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政經界速評:歐盟峰會初議局部成果 @ 2011-12-09T21: Back Hot News
Keyword:歐盟峰會 歐元 財政
Concept:
歐洲匯市5日,受意大利財政緊縮計劃的提振,歐元兌美元走高,兌瑞郎也在兩周內首次觸及1.24;但在歐盟峰會召開前,交易員對過度推高歐元持謹慎態度。
匯市概述:周五亞太時段中,非美貨幣反彈受挫,歐盟峰會前景暗淡。歐盟總統范龍佩周五聲稱,歐盟領導人原則上就信的財政一體化協議達成一致,但對永久救助基金(ESM)的銀行身份,以及歐元區共同債券並未達成一致。歐元/美元的反彈在1.3350上方受阻,隨後回落至1.3300一線,尾盤又溫和反彈。澳元/美元深受其害,反彈在觸及1.0200之後重挫,跌破1.0150附近的關鍵支撐水平,最低觸及1.0100下方。美元/日元也微幅回落,自77.60一線跌至77.50一線。
市場期待歐盟峰會,財政一體化為歐洲央行采取更多行動在短期內穩定歐洲債務危機做好鋪墊的期待正在升溫。歐洲以前經歷過以失望告終的結局,所以市場擔心出現令希望破滅並導致風險反彈勢頭逆轉的相關消息。這次看來不同。歐洲領導人正在談論歐元區結構性改革,傳出的相關消息也讓市場感到滿意。歐元區不再畫地為牢。隨著歐元區人口老齡化,有必要采取更為嚴苛的財政規則來保證債務水平不會過高。所以,市場對各種各樣的預算委員會集中化管理從而管控各國今後支出模式進而有望從根本上防止類似這次的危機再次爆發的預期予以積極的回應。

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