財經零距離 – 6/24/2022
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【市場更新】
1.在上週經歷2020年三月以來最差的單週表現後，本週股市反彈。聯準會主席Jerome Powell在本週三的國會聽證會上表示要達到經濟軟著陸將十分具有挑戰性，再度引發市場對經濟衰退的疑慮。對長期關注本專欄的讀者來說，應該至少上週就看到相同的內容，不算意外。
- 全球經濟衰退，而非美國經濟衰退:每次只要提到美國面臨經濟衰退，就會有人跳出來說經濟衰退只是美國的問題，或至少某些特定國家不會受影響，這個說法完全經不起實際的檢驗。從1973年以來每次美國經濟衰退都引發全球經濟衰退
，不論你對國際局勢有什麼看法，美國是消費大國，出口導向的國家不可能在美國經濟蕭條、消費緊縮的情況下依然保持經濟不受影響。 - 全球經濟降溫導致韓圜創2009以來新低: 歐洲因為俄烏衝突以及能源禁運措施開始降溫。美國目前的經濟數據依然火熱，但進口已開始降溫。出口導向的韓國已開始受到影響，韓圜創下2009年以來的新低。常說的「美國打噴啑，全球重感冒」至少目前依然試用。
- 分散風險依然是最佳的選擇，如果非要集中投資單一國家(不推薦)，美國是少數經歷經濟衰退後股市依然能再創新高的國家: 越是前景不明時越要分散風險，如果真有什麼理由非得投資單一國家，至少美國在歷史上股市能持續創新高，其他國家(包括中國的上證指數、日本的日經指數)因為時間尚短，還沒有作到這一點。
，不論你對國際局勢有什麼看法，美國是消費大國，出口導向的國家不可能在美國經濟蕭條、消費緊縮的情況下依然保持經濟不受影響。2.另一虛擬貨幣借貸平台Babel宣布暫停存戶提領資金，Bitcoin在美國時間6/18週六時曾短暫跌破$18,000。
- 在無法進行基本面分析的情況下，許多人只能訴諸技術面分析，並且認為現在是個合理的進場點 – 雖然不確定合時能再創新高，但中短期出現反彈或許是可以期待的。我們無法給予任何投資建議，但對於長期看好虛擬貨幣的投資人，在佔總體資產金額不大的範圍內，目前是可以考慮的時機。
【疫情更新】
歐洲確診數因新型變種及防護措施解禁再度攀升。
圖片來源：網絡，版權歸原作者
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