11ÔÂ17ÈÕ ¹ú¼Ê½ðÈÚÔ籨
¹ú¼Ê½ðÈÚÊг¡
µÀÇí˹¹¤ÒµÆ½¾ù |
ÄÉ˹´ï¿Ë×ÛºÏ |
Ó¢¹úÂ׶ØFTSE |
µÂ¹ú·¨À¼¿Ë¸£DAX |
·¨¹ú°ÍÀèCAC40 |
11023.5 |
-178.5 |
2469.84 |
-43.98 |
5681.9 |
-138.5 |
6663.24 |
-126.93 |
3762.47 |
-101.77 |
°ÄÔª/ÃÀÔª |
Ó¢°÷/ÃÀÔª |
Å·Ôª/ÃÀÔª |
ÃÀÔª/ÈÕÔª |
ÃÀÔª/ÈËÃñ±Ò |
0.9765 |
-0.0115 |
1.5881 |
-0.0184 |
1.349 |
-0.0109 |
83.27 |
0.235 |
6.6386 |
-0.0052 |
CRB-R |
ÃÀÔªÖ¸Êý |
½üÔ»ƽð |
ŦԼÔÓͽüÔ |
²¨Â޵ĺ£¸É»õ |
296.22 |
-9.8 |
79.21 |
0.68 |
1338.4 |
-30.1 |
82.34 |
-2.52 |
2219 |
-42 |
ÃÀ¹ÉÅ̺󩤵£ÓÇÇéÐ÷ÄѼõ ´óÅÌÊÕÂÌ µÀÖ¸´ì178.39µã
Ͷ×ÊÈ˵£ÓÇÅ·ÖÞºÍÖйúµÄ¾¼Ã·¢Õ¹£¬Öܶþ (16ÈÕ) ÃÀ¹ú¹ÉÊÐÊÕÅÌ´óµø£¬µÀÇí¹¤ÒµÖ¸ÊýÅÌÖÐÒ»¶ÈÖش쳬¹ý 200 µã£¬Èý´ó¹ÉÖ¸µø·ù¸÷±Æ½ü 2.0%¡£
µÀÇí¹¤ÒµÆ½¾ùÖ¸Êý´óµø 178.39 µã»ò 1.59% ÖÁ 11024 µã¡£
Nasdaq Ö¸ÊýÖØ´ì 43.98 µã»ò 1.75% ÖÁ 2470 µã¡£
S&P 500 Ö¸ÊýήËõ 19.41 µã»ò 1.62% ÖÁ 1178 µã¡£
·Ñ³Ç°ëµ¼ÌåÖ¸ÊýÏ»¬ 5.50 µã»ò 1.45% ÖÁ 374.07 µã¡£
»ª¶û½Ö½»Ò×ÉÌÃǽüÆÚÇÓÓÚÂòÈë¹ÉƱ£¬ÍûµÈ´ýÃÀ¹úºÍÅ·ÖÞ¾¼Ã×´¿ö¸ü¼ÓÃ÷ÀÊ»¯¡£
³ýÁËÔçÅ̵ÄÐí¶à¾¼ÃÊý¾ÝÒÔÍ⣬Ͷ×ÊÈËÒ²ÃÜÇйØ×¢Èç°®¶ûÀ¼µÈ²ÆÎñÀ§¶Ù¹ú¼ÒµÄ¹«Õ®ÅÄÂôÇé¿ö¡£
°®¶ûÀ¼×ÜÀí Brian Cowen ·¢ÑÔ±íʾ£¬¸Ã¹úÕþ¸®ÕýŬÁ¦Îȶ¨¹úÄÚ¾¼Ã£¬²¢Ï÷¼õ³à×Ö£¬²¢³ÎÇå²¢ÎÞ´òËãÉêÇëÍⲿ½ðÔ®¡£ËûÐû³Æ£º¡¸°®¶ûÀ¼Ã»Óмƻ®ÊÕÊÜÍⲿԮÖú¡¹¡£
Chase Investment Counsel ×ܲà Peter Tuz Éù³Æ£º¡¸¶ÔÓÚÈ«Çò¾¼Ã¡¢ÒÔ¼°°®¶ûÀ¼²ÆÎñÎȽ¡¶ÈµÄµ£ÓÇ£¬ÏÔÈ»Òѻص½Ì¨ÃæÉÏ¡£½ôÕÅѹÁ¦¿É¼ûÒ»°à¡£¡¹
