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中銀香港(02388.HK):美國加息週期接近尾聲
阿思達克 05-04 12:38
美國聯邦儲備局一如市場所料加息25點子。中銀香港投資管理總經理王兆宗認為,現時已進入加息週期末段,美聯儲需要更多時間觀察目前利率水平對經濟及物價的影響,從而調整貨幣政策步伐,因此現時談論減息可謂言之尚早。議息後,對貨幣政策較為敏感的美國2年債息下跌13點子至3.80%,10年債息下跌5點子至3.33%。 就近期美國個別地區銀行事件,鮑威爾表示美國銀行體系穩健,但未來會加強對同類型銀行的監管。王兆宗認為,政府就地區銀行事件的迅速反應暫時防止負面情緒蔓延,但市場信心依然薄弱,投資者後續仍需關注銀行信貸收緊情況以及其對通脹的影響。
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