亞太區股市普遍受壓 港股跌幅擴至逾200點 澳紐台股逆升0.2%-0.8%
美股昨晚全面升0.3%-1.7%,美國7月耐用品訂單初值環比升幅意外擴至11.2%,市場也憧憬聯儲局主席鮑威爾今天將發表持續寬鬆貨幣政策的講話,加上科技股網股有業績利好消息支持受捧,下周一正式成為道指成份股的軟件股Salesforce(CRM.US)季績勝預期兼調高全年營收,刺激股價飆升26%歷來最大曾高見277.97美元紀錄高,Tesla、fb及Netflix分別升6.4%、8.2%及11.6%,前兩者股價再破頂,微軟續升2.2%曾見222.09美元紀錄高,蘋果回升1.4%,生物股Moderna指公司研發新冠疫苗於第一期試驗中激活年長人士免疫系統,股價漲6.4%,但高檔百貨公司Nordstrom季度虧損擴大,股價逆挫5.5%,標普能源及航空指數分別跌2.2%及1.8%,標普及納指續升1%及1.7%分別連續第四天及第五天創紀錄高;逾半藍籌造好,Visa、陶氏、迪士尼及家得寶升1%-2%,但下周起正式被剔出成份股雷神/輝瑞/埃克森持續受壓,尤其是後者續跌逾2%,聯合健康、摩通、波音及Traveler也跌逾1%,拖累道指僅反覆回升0.3%收28,331創半年高。此外,歐洲主要股市全面彈0.2%-1%,DAX跑贏。
美股期貨全面微吐0.1%-0-2%。亞太區股市早段普遍受壓。美元兌日圓於亞洲回穩報105.98,日經反覆續軟,高低見23,323/23,216,現造23,204,續吐0.4%。
南韓央行如期維持利率於0.5%紀錄低位不變,但下調今明兩年GDP預測至分別萎縮1.3%及增長2.8%(5月時分別預測萎縮0.2%及增長3.1%)。南韓股市回吐0.4%報2,360。新加坡繼昨天續吐0.2%報2,537。馬股連跌第四天,報1,545,跌0.2%
本港7月出口額按年跌幅擴至3%,且已連跌五個月,但符市場預期,進口額按年跌幅收窄至3.4%,不及市場預期跌幅,但已連跌20個月。期內,有形貿易逆差環比收窄逾一成至298億元,但仍高於市場預期逆差208億元。港股繼昨天受惠重磅股騰訊(00700.HK)及中移動(00941.HK)回升1%左右支撐反覆微彈5點後,今早低開22點報25,469,在匯控(00005.HK)續跌2.5%報33.1元主導,跌幅擴至226點或0.9%報25,265。
不過,澳洲200繼昨天回軟後,今早回升0.6%報6,154。新西蘭連升第五天,最高見12,074,現造12,053,升0.2%。台灣加權指數承昨天續升0.6%為區內表現最好市場後,今早再升0.8%報12,934。
美國商務部將包括中交(01800.HK)旗下5間子公司等24間中國企業列入制裁實體清單,反制中國將南海軍事化。滬指及深成繼昨天分別續跌1.3%及吐近1.8%後,今早高開0.1%及0.3%,分別報3,333及13,465,現造3,333及13,479,反覆回升0.1%及0.4%。
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