Tuz ±íʾ£¬È«ÇòÖ®¼ä½ô±ÁµÄѹÁ¦£¬ÁîÃÀÔªÉí¼ÛÉÏÕÇ£¬¶øÃÀÔª×߸߶ÔÉÌÆ·¼Û¸ñ²úÉúѹÁ¦£¬ÄÜÔ´Àà¹ÉÒàͬ¡£
È«Çò×î´óʯÓ͹«Ë¾°¬¿ËÉÃÀæÚ (Exxon Mobil Corp.)(XOM-US) ÊÕÅ̹ɼ۴óµø 2.19%£¬ÔÚµÀÇí¹¤ÒµÖ¸Êý³É·Ö¹ÉÖеø·ù×î´ó¡£ÁíÓÐÖî¶àÄÜÔ´¸ö¹ÉÆëÉùÏ´졣
Tuz Ö¸³ö£¬ÄÜÔ´Àà¹ÉµÄÂôѹ£¬Ö÷ÒªÀ´×ÔͶ×ÊÈ˶ÔÖйúÕþ²ßµÄµ£ÓÇ£¬Öйú½ôËõѹÖƾ¼Ã·¢Õ¹£¬¶ÔÓÚÄÜÔ´¼Û¸ñºÍδÀ´»ñÒæÇ°¾°ÓÐËùÉ˺¦¡£
´ËÍ⣬Òò×Ó¼äÁãÊÛÁúÍ·ÒµÕ߲Ʊ¨ÓÅÐ㣬´ø¶¯ÁãÊÛÒµÀà¹ÉÉÏÕÇ¡£
×òÈÕÃÀ¹ÉÊÕÅÌÕðµ´ÕûÀí£¬ÔçÅÌ´óÐÍÆóÒµµÄ²¢¹ºÕýÃæÏûÏ¢£¬²»µÐ¶ûºó¾¼ÃÏûÏ¢´øÀ´µÄ¸ºÃæÇéÐ÷¡£
¾¼ÃÊý¾Ý£ºÃÀ¹úÀ͹¤²¿¹«²¼£¬ÓÉÓÚÄÜÔ´¼Û¸ñÉÏÕÇÍÆÉý£¬ÃÀ¹ú 10 ÔÂÉú²úÕßÎï¼ÛÖ¸Êý (PPI) ÉÏÉý 0.4%£¬²»ÈçÊг¡·ÖÎöʦԤÆÚ¡£¿Û³ýʳƷÓëÄÜÔ´ºó£¬10 ÔºËÐÄÉú²úÕßÎï¼ÛÖ¸ÊýϽµ 0.6%¡£
ÃÀ¹úÁª×¼»á (Fed) ±íʾ£¬ÓÉÓÚÆøºò²»Ñ°³£µØÎÂů£¬¹«¹²ÊÂҵʹÓöȼõÉÙ£¬10 Ô¹¤Òµ²úÖµÒò´Ë³Öƽ£¬Í¬ÑùÁÓÓÚÔ¤ÆÚ¡£¹«¹²ÊÂÒµ²úֵϻ¬ 3.4%£¬9 Ôµø·ùΪ 2.2%¡£
ÕûÌ幤ҵ²úÄÜÀûÓÃÂʳÖƽΪ 74.9%£¬È»¶ø±ÈÈ¥ÄêͬÆÚµÍÁË 0.4%¡£
ÃÀ¹ú½¨ÉÌлá (NAHB) 11Ô·¿ÎÝÊг¡Ö¸ÊýÏÔʾ£¬ÃÀ¹úµ±Ô¶À¶°Ê½·¿Îݽ¨ÉÌÐÅÐÄÖ¸Êý×߸ߣ¬µ«ÈÔÆ«µÍ¡£Ö¸ÊýÉÏÉýÖÁ 16£¬10 Ô¹«²¼ÖµÍùÏÂÐÞÕýΪ 15¡£
ºìƤÊéµ÷²é (Redbook Research) ±¨¸æÖ¸³ö£¬11 ÔÂÇ°Á½ÖÜÈ«ÃÀÁ¬ËøµêÏúÊÛ¶îÔÂÔö 0.1%£¬ÓÅÓÚÔ¤ÆÚµÄϽµ 0.3%£»ÄêÔö 2.7%£¬µÍÓÚÔ¤ÆÚµÄÔö·ù 2.9%¡£
½ØÖÁ 11 Ô 13 ÈÕµ±ÖÜ£¬ÃÀ¹ú¹ú¼Ê¹ºÎïÖÐÐÄл᣸ßÊ¢Á¬ËøµêÏúÊÛÖ¸ÊýÖÜÏßϽµ 0.1%£¬ÄêÉý 3.4%¡£
