Chitatu (Zvita 18), iyo US dhora indekisi yakamanikana kuvhunduka mushure mekudzokera kumusoro, kubva 16:35 GMT, iyo dhora index pa106.960 (+0.01, +0.01%); US crude oil main 02 kurerekera kumusoro ku70.03 (+0.38, +0.55%).
Shanghai mhangura zuva akanga asina simba kuvhunduka muenzaniso, huru chibvumirano 2501 pakupedzisira akavhara pasi 0.84%, kuvhara mutengo pa 73,930 yuan. Musika wakangwarira mamiriro ekunze anopararira, isiri-ferrous ndiro nzvimbo yakakura pasi pekumanikidzwa kudonha. Parizvino mumhangura inoda off-mwaka, kuita kwemusika kunowanzoita kushaya simba, nzvimbo yekutengeserana ine husimbe, iyo mhangura mitengo inoita kudzvinyirira. Uye zvakare, iyo hawkish toni yeFederal Reserve yakafanofananidzira nzira yegore rinouya yekudzikisa mubereko inogona kuve inorema kuramba, pamwe nemisika yeEurope neAmerica zororo reKisimusi risati rasvika, havi yengozi yakadzokera shure, Shanghai mhangura inoramba ichichengetedza maitiro ekuvhunduka.
Chiziviso cheFederal Reserve chemubereko chekugadzirisa chiziviso chave pedyo, mari yakasarudza kuvhara purofiti-kubvisa pamusika, zvichikonzera mitengo yemhangura pamusoro pekumanikidza. Kunyange zvazvo Fed yakataura kakawanda pamusoro pemari yezvibereko mukati megore asi haina kucheka mubereko wemari, kusindimara kweiyo inflation kwakakonzera kumisikidzwa kwekuderedzwa kwemitengo, iyo dhora index performance yakasimba. Kunyange zvazvo Powell akaita hutungamiri hwekuderedzwa kwemitengo yakajeka pamusangano wepagore wemabhanga epakati penyika, munaSeptember yakazarura chikamu chechipiri chegore, asi dhora richiri rakasimba. Kunyanya mushure mekukunda kwaTrump kwemutungamiri wenyika muna Mbudzi, dhora rakakwira. Pamusoro pezvo, mumusangano uyu wekupedzisira wemubereko wegore, Fed yakaunza manzwi ekuti hawkish toni, kunyangwe chiyero chaDecember chakatemwa chiri mhedziso, asi mwero wakachekwa muna Ndira gore rinouya unogona kuderera, vakuru veFed vachave vakangwarira mune ramangwana munzira yekuderedzwa kwemhindu, kutenderera kwemhindu kunogona kuve kwenguva pfupi, hafu yechipiri yegore kana kumira, iyo US dhora inogona kuramba ichiwedzera kusimba.
Panyaya yehupfumi hwenyika, pave nekudzikiswa kuviri kwemitengo mukati megore, ayo akasimba kupfuura makore apfuura uye kuburitsa mukana wekuwedzera kuderedzwa kwemitengo. Zvichakadaro, mibairo yakatemwa katatu uye LPR yakagadziridzwa kusimudzira hupfumi hwemhando yepamusoro. Fiscal policy iri kushanda, kubudiswa kwezvisungo zvakakosha zvehupfumi, kutsigirwa kwechikwereti chemunharaunda, misika yemisika, nezvimwewo. Kupera kwaSeptember kuwedzera kuiswa kwemacroeconomic stimulus policy, mamiriro emusika akanaka, misika yemisika yakakwira kutyaira mutengo wemhangura. munaNovember kusunungurwa kwepamutemo kwemacro stimulus policy, kuwedzera muganhu wechikwereti chehurumende yemunharaunda, kwemakore mashanu akatevedzana kuronga chikwereti chakakosha chechisungo, macroeconomic nharaunda inotarisirwa kugadzikana uye yakanaka, mutengo wemhangura une simba rakanaka. Pamusoro pezvo, mutemo we'trade-in' wakawedzera kufarira kwevatengi mumotokari itsva yemagetsi uye misika yemidziyo yemumba, zvichitsigira maonero ekudiwa kwemusika wesimbi uye kudzikisira kuderera kwemitengo yemhangura.
Zvikurukuru, mucheri wemhangura wekuChile, Antofagasta, akabvumirana neJiangxi Copper yekuChina nevamwe vanonyungudutsa pamubhadharo wegore rinouya wekurapwa, kudzikira kwakanyanya kwemubhadharo unoratidza maitiro ekumisikidza pakupera kwemigodhi, zvichiratidza kuenderera mberi kwezvirambidzo zvegore rinouya, izvo zvichange zvichitsigira mitengo yemhangura. Nekudaro, mirairo mitsva mumusika yakadzikira, asi makambani mazhinji ane maodha akakwana pamberi, achitsigira chiyero chekutanga mukutanga kwaZvita kuchengetedza yakakwira. Panguva imwecheteyo, pakupera kwaDecember, matanda akawanda emhangura uye mabhizinesi akadzika pasi achaita kugadzirisa kwekupedzisira kwegore, kana chikamu chekudiwa kwakabudiswa mberi kusvika pakati nekutanga kwaDecember. Asi zvakazara, mamiriro ekunze ekupera kwegore ari kushanduka zvishoma nezvishoma, iyo terminal yakaderera kuzadza kushaikwa kwesimba rekinetic, kushaya simba kwekutengesa kuri pachena, kunwiwa kunotarisirwa kuwedzera kutonhora, mitengo yemhangura iri pasi pekumanikidzwa kuvhunduka kusimba.
Tichifunga nezveyazvino macro uye micro mamiriro, iyo macro factor ichiri chinhu chakakosha mumitengo. Kunyange zvazvo kushandiswa kwemusika wemhangura kunochengetedza kuoma, zvinyorwa zvinoramba zvichitsigira mitengo. Asi muhafu yechipiri yaZvita, mamiriro ekunze ekupera kwegore anokora zvishoma nezvishoma, iyo terminal haina kukwana kukurumidza kuzadza yakaderera inventory, kushaya simba kwekutengeserana kuri pachena. Mitengo yemhangura inotarisirwa kuve pasi pekumanikidzwa uye kuvhunduka kusina simba. Nekudaro, tichifunga nezve yakaderera mwero wemumba wemagariro ekuverenga uye kupera kwegore, kune kukurumidza kurongeka, mitengo yemhangura munguva pfupi iri pasi penzvimbo kana haigone kukurumidza kuvhura. Naizvozvo, mukuvhiya kunofanirwa kudzivirira kudzingirira pfupi, kumirira rebound mushure mepamusoro mukana mupfupi wakapihwa pekutanga.
Nguva yekutumira: Zvita-19-2024