澳大利亚股指有望重回上涨轨道

在经历了10月和11月的猛烈抛售后,澳大利亚200大股票指数已经反弹。

AUS200 – Daily Chart

澳大利亚200指数日线图

澳大利亚200指数已触及8721的阻力位,并有所回落。现在的关键问题是,金价是能够回升到这一水平之上,还是继续下跌。

铜价一直在推动澳大利亚股市走高,但已从历史高位回落。由于对科技泡沫的担忧重新浮现,铜价下跌,而受最大消费国中国需求放缓的拖累,铁矿石期货本周收低。

在央行谈到进一步加息后,银行股也出现了下跌。澳大利亚联储警告称,如果通胀压力持续,借贷成本可能上升。

在快速采用云计算、人工智能(AI)的增长以及日益增长的数字主权需求的推动下,澳大利亚经济经历了数据中心活动的增加。该国与亚洲和美国有着强大的海底电缆连接,这使其成为更广泛的亚太地区的连接枢纽。

NextDC正在悉尼建设一个耗资70亿美元、装机容量650兆瓦的数据中心,并确保ChatGPT的所有者OpenAI成为其主要客户。澳大利亚财政部长吉姆·查尔默斯称赞该协议对澳大利亚意义重大,称它将提供数千个直接和间接就业机会。

经济是另一个不利因素,近几个月的增长数据稳定,但并不令人印象深刻。澳大利亚经济也出人意料地减少了工作岗位,找工作的人也减少了,这表明劳动力市场正在逐渐放松,这可能使澳大利亚储备银行延长最近的降息暂停期。

由于大宗商品继续出现一些调整,澳大利亚股指可能会继续波动。最近的反弹需要回到8721点之上,才有望回到看涨的姿态。

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