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cover of episode Recapping the APAC Trading Week, Amazon Earnings, US Jobs Data

Recapping the APAC Trading Week, Amazon Earnings, US Jobs Data

2025/2/7
logo of podcast Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition
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A
Arun Sundaram
K
Keith Buchanan
M
Mary Nicola
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Mary Nicola: 我认为中国电商股面临压力,主要是因为可能要面临额外的关税。虽然之前有报道称美国邮政暂停接收来自中国和香港的包裹,但后来又撤销了。不过,现在又有报道说,这些公司可能需要为进入美国的包裹支付额外的30%的税费。另一方面,中国股市在人工智能和机器人技术的乐观情绪下表现良好,尤其是受到DeepSeek的影响。尽管如此,关税问题仍然给许多电商企业带来压力。我认为中国政府可能会支持股市,尤其是在出现显著下跌时。虽然目前消费支出有所增长,但人均支出仍低于2019年的水平,消费信心不如预期强劲。不过,政府提供的以旧换新补贴显示出一定的韧性。下周需要密切关注美国的零售销售和CPI数据,今天的劳动力市场报告将预示风险资产的走向。美联储的动向仍然是市场的主要驱动力,但市场对美联储降息的预期比美联储自身更为激进。

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On today's episode, we recap a busy trading week in the APAC region with Mary Nicola, Bloomberg MLIV Strategist in Singapore. We also take a look at Amazon's earnings with Arun Sundaram, Vice President of Equity Research at CFRA. Plus - a preview of the January US jobs report with Keith Buchanan, Partner and Senior Portfolio Manager at Globalt Investments.

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