ÆóÒµÏûÏ¢£ºÈ«ÇòÁãÊÛÒµÁúÍ·ÎÖ¶ûÂê (Wal-Mart Stores Inc.)(WMT-US) Ðû²¼£¬Äê¶ÈµÚÈý¼¾»ñÀûÉÏÉýÖÁ 34.4 ÒÚÃÀÔª£¬»òÿ¹É 95 ÃÀ·Ö£¬È¥ÄêͬÆÚΪ 31.4 ÒÚÃÀÔª£¬»òÿ¹É 81 ÃÀ·Ö¡£¹«Ë¾ÏúÊÛ¶îÉÏÔö 2.6% ÖÁ 1012 ÒÚÃÀÔª£¬È¥ÄêͬÆÚΪ 987 ÒÚ¡£
ÎÖ¶ûÂêͬʱµ÷¸ß½ñÄê¶ÈµÄ»ñÀûÔ¤ÆÚ£¬ÊÕÅ̹ɼÛÉÏÕÇ 0.57%¡£
¼ÒÓÃÆ·ÁãÊÛÉÌ Home Depot (HD-US) ¹«²¼µÚÈý¼¾¾»ÀûÉÏÉý 21%£¬ÏúÊÛÑïÉý 1.4%¡£µ±¼¾»ñÀû 8.34 ÒÚÃÀÔª£¬»òÿ¹É 51 ÃÀ·Ö£¬È¥ÄêͬÆÚΪ 6.89 ÒÚ£¬»òÿ¹É 41 ÃÀ·Ö¡£ÏúÊÛÉÏÉýÖÁ 166 ÒÚÃÀÔª£¬È¥ÄêͬÆÚΪ 163.6 ÒÚ¡£
¾¡¹Üµ±¼¾»ñÀû£¬¹«Ë¾½µµÍÈ«Äê¶ÈµÄ¾»ÀûÔ¤ÆÚÖµ£¬¹É¼ÛÈÔÊÕÕÇ 1.02%¡£
ͨÓÃÆû³µ (General Motors) Ðû²¼£¬µ÷Éý³õ´Î¹«¿ªÄ¼¹É (IPO) µÄÄ¿±ê¹É¼ÛºÍÊ۹ɹæÄ£¡£¹É¼Û·¶Î§ÏÖÓÉ 26-29 ÃÀÔªÉýÖÁ 32-33 ÃÀÔª£¬Òò´ËͨÓÃÊÛ¹É×ܽð¶î£¬Ï־ݹÀ¼Æ½«±Æ½ü 160 ÒÚÃÀÔª¡£
·þÊÎÁãÊÛÉÌ Abercrombie & Fitch (ANF-US) Ðû²¼µÚ 3 ¼¾²Æ±¨»ñÀûÿ¹É 56 ÃÀ·Ö£¬³¬Ô½·ÖÎöʦԤÆÚ£¬¹É¼ÛÑïÉý 0.77%¡£
ÊÀ½çÊг¡£ºÅ·ÖÞ¹ÉÖ¸ÊÕÅÌϵø£¬·¨¹ú CAC-40 Ö¸Êý´ìµÍ 2.5%¡£Ó¢¹ú FTSE-100 Ö¸ÊýήËõ 2.3%£¬µÂ¹ú DAX Ö¸ÊýÒ²ÊÕºÚ 1.8%¡£
ÑǹÉÊÕÅÌͬÑùÏ»¬£¬ÉϺ£×ÛºÏÖ¸ÊýÒòͨÅòѹÁ¦³ÖÐø¶øµø·ù²ÒÖØ£¬Öش콫½ü 4.0%£¬ÈÕ±¾ÈÕ¾Ö¸ÊýÊÕºÚ 0.3%£¬Ïã¸ÛºãÉúÖ¸ÊýÔò´ìµÍ 1.4%¡£
ÃÀÔªºÍÉÌÆ·£ºÃÀÔª¶ÒÅ·Ôª¡¢ÈÕÔªºÍÓ¢°÷¼Û¸ñ¾ù³ÊÉÏÕÇ¡£¹Û²âÃÀÔª¶ÔÓ¦Ö÷ÒªÍâ¹ú»õ±Ò¼Û¸ñ×ßÊƵÄÃÀÔªÖ¸Êý£¬ÊÕÅÌÉÏÑï 0.4%¡£¹ýÈ¥Ò»ÖÜÓÉÓÚÈ«Çò¾¼ÃÏÝÈ붯µ´²»ÎÈ£¬ÃÀÔª¼Û¸ñìÕÇÔ¼ 3% Ö®¶à¡£
