《亞洲股市》深成及韓日股升1.1%-1.9% 港股升幅曾擴至逾400點
阿思達克 07-31 09:59
美股上周五全面回升0.5%-1.9%，美國7月密歇根消費信心終值意外下修、6月個人收入及期內核心PCE物價放緩情況超預期，市場憧憬聯儲局本輪加息周期或已完結，加上季績勝預期英特爾(INTC.US)股價急漲6.6%，納指及標指跑贏高收回升1.9%及1%；30隻藍籌有22隻造好，科技股普遍跑贏，但醫保股普遍受壓，道指由曾升282點，收窄至僅升176點或0.5%收35,459。歐洲方面，歐元區7月經濟景氣創九個月低遜預期，德國次季GDP初值按季零增長遜預期，德法兩國最新通脹年率回落，後者降至17個月低，市場憧憬歐洲央行加息周期接近尾聲，歐洲三大指數反覆兩連升，DAX反覆續升近0.4%突破上月所創紀錄高位曾見16,490；但西班牙、泛歐600及意股反覆回軟，後者倒跌0.3%結束八連升。
美股期貨好淡爭持，納指一百期貨報15,836，微吐11點。亞太股市今早全面造好。日本6月季調後工業生產初值回升2%遜預期，但日本6月零售銷售額勝預期。日本央行上周五議息後宣布將靈活調整債券孳息曲線控制政策，圓匯當日大幅波動，美元兌日圓繼上周五晚於紐約反覆急彈1.2%後，今天於亞洲時段反覆續升至141.51，日經今早高見33,402，現報33,384，回升625點或1.9%。
南韓(KOSPI)連升第三天，報2,637，續升1.1%。台灣加權指數連升第三天，報17,440，升0.9%。澳洲200繼上周五回軟結束三連升後，今早報7,417，回升0.2%。新西蘭50指數扭轉上周五回軟勢，報11,982，回升0.3%。新加坡海峽時報指數連升第五天，最高見3,392，現報3,380，續升0.3%。吉隆坡綜指延續連日升勢，報1,459，續升0.6%。菲律賓(PSEI)扭兩連吐，報6,669，彈近0.7%。
內地7月官方製造業PMI改善至49.3，但已連續四個月收縮，市場原預期微降至48.9；但非製造業活動指數續降至51.5，為半年來最低，遜於市場預期僅略降至53。市場憧憬快將出台有力政策支持經濟。深成及滬指繼上周五高收回升1.6%-1.8%結束兩連吐後，今天高開近0.4%-0.5%報3,287及11,158獲承接，升幅均曾擴至1.4%，分別高見3,322及11,260，現報3,305及11,220，續升0.9%及1.1%
港股繼上周累彈4.4%創逾一個月高後，今早於期結完畢，延續過去兩連漲勢，在新經濟股主導，恆指高開320點或1.6%報20,237，曾回順至20,178拒絕再下，最多急漲429點或近2.2%高見20,345，創逾三個月高，現報20,252，續升336點或1.6%。
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