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第5节:一万亿元人民币的高昂学费

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一万亿元人民币的高昂学费

四个小时之后,一万亿元人民币的市值灰飞烟灭,这其中约有3000亿是流通股民的真金白银,无数的A股散户投资者面对股指飞流直下的一片惨绿,有的惊得目瞪口呆,有的已经欲哭无泪,尤其是那些在二、三天前刚刚兴冲冲入市的新散户,更是迄今惊魂未定,不知所措。龙腾小说ltxsba.com

2007年2月27日,中国A股遭遇黑色星期二,上证指数大跌8.84%,与此同时,深圳综指下跌9.29%,双双创下自1997年2月以来单日最大跌幅。这也是自国内A股在设置了上下10%涨跌停板以来的最大跌幅。

似乎由此开始,中国股市的恐慌情绪前所未有地感染了国际市场。2月28日,美国股市自开盘便开始跳水,道指甚至一度重挫540。至收盘时,道琼斯工业平均指数下跌416.02,跌幅为3.29%;纳斯达克综合指数下跌96.65,跌幅为3.86%;标准普尔500指数下跌50.33,跌幅3.47%。新兴市场股市该日自开盘后多有3%~7%的跌幅,欧洲、日本等主要股市也纷纷大跌。在2月27日至3月2日的四个交易日内,道琼斯工业股票平均价格指数一周下跌533,跌幅为4.2%,创下了4年最大的周度跌幅。

3月5日全球股市再度遭遇“黑色星期一”,呈现普跌。香港恒生指数暴跌777.13,跌幅达4%;日经指数暴跌575.68,跌幅为3.34%;美国的道琼斯工业平均指数亦下跌了63.69,跌幅为0.53%。至此,全球股市在6个交易日中已经蒸发了超过1.5亿美元的市值。

与此同时,黄金和大宗商品的价格也一起跳水。截至3月6日的一周内,伦铜跌幅已接近8%;伦铝跌幅高达7%以上。黄金期货价格跌幅也高达7%。唯一看起来比较坚挺的是石油,观察家们的解释是伊朗核危机的形势日益紧张,如果这个支撑是真的,黄金完全不该如此大幅度的下跌,这的确有些匪夷所思,令国际金融界的人士一时失去判断的方向……

面对这突如其来的打击,在一度震惊和迷茫后,那些日常活跃的市场分析人士苏醒过来,纷纷给这一连串由中国股市暴跌而开始的多米诺股牌现象事后解释,尽管其中不乏刚刚对中国A股发表看多言论,声称股市泡沫论是言过其实、不足为虑者。

对于此轮全球股市下跌,分析人士给出的理由莫衷一是,有的说,中国A股暴跌,引发国际金融界对中国经济发展减速的担心,由此导致美股大跌;有的说,是因为日元携带交易引发和加剧了全球资本市场的动荡;还有人士认为,因为格林斯潘发表了美国经济将在2007年底进入衰退的警告,这位已经退休的美联储的主席仍然是金融市场的“影子上帝”……

美国的政治家们也开始借题发挥,3月5日,希拉里日前致信美国财政部长保尔森及美联储主席伯南克,称近期全球股市“部分因中国股市重挫”而持续下跌,这一现象应视为外国大量持有美国国债可能给美国带来潜在风险的警示信号。针对于此,在北京3月份召开的两会上,中国证监会主席尚福林明确表态,反对“A股市场下跌震动全球股市”的分析,认为“中国股市现在规模比较小,而且国际化程度也不够高,所以实际上不可能也不会有这样的影响”。

面对这些纷繁复杂的海量信息,面对如此莫衷一是,乃至针锋相对的分析,中国的散户仿佛在一夜之间发现,不仅中国内地的股市突然陌生起来,一个更加陌生而深不可测的国际市场突然间似乎变得离自己仅有一步之遥。自己又将何去何从?

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