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歐債惡化 歐元區GDP恐折損5% @ 2012-08-04T06: Back Hot News
Keyword:IMF
Concept:歐元區經濟 , 阻止歐債危機措施
鑒於歐元當前已行至關鍵點位,我們並不傾向於認為歐元將輕易崩敗。關於歐元區財政困境的憂慮上周再次回歸,並導致歐元周五的大幅下挫。關於歐債危機的解決不斷有新的進展,然而當我們去張望未來一段時間的局勢,我們意識到全球范圍內的恐慌以及經濟下行的概率陡增。上周五歐元區財政會議批准了西班牙救助協議,此種利好之下投資者們卻轉而盯住協議細節上的不足之處 (使用ESM直接救助西班牙銀行業和政府一事不夠透明) 以及西班牙省市級別的問題 (西班牙巴倫西亞政府申請金援) 。歐債危機相關情緒依然是人們預期以及市場焦點的產物。如果非要去尋找做空歐元的理由,當前而言簡直輕而易舉。

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