全球市場：美歐股市下挫 亞洲股市連創(chuàng)新高

Disappointing corporate earnings and consumer confidence data helped pull the rug from under US and European equity markets yesterday as investors' recent appetite for risk finally showed signs of faltering.

令人失望的公司盈利和消費者信心指數(shù)，令美歐股市昨日下挫，投資者近期的風(fēng)險偏好終于出現(xiàn)了動搖跡象。

But analysts suggested that the underlying mood remained cautiously optimistic given the positive effect of recent earnings releases and signs that Asia was recovering faster than Western economies.

但分析師指出，鑒于最近一波業(yè)績發(fā)布的積極效應(yīng)，以及亞洲各經(jīng)濟體復(fù)蘇速度快于西方的各種跡象，市場基本情緒仍保持謹(jǐn)慎樂觀。

Upbeat comments from central bank officials in Australia and China about their countries' economies underpinned the positive view of the region.

澳大利亞和中國的央行官員針對本國經(jīng)濟的樂觀評論，支持了人們對亞太地區(qū)的積極看法。

“Investors continue to see the glass as half-full, despite fears of a liquidity-driven asset bubble in China and some analytical question marks over how comparable preliminary second-quarter Asian GDP growth figures are to Western statistics,” said Lena Komileva, head of G7 market economics at Tullett Prebon.

德利萬邦(Tullett Prebon)的七國集團(G7)市場經(jīng)濟主管莉娜•科米歷娃(Lena Komileva)表示：“投資者仍然把杯子看作是半滿的，盡管他們對中國由流動性驅(qū)動的資產(chǎn)泡沫感到擔(dān)憂，而且在亞洲第二季度GDP增長的初步數(shù)據(jù)與西方數(shù)據(jù)的可比性方面，存在一些分析層面的疑問。”

However, the mood soured somewhat as US economic figures highlighted worries that the American consumer might be the weak link in the tentative upturn.

不過，市場情緒出現(xiàn)了一些惡化，美國經(jīng)濟數(shù)據(jù)凸顯出，人們擔(dān)心美國消費者也許是本輪試探性反彈的薄弱環(huán)節(jié)。

The Conference Board's index of US consumer confidence fell to 46.6 this month from 49.3 in June, marking a two-month reversal of a prior three-month surge from February's record low.

衡量美國消費者信心的大企業(yè)聯(lián)合會(Conference Board)指數(shù)從6月的49.3下降至本月的46.6，標(biāo)志著連續(xù)2個月的逆轉(zhuǎn)趨勢，此前該指數(shù)自2月跌至創(chuàng)紀(jì)錄低點后連續(xù)3個月大幅上揚。

“Expectations jumped prematurely earlier this year as an equity rally, low energy prices and hope of help from Washington buoyed moods,” said Adam York, economist at Wells Fargo Securities. “Now it seems we have a renewed sinking feeling.”

富國證券(Wells Fargo Securities)經(jīng)濟學(xué)家亞當(dāng)•約克(Adam York)表示：“今年早些時候，預(yù)期過早飆升，當(dāng)時股市反彈、低能源價格和對華盛頓出手相助的希望，都提振了情緒。”“而今我們似乎再次陷入了低落的情緒。”

The data overshadowed news that US house prices in May had risen from the previous month for the first time in nearly three years – offering further evidence of stabilisation in the US housing market.

上述數(shù)據(jù)令以下消息黯然失色：5月份美國住宅價格近3年來首次出現(xiàn)環(huán)比上升，為美國住宅市場正在企穩(wěn)的觀點提供了進一步證據(jù)。

Equities in the US and Europe responded by retreating from eight-month highs struck on Monday. By midday in New York, the S&P 500 was down 1 per cent, while the pan-European FTSE Eurofirst 300 index fell 1 per cent. In London, the FTSE 100 failed to achieve a record-breaking 12-session run of gains.

受此影響，美國和歐洲股市從周一觸及的8個月高點有所回落。截至紐約午盤，標(biāo)準(zhǔn)普爾500指數(shù)(S&P 500)下跌1%，泛歐富時Eurofirst 300指數(shù)(FTSE Eurofirst 300)下跌1%。在倫敦，富時100指數(shù)(FTSE 100)未能創(chuàng)下連續(xù)12個交易日上漲的紀(jì)錄。

Tokyo also showed signs of fatigue as the Nikkei 225 Average halted a nine-day winning streak to end fractionally lower – although most other Asian markets reached fresh multi-month highs.

東京也表現(xiàn)出疲倦跡象，日經(jīng)225平均指數(shù)(Nikkei 225 Average)結(jié)束了連續(xù)9日的上漲行情，收盤略有下跌，盡管亞洲其它許多股市創(chuàng)下了數(shù)月來的新高。

譯者/章晴