亞太區股市普遍逆美股下跌 惟大馬及台股逆市續升0.9%及0.2%
阿思達克 08-26 09:51
美股昨晚繼續全面反覆向好，但市場觀望今晚起一連三天Jackson Hole全球央行年會，聯儲局主席鮑威爾對何時「縮表」有沒啟示，交投淡靜，美國7月耐用品訂單初值按月僅轉降0.1%勝預期，反映企業資本開支前景的核心耐用品訂單意外放緩至零增長，但美國10年期債息顯著升至1.34%，金融股受捧，高盛、摩通及運通升1.1%-3.1%，非藍籌花旗/美銀/富國銀行升1.6%-1.9%，晶片股也造好，尤其是英偉達及美光升近2%-3%，連帶費城半導體指數也升0.8%，Alphabet、Tesla及fb升0.4%-0.8%，前者曾見2,843美元紀錄高，但蘋果及奈飛跌0.8%及1%，微軟也受壓，百貨股Nordstrom季度收入仍較疫情前低6%後遭摩通降級，股價更急挫逾17%，標普及納指僅反覆續升約0.2%五連漲屢創紀錄高；過半藍籌造好，但Visa及已連日逆軟醫保護理股繼續受壓，尤其是安進跌1.2%，拖累道指僅反覆升0.11%收35,405。此外，歐洲主要股市除DAX逆吐0.3%，全部反覆微升，富時續升0.3%。
Salesforce收市後季績勝預期兼升全年盈測，股價盤後續升1.9%曾高見268.85美元。不過，美股期貨全面微吐近0.1%-0.2%，納指期貨沽壓較大報15,340，回吐24點。亞太區股市早段普遍反覆偏軟。美元兌日圓於亞洲續微升至110.02，日經繼昨天受制27,900倒跌7點結束兩連升後，今早先升後軟，高低見27,828/27,704，現報27,711，反覆續跌13點。
南韓央行議息後如期宣布加息25點子，指標利率由紀錄低位升至0.75%，成為區內自疫情爆發以來首個加息主要經濟體。韓股扭三連升，今早反覆回軟，最高見3,159，現報3,142，微吐0.1%。
新西蘭50指數繼昨天續升0.8%屢創紀錄高後，今早回吐0.5%報13,114；澳洲200扭三連彈，報7,493，回吐0.5%。
港股繼昨天受制20天線倒跌0.1%結束兩連漲後，今早在友邦(01299.HK)、石藥(01093.HK)、龍湖(00960.HK)、中績多賺近1.9倍及派息倍增至20仙但遭花旗降價至45元的瑞聲(02018.HK)及申洲(02313.HK)低開0.6%-1.7%主導，恆指低開20點或近0.1%報25,673，在瑞聲及申洲跌幅擴至8%和3.5%分別報43.1元及164.9元、以及安踏(02020.HK)及藥明生物(02269.HK)跌逾1.5%拖累，跌幅擴大曾低見25,538，現報25,583，續吐110點或0.4%。
滬指及深成繼昨天反覆續升0.7%及0.2%後，今早分別低開近0.1%及高開4點，報3,537及14,701，現報3,522及14,567，跌0.5%及0.9%。
不過，吉隆坡綜合指數繼昨天續高收升1.1%四連升後，今早高見1,590，現報1,584，續升0.9%；台灣加權指數連升第四天，承昨天高收漲近1.4%勢，今早高見17,201，現報17,081，續升0.2%。新加坡海峽時報指數再度反覆回軟後，現報3,109，回升2點。
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