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本周美國GDP+核心通脹雙重考驗,而科技股投資者注意週二

本周市場前瞻

本周市場焦點集中在美國通脹數據與經濟增長表現。在美國政府終於重開後,週三的核心PCE和GDP修正值將是重中之重,直接影響美聯儲政策預期。同時,新西蘭聯儲決議和日本東京CPI將提供亞太地區貨幣政策線索。科技股投資者還需關注Michael Burry對科技巨頭財務品質的評論可能帶來的市場影響。

美國11月達拉斯聯儲商業活動指數

週一發佈的這項數據是衡量德州地區製造業狀況的重要指標。指數高於零表明商業活動處於擴張狀態,該數據可作為美國整體經濟健康狀況的參考。

Michael Burry關於科技巨頭觀點

週二知名投資者Michael Burry將披露更多關於科技巨頭”低估折舊導致利潤虛高”的細節。這一觀點可能引發市場對科技股財務品質的關注,值得投資者留意。

美國第三季度GDP修正值 & 10月核心PCE價格指數

週三迎來兩個關鍵數據:

• 美國第三季度GDP修正值:將提供對美國經濟增長軌跡的更準確評估

• 美國10月核心PCE價格指數:這是美聯儲最關注的通脹指標,數據結果將直接影響市場對美聯儲貨幣政策路徑的預期

新西蘭聯儲利率決議

週三同日新西蘭聯儲將公佈利率11月利率決議。10月在超預期降息50基點後,市場重點關注是否仍將放款貨幣政策來支持國內疲軟的經濟。若對利率路徑發表更鴿派的措辭,紐元將進一步被打壓下行。

日本東京CPI數據

週五發佈的東京CPI是日本全國通脹的領先指標。若數據持續高於日本央行2%的目標,將強化貨幣政策正常化預期,影響日元走勢。不過在目前日本財政政策寬鬆的背景下,強於預期的通脹數據或僅能短線支撐日元匯率。

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本文所含評論、新聞、研究、分析、價格及其他資料只能視作一般市場資訊,僅為協助讀者瞭解市場形勢而提供,並不構成投資建議。Ultima Markets已採取合理措施確保資料的準確性,但不能保證資料的精確度,及可隨時更改而毋須作出通知。Ultima Markets不會為直接或間接使用或依賴此等資料而可能引致的任何虧損或損失(包括但不限於任何盈利的損失)負責。 

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