亞太區股市回升0.6%-1.2% 日經及澳股跑贏
美股昨晚全面急升1.8%-2.9%,3月紐約製造業指數意外急降至收縮兼創近兩年低,加上油價連續兩天急跌,美國2月PPI及核心PPI月升顯着放緩至0.8%及0.2%也低預期,市場對聯儲局將會激進大幅加息遏通脹憂慮紓緩,30只藍籌僅陶氏及貼價走弱雪佛龍(CVX.US)逆跌2.3%及5.1%,餘下升幅普遍達1%-4%,Visa、蘋果、家得寶、寶潔、微軟及迪士尼升幅居前,帶動道指最多漲675點,收33,544,升599點或1.8%;上調本季收入預測達美航空(DAL.US)及聯合航空(UAL.US)升8.7%-9.2%,獲券商升級至「跑贏大市」健身器材製造商Peloton(PTON.US)急漲12%,大型科網股升2.9%-4.6%,費城半導體指數更急彈4.4%,帶動納指及標指高收急彈2.9%及2.1%結束三連跌。然而,受累於俄烏爆發戰事,德國及歐元區3月ZEW經濟景氣指數意外急降兩年來首呈負值,跌幅均爲歷來最傷。DAX、CAC、泛歐600及富時反覆逆吐不足0.3%。
美股期貨全面微吐0.1%-0.2%。亞太區股市早段全面造好。美元兌日圓於亞洲靠穩報118.39,日經連升第三天,報25,650,升303點或1.2%。臺灣加權指數繼昨天低收挫2%後,今早扭三連跌,報17,033,回升0.6%。南韓(KOSPI)扭三連跌,最高見2,649,現報2,636,回升0.6%。澳洲200回升1.1%報7,173。新西蘭下月起逐步重開邊境,新西蘭50指數扭三連跌,報11,879,回升近0.7%。
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