ÃÀÔª×ßÇ¿ÀµÍÄÜÔ´ÊÛ¼Û£¬12 Ô½»¸îµÄÔÓÍÆÚ»õ¼Û¸ñ£¬´ìµÍ 2.52 ÃÀÔª»ò 3% ÖÁÿͰ 82.34 ÃÀÔª¡£12 Ô COMEX ÆÚ½ð¼Û¸ñ´óµø 28.50 ÃÀÔª£¬ÖÁÿ°»Ë¾ 1340 ÃÀÔª¡£
¹«Õ®£º10 ÄêÆÚ»ù×¼¹«Õ®¼Û¸ñÊÕÅ̼¸Îޱ䶯£¬¹«Õ®Ö³ÀûÂÊÓÉ×òÈÕ 2.91% СÔöÖÁ 2.92%¡£¹«Õ®¼Û¸ñÓëÖ³ÀûÂÊϵ³Ê·´Ïò×ßÊÆ¡£
Å·¹ÉÅ̺󩤵£ÓÇÖйú¾¼Ã¼°°®¶ûÀ¼À§¾³ ´ó·ùÊÕµÍ
Å·ÖÞ¹ÉÊÐÖܶþ´ó·ùÊյ͡£µ£ÓÇÖйú¾¼Ã¼°²»È·¶¨°®¶ûÀ¼ÊÇ·ñ»á½ÓÊÜç£À§£¬Òý·¢Á˳ÁÖØÂôѹ¡£
Å·ÖÞStoxx 600Ö¸Êý´óµø6.10µã»ò2.24%ÖÁ266.26¡£
Ó¢¹úFTSE-100Ö¸Êýϵø138.51µã»ò2.38%ÖÁ5681.90¡£
µÂ¹úDAXÖ¸Êýϵø126.93µã»ò1.87%ÖÁ6663.24¡£
·¨¹úCAC-40Ö¸Êýϵø96.87µã»ò2.51%ÖÁ3767.37¡£
½ðÈÚ¹ÉÓë¿óÒµ¹ÉÔâµ½ÖØ´´¡£
·ÖÎöʦ˵£¬ÒòÈ«Çò¾¼ÃµÄµ£ÓÇÔÙ¶ÈÖØȼ£¬Í¶×ÊÈËÕùÏà³ö³¡¡£
°®¶ûÀ¼Õ®ÎñÎÊÌâµÄµ£ÓÇ¿ÉÄܽøÒ»²½¶ñ»¯£¬ÓйØÆäÇé¿öÑÏÖØÐԵĴ«ÑÔÒ»Ö±²»¶Ï¡£Ô¤ÆÚ±±¾©½«²ÉȡеÄÐж¯£¬¼õ»º¾¼Ã³É³¤£¬ÒàÔö¼ÓÁËÊг¡µÄÀû¿Õ¡£
ŦԼ»ãÊЩ¤Å·Ö޲Ƴ¤»áÒé½øÐÐ ÃÀÔª¶ÒÅ·ÔªÉÏÕÇÖÁÆßÖܸߵã
ÃÀÔª¶ÒÅ·ÔªÉÏÕÇÖÁÆßÖܸߵ㣬ŷÖÞ²ÆÕþ²¿³¤ÔÚ²¼Â³Èû¶û¾ÙÐлáÒ飬°®¶ûÀ¼ÁìÐä˵£¬°®¶ûÀ¼²¢Î´ÒªÇóÍâÔ®£¬Í¶×ÊÈËÒ໳ÒÉÏ£À°µÄ¾¼Ã½¡¿µÇé¿ö¡£
Òòµ£ÓDzÆÕþ²¿³¤¿ÉÄÜÎÞ·¨´ï³ÉÖ§³Å°®¶ûÀ¼µÄÐÒ飬°®¶ûÀ¼Õ®È¯Ïµø£¬¶þÈÕµÄÕÇÊÆ·´×ª£¬Å·Ôª¶ÒÈÕÔªÓë¶ÒÃÀÔª¾ù×ߵ͡£
ÓÉÓÚͶ×ÊÈËʧȥ·çÏÕθ¿Ú£¬¹ÉÊÐÓëÉÌÆ·¾ùÏ´졣ÃÀÔª¶ÒÈÕÔª´¥¼°ÁùÖܸߵ㡣
·ÖÎöʦ˵£¬½ñÈÕÓ°ÏìÊг¡Ö÷ÒªÒòËØ£¬ÏµÅ·ÖÞµÄÀû¿ÕÏûÏ¢¡£Å·ÖÞծȯÔâÓöÂôѹ£¬Å·ÔªÒàϵø¡£
ÃÀÔªÉÏÕÇ0.8%ÖÁ1.3484¶Ò1Å·Ôª£¬×òÈÕΪ1.3587£¬ÅÌÖд¥¼°1.3448£¬´´9ÔÂ28ÈÕÒÔÀ´×î¸ßˮƽ¡£ÃÀÔªÉÏÕÇ0.3%ÖÁ83.35ÈÕÔª£¬Å·ÔªÏµø0.4%ÖÁ112.41ÈÕÔª¡£
