《亞洲股市》韓台澳紐日股隨外圍升0.8%-1.7% 日經跑贏漲逾450點
美股上周五於長周末假前全面高收續升1.8%-3.3%,美國近期房屋及服務業數據疲弱、首季GDP萎縮率意外上修,加上周五公布密歇根5月消費信心意外下修急降至58.4創近11年低及被聯儲局視通脹目標的4月核心PCE物價指數年升連續兩個月放緩至4.9%,PCE物價指數月升0.2%更創逾一年低,除美銀周四料聯儲局或於9月暫停加息後,高盛周五指美國通脹有見頂先兆料利好美股,據EPFR數字顯示,截至本月25日止一周全球股票基金吸資200億美元創十周高,道指六連升,30隻藍籌百花齊放,升幅普遍達1%-4%,微軟(MSFT.US)、迪士尼(DIS.US)、波音(BA.US)及蘋果(AAPL.US)升幅居前,帶動道指高收33,212,續漲575點或1.8%;輝達(NVDA.US)及博通(AVGO.US)續漲5.3%-5.9%,帶動費城半導體指數續漲4%,權重股亞馬遜(AMZN.US)及Alphabet(GOOGL.US)升3.7%-4.2%,季績勝預期兼升全年營收預測的戴爾(DELL.US)急漲近13%,帶動標普及納指高收漲2.5%及3.3%三連升。此外,歐洲科技、工業及奢侈品股受捧,帶動泛歐600、CAC及DAX續漲1.4%-1.6%;但英國政府擬徵收一次性能源利潤稅補貼受高通脹影響家庭及退休人士,能源股下跌,拖累富時連日跑輸僅續升0.3%。然而,俄股(RTS)跟隨盧布匯價續挫3.5%。
美股今晚為陣亡將士紀念日假期休市,但美股期貨續升0.1%-0.5%。亞太股市早段全面上揚;美元兌日圓今早於亞洲輕微偏軟報127.07,日經繼上周五反彈結束三連跌後,今早高見27,244,現報27,234,續升452點或1.7%。
南韓(KOSPI)繼上周五回升1%後,今早高見2,667,現報2,660,續升0.8%。台灣加權指數延續上周五急彈1.9%強勢,今早再升1.1%報16,450。澳洲200繼上周五回升1.1%,今早高見7,267,現報7,247,續升0.9%。持續受困於央行連月大幅加息的新西蘭50指數終止四連跌,由逾年半低位反彈1%報11,175。
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