盈透：特朗普讲话未能安抚市场情绪

特朗普讲话未能安抚市场情绪

作者：KraneShares Advisors

来源：IB美国盈透证券

原文发表于美国时间2020-3-12

特朗普总统发表电视讲话后，亚洲股市出现下跌。（特朗普的讲话）缺少了什么东西？我认为缺乏财政刺激措施、未承认病毒测试套装的问题以及限制美国境内的旅行。不过，在我撰写本文时，美国可能会给出更强有力的回应。

因为有关冠状病毒的问题多于答案，我们正处于缺乏信心的危机中。多个国家和地区的股市出现大跌，如泰国下挫11%，印度与新加坡股市下跌8%，印尼下跌5%，日本股市下跌4%，香港和韩国股市下跌近4%。观察19个市场中的股票涨跌，仅有1109只股票上涨，而又11306只股票下跌。我对目前股市是否已经跌至最低点持疑，因为市场需要强有力的应对措施。

作为中国Craiglist的58同城昨日公布第四季度财报，该公司业绩强劲，营收同比增长15%，净利润则增长超500%。不过该公司对第一季度的预期指引可以理解的低。

数据显示出中国已经成功控制住疫情，在过去的10天内，10个省份报告的新增病例为0。货运物流的比例恢复至春节前的83.5%。

香港股市

香港股市下跌3.66%，跌去922点，5天的跌幅达到9.19%。全部50个成分板块下跌，交易量较昨日上涨34%，不过不及星期一暴增的交易量。指数权重股下跌106点，跌幅4.44%。腾讯下跌3.91%，汇丰银行下跌4.11%。MSCI中国股票指数在香港上市公司下跌3.88%，领跌的包括能源板块下跌6.01%，科技板块下跌5.75%，医疗板块下跌5.72%，通信板块下跌4.08%，材料板块下跌3.59%，公用事业板块下跌3.59%，工业板块下跌3.53%，房地产板块下跌3.36%，消费品板块下跌2.94%，金融板块下跌2.8%。内地投资者今日买入了16.32亿港币的港股，站今日香港股市总成交额的9.3%。

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这篇文章已被翻译成中文。原英文作者Brendan Ahern。如英文版本和中文版本之间有任何不一致，以英文版本为准。该文章中的分析仅为提供信息，不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容，不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买，出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前，您应该考虑是否适合您的具体情况，并在必要时寻求专业建议。

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美国期货及期货期权收费根据交易量阶梯式计算盈透佣金0.25-0.85美元/手

美股佣金半美分/股超低隔夜融资利息 1000万美元年化利息低至0.594% （按目前基准利率0.13%计算）

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((价格改善股票数目 * 价格改善数额) - (没有价格改善股票数目 * 没有改善数额)) = 总执行股票数目

交易审计集团(TAG)。根据TAG，比较期间行业作为整体考虑。TAG关于美国股票的分析包括所有100股或上至10,000股的市场定单。美国期权的分析包括所有市场定单尺寸并包括基于IB的成本相加定价结构的客户收到的交易所回扣。 TAG对传递到欧洲交易所的定单的分析包括在正常交易时段内的所有传递执行的定单，包括交易所上市的股票的所有市价单和可交易的限价单以及近于市价单的定单（定单收到时的限价价格距报价在十分之一欧元以内），并按每个交易所的执行交易量加权计算。欧洲股票的交易所包括XETRA, EURONEXT, CHI-X, WIENER BORSE, TURQUOISE,LONDON以及NASDAQ OMX。

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根据巴伦周刊互联网券商评比，盈透证券从2002年至2016年连续15年被巴伦周刊（Barron& #39;s）评为低成本经纪商：2002 - 5星，2003 - 4.9星，2004 - 5星，2005 - 5星，2006 - 5星，2007 - 4.8星，2008 - 4.5星，2009 - 4.5星，2010 - 4.2星，2011 - 4.5星，2012 - 4.3星，2013 - 4.5星，2014 - 4.5星，2015 - 4.5星，2016 - 4.5星。在巴伦周刊（Barron& #39;s）2016年3月21日的年度最佳互联网券商评比 - “网络投资者的最大顾虑？移动安全”中，盈透证券荣获4.5星评级。评比的条件包括交易体验和技术，使用性，移动性，交易产品范围，研究手段，投资组合分析和报告，客户服务和教育，以及成本。Barron& #39;s是Dow Jones & Co. Inc的注册商标。