中国贸易逆差冲击亚洲股市

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数据显示，中国上月出现巨额贸易逆差，这一消息盖过了美国强劲就业数字和日本机械订单反弹的影响，亚洲股市应声下跌。

在中国公布2月份出现314.8亿美元贸易逆差之后，富时亚太指数(FTSE Asia-Pacific index)下跌0.6%，跌至244.21点。中国出现贸易逆差的原因是出口受到欧洲经济放缓的冲击。
这一数据激起了人们对世界第二大经济体增长前景的担忧，上周五好于预期的美国就业数据带来的全球投资者情绪的改善也被抵消。
同时，在将于本周二召开的美联储(FED)最新货币政策会议前夕，全球市场基本处于观望之中。

巴克莱资本(Barclays Capital)分析师表示：“尽管我们认为政策不会有任何大的变化，但美联储对温和政策的重申或许有助于维持对风险资产的基础支撑。美国就业市场的改善降低了出台第三轮定量宽松(QE3)政策的可能性。”
在上周末贸易逆差数据公布之后，中国股市交易谨慎。上证综指下跌0.2%，跌至2434.86点，香港恒生指数则小幅上涨0.2%，涨至21134.18点。
华润置地(China Resources Land)在报告了好于预期的业绩之后，领涨房地产板块。其股票上涨了0.4%，涨至13.88港元。人们对中国ZF放松货币政策的预期，也助涨了房地产板块。长江实业(Cheung Kong)上涨1.4%，涨至108.40港元，恒基地产(Henderson Land)上涨1.7%，涨至46.25港元。
在汇丰(HSBC)将对移动网络运营商中国移动(China Mobile)的评级从“中性”(neutral)调高至“增持”(overweight)、目标价调高至100港元之后，中国移动大涨3.9%，涨至87.45港元。
在上海股市，在数据显示2月份新增人民币贷款数量低于预期、中国货币供应量增长低于ZF目标之后，银行股纷纷下跌。中国建设银行(China Construction Bank)下跌0.4%，跌至4.75元人民币，中国民生银行(China Minsheng Banking Corp)下跌1.4%，跌至6.38元人民币。

Asian stocks were lower as data showing China posted a big trade deficit last month overshadowed strong US jobs numbers and a rebound in Japan’s machinery orders.

The FTSE Asia Pacific index receded 0.6 per cent to 244.21 after China reported a $31.48bn trade deficit for February as exports took a hit from Europe’s economic slowdown.
The data stoked concerns about growth prospects in the world’s second-largest economy, offsetting the boost to global sentiment that had followed Friday’s better-than-expected US jobs data.
Meanwhile, global markets were broadly in wait-and-see mode ahead of the US Federal Reserve’s latest monetary policy meeting on Tuesday.

“Although we do not expect any significant changes in policy, a reiteration of dovish rhetoric may help maintain the underlying support for risky assets. An improving US labour market has reduced the likelihood of QE3 further,” Barclays Capital analysts said.
Stocks in China were cautiously traded following the deficit data published at the weekend. The Shanghai Composite index slipped 0.2 per cent to 2,434.86, while the Hang Seng index in Hong Kong edged 0.2 per cent higher to 21,134.18.
China Resources Land led the property sector higher after reporting forecast-beating results. Its stock rose 0.4 per cent to HK$13.88, while hopes of monetary easing efforts from Beijing also helped the sector. Cheung Kong gained 1.4 per cent to HK$108.40 and Henderson Land added 1.7 per cent to HK$46.25.
China Mobile climbed 3.9 per cent to HK$87.45 after HSBC lifted its rating on the mobile network operator to “overweight” from “neutral” and its target price to HK$100.
In Shanghai, banks fell after figures showing new renminbi loans were less than estimated in February while growth in China’s money supply was below the government’s target. China Construction Bank lost 0.4 per cent to Rmb4.75 while China Minsheng Banking dropped 1.4 per cent to Rmb6.38.

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关键词：中国贸易 贸易逆差 易逆差 Construction asia pacific 欧洲经济 贸易逆差 巴克莱 美联储 货币政策

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这则消息已经过时了，因为昨天宝哥说了，地产调控还不够。股市午盘放量下跌。