據路透社6月2日報道，全球股市周三在歷史高位附近徘徊，投資者對全球經濟持續反彈的最新消息感到高興，而油價走強提振了能源類股票。

　　不過，交易員們都在等待周五美國關鍵的就業數據，以評估經濟復蘇情況。此外，美國和歐洲5月制造業活動強勁擴張，帶動全球股市升至紀錄高位。歐元斯托克指數小幅上漲0.22%。英國股市延續上漲勢頭，富時100指數上漲0.36%，德國DAX指數和法國CAC 40指數小幅上漲。

　　摩根士丹利資本國際（MSCI）世界股票指數（MSCI world equity index）下跌0.1%，該指數追蹤49個國家的股票。期貨指數顯示，華爾街開盤小幅下跌。

　　在投資者押注經濟復蘇將提振能源需求、供應將落后的情況下，原油價格在兩年來首次收于每桶70美元上方后再次反彈。

　　瑞銀全球財富管理(UBS Global Wealth Management)首席投資官馬克?海菲爾(Mark Haefele)表示，疫苗接種的推進將刺激“人員流動回歸正常模式”，這將支持能源需求，而歐佩克在增產方面表現出的良好紀律，也對油價提供了支持。

　　海菲爾表示:“我們認為能源企業是全球通貨再膨脹趨勢的主要受益者之一，另外還有金融企業。”盡管整體股市仍接近歷史高位，但今年年初的迅猛勢頭已經消退，因為投資者開始擔心新冠肺炎疫情帶來的強于預期的反彈將意味著通脹上升，貨幣政策收緊也會早于預期。

　　值得一提的是，各經濟體的復蘇速度遠快于預期。周三公布的數據顯示，上季度澳大利亞經濟增速快于預期，因消費者和企業大舉支出，使產出回升至去年疫情爆發前的水平，這幫助澳大利亞股市創下最新紀錄。

　　債券和外匯市場平靜，交易商在等待有關經濟復蘇進展的數據。

　　澳元下跌0.3%，至0.7730美元。歐元兌美元=下跌0.2%，至1.2194美元，僅略低于近期高點，美元兌主要貨幣從五個月低點反彈。

　　盡管投資者建立了大規模的美元空頭頭寸，但一些投資者擔心美國聯邦儲備理事會在6月晚些時候的會議上會意外發表強硬論調。

　　基準10年期美國國債利率周三穩定在1.6113%。德國10年期國債收益率下降1個基點至0.187%,基本上沒有收到HICP周二數據的影響，該數據顯示5月歐元區通脹率升至2%,這表明市場相信歐洲央行（ECB）不會在6月10日開會時決定放慢購債步伐。

　　MUFG分析師在月度展望報告中表示:“隨著主要發達經濟體繼續從疫情的出行限制中恢復，市場對央行會議的關注將進一步加強。”

　　分析師們預計歐洲央行將避免發出放緩債券購買的信號，但認為美聯儲可能證實，有關縮減債券購買的初步討論已經開始。

　　布倫特原油期貨價格上漲0.6%，至每桶70.65美元，美國西德克薩斯中質原油價格上漲0.56%，至每桶68.10美元，盡管歐佩克+ 7月份同意提高產量。

　　王佳晶 摘譯自 路透社

　　原文如下：

　　Stocks hover near record highs on rebound bets, oil rallies above $70

　　Stock markets hovered near record highs on Wednesday as investors cheered the latest evidence of a sustained rebound in global economies and stronger oil prices lifted energy stocks.

　　The mood was less buoyant than on Tuesday, however, as traders waited for crucial U.S. jobs data on Friday to assess what the increasing evidence of a faster-than-expected economic recovery would mean for central bank policy in the United States and Europe.

　　A strong expansion in U.S. and European factory activity in May had lifted world shares to record highs on Tuesday.

　　The broad Euro STOXX (.STOXX) gained 0.22% slightly below Tuesday's record high. British shares extended their rally with the FTSE 100 (.FTSE) up 0.36%, while Germany's DAX (.GDAXI) and the French CAC 40 (.FCHI) gained marginally.

　　The MSCI world equity index (.MIWD00000PUS), which tracks shares in 49 countries, was 0.1% lower. Futures pointed to a slight fall on Wall Street at the open .

　　Crude oil prices rallied again after closing above $70 a barrel for the first time in two years, aided by investors wagering that the economic recovery would lift energy demand and that supply would fall behind.

　　Mark Haefele, chief investment officer at UBS, Global Wealth Management, said vaccination rollouts would spur "a return to normal patterns of mobility, supporting energy demand", while support for prices also came from an OPEC showing discpline about production increases.

　　"We see energy firms as among the main beneficiaries of the broader global reflation trend, along with financials," he said.

　　While broader stock markets remain close to record highs, the momentum of earlier in the year has ebbed as investors begin to worry a stronger-than-expected rebound from COVID-19 means higher inflation and sooner-than-expected monetary policy tightening.

　　Economies are recovering much faster than anticipated -- data on Wednesday showed Australia's economy racing ahead last quarter as consumers and businesses spent with abandon, lifting output back above where it was last year before the pandemic.

　　That helped the Australian stock market to its latest record, but couldn't kick the Australian dollar out of its recent range as the central bank has been stubbornly sticking to its dovish tone.

　　Bond and currency markets were calm as traders wait on data for clues as to the recovery's progress.

　　The Aussie was last down 0.3% to $0.7730. The euro slipped 0.2% to $1.2194, just shy of recent highs as the dollar bounced off five-month lows against major rivals.

　　While investors have built sizeable short positions against the U.S. dollar, some investors worry about a surprise hawkish tone from the Federal Reserve at its meeting later in June.

　　Benchmark U.S. Treasury 10-year rates were steady on Wednesday at 1.6113%.

　　German benchmark 10-year Bund yields slipped 1 basis point to 0.187% lower but have largely shrugged off HICP data on Tuesday showing euro zone inflation rose to 2% in May -- a sign that markets were confident the European Central Bank would not decide to slow the pace of its bond buys when it meets on June 10.

　　"As the major developed economies continue to reopen from COVID lockdowns the focus on central bank meetings is going to intensify," MUFG analysts said in a monthly outlook note.

　　They expect the ECB to avoid signalling a slowdown in bond purchases, but think the Fed might confirm that "very initial" discussions on tapering its bond buying have begun.

　　Brent futures added 0.6% to $70.65 per barrel and U.S. West Texas Intermediate crude added 0.56% to $68.10 per barrel, despite the OPEC+ alliance agreeing to hike output in July.

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