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中國 8 月PMI續跌至 50.1, 創一年的新低 / 日本首相菅義偉將會更換一位盟友

In Market Shorts
September 01, 2021

中國 8 月PMI續跌至 50.1, 創一年的新低

中國國家統計局公布,中國 8 月官方製造業採購經理指數(PMI)續跌至 50.1,創一年半以來低位,亦低於市場預期的 50.2。期內,非製造業採購經理指數(PMI)亦跌至 47.5,大幅低於市場預期的 52,是去年 3 月以來首次失守 50 分水嶺水平,前值為 53.3。數據反映部份地區疫情重燃,對服務業影響較預期為高。受服務業前景擔憂所拖累,該月綜合 PMI 跌至 48.9,按月回落 3.5,數據加劇市場對中國經濟復蘇步伐或進一步放緩的擔憂。不過,由於中國疫情似見受控,若能趕及中秋及國慶假期消費旺季前重啟經濟活動,料有助服務業復蘇前景。

日本首相菅義偉將會更換一位盟友

日本多個媒體報導,日本首相菅義偉預計將會短期內更換一位長期不受歡迎的盟友,且極有可能是自民黨幹事長二階俊博。此外,他正尋求在 10 月國會大選前,率先舉行黨魁選舉及黨內管理職務的改組,以便提升整個自民黨的民意支持度。不過,由於首相菅義偉近期民調支持度極低迷,故市場估計菅義偉或有機會失去黨魁之位。至於 10 月大選,自民黨亦有可能會失去國會絕大多數優勢,從而弱化下任首相的施政能力。


場外式黃金/白銀交易的風險:
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