《亞洲股市》日經及深成回吐0.9%-1% 澳股續升0.6% 港股高位乏力
美股昨晚全面續升0.2%-0.6%,美國12月通脹及核心通脹年率升至7%及5.5%分別創近40年及31年高,基本上符合市場預期,美匯指數降至兩個月低位及10年期美債率息降至1.725%,紓緩市場對聯儲局或將必須強力緊縮政策憂慮,過半藍籌造好,尤其是聯合健康(UNH.US)、微軟(MSFT.US)、卡特彼勒(CAT.US)、耐克(NKE.US)、Salesforce(CRM)升逾1%,包括大摩多間大型銀行將於本周五放榜,但率先公布季度盈利遜預期的富瑞金融(JEF.US)股價急跌9.3%收37.59美元,連帶同樣與富瑞一樣依賴其資本市場業務表現的大摩(MS.US)及藍籌高盛(GS.US)也跌2.7%及3.2%,美國醫療部門建議聯邦醫保只有限度納入認知障礙症藥物,醫藥護理板塊逆跌,遭多家券商降價的Biogen(BIIB.US)挫6.7%,藍籌醫藥股也全部偏軟,拖累道指曾蒸發早段漲201點所有升幅並曾倒跌83點,收26,290,僅續彈38點或0.1%;特斯拉(TSLA.US)升3.9%重越千一美元關,Alphabet(GOOGL.US)續升逾1%,權重藍籌科技股也普遍造好,獲巴克來看好應用材料(AMAT.US)續升4.7%,費城半導指數續升0.7%,但推特(TWTR.US)跌逾1%,英特爾、奈飛及Meta也受壓,拖累納指及標指由曾續漲1.1%及0.7%,收窄至僅續升不足0.3%,但前者已三連漲。此外,歐元區去年11月工業生產按月回升2.3%遠勝預期,歐元區主要股市續彈0.4%-0.8%;富時也續升0.8%。
美股期貨全面窄幅微跌。亞太區股市個別發展。美元兌日圓於亞洲續軟報114.52,日經繼昨天急彈1.9%結束三連跌後,今早回吐0.9%,報28,497。新加坡海峽時報指數終止五連升,報3,249,吐近0.2%。
內地12月新增人民幣貸款放緩至1.13萬億元,不及市場預期1.25萬億元人民幣。期內,M2年升加快至9%高預期。上證及深成繼昨天高收回升0.8%及1.4%後,今早均高開0.1%,分別報3,601及14,440欠承接,掉頭倒跌0.2%及1%,現報3,590及14,275。
然而,澳洲200連升第二天,報7,483,續升0.6%。台灣加權指數三連升後,今早曾回吐至18,346,現報18,414,反覆續升0.2%。新西蘭50指數五連跌後,現報12,809,反覆微彈5點。韓股繼昨天續升1.5%後,現報2,972,反覆靠穩。吉隆坡綜合指數繼昨天輕微回軟結束三連升後,現報1,564,升不足1點。
港股繼昨天在新經濟股、車股、油股及權重金融股推動飆升663點或2.8%高收24,402創逾一個月高後,今早在騰訊(00700.HK)、阿里巴巴(09988.HK)、友邦(01299.HK)、平安(02318.HK)、港交所(00388.HK)及藥明生物(02269.HK)高開逾1%-2%帶動,恆指高開159點或近0.7%報24,561欠承接,在美團(03690.HK)曾倒跌逾2%及京東(09618.HK)回吐逾4%拖累下,掉頭曾回順至24,404,現報24,413,僅續升11點。
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.