Ó¢°÷¶ÒÃÀÔª´´Èý¸öÔÂÀ´×î´óµø·ù£¬µøÆÆ1.60ÃÀÔª£¬µ£ÓÇÅ·ÖÞÖ÷ȨծÎñΣ»ú½«¶ñ»¯£¬Ñ¹µÍÁ˹ÉÊС£
Ó¢°÷ϵø´ï1.3%ÖÁ1.5864ÃÀÔª£¬´´8ÔÂ11ÈÕÒÔÀ´×î´óµø·ù¡£Ó¢°÷ϵø0.4%ÖÁ84.96±ãÊ¿¶Ò1Å·Ôª¡£
°ÂµØÀû²Æ³¤Proell˵£¬Ëû¿¼ÂÇÍ£Ö¹ÌṩϣÀ°ÏÂÒ»²¿·ÝµÄç£À§×ʽð£¬ÒòΪÑŵäÕþ¸®Î´ÄÜ´ï³ÉÔö¼ÓÊÕÈëµÄÄ¿±ê¡£Ï£À°ÓÚ5Ô¼¸ºõÎ¥Ô¼£¬Òý·¢ÁËÅ·ÖÞÖ÷ȨծÎñΣ»ú¡£
°®¶ûÀ¼ÕýÓëÅ·ÃËÓë¹ú¼Ê»õ±Ò»ù½ð½øÐдèÉÌ£¬ÌÖÂÛç£À§£¬Ö§³Å°®¶ûÀ¼½ðÈÚ£¬²¹³ä¸Ã¹úÒøÐÐÒµ×ʽð¡£
µ«°®¶ûÀ¼×ÜÀíCowen¸æËß¹ú»á˵£¬Ä¿Ç°²¢Î´ÒªÇóÍâÔ®£¬Ä¿±êÔÚÑ°ÇóÒ»¸ö¿ÉÐÅ£¬ÓÐЧ£¬ÇÒ¿ÉÐеĽâ¾ö·½Ê½£¬²ÅÄÜÌṩÊг¡±£Ö¤¡£
·ÖÎöʦ˵£¬Ä¿Ç°ÎÊÌâ²»ÔÚ°®¶ûÀ¼ÊÇ·ñÐèÒªç£À§£¬¶øÊÇÊг¡ÊÇ·ñÇ¿ÆÈËûÃǽÓÊÜç£À§¼Æ»®£¬Å¤×ªÄ¿Ç°¿ÕÍ·Æø·ÕÈÕÒæÔö¼ÓµÄÇé¿ö¡£
Áª°î×¼±¸ÀíÊ»á(Fed)½ñÈÕ¹ºÂò54ÒÚÃÀÔªÃÀ¹ú¹«Õ®¡£ÃÀ¹úÕþ¸®½«Âò½ø6000ÒÚÃÀÔª¹«Õ®£¬½øÐÐÁ¿»¯¿íËÉÕþ²ß¡£
·ÖÎöʦ˵£¬ÃÀ¹ú·½ÃæµÄÖ÷Òªµ£ÓÇ£¬ÔÚÓÚ¶þ´ÎÁ¿»¯¿íËɶÔÃÀÔªµÄÓ°Ïì¡£
ŦԼծÊСª¹«Õ®¼Û¸ñ´óÕÇ,Ͷ×ÊÕß¿´µ½Õ®ÊÐÆóÎȼ£Ïó
* ¹«Õ®¼Û¸ñ´óÕÇ,Ͷ×ÊÕß¿´µ½Õ®ÊÐÆóÎȼ£Ïó
* 30ÄêÆÚ¹«Õ®ÓÐÍû¼µÃ8ÔÂÒÔÀ´×î´óµ¥ÈÕÕÇ·ù
* Èç¹ûÊг¡½øÒ»²½³öÍÑQE2½»Ò×,¹«Õ®¼Û¸ñÓнøÒ»²½×ßÈõµÄ·çÏÕ
ÃÀ¹ú¹«Õ®¼Û¸ñÖܶþÌøÉý,×ßÊÆÕðµ´,ÊÕÒæÂÊÉÏÑïÎüÒýÂò¼ÒÈ볡,²¿·ÖͶ×ÊÕߺͷÖÎöʦ¿´µ½¼Û¸ñÔÚÁ½ÈÕ´óµøºó¿ÉÄÜÆóÎȵļ£Ïó.
30ÄêÆÚ¹«Õ®¼Û¸ñÔÚÊÕÒæÂʸôÒ¹´¥¼°4.42%µÄÁù¸öÔ¸ßλºó¼µÃ×î´óµ¥ÈÕÕÇ·ù,Òò»ù½ð,ÒøÐкÍÆäËüͶ×ÊÕß³öÍÑÃÀ¹úÁª°î´¢±¸ÀíÊ»á(FED,ÃÀÁª´¢)11ÔÂ3ÈÕÐû²¼ÐÂÒ»ÂÖ6,000ÒÚÃÀÔª¹«Õ®¹ºÂò¼Æ»®Ç°½¨Á¢µÄ¶àÍ·Í·´ç.´Ë¼Æ»®±»³ÆΪQE2.
