盛康外汇 发表于 2011-8-4 15:40

<P style="TEXT-INDENT: 21pt; MARGIN: 0cm 0cm 0pt; mso-char-indent-count: 2.0" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">最近以来的美债危机只是暂时抢了欧洲的风头,当美债渐渐平息之后,我们发现其实欧债危机从未远离。</SPAN></P>
<P style="TEXT-ALIGN: left; LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" class=MsoNormal align=left><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">希腊的“顽症”尚未治愈,欧元区又添新丁。</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt" lang=EN-US>7</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">月<SPAN lang=EN-US>28</SPAN>日塞浦路斯国内唯一的电站因海军基地爆炸损失逾<SPAN lang=EN-US>10</SPAN>亿美元,对经济造成严重冲击。</SPAN><SPAN lang=EN-US><FONT face=Calibri>8</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">月</SPAN><SPAN lang=EN-US><FONT face=Calibri>1</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin">日</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">,塞浦路斯国内最大的商业银行塞浦路斯银行发出警告,如果在财政上得不到紧急的补救措施,塞浦路斯将很可能申请国际援助。届时将成为继希腊、爱尔兰和葡萄牙后第四个申请国际援助的国家。同时,三大评级机构之一的惠誉在昨天表示,将密切监测塞浦路斯国内动向,如果危机持续的话,将下调其现有评级。 <SPAN lang=EN-US><?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p></SPAN></SPAN></P>
<P style="TEXT-ALIGN: left; LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" class=MsoNormal align=left><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">塞浦路斯很可能被希腊拖下水。因为塞浦路斯的危机源于大规模的持有希腊的债券,<SPAN lang=EN-US>310</SPAN>亿欧元的希腊主权债务和银行债务,相当于塞浦路斯国内生产总值的<SPAN lang=EN-US>1.7</SPAN>倍,而且居欧元区之首。<SPAN lang=EN-US>IKON</SPAN>集团伦敦分公司的观点认为,自欧债爆发以来,欧盟和<SPAN lang=EN-US>IMF</SPAN>已经为希腊、爱尔兰和葡萄牙提供约<SPAN lang=EN-US>3820</SPAN>亿欧元的援助,即使援助的话,力度也绝不会太大,数额可能将不超过几十亿欧元。这对悬而未决的欧债问题又蒙上一层阴影。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P style="TEXT-ALIGN: left; LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" class=MsoNormal align=left><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">此外,</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>G7</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">成员国意大利也未能幸免于债务危机阴霾。</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">目前意大利的意大利债务已经占本国<SPAN lang=EN-US>GDP</SPAN>的<SPAN lang=EN-US>120%</SPAN>,欧元取内仅次于希腊的<SPAN lang=EN-US>160%</SPAN>。受债务问题拖累,意大利的债券收益率创下自<SPAN lang=EN-US>1994</SPAN>年新高,其中<SPAN lang=EN-US>5</SPAN>年期债券收益率与西班牙持平,这代表着意大利正在抢西班牙的风头,成为了市场焦点。欧盟区的其他国家,也要做好时刻援助两国的准备。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
<P style="TEXT-ALIGN: left; LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0; mso-pagination: widow-orphan" class=MsoNormal align=left><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">由于意大利是</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>G7</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">成员国,因此意大利的经济形势,势必影响到欧盟的决策,最近以来市场都在猜测欧央行是否会重启政府债券购买计划。</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">欧元集团主席容克表示,很显然,<SPAN lang=EN-US>7</SPAN>月<SPAN lang=EN-US>21</SPAN>日达成的同意扩大欧洲金融稳定工具的使用范围及灵活性以应对危机蔓延的威胁,显然没有让欧元区得到喘息。欧盟委员会主席巴罗佐也敦促各方尽快落实和采取有效措施应对欧洲各国的主权债务危机。鉴于形势的危急,</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">欧盟昨日对意、西两国做出口头上支持,同时承认投资者正怀疑欧元区是否有能力战胜主权债危机。</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p></o:p></SPAN></P>
<P style="LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">欧洲央行将于北京时间周四<SPAN lang=EN-US>19:45</SPAN>公布利率决议。<SPAN lang=EN-US>I</SPAN></SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>KON</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">集团分析师预计</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">,将维持现有利率<SPAN lang=EN-US>1.50%</SPAN>不变。或</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">重启购债的计划,救助意、西等国和投资者不断丧失的信心。但是实质性的动作恐怕还需等待形势继续恶化。</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt" lang=EN-US><o:p></o:p></SPAN></P>
<P style="LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">此外,英国央行也将于 <SPAN lang=EN-US>8</SPAN>月<SPAN lang=EN-US>4</SPAN>日北京时间<SPAN lang=EN-US> 19:00</SPAN>公布利率决议。外界猜测,由于英国经济复苏疲软,预期为维持利率<SPAN lang=EN-US>0.5%</SPAN>不变。鉴于最近英国公布的</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">一系列经济数据表现糟糕,英国国家经济及社会研究院昨日下调了英国</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>2011</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">年经济增长预期。</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p></o:p></SPAN></P>
<P style="LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">日前,瑞士央行的突然降息让外界稍感意外,市场给出的反映则是,昨日瑞郎兑主要货币下跌。在过去的</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>5</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">个交易日,瑞郎</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>/</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">欧元上涨</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>5%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">,瑞郎</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>/</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">美元上涨</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>4.5%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">。瑞士央行此举意在抑制本国货币的持续升值,恐瑞郎的持续走高,威胁到本国经济复苏。</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p></o:p></SPAN></P>
<P style="LINE-HEIGHT: 17.25pt; TEXT-INDENT: 21pt; MARGIN: 11.25pt 0cm; mso-char-indent-count: 2.0" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">与瑞郎情况类似,自</SPAN><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><FONT face=Calibri>3.11</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-ascii-font-family: Calibri; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: 宋体; mso-fareast-theme-font: minor-fareast; mso-hansi-font-family: Calibri; mso-hansi-theme-font: minor-latin; mso-bidi-font-size: 10.5pt">日本地震以来,日元保持持续的升势,</SPAN><SPAN style="FONT-FAMILY: 宋体; COLOR: black; mso-bidi-font-size: 10.5pt; mso-bidi-font-family: 宋体; mso-font-kerning: 0pt">周四亚市美元<SPAN lang=EN-US>/</SPAN>日元周四亚盘中大幅飙升,目前日本政府已对此情况进行干预,来自<SPAN lang=EN-US>IKON</SPAN>集团外汇交易大赛的消息,傍日货币对短线交易量大增。日本财务大臣野田佳彦召开紧急新闻发布会,称日本央行会采取适当行动,旨在阻止汇率的投机和无序波动。<SPAN lang=EN-US><o:p></o:p></SPAN></SPAN></P>
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