《亞洲股市》日經及港股續升0.5%及0.6%跑贏 澳紐星台股偏軟
阿思達克 09-08 09:43
美股長周末假後重開延續上周五個別發展勢，美國8月非農就業新增職位遠少預期後，高盛周一下調今年GDP增長預測，加上大摩降美股評級至「減持」，料未來兩個月美股走勢將會動盪，30隻藍籌有25隻向下，近半跌幅超過1%-2%，其中遭大摩降級的安進及默克跌2.2%及1.7%，遭愛爾蘭廉航瑞安取消數百億美元飛機訂單談判的波音跌1.8%，霍尼韋爾及3M更挫2.4%及4.5%為最傷藍籌，但迪士尼升1.9%，Visa及運通也有少量升幅，道指由曾挫308點，收窄至續吐269點或近0.8%收35,100；奈飛及料下周或發布新款智能手機的蘋果分別續升2.7%及1.6%齊再破頂，亞馬遜、fb及Tesla分別升0.9%、1.6%及2.6%，支持納指反覆續升近0.1%曾高見15,403再創紀錄高。然而，德國9月ZEW經濟景氣指數續急降至26.5年半低遜預期，歐洲主要股市於歐央行議息前夕回吐0.3%-0.7%，周一跑輸西班牙逆市反覆續升0.1%。
美股期貨全面微升。亞太區股市今早個別發展。美元兌日圓亞洲靠穩報110.27，日本次季季調後GDP終值上修按季轉增0.5%略勝預期，日經繼昨天升近0.9%曾越三萬關後，今早高見30,090屢創五個月高，現報30,070，續升153點或0.5%。
滬指繼昨天續升1.5%後，今早低開3點或近0.1%報3,673，現報3,683屢創逾半年高，倒升0.2%；深成昨日續升近1.1%重越14,700後，今早高開近4點報14,706，現報14,762，續升0.4%。吉隆坡綜合指數報1,584，續升約1點。
港股承昨天續升0.7%勢，今早在昨天火車頭股騰訊(00700.HK)和美團(03690.HK)高開2%和1.6%，以及友邦(01299.HK)和安踏(02020.HK)高開0.8%及1.4%，抵銷匯控(00005.HK)及中國平安(02318.HK)低開1.2%及1%支撐，高開42點或近0.2%報26,396，最高見26,544乏力，曾打回原形低見26,353獲承接，現報26,524，續升170點或0.6%。
相反，台灣加權指數連續第三天受壓，現報17,387，續跌0.2%。新加坡海峽時報指數扭兩連升，報3,084，回吐0.8%。韓股續吐0.1%報3,183。
澳洲央行如期維持指標利率不變及按計劃本月起縮減買債規模兩成至每周40億澳元，但重申加息條件最早要到2024年才可能出現。澳洲200繼昨天跌至7,487獲承接收復所有失地倒升後，今早回吐0.3%報7,509。新西蘭50指數扭八連升，今早由逾七個月高位回吐0.7%，報13,226。
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