"ÎÒÈÏΪÕâÊÇ·´µ¯ÐÔÉÏÑï.Õ®ÊÐÊÜѹÒÑÓÐÒ»¶Îʱ¼ä,ÎÒÈÏΪ,Ëæ×ÅÄêµ×µÄÁÙ½ü,½«»áÓв¿·ÖÂòÅ̽ø³¡,Ͷ×ÊÕßÕýÔÚÇåÕË,"ŦԼHalyard Asset ManagementµÄÖ÷¹ÜMichael Kastner³Æ.
ÃÀ¹ú¹«Õ®¿Ë·þÁËÓëµÂÕ®×ßÈõÏà¹ØµÄ¶ÌÔݵøÊÆ.Êг¡µ£ÐÄÈκζ԰®¶ûÀ¼µÄ¾ÈÖú¿ÉÄܸøµÂ¹ú´øÀ´µÄ³É±¾,Õâ´òѹµÂÕ®.µÂÕ®×ßÈíÒ»¶ÈÁîÃÀ¹ú¹«Õ®³Ðѹ.
ÃÀ¹ú¹ÉÊÐÈ«Ãæ×ßµÍ,²¿·ÖÊÇÒòµ£ÓÇÅ·ÖÞÕ®ÎñÎÊÌâ.Õ®ÎñÎÊÌâ¿ÉÄܴ̼¤Á˶ÔÃÀ¹ú¹«Õ®µÄÐèÇó.
10ÄêÆÚºÍ30ÄêÆÚ¹«Õ®ÊÕÒæÂÊÉý´©¹Ø¼ü¼¼Êõλ,²¿·ÖͶ×ÊÕß¿´µ½¹«Õ®ÊÕÒæÂÊÅÊÉýµÄÊÆÍ·¿ÉÄܳÖÐøµÄ¼£Ïó,ÖÁÉÙÄ¿Ç°ÊÇÈç´Ë.
"Ͷ×ÊÕ߶ÔÊÕÒæÂÊÄ¿Ç°µÄˮƽ¸Ðµ½¸üΪ¿íο,"RBC Capital MarketsפŦԼµÄÀûÂʲßÂÔʦKeith Blackwell³Æ,"Êг¡ºÜ¿ÉÄÜÔÚÄ¿Ç°µÄË®×¼ÆóÎÈ,δÀ´Êг¡¿ÉÄܽ«ÏÝÓÚÇø¼äÄÚ."
10ÄêÆÚ¹«Õ®US10YT=RR¼Û¸ñÉÏÕÇ1-3/32µã,ÊÕÒæÂÊΪ2.84%.´ËÇ°Ôø²âÊÔÖ§³Åλ2.97%,´ËΪ8Ô³õÒÔÀ´µÄ×î¸ßÊÕÒæÂÊË®×¼.
30ÄêÆÚ¹«Õ®US30YT=RR¼Û¸ñÉÏÉý2-15/32,ÓÐÍû´´ÏÂ8ÔÂÖÐÑ®ÒÔÀ´µÄ×î´óµ¥ÈÕÉý·ù.ÊÕÒæÂÊΪ4.27%.
ÃÀ¹ú¹«Õ®Êг¡×î³õÉÏÑïµÄ¶¯Á¦À´×ÔÑÇÖÞһЩÑëÐС¢Öж«»ù½ð¡¢ÈÕ±¾Öг¤ÆÚͶ×ʴ󻧼°µØÇøÐÔÒøÐеÄÂòÅÌ,´ËÇ°ÃÀ¹úÁª°î´¢±¸ÀíÊ»á(ÃÀÁª´¢,FED)¹ÙԱΪÆäÐÂÒ»ÂÖÁ¿»¯¿íËÉ×÷³ö±ç½â.
"´ó¶àÊýÂòÅ̶¼ÊÇÔÚÃÀÁª´¢¹ÙÔ±¶ÅµÂÀûºÍÒ¶Â×½âÊÍÃÀÁª´¢ÓÐÀíÓÉ(¹ºÂò¹«Õ®)Ö®ºó³öÏÖµÄ."ŦԼGuggenheim Partners¹Ì¶¨ÊÕÒæÀûÂʽ»Ò×Ö÷¹ÜThomas di Galoma³Æ,ËûÖ¸µÄÊÇÃÀÁª´¢ÔÚ2011ÄêÖÐÆÚÇ°½«¹ºÂò6,000ÒÚÃÀÔªÃÀ¹ú¹«Õ®µÄ¼Æ»®.
