亞太股市普遍回穩 澳股回升1.3% 港股反彈暫受制19,300
美股四連跌後昨晚全面反覆回穩,美國11月建築許可量急降至近兩年半低遠遜預期,但新屋動工跌幅遠少預期,加上美匯指數失守104,近三分二藍籌反覆向好,帶動道指及標指反覆微彈0.3%及0.1%;費城半導體指數反覆續跌0.6%,遭多間券商削價特斯拉(TSLA.US)挫8%至逾兩年低,拖累納指僅反覆微彈1點。歐元區12月消費信心續升至七個月高但略遜預期,泛歐600及法德股市反覆續跌約0.4%,但英國富時、意股及西班牙反覆升0.1%-0.6%。
美股期貨全面續彈0.6%-0.7%,其中道指期貨報33,280,續彈227點或0.7%。亞太股市今早普遍靠穩。日本央行昨天意外擴大國債孳息率目標波動區間,容許長期利率上升更多,市場認為此舉是向收緊貨幣政策邁出第一步,刺激圓匯昨晚於紐約曾飆4.6%高見130.58兌每美元創逾四個月高遇壓後,美元兌日圓今早於亞洲反覆回升0.4%報132.26。日經繼昨天倒跌2.5%至逾兩個月低兼四連跌後,今早反覆回穩,高低見26,616/26,269,現報26,581,反覆微彈13點。
南韓(KOSPI)扭四連跌,高低見2,347/2,325,現報2,338,回升0.2%。台灣加權指數繼昨天低收挫1.8%後,今早扭四連跌,報14,265,回升0.7%。澳洲200繼昨天低收挫1.5%後,今早扭四連跌,最高見7,139,現報7,118,回升1.3%。新西蘭50指數結束兩連跌,報11,454,回升0.4%。新加坡海峽時報指數繼昨天再度回軟後,現報3,257,升0.1%。吉隆坡綜指兩連跌後,早段靠穩報1,468。然而,菲股逆跌0.1%報6,450。
上證及深成繼昨天續跌1.1%-1.5%分別四連跌及三連跌後,今早均高開近0.2%,分別報3,078及10,966,高低見3,080/3,073及10,977/10,942,現報3,074及10,956,回穩及彈7點。
港府宣布明天(22日)起進一步放寬包括撤銷餐飲處所和宴會人數上限及快測要求等部分社交距離措施。港股繼昨午由曾挫2.4%考驗20天線獲承接,收市僅續吐1.3%後,今早在權重科指及金融分類指數高開0.5%及0.7%帶動,恆指高開96點或0.5%報19,190,最多升160點高見19,255遇壓,曾回順至19,120,現報19,134,回升39點或0.2%。藍籌股以藥明生物(02269.HK)、阿里健康(00241.HK)及出口股申洲(02313.HK)表現最好,股價升逾3%-4%;中生製藥(01177.HK)及翰森製藥(03692.HK)也升逾2%;匯控(00005.HK)升1.7%報47.55元。
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