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《亞洲股市》澳紐台韓股續升0.5%-0.7% 日經逆市續吐0.9%
美股三大指於長周末假前夕反覆高收續升0.3%-0.7%,美國1月密歇根消費信心初值繼續急彈至八個月高遠勝預期及受訪者對未來一年通脹預期降至4%創20個月低,美匯指數曾失守102至七個月低,加上市場很快消化多間銀行公布季績表現參差兼因應經濟衰退增加撥備,導致股價先跌後升,逾三分二藍籌也反覆向好,尤其是卡特彼勒(CAT.US)高收續升1.3%創上市新高,金融和消費股也反覆造好,帶動道指由曾回吐274點或0.8%,轉升112點或0.3%收34,302;傳聞賣盤連日股價飆升的3B家居(BBBY.US)回吐30%,但貼加密貨幣走高的Coinbase(COIN.US)續漲逾5%,奈飛(NFLX.US)、蘋果(AAPL.US)及Alphabet(GOOGL.US)升0.8%-1.1%,帶動納指及標指由曾齊吐0.9%轉升0.7%及0.4%,前者續跑贏六連漲。此外,英國去年11月GDP意外續增0.1%,富時100在銀行及醫保股推動續升0.6%曾高見7,864屢創逾四年半高;歐元區最新工業生產及貿易數據均據勝預期,區內主要股市全面續升0.2%-0.7%,CAC跑贏曾高見7,035創11個月高,DAX及意股續升0.2%曾分別高見15,132及25,861創十一個月及逾十個月高;西班牙及泛歐600曾高見8,917及453.24創逾七個月及八個月高。 美股今晚為馬丁路德金紀念日休市。亞太股市今早普遍向好,尤其是南韓(KOSPI)九連升,最高見2,401,現報2,398,升0.5%。台灣加權指數報14,905,續彈0.6%。澳洲200四連漲,最高見7,396,現報7,382,續升0.7%。新西蘭50指數延續上周尾升勢,報11,824,續升0.6%。 然而,據報日本央行本周議息將檢討控制孳息曲線的副作用,市場料日央行或於三、四月開始加息,刺激圓匯創逾七個月高,美元兌日圓繼上周五續挫1.1%曾低見127.49後,今早於亞洲微彈報127.93,日經繼上周五逆吐逾1%結束五連漲後,今早低見25,748,現報25,893,續吐226點或0.9%。
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