《亞洲股市》港股跌幅擴至175點 星馬及澳股逆升0.1%-0.7%
美國10月Markit服務業PMI初值增速意外度急速加快,聯儲局主席鮑威爾出席南非主辦的網上會議時明確目前是時候「縮表」,金融板塊受捧,尤其是連續四季盈利超預期的運通(AXP.US)股價漲5.4%曾見189.03美元再創紀錄高爲最強藍籌,摩通、Travelers、高盛及再破頂聯合健康(UNH.US)升近1.4%-1.7%,但一半藍籌向下,尤其是上季收入及本季盈測均遜預期的英特爾(INTC.US)股價急跌近12%爲最傷藍籌,季度收入遜預期Honeywell也跌逾3%,道指由曾漲161點至35,765再創紀錄高,收窄至僅逆升73點或0.2%。反觀,因廣告業務受創導致上季收入及來季收入預測均遜預期的Snap(SNAP.US)股價急挫近27%,拖累其他依賴廣告媒體股,fb及Twitter挫約半成,Alphabet及亞馬遜挫約3%,但仍受惠績佳的Netflix(NFLX.US)及Tesla(TSLA.US)均續漲1.8%再破頂,支持標普僅由紀錄高微吐0.1%結束七連升,納指回吐0.8%。
美股期貨全面跌0.1%。亞太區股市早段個別發展,日經回吐214點或0.7%,報28,590;臺股續跌0.2%報16,846。
港股繼上週累漲795點連升四周後,今早扭轉上週五反覆回升0.4%勢,在騰訊(00700.HK)、藥明生物(02269.HK)、舜宇(02382.HK)、美團(03690.HK)、李寧(02331.HK)及上週急漲中海外(00688.HK)/龍湖(00960.HK)依次低開0.8%-3.6%主導,恆指低開106點或0.4%報26,020,跌幅擴至175點或近0.7%報25,951。
滬指承上週五回軟勢,今早低開8點或0.2%報3,574;深成繼上週五回升0.3%結束兩連軟後,今早低開1點,報14,491。
反觀,澳洲200續升0.7%報7,464。新加坡海峽時報指數連升第二天,報3,208,續升0.1%。吉隆坡綜合指數扭三連跌,今早回升0.2%報1,591。韓股反覆回穩。
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