《亞洲股市》菲股續挫2% 港台韓股倒跌 惟日經及滬深澳股升0.6%-1.2%
美國6月新屋動工連升兩個月兼勝預期及企業季績理想,投資者趁低吸納經濟敏感工業、金融及芯片股,帶動美股昨晚全面回升1.5%-1.6%;美股期貨窄幅爭持,納指期貨報14,699,回吐23點,但道指期貨反覆逆穩。亞太區股市先升後個別發展,澳洲200扭兩連跌,最高見7,354,現造7,338,回升1.2%。日經扭五連跌,由逾半年低位曾回升1.8%至27,882遇阻,現造27,561,回升0.6%。越南承昨天高收倒升2.4%勢,今天續彈0.6%報1,280。泰國、新西蘭及假後重開新加坡/印尼股市回升不足0.4%。
深成承過去兩天倒升勢,今早高開0.4%,在新材料、電子、太陽能、有色金屬、芯片、鋰電池及LED升3.7%-5.1%推動,最高見15,191,半日收15,180,續升1.1%;滬指受累銀行板塊受壓跑輸,今早高開近0.2%報3,543獲承接,掉頭高見3,564,半日收3,558,回升0.6%。印度假期休市。
相反,菲股假後重開連跌第四天,今早高開曾回升至6,611無以為繼,掉頭倒跌2%報6,453;單日新冠確診病例再創新高的南韓股市反覆四連跌,最高見3,252,現造3,225,跌0.2%。台股由紀錄高位連吐第四天,最高見17,707,現造17,470,倒跌0.3%
港股反覆三連跌,今早在吉利(00175.HK)、比亞迪(01211.HK)和舜宇(02382.HK)回升近3%-6%,以及申洲(02313.HK)和中移動(00941.HK)升逾1%支撐,早段曾回升112點高見27,371無以為繼,在重磅新經濟股騰訊(00700.HK)/美團(03690.HK)/安踏(02020.HK)/遭主要股東再減持藥明生物(02269.HK)續捱沽,以及金融股普遍受壓拖累,掉頭重失牛熊線,曾倒跌288點,低見26,971(暫守穩7月盤中所創年內低位26,861),半日收27,159,倒跌100點或0.4%。
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