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《亞洲股市》台股及日經續升1.3%-1.4%再探頂 港滬星馬菲股逆軟
本周為全球主要央行超級議息周,市場料美儲局周三晚議息結果會暫停加息機率為74%,美股三大指數昨晚高收續升近0.6%-1.5%,三分二藍籌反覆向好,尤其是英特爾(INTC.US)彈5.5%,道指五連升,收34,066,升189點或近0.6%;績前獲摩通升級的甲骨文(ORCL.US)漲6%,據報博通(AVGO.US)擬購VMware(VMW.US)交易有望獲歐盟反壟斷監管機構有條件批准,兩者股價分別漲6.3%及4%,費城半導體指數續升3.3%,帶動納指及標指續升1.5%及0.9%高收13,461及4,338齊創逾一年高。此外,歐元區主要股市回升0.4%-0.9%,汽車及零售股主導大市,其中獲券商升級的Adidas股價漲逾半成,帶動DAX回升0.9%曾高見16,126;泛歐600及英股僅彈不足0.2%。 市場觀望美國今晚通脹數據,道指期貨輕微回軟,但已三連升的納指及標指期貨仍有少量升幅。亞太股市今早個別發展。美元兌日圓於亞洲輕微回軟報139.53,日經三連升,今早升破上周所創33年高位32,708,最高見32,995,現報32,877,續升443點或1.4%。 台灣加權指數三連升兼屢探頂,最高見17,187創一年半高,現報17,176,續升1.3%。南韓(KOSPI)繼昨天創52周新高遇阻倒跌後,今早曾回升至2,645(受制昨天盤中所創高位2,650),現報2,635,僅回升0.2%。新西蘭扭四連跌,最高見11,685,現報11,660,回升0.4%。 人行十個月來再次下調逆回購利率10點子。深成四連升,繼昨天反覆續升0.7%後,今早低開18點或近0.2%報10,855,反覆向好,高低見10,901/10,853,現報10,887,反覆升0.1%。然而,滬指連吐第二天,今早低開近5點,最高見3,230乏力,現報3,220,續吐0.3%。 新加坡海峽時報指數扭轉過去三連升勢,反覆跌0.5%,報3,179。吉隆坡綜指繼昨天續彈0.8%後,今早回吐0.3%報1,382。菲律賓(PSEI)長周末假後復市延續過去兩連吐勢,最低見6,471,現報6,484,跌近0.4%。澳洲200繼上周五止跌回升後,今天長周末假後復市反覆靠穩,高低見7,129/7,101,現報7,120,續跌2點。 港股繼昨天在科指及金融指數支撐反覆微升14點後,今早扭四連升,恆指低開48點報19,355,持續受壓,高低見19,399/19,273,現報19,288,回吐115點或0.6%。
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