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英鎊重挫!港股匯豐控股、渣打集團股價暴跌
格隆匯9月26日丨英國政府宣佈大規模減税計劃,英鎊重挫,拖累港股市場匯豐控股跌超6%,渣打集團跌超7%。英鎊兑美元今早跌破1.04創歷史新低。中金認為主要原因在於減税會增加財政赤字,加劇市場對英國“財政主導”和通脹風險的擔憂。歷史表明“財政主導”會削弱央行的信譽度,最終引發高通脹乃至惡性通脹。預計接下來市場將關注英國央行的反應,如果央行抗通脹意志不堅定,或將加劇市場擔憂,加大英鎊貶值壓力,英國資產價格也會進一步下跌。

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