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多倫多證券交易所收盤:受逢低買盤和第一季經濟反彈提振,指數六天來首次上漲

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-- 多倫多證券交易所週四錄得六天以來的首個上漲交易日,收復了此前五個交易日共計630點的跌幅,漲幅超過30點,這主要得益於逢低買盤以及加拿大經濟第一季度的反彈。 S&P/TSX綜合指數上漲645.94點,漲幅1.9%,收在33,964.33點。多數板塊上漲,其中基本金屬板塊領漲,漲幅接近3%,即便金價下跌。能源板塊也上漲0.8%,儘管油價走低。 電池金屬指數下跌2.7%。 關於經濟,豐業銀行資本市場經濟主管德里克·霍爾特指出,加拿大經濟在第一季出現反彈,「可能略好於」加拿大央行昨日發布的預測。霍爾特表示,「不過,這些數據只是回顧性的,除了駁斥年初以來對經濟基本面更為悲觀的普遍看法之外,並不能說明太多問題。」霍爾特指出,經季節性調整後,加拿大經濟環比增長0.17%,屏幕上四捨五入後為0.2%。加拿大統計局對3月份的初步預測是GDP持平,但未提供任何細節。霍爾特補充說,這意味著第一季GDP環比經季節性調整後的年化成長率(SAAR)為1.7%,較第四季0.3%的環比收縮有所反彈,「但這兩個數據旁邊都有一個星號」。 霍爾特表示,這個星號顯示我們使用的是月度生產性GDP數據。他還補充說,加拿大央行和華爾街更關注更全面的季度GDP數據,這些數據也會考慮經濟活動的產生方式,例如庫存投資的波動。 霍爾特表示,這種差異可能相當顯著。第四季以支出計算的GDP季減0.6%(經季節性調整後),原因是庫存消耗導致GDP成長受到4.2個百分點的加權拖累。剔除庫存影響後,最終國內需求較上季成長2.3%(經季節性調整後)。霍爾特補充道:“我們尚未掌握第一季完整的庫存和貿易情況,因此仍存在一定的追蹤風險。” 霍爾特引用了一張圖表,展示了2月份GDP成長的驅動因素。他表示,製造業表現突出,其他產業則呈現小幅成長和拖累並存的局面。他認為,部分拖累因素與天氣有關,例如建築業,以及一些休閒娛樂類產業。 因此,霍爾特認為,儘管GDP有所反彈,但其成長可能超過了經濟供給面的成長,這或許會在我們獲得完整的第一季GDP數據後,轉化為產出缺口的縮小。 週四午後,大宗商品方面,由於美元走軟,黃金價格上漲。先前發表的數據顯示,美國一項關鍵通膨指標上月上升,而第一季國內生產毛額增幅低於預期。 6月交割的黃金期貨價格上漲71.30美元,至每盎司4,632.80美元,仍維持在過去一個月200美元的區間。 但西德克薩斯中質原油價格收跌,從隔夜亞洲交易時段觸及的四年高點回落。先前有報導稱,美國可能結束與伊朗的停火協議,而有史以來最大的供應衝擊對依賴波斯灣原油供應的非洲大陸打擊尤為嚴重,這些原油目前被封閉的霍爾木茲海峽阻隔。 6 月交割的 WTI 原油期貨價格下跌 1.81 美元,收於每桶 105.07 美元,此前隔夜一度觸及每桶 110.93 美元;而 6 月份交割的布倫特原油期貨價格下跌 4.12 美元,收於每桶 113.91 美元,此前隔夜24 1202 年一度的最高桶。

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