
全球市场正在寻找方向,科技股波动、油价飙升以及美国银行业绩的混合信号交织在一起,而所有人的目光都聚焦在将于周三公布的美国通胀数据上。
Global markets are searching for direction with tech stock volatility, surging oil prices, and mixed signals from American bank earnings, while all eyes turned to the US inflation data to be released on Wednesday.
由于能源成本上升,美国通胀预计将加速,这将为美联储未来可能的货币政策路径提供洞察。货币市场估计显示,美联储本月维持利率的可能性为78%。中东持续的地缘政治紧张局势继续削弱风险偏好。
The US inflation, which is expected to accelerate due to rising energy costs, will give insight into the Federal Reserve’s potential monetary policy pathway moving forward. The Fed is 78% likely to maintain its rates this month, money market estimates show. Ongoing geopolitical tensions in the Middle East continue to dampen risk appetite.
周三,12月交割的布伦特原油因也门胡塞武装对沙特阿拉伯的袭击而上涨0.6%,至每桶106.3美元。
December-delivery Brent crude is up 0.6% at $106.3 a barrel on Wednesday following a Yemeni Houthi militias’ attack on Saudi Arabia.
与此同时,纽约联储主席约翰·威廉姆斯表示,他仍认为银行应在今年再次加息,但此后将不再需要进一步加息,并预计明年通胀将显著下降。
Meanwhile, New York Fed President John Williams said he still thinks the bank should hike rates once more this year but no further rate hikes will be necessary, expecting inflation to decline significantly next year.
威廉姆斯发表讲话后,美国10年期国债收益率下降了一个基点,至5.21%。
The US 10-Year Treasury bond yield dropped by one basis point to 5.21% following Williams’ statements.
美元价值下跌0.1%,至102.2;金价下跌0.1%,至每盎司4,158美元。
The US dollar declined 0.1% in value to 102.2, while gold dropped 0.1% to $4,158 per ounce.
欧佩克集团9月份的日均原油产量环比增加92万桶,总量达到近2010万桶,导致对今年全球石油需求增长的下调以及对明年需求增长的上调。
The daily crude oil production by the OPEC group rose 920,000 barrels month-on-month in September, totaling nearly 20.1 million barrels, leading to a downward revision of global oil demand growth for this year and an upward revision for next year.
国际货币基金组织(IMF)表示,在债务负担沉重的时期,借贷成本上升正对公共财政造成日益增长的压力,敦促实施财政紧缩措施。由于芯片制造商股票出现广泛抛售,纽约证券交易所交易走低。
The International Monetary Fund (IMF) said rising borrowing costs in a period of high debt burdens exert mounting pressure on public finances, urging fiscal consolidation measures to be implemented. The New York Stock Exchange traded negatively due to a broader selloff in chipmaker stocks.
美光科技股下跌3.6%,SK海力士下跌3.2%,AMD下跌1.9%,西部数据股票下跌1.6%。另外,多家主要美国银行公布了财务业绩。摩根大通的利润和收入未达预期,其股价下跌近1%。
Micron Technology shares dropped 3.6%, SK Hynix fell 3.2%, AMD declined 1.9%, and Western Digital’s shares were down 1.6%. Separately, major US banks reported their financial results. JPMorgan Chase’s profit and revenue fell short of expectations, while its shares dropped by nearly 1%.
花旗集团股价在盈利和收入超出预期的情况下仍下跌5.6%,而高盛股价下跌0.2%。
Citigroup shares contracted 5.6% despite profit and revenue exceeding estimates, while Goldman Sachs shares fell 0.2%.
富国银行的利润好于预期,但收入未达预期,导致其股价下跌3.1%。
Wells Fargo posted better-than-expected profits but its revenue did not meet expectations, losing the bank 3.1% in stock value.
与此同时,美国9月份现有房屋销售增长1.5%,好于预期的0.8%下降。
At the same time, US existing-home sales grew 1.5% in September, beating expectations of a 0.8% decline.
