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Kristal每週報導 | 2019年6月17日

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僅15秒?以下內容你需要知道。

 

下文總結了上周全球發生的重要重大事件。

正面

1.因美聯儲抑制降息,所以亞洲股市上漲。

2.金價飆升到了六年來最高。

3.比特幣平穩的攀升到了1萬美元

4.Slack公司選擇了直接上市,並且現在市值230億美元。

負面

  1. 美元在東京交易所跌到了新低。
  2. 美國和伊朗之間的衝突,極有可能會對石油期貨帶來很大的影響。

 

 

正面

1. 因美聯儲抑制降息,所以亞洲股市上漲

你應該知道的一些事

依據彭博社(Bloomberg)的資料顯示,恒生指數則在過去一周的表現優於所有主要指數。香港股市在去年十一月以來又了最大的漲幅,上漲5%。恒生企業指數上漲4.8%。上證綜指也上漲2.6%。盧比兌美元在早盤交易中上漲20便士。

那麼我們應該注意什麼呢

美聯儲溫和派的政策推動,這對亞洲投資者毫無疑問是個好消息。然而,即將召開的20國集團(G20)峰會,可能會給這一局面帶來很大的阻礙,中美的貿易談判將對亞洲股市的未來發揮著舉足輕重的作用。

 

建議閱讀

Asian shares gain, Shanghai up 2.6%, on Fed rate cut talk

 

在美聯儲抑制降息的言論影響下,亞洲大幅股市上漲,上海股市上漲2.6%

 

2. 金價飆升到了六年來最高。

你應該知道的一些事

黃金終於在陽光下再次綻放出光芒,自從2013年9月至今,已達到最高價格每盎司1400美元,截止到今年,已經上漲了10% 。美聯儲近期可能公佈降息的預案,以及中東的石油危機,而這些,則正在推動金價進一步走高。

那麼我們應該注意什麼呢

預示著美聯儲溫和派的前景,美中貿易緊張和美國降息,這些會持續推動黃金的中長期走高。

建議閱讀:

Gold is above $1,400 for first time in years

 

黃金在這些年來首次到達每盎司1400美元的高價

 

3.比特幣平穩的攀升到了1萬美元

你該知道的一些事

近期股市的過山車似乎沒有結束。比特幣等替代貨幣再次佔據市場份額;並將很快達到自從3月18日以來的首次10000美元大關。Facebook(上周推出了自己的加密貨幣“Libra”)和美聯儲的政策,推動了加密貨幣。

那麼我們應該注意什麼呢

隨著美聯儲在七月公佈降息的可能與日俱增,比特幣成為了人們關注的焦點。並且伴隨著各國央行採取降低政府支持的貨幣的價值的措施,替代貨幣往往會走強。確切的說,美聯儲主席鮑威爾(Jerome Powell)表示,美國央行則應該更公開地看待加密貨幣。如果這種情況發生,將會導致加密在全球市場上比之前變得更加合法。

 

建議閱讀 :

Facebook co-founder: Libra currency could give firms excess power

Facebook聯合創始人:Libra貨幣可以給公司帶來更大的空間

 

4. Slack公司選擇了直接上市,並且現在市值230億美元。

你該知道的一些事

科技獨角獸Slack選擇了一條輕而易舉進入股市的路,這個策略似乎對他很有利,Slack公司的股票週四開盤報價為38.50美元,收盤報價為38.62美元。該公司的股票較26美元的參考價格上漲了近50%,市值約為230億美元。 

那麼我們應該注意什麼呢

和矽谷同行們一樣,Slack雖然收入不斷增長,但仍然是一家無利可圖的公司。Slack的收入較去年(二月至四月)增長了67%,總收入為1.348億美元。然而,它的損失也很大,Slack本季度虧損3190萬美元,去年同期虧損2490萬美元。

這家公司之所以能夠負擔得起從而直接上市,正是因為它最近從軟銀(SoftBank)和Accel等投資者那,籌集了10億美元資金。雖然我們已經看到了很多科技公司,今年面臨破產,他們用燒錢來增加收入,這種模式。盈利能力仍是衡量公司可持續性的試金石,儘管直接上市暫時對Slack有利,但以後仍需清除這後的障礙。

建議閱讀:

 

Slack is now worth more than $20 billion

Slack現在市值超過200億美元

 

負面

1. 美元在東京交易所跌至新低。

你該知道的一些事

日本的美元貿易受中東局勢影響,美元匯率在14個月內跌至低谷。上週五收盤時美元從週四的107.67-67日元下跌至107.44-45日元。歐元也下跌,本周交易收於121.54-54元,低於121.64-64元。

那麼我們應該注意什麼呢

在本週四,伊朗擊落了一架美國軍用無人機;出現了美國會報復性攻擊的報導。這樣的報導增長了美元各種拋售,導致美元貶值下跌。由於這是一個無人駕駛的飛行器被擊落,所以專家們預計美國不會為此而開戰;儘管與媒體報導相反。最近幾天,在中東地區出現了一些小規模暴力事件,然而這些動盪只會加劇市場波動。

建議閱讀:

Dollar falls to 14-month low, near ¥107, in Tokyo trading

在東京貿易中,美元創14月以來新低,已接近107日元。

 

2.美國和伊朗之間的衝突,極有可能會對石油期貨帶來很大的影響。

你該知道的一些事

由於各種問題的原因,中東的石油供應一直備受關注。月初的時候,霍爾木茲海峽的兩艘油輪遭到襲擊。上週四,伊朗擊落一架美國的無人機。雖然這些事情絲毫沒有影響石油供應,但無疑加劇了兩國之間的政治惡化;分析人士預測,這很有可能會阻礙石油期貨。

那麼我們應該注意什麼呢

據報導,美國總統特朗普下令攻擊伊朗,然後又取消的報導,在時間發生不久浮出水面,普萊斯期貨集團(Price Futures Group)的市場分析師丹尼爾•弗林(Daniel Flynn)說到,雖然到目前為止,還沒有針對其採取任何軍事行動,但伊朗的這些行為已經激怒了國際社會,“如果美國政府進行強硬的談判,交易夥伴就不會與其做生意。”

現在在中東發生的事件,讓人回想起來80年代末一個簡單的例子,當時雷根總統下令對伊朗海軍設施發動軍事進攻。當時的石油市場波動非常大,如果美國現在決定與伊朗開戰,可以預料到同樣的情況甚至更糟的事情也會發生。霍爾木茲海峽是鑒證了超過全球三分之一的海運,所以石油供應的中斷可能會在全世界引起很多憂慮。

 

建議閱讀:

A ‘tanker war’ with Iran would be more complicated than the 1980s version

與伊朗的“油輪戰爭”,要比80年代的版本更為複雜。

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