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《亞洲股市》日經低收半日挫735點或2.6% 圓匯跌見135再創逾廿年低
阿思達克 06-13 11:08
美上月通脹超預期,市場對通脹見頂憧憬幻滅,憂美聯儲本周議息會議及往後續大手加息,美股三大指數上周五(10日)急挫。日經承接上周五跌勢,今早(13日)低開454點報27,369後,跟隨美股三大指數期貨約1%至2%跌勢,日經早市跌幅急擴,更以半日最低位收27,088,跌735點或2.64%。圓匯再創逾廿年低,一度跌見135心理關口,美元兌日圓現報134.84;本年至今日圓已累計下跌近15%。 主要金融股偏軟,Resona控股、三井住友、瑞穗及野村微跌0.4%至0.8%、三菱日聯及大和各跌逾1%。權重股拖低大市,迅銷、石油股Inpex跌2%至2.2%、主要車股本田、豐田、日產、三菱汽車跌2%至2.9%;軟銀集團、樂天集團、Z Holdings、線上醫療平台M3 Inc、線上求職平台Recruit Holdings及最大廣告代理商CyberAgent跌4%至5.7%。 豐田主要供應商、汽車零件巨擘Denso跌4.5%,公司考慮分拆芯片業務,由於台積電(TSM.US)為其晶圓代工廠,DENSO也是台積電日本子公司JASM股東之一,雙方合作關係密切,隨著DENSO考慮分拆芯片業務,擴大車用芯片佈局,對台積電的投片量也有望增加。半導體板塊跟隨大市受壓,信越化學、Sumco、SCREEN集團及東京威力跌2.4%至4.4%。 避險情緒高漲,電力股受捧,東京電力逆市微升0.2%、中國電力(日本)、關西電力及中部電力升0.9%至3.2%。
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