差價合約是複雜的金融交易產品,可帶來由槓桿作用而導致迅速虧損的高風險。 大部分的零售投資者帳戶在跟交易差價合約時錄得資金虧損。您應當考慮您是否充分明白差價合約如何運作,以及您是否能承受您的資金損失的高風險。

全球製造業PMI相繼出爐,各國加息步伐是否會受影響?

8月23日,全球主要經濟體發布了8月PMI相關數據,其中包括美國8月Markit綜合PMI初值、英國8月綜合PMI、歐元區8月綜合PMI初值等,這些數據是要反映全球製造業、服務業及綜合經濟表現的情況,從而有利於投資者把握整體的宏觀經濟走向。投資者也希望通過該項數據,找尋連續的加息對經濟造成的影響,以預測是否會繼續或減緩加息步伐。

美國

北京時間今天晚上,美國8月Markit製造業PMI初值以及美國8月Markit服務業PMI初值即將公佈,其中製造業PMI初值的預計值略有下降為52,前值為52.2;服務業PMI初值的預計值則有所回升為50.2,前值為47.3。市場押注美國製造業繼續下滑,而服務業正在逐漸復蘇,不過如果服務業表現低於市場預期可能會令拖累綜合PMI初值數據。

從7月的Markit PMI數據看,美國7月Markit服務業和綜合PMI均創2020年5月來新低,市場人士認為該數據表明美國經濟很可能連續第三個季度收縮。在7月的時候市場猜測美國通脹可能已經見頂,但是缺乏更多的數據佐證猜想,因此8月的數據就顯得非常重要。

如果像市場預測的那樣,服務業有所回升,反映通脹可能有所降溫,因為家庭支出從必需品消費更多轉移到了服務業。相比英國和歐元區而言,美國PMI數據也反映出其繼續加息的空間更大。不過,製造業若持續表現不佳,也可能會拖累經濟表現,從而可能令美元承壓。投資者還需要重點留意新訂單和庫存的最新情況,以判斷供應鏈問題是否持續在惡化。

英國

英國PMI數據反映出英國經濟的現狀,最新公佈的英國8月綜合PMI數據並不理想,前值為52.1,公佈值為50.9,尤其是該國8月製造業PMI從前值的52.1大跌至46,這預計將不利於英鎊的走向。

自2021年12月以來,英國央行已加息六次,令外界擔憂英國經濟是否會陷入衰退,這也引發了市場對英鎊前景的持續擔憂。英央行預計,到今年底,英國通脹將上漲至13%,並且已經發出警告稱由於成本上升衝擊增長前景,英國經濟將從今年四季度開始進入衰退,並一直持續到明年。看來留給英央行進一步大幅加息的空間已經不多。

歐元區

此次也公佈了歐元區8月綜合PMI初值,前值為49.9,公佈值為49.2,雖然略高於預計值的49,但也較前值進一步下滑。歐央行7月宣布加息50個基點,是自2011年7月以來首次加息,告別長達8年的負利率時代。此次PMI數據反映了加息對歐元區經濟的影響,由於本次PMI綜合數據仍然低於50,很可能會影響歐央行之後的加息步伐,同時會拖累歐元的走向。另外,英國和歐洲的經濟表現均屬不佳,可能會進一步加劇市場對世界主要經濟體衰退的擔憂,作為避險貨幣的美元可能會因此受到提振。

日本

日本方面,全球性原料成本上升,以及供應鏈中斷問題影響著日本製造業,同時服務業的表現在7月已經呈現放緩的態勢。在全球主要經濟體相繼加息的背景下,日本保持著其一貫的量化寬鬆政策,繼續不加息。 7月的PMI數據放緩已經反映出通脹飆升對日本經濟帶來的衝擊,日本通脹已經連續3個月高於日本央行2%的目標水平。由於其政策依舊沒有轉向,日本8月製造業PMI初值繼續下挫,公佈值為51,低於前值52.1,預計日元會延續下行的走勢,未來有可能再創新低。

最近的新聞
開啟線上交易吧 !
免費使用我們的模擬帳戶來學習交易。當您準備好後,您可切換到真實帳戶並開始進行真實交易。
Popular posts
ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://www.atfx.com/ar/ to proceed.
ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://www.atfx.com/en/ to proceed.

ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://atfxgm.eu/en/ to proceed.

ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://www.atfx.com/en-au/ to proceed.

ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://www.atfx.com/ar/ to proceed.
ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://www.atfx.com/en/ to proceed.

ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://www.atfx.com/en-za/ to proceed.
ATFX

Restrictions on Use

Products and Services on this website are not suitable for Hong Kong residents. Such information and materials should not be regarded as or constitute a distribution, an offer, solicitation to buy or sell any investments.

使用限制: 本網站的產品及服務不適合香港居民使用。網站內部的信息和素材不應被視為分銷,要約,買入或賣出任何投資產品。

ATFX

Restrictions on Use

Products and Services on this website are not suitable for the UK residents. Such information and materials should not be regarded as or constitute a distribution, an offer, or a solicitation to buy or sell any investments. Please visit https://atfxgm.eu/en/ to proceed.

ATFX

Restrictions on Use

AT Global Markets (UK) Limited does not offer trading services to retail clients.
If you are a professional client, please visit https://atfxconnect.com