《亞洲股市》亞太股市早段隨美期升不足0.5% 惟深成及紐股逆軟
美股昨晚勞動節假期休市。然而,歐元區多項經濟數據均遜預期,其中9月Sentix投資者信心急劇惡化至逾兩年低。歐元區主要股市全面回吐,歐洲汽車板塊急挫4.8%,工業股也捱沽,但油組決定減產,刺激布蘭特期油曾漲逾4%,帶動油氣板塊抽升逾2%,泛歐600由曾挫1.9%,收窄至僅回吐0.6%,上周五跑贏的DAX及意股由曾挫3.3%及2.9%,收窄至僅回吐2.2%及2%;但英國富時100逆市續彈0.1%,卓慧思當選英國執政保守黨的新黨魁,成為英國新任首相。
美股期貨全面回升0.6%-0.8%,道指期貨報31,510,回升198點或0.6%;標普五百期貨及納指一百期貨報3,950及12,205,回升0.7%及0.8%。亞太股市今早普遍向好。日本7月經調整所有家庭開支年升略放緩至3.4%遜預期,美元兌日圓於亞洲微吐0.1%報140.41。日經四連跌後,今早反覆回升,高低見27,813/27,557,現報27,673,回升53點或0.2%。
韓股扭三連跌,最高見2,422,現報2,410,回升0.3%;台灣加權指數扭三連跌,最高見14,789,現報14,707,回升0.3%;澳洲200四連跌後,今早高見6,888遇壓,現報6,859,僅微彈0.1%。新加坡海峽指數兩連升,報3,225,續升0.3%;吉隆坡綜指報1,496,續彈0.4%。
本港疫情持續嚴峻兼標普全球香港8月PMI降至五個月低。港股三連跌,昨天由曾挫2%至19,064創逾五個月低,收窄至僅跌1%後,今早在匯控(00005.HK)、京東(09618.HK)、美團(03690.HK)及遭股神減持已六連跌比亞迪(01211.HK)高開0.8%-1.2%支撐,恆指高開36點或近0.2%報19,261獲承接,最高見19,358,現報19,279,回升53點或0.3%。
人行昨天收市後突然宣布下周四(15日)起下調外匯存款準備金率2個百分點至6%,為年內第二次下調支持人民幣匯價。滬指繼昨天高收續彈0.4%後,今早高開不足0.3%報3,207,高低見3,217/3,203,現報3,207,續升0.2%;深成七連跌後,今早高開0.2%報11,702,最高見11,712遇阻,現報11,630,倒跌0.4%。
新西蘭50指數繼昨天回軟結束兩連升後,今早續吐近0.2%報11,600。
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