???? 據彭博社3月31日報道，多數亞洲股市在本季度最后一個交易日上漲，因投資者期待美國出臺更多刺激措施，同時對公債收益率的上行支撐力保持警惕。要知道，美國10年期基準利率觸及14個月高位。

????澳大利亞和香港股市上漲，日本股市下跌。美國股市方面，銀行股上揚，但標準普爾500指數收低，公用事業股和消費必需品股走弱。

????美元連續第二天走強，十年期國債收益率一度飆升至1.77%，隨后回落，金價跌破每盎司1700美元，創下數月低點。石油價格在歐佩克+4月1日會議之前停止了為期兩天的上漲。

????投資者正在關注美國經濟增長反彈的進程及其對通脹的可能影響，擔心債券收益率再度上升，在股市接近歷史新高之際沖擊股市。美國關鍵的就業數據將于本周末公布。國際貨幣基金組織下周將上調全球經濟增長預期。

????紐約人壽投資公司投資組合策略師勞倫?古德溫（Lauren Goodwin）在一份報告中表示："我們認為，隨著獲利增長，經濟預期的改善成為現實，股市反彈和周期性輪動還有繼續的空間。”

????在其他方面，維亞康姆哥倫比亞廣播公司(ViacomCBS)和Discovery的股價上漲，而與Archegos大宗交易相關的中國企業的美國存托憑證(adr)也出現上漲。

????王佳晶 摘譯自 彭博社

????原文如下：

????Asia Set for Mixed Open; Oil Drops, Dollar Gains: Markets Wrap

????Most Asian stocks look set to gain on the last trading day of the quarter as investors look to more U.S. stimulus, while wary of upward pressure on bond yields. Rates on the U.S. 10-year benchmark touched a 14-month high.

????Futures rose in Australia and Hong Kong, and dipped in Japan. The country’s biggest bank joined a growing list of global financial firms to take a hit from the forced unwinding of bets by Bill Hwang’s Archegos Capital Management. In the U.S., bank shares rallied, but the S&P 500 Index closed lower on weakness in the utilities and consumer staples sectors.

????The dollar strengthened for a second day and gold slipped below $1,700 per ounce to multi-month lows. Oil halted a two-day rally before the April 1 meeting of OPEC and its allies. Ten-year Treasury yields jolted as high as 1.77% before subsiding.

????Investors are watching the course of the U.S. growth rebound and its possible impact on inflation, wary of a renewed rise in bond yields hitting stocks as they approach fresh record highs. President Joe Biden is expected to unveil a large infrastructure and jobs package Wednesday, and key jobs data are due at the end of the week. The International Monetary Fund will upgrade its forecast for global economic growth next week.

????“We believe that the equity market rally and cyclical rotation have room to run as improving economic expectations make their way to reality via earnings growth,” Lauren Goodwin, portfolio strategist at New York Life Investments, said in a note.

????Elsewhere, ViacomCBS and Discovery shares rose, while the American depositary receipts of Chinese companies linked to the Archegos block trades also posted gains.

免責聲明：本網轉載自其它媒體的文章，目的在于弘揚石化精神，傳遞更多石化信息，并不代表本網贊同其觀點和對其真實性負責，在此我們謹向原作者和原媒體致以敬意。如果您認為本站文章侵犯了您的版權，請與我們聯系，我們將第一時間刪除。