GLOBAL MARKETS-Omicron vaccine warning triggers fresh global selloff
GLOBAL MARKETS-Omicron vaccine warning triggers fresh global selloff
By Marc Jones
馬克·瓊斯(Marc Jones)著
LONDON, Nov 30 (Reuters) - There was a fall in world share markets and scramble to safer currencies and bonds on Tuesday after the CEO of drugmaker Moderna MRNA.O warned that COVID-19 vaccines are unlikely to be as effective against the new Omicron variant.
倫敦，11月30日(路透社)-週二，在製藥商Modern na MRNA.O的首席執行官警告稱，新冠肺炎疫苗對新的奧米克隆變種不太可能同樣有效後，全球股市下跌，爭相購買更安全的貨幣和債券。
Europe's main bourses jolted 1.4% lower early on, oil shed 3%, Australia's currency which is highly sensitive to global economic confidence hit a year low while Japan's safe-haven yen, German government bonds and gold all rose. .EU /FRX GVD/EUR
歐洲主要股市早盤下跌1.4%，油價下跌3%，對全球經濟信心高度敏感的澳大利亞貨幣跌至一年來的最低點，而日本避險日元、德國政府債券和黃金均上漲。.EU/FRX GVD/EUR
"There is no world, I think, where (the effectiveness) is the same level," Moderna's chief Stéphane Bancel told the Financial Times in an interview.
莫德納首席執行官斯特凡·班塞爾(Stéphane Bancel)在接受英國“金融時報”採訪時表示：“我認為，世界上沒有哪個國家的(有效性)能達到同樣的水平。”
"I think it's going to be a material drop. I just don't know how much because we need to wait for the data. But all the scientists I've talked to . . . are like 'this is not going to be good'," Bancel said.
班塞爾説：“我認為這將是一個實質性的下降。我只是不知道下降了多少，因為我們需要等待數據。但我與 . . ...交談過的所有科學家都説，‘這不會有什麼好結果的’。”
The early tumbles meant Europe's equity markets scratched off Monday's rebound and were below the levels hit on Friday when traders wiped roughly $2 trillion off global stocks in the initial Omicron rout.
早些時候的暴跌意味着歐洲股市抹去了週一的反彈，低於上週五的水平，當時交易員在最初的Omicron暴跌中抹去了全球股市約2萬億美元的市值。
Bancel had earlier said on CNBC that there should be more clarity on the efficacy of COVID-19 vaccines against Omicron in about two weeks, but that it could take months to begin shipping a reworked vaccine designed for the new variant.
班塞爾早些時候在CNBC上表示，大約兩週後，針對奧米克隆的新冠肺炎疫苗的療效應該會更加明朗，但可能需要幾個月的時間才能開始發貨為新變種設計的改裝疫苗。
"It's not good news, and it's coming from someone who should know," said Commonwealth Bank of Australia currency strategist Joe Capurso. "Markets have reacted in exactly the way you'd expect them to"
澳洲聯邦銀行匯市策略師Joe Capurso稱，“這不是好消息，而且是出自應該知道的人之口.”“市場的反應完全符合你的預期。”
MSCI's broadest global equities index which tracks 50 countries .MIWD00000PUS was 0.2% lower and heading for only its third red month of the year. It has risen nearly 14% in 2021 whereas emerging market stocks .MSCIEF have lost nearly 6%.
摩根士丹利資本國際(MSCI)追蹤50個國家的最廣泛的全球股票指數.MIWD00000PUS下跌0.2%，將迎來今年第三個紅月。它在2021年上漲了近14%，而新興市場股票.MSCIEF下跌了近6%。
Risk aversion also hit the currency markets with the U.S. dollar weakening 0.3% versus its main rivals. The Aussie dollar's AUD=D3 slide of 0.65% left it at its 12-month low of $0.7093 whereas the Japanese yen - traditionally viewed as safe harbour due to its role as a funding currency - was nearing its highest level of the month at 112.95 yen. JPY=EBS /FRX
避險情緒也打擊了外匯市場，美元兑主要競爭對手匯率下跌0.3%。澳元兑美元AUD=D3下跌0.65%，跌至0.7093美元的12個月低點，而日元接近112.95日元的本月最高水平。日元因其融資貨幣的角色而傳統上被視為避風港。日圓=EBS/FRX
ECONOMIC HIT
經濟打擊
There was plenty of data to digest too.
