NgoLwesithathu (Disemba 18), inkomba ye-US dollar inkomba encane ukushaqeka kobubanzi ngemuva kokuphindaphinda ukuya phezulu, kusukela ngo-16:35 GMT, inkomba yedola ku-106.960 (+0.01, +0.01%); Uwoyela ongahluziwe wase-US 02 ukuchema ku-70.03 (+0.38, +0.55%).
Usuku lwethusi lwaseShanghai lwaluyiphethini yokushaqeka ebuthakathaka, inkontileka eyinhloko 2501 yagcina ivalwe ngo-0.84%, intengo yokuvala ku-73,930 yuan. Umkhathi wokuqaphela imakethe ugcwele, ipuleti elingeyona insimbi indawo enkulu ngaphansi kwengcindezi yokuwa. Okwamanje ekudingeni ubhedu ngenkathi engekho, ukusebenza kwemakethe kuthanda ukuba buthaka, ukuthengiselana kwendawo kuba buthaka, amanani ekhopha enze ukucindezelwa. Ngaphezu kwalokho, ithoni ye-hawkish ye-Federal Reserve eyafanekisela indlela yokuncishiswa kwezinga lenzalo yonyaka ozayo ingase ibe ukumelana okunzima, okuhambisana nezimakethe zaseYurophu nezaseMelika ngaphambi kwamaholide kaKhisimusi, isifiso sokudla sabuyela emuva, ithusi laseShanghai liyaqhubeka nokulondoloza umkhuba wokushaqeka.
Isimemezelo sokuxazululwa kwezinga lenzalo ye-Federal Reserve sesiseduze, izimali zikhethe ukubiyela inzuzo-ethatha emakethe, okuholela emananini ethusi ngaphezu kwengcindezi. Nakuba i-Fed ixoxile ngokuphindaphindiwe ngezinga lenzalo phakathi nonyaka kodwa ayizange inciphise izinga lenzalo, inkani yokwehla kwamandla emali ibangele ukuhlehliswa kokunciphisa inzalo, ukusebenza kwe-dollar index kunamandla. Nakuba u-Powell enza isiqondiso sokuncishiswa kwezinga lenzalo kwacaca emhlanganweni waminyaka yonke wamabhange amaphakathi omhlaba, ngo-September uvule i-interest rate yesibili yonyaka, kodwa idola lisenamandla. Ikakhulukazi ngemuva kokunqoba kukaTrump kukamongameli ngempumelelo ngoNovemba, idola lakhuphuka. Ngaphezu kwalokho, kulo mhlangano wokugcina wesilinganiso senzalo wonyaka, i-Fed yethule ithoni ye-hawkish, nakuba ukuncishiswa kwezinga likaDisemba kuyisinqumo esabikezelwa, kodwa izinga lokuncishiswa ngoJanuwari wonyaka ozayo lingase lehlise ijubane, izikhulu ze-Fed zizoqapha kakhulu esikhathini esizayo endleleni yokunciphisa izinga lenzalo, umjikelezo wokunciphisa inzalo ungase ube owesikhashana, ingxenye yesibili yonyaka noma ukuma, idola laseMelika lingase liqhubeke libe yi-copper enamandla.
Ngasohlangothini lwezomnotho wasekhaya, kube nokuncishiswa kwamanani okubili phakathi nonyaka, okuqine kakhulu kunaseminyakeni edlule futhi kudedele amathuba okuqhubeka kwezinqubomgomo zokunciphisa amanani. Khonamanjalo, izilinganiso zenzalo zinqanyulwe kathathu futhi i-LPR isilungisiwe ukuze kuthuthukiswe ukuthuthukiswa komnotho kwekhwalithi ephezulu. Inqubomgomo yezimali iyasebenza, ukukhishwa kwezibopho ezikhethekile zezimali, ukusekelwa kwezikweletu zendawo, imakethe yezindlu, njll. Ukuphela kukaSeptemba ukwandisa ukwethulwa kwezinqubomgomo zokuvuselela umnotho omkhulu, isimo semakethe sihle, imakethe yamasheya yakhuphuka ukushayela intengo yethusi. ngoNovemba ukukhululwa okusemthethweni kwenqubomgomo yokuvuselela ama-macro, ukwandisa umkhawulo wesikweletu sikahulumeni wasekhaya, iminyaka emihlanu elandelanayo ukuhlela isikweletu esikhethekile sebhondi, imvelo yezomnotho omkhulu kulindeleke ukuthi izinzile futhi ibe yinhle, intengo yethusi inomthelela omuhle. Ukwengeza, inqubomgomo 'yokuhwebelana' ikhuphule isasasa labathengi ezimakethe zezimoto ezintsha zamandla nezisetshenziswa zasendlini, isekela umbono wokufunwa kwemakethe yensimbi futhi yakhawulela ukwehla kwezintengo zethusi.
Ngokuyisisekelo, umvukuzi wethusi waseChile u-Antofagasta uvumelane ne-Jiangxi Copper yaseChina nezinye izincibilikisi ngenani lesilinganiso sokwelashwa sangonyaka ozayo, ukwehla okukhulu ezinkokhelweni okubonisa iphethini eshubile ekupheleni kwezimayini, okufanekisela ukuqhubeka kwezingqinamba zokunikezwa kwangonyaka ozayo, okuzosekela amanani ekhopha. Kodwa-ke, ama-oda amasha emakethe anciphile, kodwa izinkampani eziningi zinama-oda anele kusengaphambili, zisekela izinga lokuqala ekuqaleni kukaDisemba ukuze kugcinwe izinga eliphezulu. Ngesikhathi esifanayo, ngasekupheleni kukaDisemba, izinduku eziningi zethusi kanye namabhizinisi angaphansi komfula azokwenza ukuxazululwa kokuphela konyaka, noma ingxenye yesidingo esikhishwe kusengaphambili kuze kube maphakathi nasekuqaleni kukaDisemba. Kodwa sekukonke, umkhathi wokuphela konyaka uya ujiya kancane kancane, i-terminal iphansi ukuze igcwalise ukuntuleka kwamandla e-kinetic, ubuthakathaka bomsebenzi wokuthengiselana buyabonakala, ukusetshenziswa kulindeleke ukuthi kwengeze amakhaza, amanani ethusi angaphansi kwengcindezi yokushaqeka okubuthakathaka.
Uma kubhekwa isimo samanje se-macro kanye ne-micro, i-macro factor iseyisici esibalulekile emalini. Nakuba ukusetshenziswa kwemakethe yethusi kugcina ukuqina, i-inventory iyaqhubeka nokusekela amanani. Kodwa engxenyeni yesibili kaZibandlela, umoya wokuphela konyaka uya uminyene kancane kancane, indawo yokugcina ayisiwo umfutho owanele wokugcwalisa i-inventory ephansi, ubuthakathaka bomsebenzi wokuthengiselana buyabonakala. Amanani ethusi kulindeleke ukuthi abe ngaphansi kwengcindezi nokushaqeka okubuthakathaka. Kodwa-ke, kucatshangelwa izinga eliphansi lokusungula kwezenhlalakahle ezifuywayo kanye nokuphela konyaka, kukhona umyalelo wokusheshisa, amanani ethusi ngesikhathi esifushane ngaphansi kwesikhala noma akakwazi ukuvula ngokushesha. Ngakho-ke, ekusebenzeni kufanele kugweme ukujaha isikhashana, ukulinda ukuphindaphinda ngemuva kokuthi ithuba elifushane eliphakeme linikezwe kuqala.
Isikhathi sokuthumela: Dec-19-2024