ŦԼÁª°î´¢±¸ÒøÐÐ×ܲöŵÂÀû±íʾ,ÃÀ¹úÍ˳ö¿íËÉ»õ±ÒÕþ²ß¿ÉÄÜ»¹ÒªµÈÊýÄêÒÔºó,¶øÃÀÁª´¢¸±×ܲÃÒ¶Â×ÔòΪÃÀÁª´¢½üÈÕͬÒ⹺ծ¼Æ»®×÷³öÁ˱ç½â.
ÈðÒø֤ȯÃÀ¹úÀûÂʲßÂÔʦChris Ahrens±íʾ,Èç¹ûͶ×ÊÕßÔÚÄêÇ°³öÍѶàÍ·²Öλ½øÐлñÀûÁ˽áµÄ»°,ÃÀÕ®¿ÉÄÜÔÙ´Î×ßÈí.
Ëû˵,Õ®ÊÐÉÏÑï¿ÉÄܲ¿·ÖÒòΪ³öÏֿղֻز¹,¶ø²»ÊÇÒòΪͶ×ÊÕß½¨Á¢ÐµĶàÍ·²Öλ.
"±ÈÆðÃÀÁª´¢Õâ¸ö¼á¾ö¶øÓмƻ®µÄÂò¼Ò¶øÑÔ,Êг¡ÉÏ»¹ÓÐÐí¶à´À´ÀÓû¶¯µÄÂô¼Ò."
ÃÀÁª´¢Öܶþ¹ºÂòÁË54.2ÒÚÃÀÔª¹«Õ®,²¢ÇÒ½«»á¼¸ºõÿÌ칺È빫ծ,Ö±µ½12ÔÂÖÐÑ®.
"ÎÒÈÏΪÕâÒâζ×Å,Êг¡ÈÔÈ»´æÔÚÐí¶àÌ×ÀεĶàÍ·²Öλ,ÕâЩ²Ö뽫ÊÓÊý¾ÝºÍʱ»ú¶ø¶¯."Ahrens˵µÀ.
ÄÜÔ´Å̺ó©¤Å·ÔªÇøç£À§ ÖйúÕþ²ß½ôËõ ÔÓÍÊÕµÍ2.52ÃÀÔª
ÔÓÍÆÚ»õÖܶþÀ©´óµø·ù£¬ÏµøÖÁ¶þÖܵ͵㡣µ£ÓÇÅ·ÔªÇøç£À§°¸£¬¼°Öйú»õ±ÒÕþ²ß½ôËõ£¬ÎªÊг¡Àû¿Õ¡£
12ÔÂÔÓÍÊÕµÍ2.52ÃÀÔª£¬»ò3%£¬ÖÁÿͰ82.34ÃÀÔª£¬´´10ÔÂ29ÈÕÒÔÀ´×îµÍÊÕÅÌˮƽ¡£²¼Â×ÌØÔÓÍϵø2.15ÃÀÔª£¬»ò2.5%£¬ÖÁÿͰ84.61ÃÀÔª¡£
ÔÓÍÓÚÉÏÖÜÉÏÕÇÖÁ¶þÄê¸ßµãºó£¬ÖܶþΪÁ¬ÐøµÚÈýÌìϵø¡£
µ£ÓÇÅ·ÔªÇø»áÔ±¹úµÄ½ðÈÚ½¡¿µÇé¿ö£¬Òý·¢Á˶ÔÕâЩ¹ú¼ÒÐèÇóµÄÓÇÐÄ¡£¸Ã²»È·¶¨ÐÔʹµÃŷԪϵøÖÁ1.3484ÃÀÔª¡£
ÃÀÔª×ßǿͨ³£»áѹµÍÔÓͼ۸ñ£¬ÒòΪÒÔÃÀÔª¼Æ¼ÛµÄÉÌÆ·£¬¶Ô³ÖÓÐÆäËü»õ±ÒµÄͶ×ÊÈ˶øÑÔ£¬¼Û¸ñ±äµÃ¸ü¹ó¡£
»ª¶û½ÖÈÕ±¨±¨µ¼£¬Å·ÖÞ²ÆÕþ²¿³¤ÖܶþÕë¶Ô¹ú¼Ê»ºÖú°®¶ûÀ¼¼Æ»®£¬½øÐÐ̸ÅС£´ËÒ»ÐÒé¼ÛÖµ¿ÉÄÜ´ï1000ÒÚÅ·Ôª£¬°üÀ¨Å·ÔªÇø¼°¹ú¼Ê»õ±Ò»ù½ð(IMF)´û¿î¡£
