地的最高收购价格。
Kerry Properties acquired a residential plot in Ho Man Tin for HK$4.31 billion (US$549 million), according to Hong Kong’s Lands Department on Tuesday, the highest price paid for a residential site in Kowloon in nearly five years.
该地块位于发康街(Fat Kwong Street),其每平方英尺的成交价格为20,738港元,这反映了开发商对优质住宅用地的强烈需求——因为他们预计豪华住宅的市场需求依然旺盛。
The Fat Kwong Street site fetched HK$20,738 per square foot of gross floor area, reflecting developers’ renewed appetite for prime residential land amid expectations of resilient demand for luxury homes.