《亞洲股市》韓日台股續跌0.9%-2.2% 滬深股逆升0.6%-1%
阿思達克 06-30 10:06
受累於消費開支大幅下修，美國首季GDP終值意外進一步略下修至七季來首陷萎縮1.6%，加上聯儲局主席鮑威爾重申通脹是當前最大威脅，需要加息應對，經濟衰退問題暫且不提。美股昨晚反覆個別發展，過半藍籌受壓，工業股及連日逆升油股表現較差，但獲美銀證券升級至「買入」高盛、微軟、蘋果、迪士尼及醫保股造好，支持道指反覆彈近0.3%收31,029，結束兩連跌；但費城半導體指數續跌2.2%，加上遭大摩削價嘉年華郵輪(CCL.US)挫14%，連帶挪威郵輪(NCLH.US)及皇家加勒比郵輪(RCL.US)也挫逾9%-10%，拖累納指及標指反覆續軟。此外，歐元區主要股市全面回吐0.9%-1.7%，DAX沽壓最大，結束三連升；但富時僅反覆吐不足0.2%結束三連升。
美股期貨全面跌近0.3%-0.4%。亞太股市繼昨天全面下跌後，早段個別發展。美元兌日圓繼昨晚升至136.99再創24年新高遇壓收窄升幅後，今早於亞洲靠穩報136.61，日經繼昨天回吐結束四連升後，今早續吐265點或1%，報26,538。
台灣加權指數三連跌，報14,898，續挫2.2%；韓股繼昨天回吐1.8結束三連升後，今早低見2,350，現報2,357，續跌0.9%；澳洲200連吐第二天，報6,649，續跌0.8%。新西蘭50指數連跌第二天，報10,940，續吐近0.2%。新加坡海峽指數繼昨天回軟結三連升後，現報3,133，續跌1點；吉隆坡綜指輕微續軟報1,450。
港股繼昨天期結日由逾兩個月高位回吐1.9%結束四連漲後，今日於長周末假日前夕，在騰訊(00700.HK)、網易(09999.HK)及美團(03690.HK)低開約1.5%拖累，恆指低開79點或近0.4%報21,917獲承接，在匯控(00005.HK)、招行(03968.HK)、恆隆地產(00101.HK)、中海外(00688.HK)、吉利(00175.HK)、李寧(02331.HK)、安踏(02020.HK)及創科(00669.HK)升1%-4%支撐，曾倒升高見22,071，現報21,965，續吐31點或0.1%。
內地6月官方製造業PMI僅升至50.2遜於預期，但非製造業PMI升至54.7遠勝預期。此外，基於疫情嚴格防控，標普兩個月內第二次下調中國今年GDP增長預測至3.3%(5月時估計增長4.2%)，但料明年GDP增長將再度加快至5.4%。滬指及深成繼昨天低收回吐1.4%及2.2%後，今早分別低開近0.1%及高開0.1%，報3,358及12,710獲承接，最高見3,388及12,874，現報3,382及12,829，回升0.6%及1%。此外，菲股繼昨天回軟結束連日升勢後，今早回升0.5%報6,332。
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