µ£ÓÇÖйú¿ÉÄÜÉýÏ¢£¬ÒÖÖÆͨ»õÅòÕÍ£¬ÖܶþÔٶȶÔͶ×ÊÈ˹¹³ÉѹÁ¦¡£Õ¹Íû»õ±ÒÕþ²ß½ôËõµÄµ£ÓÇ£¬Ê¹µÃÖйú¹ÉÊдó·ùÏ´졣ÄϺ«ÖܶþÐû²¼£¬Òòµ£ÓÇͨ»õÅòÕÍ£¬ÑëÐе÷¸ßÀûÂÊÒ»Âë¡£
Ͷ×ÊÈËÓÇÐÄ£¬ÀûÂÊÉÏÉý£¬ÓÈÆäÖйú--ÊÀ½çµÚ¶þ´ó¾¼ÃÌå--¿ÉÄÜÒÖÖƾ¼Ã³É³¤ÓëÔÓÍÐèÇó¡£
·ÖÎöʦ˵£¬Öйú¿ÉÄܼõ»º¾¼Ã³É³¤£¬¿ÉÄÜÊÇÒý·¢ÔÓÍ×ߵ͵ÄÒòËØ¡£
ÖÜÈý£¬ÃÀ¹úÄÜÔ´²¿½«¹«²¼ÉÏÖÜÄÜÔ´¿â´æ±¨¸æ£¬¿ÉÄÜÓ°ÏìÔÓÍÊг¡·½Ïò¡£½üÀ´£¬ÃÀ¹úÄÜÔ´¿â´æ¸ßÓÚƽ¾ùˮƽ£¬Ê¹µÃÔÓͼ۸ñÊܵ½ÒÖÖÆ¡£µ«¹ýÈ¥¶þÖÜ£¬ÃÀ¹úÄÜÔ´²¿¹«²¼ÔÓÍÓëȼÁÏÓÍ¿â´æϽµ£¬ÏÔʾ¿â´æ¸ßµã¿ÉÄÜÒѾ³öÏÖ¡£
·ÖÎöʦԤÆÚ£¬ÃÀ¹úÉÏÖÜÔÓÍ¿â´æ¼õÉÙ10ÍòÍ°¡£ÆûÓÍ¿â´æ¼õÉÙ60ÍòÍ°£¬ÕôÁóÓÍ¿â´æ--°üº¬²ñÓÍÓëÈÈȼÓÍ--¼õÉÙ220ÍòÍ°¡£
12ÔÂÐÂÅä·½ÆûÓÍϵø3.93ÃÀ·Ö£¬»ò1.8%£¬ÊÕÓÚÿ¼ÓÂØ2.1557ÃÀÔª¡£12ÔÂÈÈȼÓÍÊÕµÍ6.19ÃÀ·Ö£¬»ò2.6%£¬ÖÁÿ¼ÓÂØ2.3090ÃÀÔª¡£
ÃâÔðÉùÃ÷£ºÉÏÎĽö´ú±í×÷Õß»ò·¢²¼Õ߹۵㣬Óë±¾Õ¾Î޹ء£±¾Õ¾²¢ÎÞÒåÎñ¶ÔÆäÔ´´ÐÔ¼°ÄÚÈݼÓÒÔ֤ʵ¡£¶Ô±¾ÎÄÈ«²¿»òÕß²¿·ÖÄÚÈÝ(ÎÄ×Ö»òͼƬ)µÄÕæʵÐÔ¡¢ÍêÕûÐÔ±¾Õ¾²»×÷Èκα£Ö¤»ò³Ðŵ£¬Çë¶ÁÕ߲ο¼Ê±×ÔÐкËʵÏà¹ØÄÚÈÝ¡£±¾Õ¾ÖÆ×÷¡¢×ªÔØ¡¢Í¬Òâ»áÔ±·¢²¼ÉÏÊöÄÚÈݽö³öÓÚ´«µÝ¸ü¶àÐÅϢ֮ĿµÄ£¬µ«²»±íÃ÷±¾Õ¾ÈÏ¿É¡¢Í¬Òâ»òÔÞͬÆä¹Ûµã¡£ÉÏÊöÄÚÈݽö¹©²Î¿¼£¬²»¹¹³ÉͶ×ʾö²ßÖ®½¨Ò飻Ͷ×ÊÕ߾ݴ˲Ù×÷£¬·çÏÕ×Ôµ£¡£Èç¶ÔÉÏÊöÄÚÈÝÓÐÈκÎÒìÒ飬ÇëÁªÏµÏà¹Ø×÷Õß»òÓë±¾Õ¾Õ¾³¤ÁªÏµ£¬±¾Õ¾½«¾¡¿ÉÄÜÐÖú´¦ÀíÓйØÊÂÒË¡£Ð»Ð»·ÃÎÊÓëºÏ×÷£¡ ÖÐÎÙÔÚÏ߲ɼ¯ÖÆ×÷¡£
|