Imarike yobhedu izinzile phakathi kweenguqu, uvakalelo lwemarike luhlala lungathathi hlangothi

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NgoMvulo Shanghai ubhedu trend dynamics, ngenyanga engundoqo 2404 ikhontrakthi wavula buthathaka, Intraday urhwebo disk ebonisa trend ebuthathaka.15:00 Shanghai Futures Exchange ivaliwe, umnikelo yakutshanje 69490 yuan / ton, phantsi 0.64%.Umgangatho wokurhweba kwindawo yokusebenza jikelele, imarike kunzima ukubona inani elikhulu labathengi, i-downstream ukuya kwi-marketing yokuthenga intshiseko ayikho phezulu, ubukhulu becala ifuna nje ukuzalisa ubukhulu becala, ukunqongophala kwentengiselwano iyonke yamabala aqaqambileyo.

Kungekudala, imarike yobhedu yehlabathi ibonise imeko ezinzile.Nangona ukuphazamiseka konikezelo ekupheleni kwemigodi yamaxabiso obhedu kukwenza inkxaso eyomeleleyo, kodwa uvakalelo lwemarike luzinzile, akukho kuguquguquka okubalulekileyo.

Kwimarike yasekhaya, abatyali-mali kumgaqo-nkqubo we-macro-stimulus wase-China kulo nyaka ngesimo sengqondo sokulinda nokubona.Ngexesha elifanayo, imarike yangaphandle inyusa ukubheja kwi-Federal Reserve elindelekileyo yokunciphisa izinga ngoJuni.Olu luvo lwentengiso lwahlukileyo lubonisa ukuba imakethi yobhedu yehlabathi ibonisa ukusabela okwahlukileyo xa ijongene neempembelelo zezinto ezahlukeneyo.

Kwidatha yezoqoqosho yase-US efanayo kunye nokulindela ukunyuka kwexabiso lenzala, ukusebenza kwee-asethi eziqhelekileyo kodwa kubonisa indlela eyahlukileyo.Obu bubungqina obungakumbi bokuntsonkotha kunye nokungaqiniseki kwemarike yangoku.Phakathi kwazo, ukusebenza okubuthathaka kwemveliso yase-US kunye nezalathi zengqesho ngoFebruwari kubangele iinkxalabo zemarike malunga nokudodobala koqoqosho.Imarike ngokubanzi ilindele ukuba i-Federal Reserve inokuthatha amanyathelo okunciphisa inzala ehlotyeni ukukhuthaza ukukhula koqoqosho.Isalathiso sedola sawela ngokulandelelana, sikhulisa amaxabiso obhedu.

UPowell, kwingxelo yakhe yakutshanje, ugxininise ukubaluleka kwethagethi yokunyuka kwamaxabiso kwelinye icala, kwaye ngakolunye uhlangothi, wanikela ingqalelo kwiinguqu kwimeko yezoqoqosho eyiyo.Esi simo sengqondo esilungeleleneyo sibonisa isilumkiso se-Fed kunye nokuguquguquka ekuqulunqeni umgaqo-nkqubo wezemali.Nangona kunjalo, abatyali-mali kusafuneka baqaphele ukuvezwa komngcipheko wecandelo leebhanki lase-US kunye nohlengahlengiso olunokwenzeka kwisantya sokubetha, konke oku kunokuba nefuthe elinokubakho kwimarike yobhedu.

Kwicala lokubonelela, ukuphazamiseka kokunikezelwa ekupheleni kwemigodi ukususela ngoDisemba odlulileyo kuye kwaba yinkxaso eqinile kumaxabiso obhedu.Lo mba awucinezelanga kuphela imida yenzuzo yezinyibilikisi zaseTshayina, kodwa unokunqanda ngakumbi imveliso.Okwangoku, idatha yamva nje ekhutshwe ngoLwesihlanu ibonise ukuba i-LME yobhedu yesitokhwe iwile kwinqanaba eliphantsi kakhulu ukususela ngoSeptemba kunyaka odlulileyo.Oku kwandisa nangakumbi ukunyuka kwamaxabiso ekopolo, nto leyo eyenza ukuba imeko yobonelelo oluxinana kwiimarike ibonakale ngakumbi.

Nangona kunjalo, kwicala lemfuno, imbonakalo yemfuno yobhedu evela kumandla, ukwakhiwa kunye nokuthutha amacandelo angaphantsi kokwanelisayo.Oku kuthomalalise ukuthandwa kweemarike ukusa kumlinganiselo othile.Abahlalutyi kwinkampani yexesha elizayo babonisa ukuba imeko yokusetyenziswa e-China, umthengi omkhulu wobhedu emhlabeni, uhlala ebuthathaka.Ngelixa abavelisi bocingo lobhedu bekwinqanaba lokuqalisa elingaphezulu kunelo belilindelwe, ityhubhu yobhedu kunye nabavelisi befoyile yobhedu bangaphantsi kakhulu kumanqanaba onyaka ophelileyo.Lo mahluko kunye nokungalingani kwimfuno yobhedu kumacandelo ahlukeneyo kwenza imbonakalo yemarike yobhedu ibe nzima ngakumbi ukuqikelela.

Kuthatyathwe kunye, imarike yobhedu yangoku ibonisa imeko ezinzileyo yotshintsho.Ngelixa izinto ezinjengokuphazamiseka kobonelelo ekupheleni kwemigodi kunye nokwehla kweempahla eziye zawaxhasa amaxabiso obhedu, izinto ezifana nemfuno ebuthathaka kunye nokungaqiniseki koqoqosho olukhulu zisenempembelelo enokubakho kwimarike yobhedu.Ngoko ke, abatyali-mali kufuneka bagcine isimo sengqondo esilumkileyo nesinengqiqo xa bethatha inxaxheba kwiintengiselwano zeemarike zobhedu kwaye bahlawule ingqalelo kwiimarike zemarike kunye nokuguqulwa komgaqo-nkqubo ukwenzela ukuba wenze izigqibo zotyalo-mali ezinolwazi.


Ixesha lokuposa: Mar-13-2024