財經零距離 – 8/5/2022
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【市場更新】
1.美國今天在開盤前公布的就業報告顯示上個月新增職位遠超預期，引發市場擔心聯準會會以此為理由加速升息，導致標普開盤就下跌近1%，雖然之後一度上漲接近平盤，但後繼乏力。
- 從經濟基本面來看，就業報告強勁是好事，但我們同時也看到許多就業相關的經濟數據彼此之間並不一致，例如首次申請失業救濟人數自三月低點以來已增加近十萬人，而六月的職位空缺(Job Opening)也創下了自2020年四月以來的最大跌幅，所以還是需要審慎觀察未來的走勢。至於「好消息會導致聯準會持續升息，所以就是壞消息」這種想法，因為聯準會在確實看到物價受控制前調整政策的機率不高，不需要太過重視這種新聞媒體幫市場走勢找理由的說法。
- 在市場方面，今日的下跌也反應了之前一段時間持續上漲，在短期有超買的跡象。未來幾天可能會拉回整理，建議投資人作好心理準備。
2.部分原物料新聞顯示經濟成長趨緩對物價上漲有一定抑制作用，顯示停滯性通貨膨脹未必不可避免:
- 油價近50天連續下跌，已接近每加侖$4。雖然全球原油供給略有增加，但油價下跌反映的還是對全球能源需求的悲觀預期。
- 投機客紛紛獲利了解、離開農產品市場，導致農產品大宗商品價格大幅下跌。
圖片來源：網絡，版權歸原作者
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