《亞洲股市》港股曾吐逾400點 日經及菲股逆彈0.3%及0.8%
中國次季及上半年GDP分別按年分別增長6.3%(為兩年來最好)及5.5%均遜於市場預期。美國財長耶倫警告中國經濟放緩將拖累亞洲以及對美國經濟產生一些負面溢出效應,但料美國經濟不會衰退。高盛也調低美國經濟未來12個月衰退概率。此外,美國7月紐約製造業指數意外連續兩個月擴張。美股昨晚反覆造好,30隻藍籌有14隻受壓,Verizon(VZ.US)挫7.5%,遭摩通及花旗先後看淡同業AT&T(AT.US)也挫6.7%至逾卅年低;但藍籌金融及科技股普遍造好,支持道指六連升,由早段曾吐90點,轉升76點或0.2%收34,585創逾七個月高;標指及納指回升0.4%及0.9%。然而,德國央行月報指當地今年GDP萎縮或較一個月前預測萎縮0.3%更為嚴重。歐洲主要股市在奢侈品及家品股主導全面受壓,尤其是法國CAC回吐1.1%,結束六連升。
美股期貨全面微吐0.1%-0.2%。亞太股市今早普遍受壓。美元兌日圓今早於亞洲窄幅靠穩報138.733,日經今天於長周末假後復市扭轉上周五微吐勢,最多回升逾320點,高見32,714遇壓,現報32,485,回升94點或0.3%。菲律賓(PSEI)繼昨天吐逾1%結束連日升勢後,今早回升0.8%報6,606。
然而,南韓(KOSPI)連吐第二天,今早高見2,626乏力,現報2,605,續跌0.5%。台灣加權指數五連升後,今早進一步升至17,401遇阻,現報17,261,倒跌0.4%。澳洲200連吐第二天,現報7,266,續吐0.4%。新西蘭50指數繼昨天長周末假後復市再度回軟後,今早續吐0.2%報11,916。新加坡海峽時報指數六連升後,現報3,248,窄幅回吐0.2%。吉隆坡綜指繼昨天再度回軟後,現報1,405,續跌不足1點。
帶動內地經濟增長「三頭馬車」6月數據表現參差,次季及上半年GDP年增率也遜預期。上證及深成繼昨天回吐0.6%及0.9%後,今早分別低開約0.1%及高開0.2%,報3,206及11,030,最低見3,193及10,970,現報3,199及10,989,續吐0.3%及0.2%。
港股繼上周累彈1,040點或5.7%後,今天於颱風假後復市扭五升,恆指低開89點或近0.5%,報19,324(重失牛熊線19,364)欠承接,在新經濟股、金融及地產股主導跌幅曾擴至424點或2.2%,低見18,989(接近10天線18,926)喘定,現報19,068,回吐345點或1.8%。
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