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《亞洲股市》日經及韓臺股反彈1.4%-1.7% 港股升幅擴至逾500點
美股昨晚全面收復曾齊吐逾1%失地倒升,美國9月私企就業新增職位加快至三個月高兼遠超預期,市場對聯儲局很快「收水」預期升溫,藍籌股早段幾乎全面向下,工業及銀行跌幅居前,拖累道指曾急吐459點或1.3%低見33,854,其後共和黨領袖麥康奈爾同意將國債上限延長至12月,市場對國會兩黨最終可達成避免債務違約危機感樂觀,大市逐步收復失地,三分二藍籌倒升,Travelers、Visa、可口可樂、寶潔、微軟及Salesforce升1%-1.5%,但陶氏挫3.3%,運通、貼價走低雪佛龍、安進、默克及思科也跌0.8%-1.4%,拖累道指僅倒升102點或0.3%收34,416;10年期國債息率倒跌至1.524%,大型科網股低位有買盤,亞馬遜及Alphabet升逾1%,蘋果及奈飛昇逾0.5%,費城半導體指數反覆續升0.4%,帶動標普及納指高收倒升0.4%及0.5%。然而,歐元區8月零售銷售彈幅顯遜預期,較早收市的歐元區主要股市在零售及汽車板塊等捱沽曾吐2.1%-2.4%,收吐1%-1.7%,泛歐600沽壓最小;富時由曾吐近1.9%,收窄至僅吐近1.2%。 美股期貨全面續彈0.3%-0.4%。亞太區股市早段普遍反彈。美元兌日圓於亞洲靠穩報111.43,日經扭八連跌,由逾一個月低位反彈451點或1.6%報27,980;臺灣加權指數急彈1.7%報16,666;韓股扭三連挫,回升1.4%報2,948。澳洲200扭兩連跌,回升0.8%報7,263。新加坡海峽時報指數回升0.7%報3,105。 港股繼昨天在內需股捱沽等藍籌普遍受壓下反覆回吐137點或近0.6%後,今早在匯控(00005.HK)/友邦(01299.HK)、舜宇(02382.HK)/騰訊(00700.HK)/藥明生物(02269.HK)/小米(01810.HK)/阿裏巴巴(09988.HK)/美團(03690.HK)高開1.5%-3.6%主導,恆指高開372點或近1.6%報24,339,在新經濟股升幅全面擴大主導,最高見24,533,現報24,500,急彈534點或2.2%。 然而,吉隆坡綜合指數繼昨天高收續升1.9%後,早段回吐0.3%報1,554;央行昨天如期加息25點子的新西蘭50指數連跌第三天,報13,144,跌0.2%。
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