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美国经济刺激方案出台,股市大涨

2020-3-26 14:34

由于2020年3月20日美国纽约爆发的冠状病毒(covid19)疫情,纽约证券交易所(NYSE)的大楼准备无限期关闭,交易员们在楼里工作。【图片/机构】


中国主要股指涨幅超过2%;市场从政府那里汲取希望


全球金融市场,尤其是亚洲和欧洲的金融市场周三重获信心,因为投资者重新相信,更强有力的政府干预可能有助于缓解新型冠状病毒爆发对经济造成的冲击。


美国媒体周三报道(中国时间),白宫和参议院国会的上议院,该国的两院制议会同意初步计划近2万亿美元的财政刺激方案,美国历史上最大的国会救助,包括积极的政府支出,对小企业的贷款和援助和延期的税收来支撑经济在流行。


初步协议达成的消息是在政治争吵之后传出的,推动美国标准普尔500指数周二(当地时间)上涨9.38%,达到盘中高点。纳斯达克综合指数上涨8.12%。这是华尔街近十年来最好的一天。


尽管美联储(fed)宣布将购买企业债券和无限量的政府债券,但美国股市在周一下跌后出现了某种程度的反弹。


根据评级机构穆迪(Moody’s)的计算,美国股市的损失超过10万亿美元(具体时间和日期不同),较几周前的峰值下跌了约三分之一。


亚洲股市周三应声上涨,市场解读称,救助计划将拯救一些负债累累的大型企业,并缓解全球市场的金融压力。


中国沪深300指数上涨2.7%,上证综合指数上涨2.17%。


根据摩根士丹利(Morgan Stanley)的一份研究报告,政策反应正在扩大和加强,最初是在货币方面,但现在,针对金融市场(包括美国和欧洲)混乱状况的计划有了越来越大的空间。


此外,政府还在加大财政刺激力度,以帮助在今年晚些时候为经济复苏搭一座桥梁,并尽可能地支持就业和降低企业违约风险。


摩根士丹利(Morgan Stanley)股票策略师乔纳森•加纳(Jonathan Garner)表示,在当前形势下,中国A股和离岸指数的表现将继续好于其它新兴市场,部分原因在于,与世界其它地区相比,中国对海外市场的“围堵”政策以及随后的经济复苏轨迹更为清晰。


加纳表示,中国正在采取的有针对性的宏观稳定措施和进一步使用财政和货币工具也将有助于提振投资者信心。


周三,中国财政部披露了财政部部长刘昆两天前在G20财长和央行行长视频会议上的部分讲话。


刘在会议上说:“疫情对中国经济的影响是阶段性的、可控的。”“中国的积极财政政策将更加积极,这将支持扩大内需。”


刘表示,世界第二大经济体能够保持稳定的增长势头,并愿意与其他国家加强合作,共同维护全球经济和金融稳定。

 

 Traders work on the floor of the New York Stock Exchange (NYSE) as the building prepares to close indefinitely due to the coronavirus disease (COVID-19) outbreak in New York, US, March 20, 2020. [Photo/Agencies]

 

Key China indexes up more than 2%; markets draw hope from governments

 

Financial markets across the world, particularly those in Asia and Europe, gained confidence on Wednesday as investors renewed faith that stronger government interventions may help soften economic blows from the novel coronavirus outbreak.

 

US media reported on Wednesday (China time) that the White House and the Senate-it is the upper house of the Congress, the country's bicameral parliament-agreed a preliminary plan for an almost $2 trillion fiscal stimulus package, the biggest congressional bailout in US history, including aggressive government spending, loans and aid for small businesses and deferrals of taxes, to bolster economy amid the epidemic.

 

News of the preliminary deal, which came after much political bickering, drove the key US S&P 500 index up 9.38 percent for the intraday high on Tuesday (local time). The Nasdaq rose 8.12 percent. It marked the Wall Street's best day in almost a decade.

 

It was a recovery of sorts for US stocks after drops on Monday despite the Federal Reserve's announcement it will buy corporate debt and unlimited amounts of government debt.

 

Ratings agency Moody's calculated that losses in the US stock market are more than $10 trillion, depending on the day and hour, down about one-third from the peak in stock values just a few weeks ago.

 

Asian stocks took the cue and rallied on Wednesday as markets interpreted that the package will save some large indebted companies and ease financial stress in the global markets.

 

China's CSI 300 rose 2.7 percent and the benchmark Shanghai Composite Index added 2.17 percent.

 

According to a Morgan Stanley research report, policy reactions are being broadened and strengthened, initially on the monetary front, but now with an increasing scope for programs to address dislocation in financial markets, including in the US and Europe.

 

Fiscal stimulus is also being scaled up to help provide a bridge to a recovery later this year and support employment and mitigate corporate default risks to the extent possible.

 

Jonathan Garner, Morgan Stanley's equity strategist, said China's A shares and offshore indices will continuously outperform the rest of emerging markets in the current context, partly because of better clarity on COVID-19 containment and the subsequent economic recovery trajectory compared with the rest of the world.

 

Ongoing targeted macro-stabilization measures and further availability of both fiscal and monetary tools in China will also help boost investor confidence, Garner said.

 

On Wednesday, China's Ministry of Finance disclosed a part of Finance Minister Liu Kun's speech made at a video conference of G20 finance ministers and central bank governors held two days back.

 

"The epidemic's impact on China's economy is periodical and controllable," Liu told the conference. "China's proactive fiscal policy will be more active, which will support the expansion of domestic demand."

 

Liu said the world's second-largest economy is able to maintain stable growth momentum, and is willing to strengthen cooperation with other countries to jointly maintain global economic and financial stability.

 

原作者: CHEN JIA 来自: china daily