還有大量數據需要消化。
Activity in China's services sector grew at a slightly slower pace in November, official data showed on Tuesday, as the sector took a hit from fresh lockdown measures as authorities raced to contain the latest outbreak.
週二公佈的官方數據顯示，11月份中國服務業活動增速略有放緩，因為在當局競相遏制最新疫情之際，該行業受到了新的封鎖措施的打擊。
China's blue chip CSI 300 index .CSI300 closed 0.4% lower while Hong Kong's Hang Seng Index .HSI shed over 1.5% exacerbated by breach of a strong technical support level of 24,000 points, according to analysts. .SS
據分析師稱，中國藍籌股滬深300指數.CSI300收盤下跌0.4%，香港恆生指數.HSI跌幅超過1.5%，因突破24,000點的強勁技術支撐位而加劇..SS
In the commodity markets, Brent crude LCOc1 futures fell $2.32, or 3.2%, to $71.12 a barrel after slipping to the lowest level since Sept. 1. O/R
在大宗商品市場，布倫特原油LCOc1期貨下跌2.32美元，至每桶71.12美元，跌幅3.2%，此前曾跌至9月1日以來的最低水平。1.O/R
A bounce in the euro continued though as strong consumer spending boosted Italian GDP data, a day after Germany's inflation rate hit its highest in decades at 6% year-on-year.
歐元繼續反彈，強勁的消費者支出提振了意大利的GDP數據，此前一天，德國通貨膨脹率觸及數十年來的最高水平，同比增長6%。
Euro zone-wide figures are due shortly. The single currency
歐元區範圍的數據很快就會公佈。單一貨幣
EUR=EBS was last at $1.1350 well up from a near 17-month trough of $1.11864 last week when ECB policymakers signalled they still expected inflation to cool.
歐元兑美元EUR=EBS尾盤報1.1350美元，遠高於上週觸及的近17個月低點1.11864美元，當時歐洲央行政策制定者暗示，他們仍預計通脹將降温.
Omicron worries though meant the yield on 10-year German Bunds -- regarded as one of the safest assets in the world -- dipped to its lowest in just over a week at -0.345% DE10YT=RR and was last down about 2 basis points on the day.
不過，歐米克龍的擔憂意味着被視為全球最安全資產之一的10年期德國公債收益率(殖利率)跌至一週多來最低，報-0.345%DE10YT=RR，當日尾盤下跌約2個基點.
Most other benchmark 10-year yields in the euro zone fell by a similar amount, while U.S. 10-year Treasury yields tumbled 7.5 bps to around 1.45%. US10YT=RR
歐元區大多數其他基準10年期國債收益率也出現了類似幅度的下跌，而美國10年期國債收益率暴跌7.5個基點，至1.45%左右。US10YT=RR
"We maintain our view that the ECB's Governing Council will reinforce its patience on the policy rate at the December meeting to look through the inflation surge," analysts at Goldman Sachs said in a note.
高盛(Goldman Sachs)分析師在一份報告中表示：“我們堅持認為，歐洲央行管理委員會將在12月會議上加強對政策利率的耐心，以審視通脹飆升。”
"Additional targeted and regional restrictions, rather than blanket lockdowns," will see "a cumulative economic hit over Q4 and Q1 of about 0.4% of GDP in the euro area, and 0.2% of GDP in the UK," they added. Blanket lockdowns though could cause twice as much damage.
他們補充説，“額外的針對性和地區性限制，而不是全面封鎖，”將看到“歐元區第四季度和第一季度的累計經濟衝擊約為GDP的0.4%，英國為GDP的0.2%。”不過，全面封鎖可能會造成兩倍的損失。
(Additional reporting by Scott Murdoch in Hong Kong Editing by Peter Graff)
(Scott Murdoch在香港補充報道編輯Peter Graff)
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