《亞洲股市》日經及滬深股市倒升0.3%-0.6% 港台韓澳股跌0.5%-1%
美股連跌兩天,美國上周首領及持續申領失業金人數超預期,但10月通脹及核心通脹年率升溫至近31年及逾卅年高超預期,市場憂慮聯儲局或提早加息,美匯指數再度逼近95關口創15個月高,美債息率全面飆升,10年期債息升至1.56厘,大型科網股捱沽,三分二藍籌也受壓,尤其是Nike及Salesforce挫3.2%,波音、卡特彼勒、高盛、貼價走弱雪佛龍、微軟及蘋果跌1%-1.9%,但安進、運通、寶潔、強生、Visa及默克升0.7%-1.6%,道指由曾跌310點,收窄至僅續吐240點或近0.7%收36,079;獲亞馬遜及福特投資的美國電動貨車初創公司Rivian(RIVN.US)首日於納指掛牌,股價曾較上市價78美元飆53%至119.46美元,收100.73美元,急漲29%;同業特斯拉(TSLA.US)收復早段曾跌3.5%至987.31美元所有失地,倒升4.3%高見1,078.1美元,結束由紀錄高位三連跌;但芯片巨擘高通(QCOM.US)由紀錄高位回吐逾4%,AMD及英偉達(NVDA.US)由紀錄高續吐約6%及4%,拖累費城半導體指數急挫2.8%,Alphabet、Meta及亞馬遜跌2%-2.6%,季度收入遜預期且活躍用戶下降的Coinbase(COIN.US)曾挫約10%低見320美元,收仍挫8%,拖累納指及標指續跌近1.7%及0.8%。然而,較早收市歐洲主要股市全面反覆向好,尤其是富時及西班牙回升0.9%及0.7%,但CAC升不足2點。
道指期貨報35,952,逆跌40點或0.1%;納指一百期貨回升近0.2%報16,006。亞太區股市今早普遍受壓。美元兌日圓繼昨天急彈近0.9%後,今早於亞洲續升0.1%報114.05,日經扭三連跌,今早低見29,040獲承接,現報29,242,倒升135點或0.5%。新西蘭50指數繼昨天回軟後,現報13,028,回升5點。吉隆坡綜合指數兩連跌後,今早微升近0.1%報1,522。
內地10月新增貸款按月大幅放緩至8,262億人民幣仍高預期。期內,M2年升意外加快8.7%,市場原預期維持前值升8.3%。滬指及深成繼昨天通脹急速升溫下曾回吐1.7%-1.8%,但收市僅回吐0.4%後,今早低開不足0.2%分別報3,486及14,497,掉頭倒升0.3%及0.6%,報3,503及14,597。
然而,澳洲200連跌第四天,最低見7,329,現報7,351,跌1%。台灣加權指數續吐0.5%報17,470。韓股承昨天回吐1.1%勢,今早低見2,903,現報2,908,續跌0.7%。新加坡海峽時報指數三連跌,報3,209,跌0.7%。
港股繼昨天在三大重磅新經濟股及憧憬發債融資回暖的四大藍籌內房急漲支撐收復曾跌331點所有失地倒升183點或0.7%後,今早在季績乏驚喜的騰訊(00700.HK)和阿里巴巴(09988.HK)低開1%-2%及美團(03690.HK)與藍籌內房普遍回軟主導,恆指低開140點或近0.6%報24,856,最低見24,836獲承接,在潤地(01109.HK)/龍湖(00960.HK)/碧桂園(02007.HK)/中海外(00688.HK)反覆續升逾1%-3%帶動,曾高見24,928,現報24,866,回吐129點或0.5%。
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