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亞太區股市個別發展 港股低開1.2%重失25,900
中美兩國領袖通電話被視為一個積極訊號,美股上周五全面高開,但美國8月PPI及核心PPI年升屢創紀錄高,令聯儲局何時開始「收水」存不確定性,加上蘋果(AAPL.US)在與遊戲開發商Epic Games反壟斷訴訟失利,股價急挫逾3%,拖累納指及標普倒跌0.9%及0.8%,道指在逾三分二藍籌支覆受壓下,由早段曾彈224點,轉跌271點或近0.8%低收34,607。不過,美股期貨全面反彈約0.2%。亞太區股市今早窄幅個別發展,其中日經反覆高見30,434再創逾半年高遇阻,現報30,299,回吐0.3%;台股回吐0.4%報17,399;但澳股續升0.2%報7,420。 港股繼上周在新經濟股主導累升303點或1.2%連彈三周後,今早扭轉上周五高收急彈489點或1.9%強勢,在重磅股騰訊(00700.HK)/美團(03690.HK)/阿里巴巴(09988.HK)低開2%-3.8%,以及重磅金融股友邦(01299.HK)/匯控(00005.HK)/建行(00939.HK)/中國平安(02318.HK)低開0.6%-1.5%主導,低開320點或1.2%報25,885。 內地8月社會融資規模增量按月再度加快至2.96萬億人民幣(前值僅增1.06萬億人民幣創近年半低),超過市場預期2.8萬億人民幣;新增貸款按月再度加快至1.22萬億人民幣(前值僅增1.08萬億人民幣創九個月低),少過市場預期1.4萬億人民幣;但M2年升意外進一步略放緩至8.2%,市場原預期年升再度略加快至8.4%。上證繼上周累漲3.4%連升三周兼重越3,700關創逾半年高後,今早扭兩連升,低開逾3點或0.1%報3,699;深成繼上周累彈4.2%重越14,700關後,今早延續過去兩連升勢,高開近5點,報14,776。 新加坡海峽時報指數扭轉上周五高收續彈0.9%勢,報3,082,回吐0.5%。吉隆坡綜合指數連跌第三天,報1,569,跌0.4%。
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