《亞洲股市》港股反彈1.5% 日經、上海及台股跌0.7%-1.6%
美股昨晚全面回落結束五連漲兼連續兩天創紀錄高,美國消費信心、第五區製造業活動及房價數據均勝預期,但耐用品及核心訂單初值升幅不及預期,加上市場觀望重磅科技股業績及周四聯儲局議息結果及聲明,投資者入市態度審慎,逾半藍籌受壓,家得寶、蘋果、波音、Salesforce及英特爾依次跌1.2%-2.1%,銀行及餘下工業股也受壓,但已連日下跌Honeywell、電訊、醫藥護理及消費股普遍反覆向好,但升幅均不足1%,支持道指由曾回吐266點,收窄至僅回吐85點或0.2%收35,058;美國業務收入遜預期UPS股價跌近7%,費城半導體指數由曾挫3.8%,收窄至僅續吐近1.9%,fb、亞馬遜及績前Alphabet跌1.2%-2%,季績勝預期Tesla蒸發曾續升逾1%,倒跌近2%,標普及納指由曾回吐1.1%及2.3%,收窄至僅回吐0.5%及1.2%。此外,歐洲主要股市全面跌0.4%-0.7%,已兩連跌富時、DAX及泛歐600跌幅較小。
谷歌母企Alphabet季度盈利和營收升幅均超預期,股價盤後曾回升3.3%報2,724美元;微軟上季收入和盈利優於市場預期,股價繼昨晚回吐0.9%後,盤後反覆回升0.2%。美股期貨全面微升,其中道指及標普期貨回升0.1%分別報34,999及4,400。
IMF維持全球今年GDP增長預測6%不變,但調高明年GDP增長預測至4.9%(4月時料增長4.4%);但下調亞洲新興市場和發展中經濟體今年GDP增長預測至7.5%(4月時料增長8.6%),其中將印度及中國今年GDP增長預測由12.5%及8.4%,下調至僅增長9.5%及8.1%。
亞太區股市早段個別發展,美元兌日圓於亞洲回升0.1%報109.88,但日經由逾半年低位連升三天始終未能企穩二萬八關後,今早低見27,644,現造27,765,回吐204點或0.7%。
台灣加權指數承過去兩連跌勢,早段急挫1.6%報16,994。澳洲200回吐0.3%報7,406。滬指及深成繼昨天低收續挫2.5%及3.7%後,今早低開近0.8%及0.9%,報3,355及13,967,現造3,357及14,039,續跌0.7%及0.4%。
相反, 韓股續升0.2%報3,239。新西蘭50指數扭兩連跌,回升0.1%報12,602。新加坡海峽時報指數扭三連軟,報3,144,回升0.2%。吉隆坡綜合指數偏穩報1,514。
內地加強監管互聯網與教育及外賣行業,港股連續兩天在重磅新經濟股遭拋售暴瀉逾千一點曾低見24,748為去年11月初以來最低喘定,收市力守二萬五關後,今早在港交所(00388.HK)、騰訊(00700.HK)、美團(03690.HK)、小米(01810.HK)、恆安(01044.HK)和匯控(00005.HK)高開逾1%-2.5%,以及安踏(02020.HK)、舜宇(02382.HK)、石藥(01093.HK)和碧桂園(02007.HK)高開5.4%-8.3%推動,恆指高開270點或1.1%報25,356,升幅擴大,最高見25,520,現造25,456,升369點或1.5%。
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