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財經地產- 美10年債息或抽上3厘 @ 2013-12-16T08: Back Hot News
Keyword:債息 退市 聯儲局 儲局議息
Concept:10年債息 , 美國聯儲局本周議息
【本報綜合報道】道指上周五微升15點,但由於之前連跌三個交易日,三大指數均錄得近4個月來最大單周跌幅。由於近期經濟數據普遍理想,市場相信本周美國聯儲局議息會議後,將有可能縮減買債規模,啟動退市計劃。
東驥基金董事總經理龐寶林表示,會議中著墨農業、產能過剩等議題,已屬市場預料中,相關版塊上周亦有一定升幅。市場觀望美聯儲局議息,如無意外將在明年初才正式退市,港股股市便有力再上。他認為,短期炒股唔炒市,可以集中選擇利好版塊。
ING亞洲研究部主管TIM CONDON稱,亞洲國債的價格水平在5月以前十分合理,當退市預期升溫,美國10年期國債孳息上升,跟隨美國債息上落的亞洲主權債即沒有緩沖空間抵御沖擊。自5月聯儲局主席伯南克首次發出退市信號,美國10年期國債升了72個基點。

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