《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%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