道琼斯工业平均指数下跌0.35%,纳斯达克综合指数下降0.15%,而标普500指数周二持平。美国股指周三开盘呈上升趋势。欧洲股市也因科技股下跌而出现抛售。
The Dow Jones Industrial Average fell 0.35% and the Nasdaq Composite declined 0.15%, while the S&P 500 traded flat on Tuesday. American indexes started Wednesday on a positive trend. European stock markets also saw selloffs amid tech stock declines.
荷兰芯片制造商ASML股价下跌4.1%,德国科技公司英飞凌股价下降2.6%,艾迈斯半导体股价下跌3.4%,苏斯微特股价下跌3.5%。
Dutch chipmaker ASML’s shares dropped 4.1%, German tech firm Infineon’s shares declined 2.6%, Aixtron shares fell 3.4%, and Suss Microtec shares contracted 3.5%.
德国宝马第三季度全球销量下降6.3%至551,072辆,原因是中国销量下降,但该车企股价周二收盘上涨2.4%,受欧洲电动汽车需求带动。
Germany’s BMW posted a 6.3% drop in global sales in the third quarter to 551,072 units as sales in China declined, but the carmaker’s shares closed Tuesday up 2.4%, led by the European electric vehicle (EV) demand.
德国消费者价格指数(CPI)环比上涨0.6%,同比上涨3.3%,符合预期。
Germany’s consumer price index (CPI) rose 0.6% on a monthly basis and 3.3% year-on-year, within estimates.
英国富时100指数下跌0.06%,而德国DAX 40指数和法国CAC 40指数均下降0.07%。意大利富时MIB 30指数持平。欧洲股指周三开盘呈混合趋势。然而,临近收盘时,亚洲股市整体呈上涨态势。
The UK’s FTSE 100 fell 0.06%, while Germany’s DAX 40 and France’s CAC 40 declined 0.07%. Italy’s FTSE MIB 30 traded flat. European indexes started Wednesday on a mixed trend. Near the close, however, Asian equity markets traded mostly higher.
中国生产者价格指数(PPI)年比上涨5%,为2022年6月以来的最大涨幅,高于预期的3.8%。能源价格上涨推动了这一涨幅,同时表明中国经济正逐步摆脱通缩压力。
China’s producer price index (PPI) rose 5% on an annual basis, marking its fastest rise since June 2022, and rising above the 3.8% estimate. Rising energy prices contributed to the rise, while signaling that the country’s economy is gradually moving away from deflationary pressures.
中国居民消费价格指数(CPI)本月年比上涨0.9%,较8月温和加速,但低于预期,表明国内需求仍然疲弱。
China’s CPI rose 0.9% on an annual basis this month, accelerating moderately compared to August but coming in below estimates, revealing that domestic demand remained sluggish.
与此同时,中国出口和进口均超出预期,分别增长36.3%和31%,增速较8月有所加快。
At the same time, China’s exports and imports surged above expectations by 36.3% and 31%, respectively, gaining momentum compared to August.
分析人士表示,中国经济决策者可能不得不实施进一步的政策支持,以实现短期和长期增长目标。
Chinese economic policymakers may have to implement further policy support to reach short- and long-term growth targets, analysts say.
9月29日,中国人民银行将三家政策性银行的一年期贷款利率下调了25个基点。
The People’s Bank of China cut the one-year lending rates of three policy banks by 25 basis points on Sept. 29.
周三收盘前后,韩国综合股价指数上涨1.2%,日本日经225指数上涨0.9%,香港恒生指数上涨0.2%,而中国上证综指则基本持平。
Near the close of trading on Wednesday, South Korea’s Kospi rose 1.2%, Japan’s Nikkei 225 gained 0.9%, and Hong Kong’s Hang Seng was up 0.2%, while China’s Shanghai Composite traded flat.