俄烏局勢再添陰影！北約對烏增加軍事援助、英美對俄製裁升級；美股高開高走，芯片股領銜上攻；倫鎳兩連板
美國勞工部公佈的初請失業金人數降至1969年來最低，同時Markit公佈的美國製造業、服務業和綜合PMI初值均超出預期，讓投資者增加了對美國經濟復甦的信心。昨夜美股三大股指持續走高，均漲超1%。截至收盤，道指漲 1.02%，納指漲 1.93%，標普漲 1.43%。美國十年國債收益率漲 0.62%，收報2.335%，相較兩年期國債收益率差20個基點。高盛上調美債收益率預期，預計2年期和10年期美債收益率出現小幅倒掛。恐慌指數VIX收跌 3.18%。WTI和布倫特原油均跌超2%。現貨黃金收漲 1.04%，報1964.79美元/盎司。美元指數維持高位，收報98.845。
什麼推動了市場？
盤前，美國發布截止3月19日當週申請失業金人數18.7萬人，低於預期的21.2萬人，創1969年新低，就業市場持續火熱。
明尼阿波利斯聯儲主席卡什卡利發表講話稱，通脹非常高，預計今年加息7次，在勞動力短缺的情況下，美國必須決定移民問題。不過同時表示，長期收益率表明通脹預期已被錨定，美聯儲正試圖實現軟着陸。美聯儲理事沃勒表示，正在觀察房價持續大幅上漲是否帶來金融風險，預計在推動房價上漲的特定因素中，租金上升將在明年緩解。三大股指小幅高開。
3月美國Markit服務業和製造業PMI初值均高於預期，分別創八個月和六個月新高。
標普全球首席經濟學家威廉姆森評對此點評稱，由於新冠疫情限制措施放寬至疫情爆發以來最寬鬆狀態，抵消了對俄烏衝突的持續性緊張情緒的不利影響，美國3月經濟增長大幅加速。自從去年Q2經濟強勁反彈，大量新的經濟活動快速爆發，製造業和服務業產出均以去年六月以來最快的速度增長。經濟數據向好，力挺股指上漲。
據悉，美國和北約正在為俄羅斯使用生化或核武器的可能性做準備，並決定增加對烏援助、軍事部署及成員國軍費，更是計劃讓烏克蘭獲得核武器。同時，美國計劃向歐盟供應至多150億立方米的液化天然氣。
儘管俄烏局勢錯綜複雜，西方對俄製裁再升級，但有消息稱，英偉達CEO表示有興趣探索英特爾作為代工廠的可能性，股指在以英特爾、英偉達為首的半導體板塊帶動下持續走高。
持續更新中……
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
