《亞洲股市》日經及臺股隨美股回吐0.6% 韓澳股反覆逆穩
美股上週五全面回吐,美國7月S&P服務業PMI意外由52.7急降至47逾兩年首陷收縮,近三分二藍籌反覆受壓,電訊科技及工業股跌幅表現較差,尤其是季績遜預期Verizon(VZ.US)續挫6.7%,英特爾(INTC.US)及波音(BA.US)回吐3.5%及2%,拖累道指反覆(高低波幅達488點)回吐137點或0.4%收31,899;季績遜預期社交媒體公司Snap(SNAP.US)急挫39%,殃及Alphabet(GOOGL.US)、同業Meta(META.US)及Pinterest(PINS.US)回吐5.6%-13.5%,Netflix(NFLX.us)及亞馬遜(AMZN.US)回吐1.5%-1.8%,費城半導體指數吐逾2.5%,拖累納指及標指回吐1.9%及0.9%,結束三連升;然而,歐元區7月綜合PMI產出初值意外17個月來首陷收縮,市場憧憬歐洲央行下次議息或不會再激進加息,歐洲主要股全面反覆微彈不足0.1%-0.5%,西班牙跑贏。
美股期貨全面跌不超0.2%,其中標普五百期貨報3,957,續跌0.2%。亞太股市早段窄幅個別發展。美元兌日圓繼上週五下挫後,今天於亞洲彈近0.4%報136.59,日經終止七連升,今早低見27,697,現報27,747,回吐167點或0.6%。臺灣加權指數終止三連升,報14,858,回吐0.6%。新西蘭50指數再度回軟,現報11,258,續吐5點。
然而,南韓(KOSPI)繼上週五回軟結束兩連升,今早反覆回穩,高低見2,405/2,385,現報2,394,微彈1點。澳洲200反覆回穩,高低見6,803/6,787,現報6,797,微彈6點。
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