《外圍股市》歐洲主要股市早段窄幅向好 富時、泛歐600及意股回升0.2%-0.4%
繼美國10月PPI年升維持於紀錄高位後,中國今天公佈10月PPI年升進一步加快至13.5%(前值升10.7%),創逾26年高超預期,期內CPI通脹年率由半年低位0.7%,急速加快至1.5%創13個月高也略超預期,市場對全球通脹加劇憂慮升溫。亞太區股市今天普遍受壓,但低位見承接,菲韓股回吐0.9%-1.1%;日經四連跌,收跌0.6%;滬深股市由曾回吐1.7%-1.8%,收窄至僅回吐0.4%。然而,港股呈單日轉向,恆指今天在友邦(01299.HK)主導金融板塊曾急挫2%、信義光能(00968.HK)/比亞迪(01211.HK)/蒙牛(02319.HK)跌逾3%-5%拖累,中午前曾跌331點低見24,481創逾一個月低獲承接,午後在憧憬發債融資回暖的四大藍籌內房中海外(00688.HK)/龍湖(00960.HK)/碧桂園(02007.HK)/潤地(01109.HK)突抽高逾6.5%-8.5%及績前權重股騰訊(00700.HK)急彈逾4%重越10天及50天線帶動,收24,996,倒升183點或0.7%;印尼及越南也反覆升0.2%。
市場觀望美國今晚公佈CPI。美股繼昨天由收市高位回吐0.3%-0.6%後,期貨個別發展,道指期貨高低見36,213/36,072,現報36,204,續跌5點;標普五百期貨高低見4,680/4,658,現報4,679,微升1點;納指一百期貨高低見16,243/16,132,現報16,231,回升18點或0.1%。
歐洲主要股市早段窄幅向好,英國富時100回升0.3%報7,295;德國DAX報16,046,回升6點;法國CAC報7,047,回升4點;泛歐600回升0.2%報483.68;意大利FTSE MIB回升0.4%報27,562;西班牙IBEX 35回升0.2%報9,097。
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