《亞洲股市》日經及星馬澳股偏軟 臺股續升0.4% 中港股市低位見承接
美股昨晚全面回吐結束連日升勢,美國首領及持續申領失業金人數均超預期及次季GDP略上修至增長6.6%略遜預期,但3名聯儲局官員於市場聚焦於聯儲局主席鮑威爾今晚於Jackson Hole全球央行年會演說會否透露「縮表」路向之際齊撐「收水」,加上阿富汗喀布爾機場發生連環炸彈襲擊,美國國防部表示有美軍喪生,事件不利投資氣氛,30只藍籌有26只下跌,其中迪士尼、沃爾瑪、貼價回落雪佛龍、Travelers、卡特彼勒、Walgreens、Nike及波音依次跌1%-2%,但季績勝預期兼升全年盈測的Salesforce曾漲5.5%至275.22美元,收市續漲2.7%,摩通及3M也升0.5%,道指扭四連升,回吐192點或0.5%低收35,213;化妝品生產商Coty預期全年將錄得三年首次銷售增長,股價急漲15%,但季度收入遜預期服裝零銷商A&F股價挫10%,藍籌與大型科網股普遍受壓,尤其是微軟/英特爾、fb及Tesla跌約1%,拖累標普及納指齊吐0.6%結束五連漲屢破頂。此外,歐洲主要股市全面跌近0.2%-0.9%,西班牙及意股回吐壓力較大,德國8月GfK消費信心連跌兩個月兼遜預期,DAX連跌兩天。
美股期貨全面微彈約0.1%。亞太區股市早段個別發展。美元兌日圓於亞洲變動不大企穩110,日經扭轉昨天反覆微升勢,今早低見27,481,現報27,641,回吐近0.4%。澳洲200續吐0.2%報7,478。新加坡海峽時報指數繼昨天反覆靠穩,今早跌0.7%報3,086。吉隆坡綜合指數繼昨天升1%跑贏區內後,今早扭五連漲,報1,579,回吐0.4%。
相反,臺灣加權指數反覆(曾低見17,000)續升0.4%,報17,137。 南韓央行成爲自疫情爆發以來首個加息亞洲主要經濟體,韓股繼昨天回吐0.6%結束三連升後,今早反覆靠穩,最低見3,106,現報3,131,微升近0.1%。新西蘭50指數繼昨天由紀錄高位回吐0.9%結束連日升勢後,今早高低見13,102/13,045,現報13,062,反覆回升11點。
本港7月出口額按年升幅再度放緩至26.9%(前值升33%)符預期,進口額按年升幅再度放緩至26.1%(前值升31.9%)略遜預期。期內,有形貿易逆差按月再度收窄至350億元(前值逆差擴至405億元),略超市場預期逆差348億元。港股繼昨天由曾挫438點或1.7%收窄至僅續吐278點或1.1%後,今早在阿裏巴巴(09988.HK)、比亞迪(01211.HK)及申洲(02313.HK)低開約1%-2%主導,恆指低開78點或0.3%,報25,337,最低見25,307獲承接,在騰訊(00700.HK)、中績倒退但增派息中國平安(02318.HK)、小米(01810.HK)、恆安(01044.HK)、中績強勁昨逆升蒙牛(02319.HK)及創科(00669.HK)升1%-2.5%支持,掉頭高見25,455,現報25,426,倒升10點。
滬指及深成繼昨天回吐1.1%及1.9%後,均低開0.2%報3,494及14,382,最低見3,493及14,374獲承接,現報3,512及14,473,倒升0.3%及0.4%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.