《亞洲股市》澳洲及星股隨美股反彈逾1% 日經及台股倒跌 港股跌幅擴至近200點
美股上周五全面反彈0.8%-1.4%,密歇根消費信心、個人支出及ISM製造業指數升幅均勝預期,加上默克(MRK.US)公布其研發新冠口服藥Molnupiravir能使確診者的住院和死亡率減半,並將向美國等其他國家申請緊急授權使用,消息刺激默克股價急漲8.4%創近五年最大升幅兼為最強藍籌,餘下藍籌僅4隻逆跌,對經濟敏感的股份及受惠10年美債息率續吐至1.465%藍籌科技股重現買盤,尤其是Salesforce、Honeywell、陶氏、摩通、微軟、波音、雪佛龍、IBM、Visa、運通及迪士尼依次升1.5%-4%,但沃爾瑪逆跌1.7%,強生也跌0.6%,道指曾由約三個半月低位反覆急彈646點,收窄至僅反彈482點或1.4%收34,326,未能完全收復上周四急吐1.6%失地;fb、Alphabet及藍籌科技股全部升0.8%-3.1%,蘋果升幅最小;默克新冠藥取得驚人療效,憧憬旅遊需求將會加快復甦,郵輪航空股受捧,皇家加勒比郵輪(RCL.US)、嘉年華郵輪(CCL.US)、挪威郵輪(NCLH.US)、美國航空(AAL.US)、達美航空(DAL.US)及聯合航空(UAL.US)升近4%-8%。相反,其他疫苗股遭拋售,尤其是Moderna(MRNA.US)、Novavax(NVAX.US)及CureVac(CVAC.US)急挫近11.5%-15%,INO、BioNTech及Vaxart也跌6.4%-9.7%,拖累納指僅回升0.8%,結束五連跌;標普曾由逾兩個月低位反覆急彈1.6%,收窄至僅彈近1.2%,收復上周四大部分失地。然而,歐洲主要股市全面續軟,其中DAX及富時續跌0.7%及0.8%,但西班牙反覆逆穩。
美股期貨窄幅個別發展,其中道指期貨報34,128,回落39點或0.1%,但納指一百期貨續彈7點報14,769。亞太區股市早段個別發展。
美元兌日圓繼上周四未能企穩19個月高位112,周五跌0.2%後,今天於亞洲續跌0.1%報110.94。日經連跌第六天,今早扭轉上周五急挫2.3%勢後,反彈275點至29,046無以為繼,掉頭低見28,570,現報28,654,續跌116點或0.4%。
台灣加權指數繼上周五急吐2.2%後,今早曾回升0.6%至16,680無以為繼,現報16,554,倒跌16點或0.1%。
本港8月零售銷售額按年升幅再度擴至11.9%(前值僅升2.9%),優於市場預期,主要受惠於政府派發消費券推動。港股繼9月累挫1,303點或5%及第三季累瀉逾4,252點或14.8%後,今天於長周末假後復市延續上周四回軟勢,在匯控(00005.HK)、建行(00939.HK)、工行(01398.HK)、中國平安(02318.HK)、港交所(00388.HK)及美團(03690.HK)等所有銀行股低開,抵銷騰訊(00700.HK)及友邦(01299.HK)高開約2%,恆指低開96點或0.4%報24,478,跌幅擴大,最低見24,329,現報24,380,續跌195點或0.8%。
相反,澳洲200繼上周五回吐1.9%後,今早高見7,305,現報7,267,回升1.1%。新西蘭50指數繼上周五反覆逆穩後,今早延續過去三連漲勢,報13,333,續升0.4%。
新加坡海峽時報指數回升1.3%報3,091,收復上周五所有失地。吉隆坡綜合指數扭兩連跌,今早回升0.4%報1,531。
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