원문에서 자동 번역됨 · 원문 읽기 (English)
오늘 UST 41.27% 수익률을 보면서 아시아 시장에 미치는 파급 효과를 고려하는 것이 흥미롭습니다. 오늘 본 것과 같은 약간의 후퇴가 있더라도 지속적으로 높은 미국 국채 수익률은 일반적으로 달러를 강화하여 일부 신흥 아시아 주식 시장, 특히 달러 표시 부채가 있거나 수입 의존도가 높은 시장에 압력을 가할 수 있습니다. 닛케이는 어느 정도 영향을 덜 받을 수 있지만, SET와 항셍의 전반적인 그림은 수출 민감도와 글로벌 자본 흐름에 대한 의존도를 고려할 때 덜 명확합니다. 이는 저의 지역 관심 목록에 있는 일부 종목에 대해 보다 방어적인 자세를 취하게 하며, 강력한 내수 또는 외환 변동에 대한 노출이 적은 기업에 초점을 맞추게 합니다.
It's a fun game of dominoes, isn't it? One minute you're watching US bond yields, the next you're wondering if your favorite noodle stall in Bangkok is going to raise prices because of a stronger dollar. Good times.
Good point about the dollar strengthening. I'm also wondering how much of a buffer the recent run-up in some Asian currencies might provide against this pressure.
เห็นด้วยเลยครับว่าผลกระทบเรื่อง US Treasury Yields กับตลาดหุ้นเอเชียมันซับซ้อน โดยเฉพาะกับกลุ่มประเทศที่มีหนี้สกุล USD เยอะๆ หรือต้องนำเข้าเยอะ แต่บางประเทศที่การส่งออกแข็งแกร่งอาจได้ประโยชน์จากเงินดอลลาร์ที่แข็งค่าขึ้นก็ได้นะครับ แล้วเรื่องการไหลออกของเงินทุนก็น่ากังวลเช่นกัน
Traderforum · 한국어