据彭博社3月31日报道，多数亚洲股市在本季度最后一个交易日上涨，因投资者期待美国出台更多刺激措施，同时对公债收益率的上行支撑力保持警惕。要知道，美国10年期基准利率触及14个月高位。
澳大利亚和香港股市上涨，日本股市下跌。美国股市方面，银行股上扬，但标准普尔500指数收低，公用事业股和消费必需品股走弱。
美元连续第二天走强，十年期国债收益率一度飙升至1.77%，随后回落，金价跌破每盎司1700美元，创下数月低点。石油价格在欧佩克+4月1日会议之前停止了为期两天的上涨。
投资者正在关注美国经济增长反弹的进程及其对通胀的可能影响，担心债券收益率再度上升，在股市接近历史新高之际冲击股市。美国关键的就业数据将于本周末公布。国际货币基金组织下周将上调全球经济增长预期。
纽约人寿投资公司投资组合策略师劳伦•古德温（Lauren Goodwin）在一份报告中表示："我们认为，随着获利增长，经济预期的改善成为现实，股市反弹和周期性轮动还有继续的空间。”
在其他方面，维亚康姆哥伦比亚广播公司(ViacomCBS)和Discovery的股价上涨，而与Archegos大宗交易相关的中国企业的美国存托凭证(adr)也出现上涨。
王佳晶 摘译自 彭博社
原文如下：
Asia Set for Mixed Open; Oil Drops, Dollar Gains: Markets Wrap
Most Asian stocks look set to gain on the last trading day of the quarter as investors look to more U.S. stimulus, while wary of upward pressure on bond yields. Rates on the U.S. 10-year benchmark touched a 14-month high.
Futures rose in Australia and Hong Kong, and dipped in Japan. The country’s biggest bank joined a growing list of global financial firms to take a hit from the forced unwinding of bets by Bill Hwang’s Archegos Capital Management. In the U.S., bank shares rallied, but the S&P 500 Index closed lower on weakness in the utilities and consumer staples sectors.
The dollar strengthened for a second day and gold slipped below $1,700 per ounce to multi-month lows. Oil halted a two-day rally before the April 1 meeting of OPEC and its allies. Ten-year Treasury yields jolted as high as 1.77% before subsiding.
Investors are watching the course of the U.S. growth rebound and its possible impact on inflation, wary of a renewed rise in bond yields hitting stocks as they approach fresh record highs. President Joe Biden is expected to unveil a large infrastructure and jobs package Wednesday, and key jobs data are due at the end of the week. The International Monetary Fund will upgrade its forecast for global economic growth next week.
“We believe that the equity market rally and cyclical rotation have room to run as improving economic expectations make their way to reality via earnings growth,” Lauren Goodwin, portfolio strategist at New York Life Investments, said in a note.
Elsewhere, ViacomCBS and Discovery shares rose, while the American depositary receipts of Chinese companies linked to the Archegos block trades also posted gains.
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