亚太区股市个别发展 港沪深股市随美股升0.9%-1.8% 日经及澳股跌逾1%
美股昨晚先跌後个别发展，美国次季GDP萎缩急剧恶化至32.9%为历来最伤，首领失业金人数连弹两周，加上美国总统特朗普提议押後美国今年11月大选，蓝筹股普遍下跌，银行、工业、Visa、银行股及两大油股跌1.5%-4.9%，季绩胜预期宝洁升2.4%为最好蓝筹，季绩胜预期UPS股价急涨14%，fb、亚马逊、谷歌母企及苹果绩前股价也反覆升0.5%-1.2%，高通今季收入预测远胜预期兼宣布与华为达成长期专业协议，股价急涨15%，纳指收复早段曾吐1.2%所有失地倒升0.4%收10,588，道指及标普由曾急挫547点或2.1%及1.6%，收窄至仅吐近0.9%及0.4%。此外，德国次季GDP初值环比萎缩急剧恶化至10.1%历来最伤兼逊预期，加上欧企季绩欠佳，欧元区主要股市全面挫2.2%-3.5%，DAX最伤曾急挫逾4失守12,300，富时曾吐逾3%至逾两个月低位。
不过，美国四间大型科网公司收市後季绩胜预期，其中亚马逊及fb上季均多赚近1倍至分别达52.4亿美元及51.7亿美元，股价盘後涨逾半成；苹果上季多赚12%至112.5亿美元及收入年升近11%逼近600亿美元，其中智能手机收入年升1.6%胜预期，股价盘後突破早前所创上市高位399.82美元，报409.55美元，续涨6.4%；谷歌母企Alphabet上季少赚30%及收入16年来首降2%但仍好过预期。美股期货全面升0.6%-1.3%，纳指一百期货跑赢，报10,934，升140点或1.3%，蓝筹股指期货仅弹0.6%，道指期货报26,375，回升157点或0.6%。
亚太区股市今早个别发展。日本6月季调後失业率意外由三年高位回落至2.8%，日本6月季调後工业生产初值五个月来首升2.7%远胜预期，但日本政府下调GDP预测，料本财年GDP收缩4.5%，加上美元兑日圆今早於亚洲跌近0.4%报104.34创逾四个月低，日经连跌第六天，今早高低见22,295/21,978，现造22,049，续跌289点或1.3%。
澳洲200继昨天弹0.7%结束两连跌後，今早低见5,953，现造5,965，吐1.4%。台湾加权指数继昨天弹近1.5%後，今早低见12,635，现造12,707，微吐0.1%。
相反，中国7月官方制造业PMI升至51.1，胜於市场预期50.8。沪指及深成继昨天反覆吐0.2%及0.7%後，今早分别低开近0.2%及2点报3,280及13,464，掉头倒升1.2%及1.8%，分别报3,325及13,703。
本港零售销售额连跌17个月，按年跌幅连跌第四个月收窄至24.8%(5月跌32.9%)，逊於市场预期跌24%。此外，本港昨天新冠肺炎新确诊病例149万宗，再创单日新高，且已连续9天确诊过百宗。不过，港股继昨天期结日先升逾300点受制25,200，收市倒跌172点或0.7%曾考验24,600关後，今早高开36点或0.1%，报24,747，升幅扩至212点或近0.9%，报24,922。
南韩6月季调後零售销售续弹3.4%，6月季调後工业生产转升7.2%远胜预期，韩股连升第五天，今早反覆向好，最低见2,254获承接，掉头再触及昨天所创近两年高位2,281，但未能成功突破，现造2,271，反覆续升0.2%。新西兰继昨天续弹0.8%後，今早反覆续升0.1%报11,707。星马及印尼股市今天假期休市。
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