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Kristal財經快訊|2020年02月17日

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每週財經快訊

Kristal A.I 為你簡短回顧上週全球金融市場的焦點大事,助您了解國際財經動態,擴大具備市場前瞻性的投資眼界。

  • 疫情對美國影響暫時有限,標普500及納指升0.2%
  • OPEC或減產托市,油價全周漲3.4%
  • 中國復工難題,衝擊全球汽車產業鏈
  • 白宮考慮將投資資金免稅,鼓勵投資股市

OPEC或減產托市,油價全周漲3.4%

原本被許多投資人視為「夢魘」的武漢肺炎疫情,對投資市場的衝擊並沒有市場預期的大,美股甚至在十二日創下歷史新高紀錄;綜合各機構的看法,在「經濟基本面」、「財報表現」及「國際資金充沛」三大支持力道之下,武漢肺炎對全球股市之影響屬於短暫的,中長期仍呈現偏多。

股市14日持平,但隨著華爾街消化最新一批的消費者數據和財報,股市本周仍呈上漲。美國零售銷售連續4個月上升,1月升0.3%,符市場預期,帶動主要零售股向好。

美股個別發展,有報道指美國政府將為低收入人士提供資助,以投資股票市場,推動股市表現。晶片製造商NVIDIA及網上旅遊產品平台Expedia Inc業績造好,股價分別升7%及11%。標準普爾500指數升6.22點或0.2%,報3,380.16點。納斯達克指數升19.21點或0.2%,報9,731.18點。道瓊斯工業指數跌25.23點或0.1%,報29,398.08點。

OPEC或減產托市,油價全周漲3.4%

市場預期新冠肺炎疫情對經濟的影響可能只屬短暫,並憧憬中國可能進一步推出刺激措施,以應對經濟放緩;同時,市場關注石油輸出國組織(OPEC)可能減產,以限制供應過剩,故油價回穩。

紐約期油上升1.2%,本周累積升3.4%。倫敦布蘭特期油高收1.7%,本周累計升逾5%。中國對原油需求仍然強勁,紓緩市場對新冠病毒疫情衝擊中國經濟的陰影,國際油價周五收市上揚,6周以來首次錄得單周升幅。

紐約3月期油收市升63美仙或1.2%,每桶報52.05美元,本周累計升3.4%。倫敦布蘭特4月期油收市升98美仙或1.7%,每桶報57.32美元,本周累計升5.2%。兩者均是1月3日以來首度錄得單周上升。

中國復工難題,衝擊全球汽車產業鏈

受中國發生新冠病毒肺炎疫情影響,一些車企被迫延遲生產。不過,多家車企計劃開始恢復生產。豐田汽車本表示,其中3家工廠將於2月17日起復工,但當前產量將縮減大約一半。另外一家日本汽車製造商日產,其位於花都和大連的工廠準備最早從2月17日開始恢復生產。此外,寶馬集團也計劃最早在2月17日恢復在中國的生產。

中國汽車工業協會在調研的183個整車生產基地中,截至2月12日,已有59個基地開始復工復產,佔比達32.2%。不過,值得注意的是,記者從中國汽車工業協會方面了解到,在目前復工的生產基地中,也只是部分員工和環節復工,也不是正常的復產狀況。

汽車行業複雜度高,疫情爆發的湖北又是造車重鎮。春季是全球車廠發佈新車的季節,產業研究院預計,低迷的消費市場和困難重重的生產端,將使中國2020年第一季新車銷售按年下滑超過25%。中國供應鏈體系深度嵌入在全球體系中,受疫情影響,跨國企業不得不啟用中國以外的備選供應商,這種避險的選擇將可能在疫情後常態化,使中國在供應鏈中的地位鬆動。

白宮考慮將投資資金免稅,鼓勵投資股市

白宮國家經濟委員會主任庫德洛2月14日表示,中國新型冠狀病毒疫情將使美國首季經濟減少0.2%至0.3%。特朗普政府正尋求在今年9月公布後續減稅計畫,可能使一些減稅措施永久化,並可能為美國中產階級減稅10%。

庫德洛在白宮會議上說,目前主要考慮的方案是成立全民儲蓄帳戶,把退休、教育和醫療儲蓄合併在一起;納稅人可以把稅後所得存進這個帳戶,提用時也得報稅,不過帳戶資金的投資利得完全免稅;投資項目除了股票也可能納入債券。

美國CNBC引述四名政府內部人士透露,白宮正考慮推出鼓勵措施,吸引國民投資股票市場,作為減稅等整體刺激經濟措施的一部份。其中一個建議為部份收入若用將投資用途,將去免去相關稅項。這項優惠將使部分家庭收入被視為免稅,目的是鼓勵在傳統的401(k)之外進行投資;其中一項方案讓年所得20萬元內的家庭,有1萬元可以免稅,不過這些數額尚未定案。

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