• 2 months ago
八点最热报 | 在昨夜美股“七巨头”带领科技股集体暴跌之后,今天亚洲股市也遭到一轮腥风血雨的洗礼,掀起黑色风暴。有报道形容,随着日本前两天突然加息,刺破美股的大动脉,凌厉的跌势今天扩散到,除了中国外的整个亚洲股市,这个区域的股市都出现史诗级的大崩盘!究竟是什么原因让各国股市几乎只有到闭市才能“止跌”呢?这股跌势又会维持多久?(主播:萧慧敏)

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00:00Before watching the video, let me remind you that there is more content on the Hotpot website.
00:30Japan's stock market fell to the brink of collapse, falling by more than 12%, creating the largest single-day fall in history.
00:37Next is South Korea, which fell by 8.77%, Taiwan fell by 8.35%, Malaysia fell by 4.63%, and Singapore fell by 4.07%.
00:47What is the reason that the stock market in each country can only fall when it is closed?
00:53How long will this fall last?
00:56The Asian stock market fell to the brink of collapse, and this morning, Magu fell to the brink of collapse.
01:00It immediately lost 1,600 points, and also re-enacted the long-standing fall.
01:06Longzuo's index fell by 79 points, to 1,532.24 points, a six-month new low.
01:13Looking back at the past four months, the market value has fallen by more than 2 trillion.
01:19Fengleng Investment Bank Research Director Wu Junsheng and Ma Liujia Securities Research Director Liu Liyu pointed out during an interview with 8 o'clock.
01:26The main reason for the fall of the stock market is the influence of external factors.
01:32The Middle East is in a tense situation, and the global economy is strong.
01:36The U.S. and China's economic data are in a soft and slow state.
01:40Liu Liyu pointed out that Japan fell sharply before.
01:44Many countries have borrowed money from Japan to buy assets.
01:47After the holiday, the Japanese dollar rose in a short period of time.
01:52This also caused investors to sell their assets, which led to the emergence of anti-reversal trading.
01:58The Asian stock market opened today and fell into a whirlwind.
02:01This panic also spread to the Macau stock market,
02:05causing many investors to be alert,
02:07taking the initiative of sell first, talk later, sell first, talk later.
02:12They sold their shares and tried to get out of the market at the first opportunity.
02:17The two interviewees pointed out that almost no country, including Macau,
02:21was able to get out of this stock market storm.
02:24Especially in the field of technology export,
02:27stocks in Japan, South Korea, Taiwan and Macau were severely impacted.
02:33In terms of small stocks, it may be Japan's Nikkei.
02:37It has fallen by about 26% from this year's new high.
02:44The second is the Taiwan stock exchange of 24%.
02:48Taiwan's stock exchange is about 19%.
02:51For example, in Asia, you can see what I just said.
02:54Most of them are in the economic and technology stocks.
02:57If the U.S. really has a hard time,
02:59it will hit these so-called technology-based stocks.
03:03For example, Japan, South Korea, Taiwan, these are all based on technology.
03:09Today in the Asian market,
03:11we can see that basically no one has survived this downfall.
03:16Macau is also quite weak,
03:19led by this technology stock.
03:21Then construction, energy stocks, real estate, industrial products.
03:26Technology stocks have always been an export-related sector in the U.S.
03:31If it's a cheap currency, it's good for them.
03:35But now that the currency is getting stronger,
03:38the profit margin for them is relatively low.
03:42So in this case, it may be because of the previous rise,
03:45and then it becomes a more bubble-like situation.
03:49Then add this fast-paced trend,
03:53then of course they are now in a very serious downturn.
03:57Although Asia, including the Dama stock market, is basically all over the place today,
04:01but Wu Junsheng still pointed out more optimistically
04:04that the Macau and Taiwan stocks soared more than 20% last year,
04:08and now the decline has only returned to normal.
04:11And looking at the Asian stock market,
04:13the performance of Macau in the first few months was strong,
04:16and the overall decline was relatively slight.
04:18Locally, we are now entering the so-called August resumption season.
04:24So in this case of unstable profit margin,
04:28many people will choose to sell first and talk later.
04:32Because the global economic downturn is really a big blow,
04:36especially in Super Power No. 1 and No. 2,
04:39there is economic instability,
04:41which may also affect the Malaysian stock market,
04:46especially our corporate earnings.
04:48So these factors, plus the Macau,
04:51don't count today,
04:52in fact, in the last three weeks,
04:54we are all one of the top performers in Asia,
04:58probably up about 11%.
05:01For Macau, it is a fairly healthy adjustment.
05:04And don't forget, although it is today's adjustment,
05:07if we compare it to Asia,
05:09we are actually quite small.
05:13Wu Junsheng pointed out
05:14that the decline in the Asian stock market is mainly due to external factors,
05:18including poor US economic data,
05:20and the uncertainty of the global economy in the Middle East geopolitics.
05:23Liu Liyu believes that
05:25the situation of the Japanese dollar's rebound
05:27is also one of the reasons for the decline in the stock market.
05:29The US economic data and the job sector
05:34are all facing this.
05:37We can't say it's a slump,
05:39it's just a little bit of a dead end.
05:43In addition, China's recent economic data is not as expected.
05:49The geopolitics in the Middle East is even more tense.
05:54It is said that Iran may attack Israel
05:59within the next 24 to 48 hours.
06:02In addition, if Iran or its friendly countries
06:06attack Israel,
06:08this will cause a major impact on global supply chain management.
06:15This will increase the instability of the economy in the Middle East and the world.
06:21Basically, in the past few days,
06:24we have talked about the reverse carry trade situation.
06:31I think that after the interest rate rose,
06:35a lot of people took advantage of the Japanese dollar
06:40to invest in other countries' assets.
06:46Now, when the interest rate rises,
06:49they have to pay a higher interest rate.
06:52If this is the case,
06:53it means that the money they borrowed
06:55now has to pay a higher interest rate.
06:57In fact, not only is the situation in Malaysia
07:00very serious.
07:03In fact, the stock market in each country
07:06is very serious.
07:10With the collapse of the Asian stock market,
07:12financial media reported that
07:14the Fed will hold an emergency meeting today
07:17to discuss the interest rate issues
07:19after the Japanese stock market crash.
07:21It is not ruled out that it will announce a downturn.
07:23Related actions may have an impact
07:25on the global financial market.
07:27However, two viewers pointed out that
07:29in the short term,
07:30as long as the geopolitical situation
07:32is not clear,
07:33the downturn of the Asian stock market
07:35may continue for a while.
07:37Even if it recovers,
07:38it may only be a small wave of rebound.
07:41Now that the global stock market is in a slump,
07:43in the midst of a storm,
07:45is this a good time to enter the market?
07:49Or which sections are worth paying attention to?
07:52For more details,
07:53please stay tuned for tomorrow's special report.
08:00Transcription by ESO. Translation by —

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