時事新聞:摩根大通：中美股市關聯度增加
【英文原文】
J.P. Morgan analysts cranked out a quick note on the ties between markets on both sides of the Pacific, noting that 'although there is almost no correlation between Chinese and US stocks on the same day, Chinese stocks are influenced by the previous day's performance of US stocks to some extent.' The analysts cite their research showing that between Aug. 3 and Aug. 17, the correlation between the two markets has been tighter than throughout 2009 as a whole. (Of course, it seems that the correlation isn't holding today, since Shanghai dove despite the Dow's relatively decent day on Tuesday.)
'If we interpret this result simply, Chinese investors may be more concerned about the end of monetary easing and loss of momentum of economic stimulus measures in the U.S. than in China,' J.P. Morgan analysts wrote.
【中文譯文】
摩根大通(J.P. Morgan)分析師就美國和中國市場的聯繫發佈報告，指出雖然中美股市同一天雖然並不相關，但中國股市在某種程度上會受到前一天的美國股市表現的影響。分析師們援引了他們的研究，顯示出8月3日-17日，兩地股市的關聯度比2009年整體更緊密。（當然，週三這種關聯似乎失效了，因道指週二相對走高，然而上證指數卻大幅跳水。）
摩根大通分析師寫道，如果簡單地解釋這樣的結果，中國投資者或許更擔憂美國貨幣寬鬆政策結束以及經濟刺激舉措失去動力，而不是擔心中國出現這種情況。
