亞洲股市早段逆美期續跌0.1%-0.9% 港股跌幅最小 深成倒升0.1%
南非出現較Delta傳播力更快及對現有疫苗有抵抗力的已被世衛命名爲Omicron的新變種病毒株,引發市場恐慌,投資者拋售股票等風險資產,憂慮原油需求下降,紐約期油及布蘭特期油分別瀉逾13%至68美元邊及近12%失73美元,歐美股市上週五全面急挫,反映市場恐慌情緒VIX指數飆54%收28.62創9個月高。美股於感恩節翌日「黑色星期五」僅半日市,三大指數均急跌逾2%爲1950年有紀錄以來最傷「黑色星期五」,英美加及歐洲等國都禁止南非旅客入境,旅遊相關股應聲下挫,尤其是達美航空(DAL.US)、美國航空(AAL.US)、聯合航空(UAL.US)、嘉年華郵輪(CCL)、挪威郵輪(NCLH.US)及皇家加勒比郵輪(RCL.US)依次急跌逾8%-13%成爲跌市重災區;新一輪疫情爆發憂慮重燃,或拖累經濟復甦,市場對聯儲局或早過預期加息降溫,美國10年期債息急跌16點子至1.482釐,跌幅爲去年3月以來最大,包括藍籌美國主要銀行股價挫2.5%-3.9%,拖累標普銀行指數挫3.9%,貼價捱沽標普能源指數急跌4%逾八個月最傷;大型科技股普遍跌逾2%-3%,蘋果(AAPL.US)、特斯拉(TSLA.US)及英偉達(NVDA.US)最傷,費城半導體指數急吐2.9%。反觀,疫苗生產商輝端(PFE.US)漲逾6%高見54.94美元再創紀錄高,BioNTech(BNTX.US)及莫德納(MRNA.US)分別急漲逾14%及近21%,受惠家居令的奈飛及視像會議軟件股Zoom(ZM.US)分別升1.1%及5.7%,納指及標普回吐2.2%及2.3%,後者結束兩連升,跌幅爲九個月來最傷。至於藍籌方面,30只成份股僅Verizon逆升0.3%,其餘普遍跌逾1%-3%,卡特彼勒(CAT.US)、波音(BA.US)及運通(AXP.US)更分別挫4%、5.4%及8.6%,拖累道指曾「插水」1,054點或2.9%低見34,749,收34,899,仍瀉905點或2.5%,爲逾一年最大點數跌幅。此外,歐元區主要股市全面急跌近3.7%-5%,爲近年半最差,西班牙沽壓最大;富時回吐3.6%,結束四連漲。
美股期貨全面回升0.5%-1%,道指期貨高低見35,087/34,740,現報35,016,反覆回升158點或不足0.5%,標普五百期貨及納指一百期貨高低見4,636/4,588及16,225/16,038,現報4,628及16,208,回升0.7%及1%。然而,亞太區股市早段全面延續上週五跌勢。
憂慮新變種病毒迅速蔓延,資金由股市及風險資產流入避險貨幣瑞郎及日圓,美元兌日圓繼上週五曾由約五年高位急跌近2%至113邊創逾兩週新低,跌幅爲去年3月以來最大後,今早於亞洲回升0.3%報113.7。此外,日本10月零售銷售額月升放緩至1.1%略勝預期,但日經繼上週五急吐2.5%後,今早低見28,335,現報28,480,續跌270點或0.9%。
澳洲第三季企業獲利按季續升4%勝預期,期內企業庫存轉降1.9%遠超預期。澳洲200繼上週五跌1.7%後,現報7,252,續跌0.4%。新西蘭50指數承上週五跌1.3%勢,今早續跌0.5%,報12,563。
韓股五連跌,承上週五跌1.5%勢,今早低見2,890,現報2,916,續跌0.7%。臺灣加權指數承上週五跌1.6%勢,今早續跌0.9%報17,219。
港股繼上週五急挫近2.7%後,今早在季績遜預期美團(03690.HK)低開8.8%報240.4元、濠賭股銀娛(00027.HK)/金沙(01928.HK)續挫逾7.5%,以及匯控(00005.HK)及友邦(01299.HK)低開近1%拖累,恆指低開170點或0.7%報23,910,最低見23,871喘定,在騰訊(00700.HK)及阿裏巴巴(09988.HK)倒升1.5%及反彈逾2.5%支撐,現報24,052,僅續跌28點或0.1%。
滬指及深成均低開近1%,報3,528及14,635,現報3,548及14,795,分別續跌0.4%及倒升0.1%。新加坡海峽時數五連跌,承上週五挫1.7%後,今早再跌0.9%報3,137。吉隆坡綜合指數四連軟後,今早跌0.6%報1,503。
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