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每月動向

2024年8月基金投資動向

2024年07月31日

原油價格下跌、通脹趨向緩和, 美聯儲降息預期升溫, 股市震盪但保持整體上升趨勢。

國際原油價格持續下滑。倫敦布倫特原油於7月29日收盤價跌破80美元,較7月初下跌超過8%。全球需求持續疲弱,成為原油市場基本面的主要壓力,市場對原油需求前景感到擔憂。此外,隨著新能源汽車的普及,能源消費結構或正逐步發生變化,這種轉變對傳統汽油和柴油的需求帶來挑戰,為原油市場帶來新的不確定性。同時,中東地區的局勢出現緩和跡象,地緣政治風險有望下降,對油價產生一定影響。

美股在7月份呈現較大波動。截至7月29日,道瓊斯指數在當月內有兩個交易日收報下跌超過500點,而有兩天卻上漲超過600點;而代表科技板塊的納斯達克指數有兩個交易日分別下跌超過500點和600點。近期,美國大型科技企業的季度表現較為遜色,令投資者擔憂整個行業的增長前景。

然而,7月26日公佈6月份的核心PCE物價指數,按月上漲0.2%,符合市場預期;按年上升2.6%,略高於市場預期的2.5%。分析認為這些數據正反映通脹受控,市場對美聯儲在9月份降息的預期樂觀,甚至有部分投資者押注今年的降息次數將超過兩次。在樂觀情緒的推動下,當日美股大幅飆升,三大主要指數均收盤上漲超過1%。道瓊斯指數曾飆升超過800點,最終收報40,589點,上漲654點或1.6%;標普500指數收報5,459點,上漲1.1%;以科技股為主的納斯達克指數則收報17,357點,上漲1.0%。

近期公佈的美國通脹數據顯示溫和,經濟仍在穩步增長中,市場對美聯儲降息的期望升溫。此外,美國10年期國庫券的收益率也相繼下降,7月29日收報4.18厘,較6月底下降0.22厘。市場正密切關注7月31日美聯儲的利率決定,並關注當局對經濟和通脹前景的看法,以確定降息步伐的可能性。

隨著美國總統大選逼近,執政黨當然希望通脹能够進一步下降,以增加黨員勝算機會。通脹壓力得到控制,降息前景便更加樂觀,利率的下降將對投資和企業營運成本帶來好處。同時,市場關注的另一焦點是美國經濟增長能否持續穩定或實現軟著陸。對於最近油價的下跌,我們期待它有助於進一步緩解通脹壓力。而加拿大央行已經兩度降息,這也許預示著減息周期即將開始。

投資者透過基金組合投資,由專業投資經理管理,投資組合可以分佈在不同地區、資產、行業、公司等,有助分散風險。客戶如欲查詢有關基金資訊,歡迎致電致富理財熱線: 2500 9188 聯絡我們。



免責聲明
上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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