《亞洲股市》港股及星股續升不足0.4% 大馬股市續跌1.4%
美股上周五全面升不足0.2%,被聯儲局重視美國4月個人核心PCE物價指數按年飆3.1%為28個月來首次升破聯儲局設定2%目標及逼近29年高兼超預期,但美債息率回落,加上5月芝加哥PMI意外續急升至48年半高,以及總統拜登提出上任後首份達6萬億美元預算案,市場憧憬可提振經濟,藍籌指數三連升,道指最多漲166點,但收報34,529,僅升64點。此外,歐元區5月經濟景氣指數逼近三年半高遠勝預期,歐元區主要股市全面升0.4%-0.8%,CAC創逾十年高,泛歐600及DAX分別創紀錄高及收市紀錄,但富時僅微彈2點。
美股今晚假期休市。亞太區股市個別發展,日經由三周高位回吐0.5%,台股及紐股續升0.8%及回升0.5%,澳洲200曾越7,200屢創逾15個月高。
新加坡海峽時報指數連升第七天,報3,187,升0.3%。馬來西亞疫情惡化,政府公布明日起全國封鎖14天,吉隆坡綜合指數承上周五回軟結束三連升勢,今早再跌1.4%報1,571。
港股繼上周累漲665點或2.3%連升兩周後,今早在重磅股騰訊(00700.HK)高開1.7%報612元和季度虧損不及預期的美團(03690.HK)高開4.1%報276.2元,以及港交所(00388.HK)、安踏(02020.HK)和藥明生物(02269.HK)高開1.1%-1.9%帶動,恆指高開101點或近0.4%,報29,225。
內地5月官方製造業PMI意外微降至51,期內非製造業PMI由前值54.9,升至55.2略勝預期。滬指及深成繼上周累升3.3%及3%後,前者今早承上周五由逾三個月高位倒跌勢低開不足1點,報3,600;後者連升兩周後,今早高開22點或0.15%報14,874。
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