《亞洲股市》日韓星及澳紐股市升0.2%-0.6% 港股跌幅擴逾200點失二萬關
阿思達克 08-01 09:51
歐元區次季GDP季增意外略加快至0.7%，加上歐企季績理想，帶動歐洲主要股市上週五全面升近0.9%-2.2%，上季GDP勝預期意股及法股跑贏。美股更三連升，雖然7月芝加哥PMI續降至52.1創近兩年低遠遜預期，但7月消費信心終值彈幅意外上修及6月個人支出升幅加快兼超預期，加上季績勝預期蘋果和亞馬遜升逾3%-10%，以及季度盈利創新高埃克森和雪佛龍股價4.6%-8.9%，抵消季績和展望遜預期寶潔(PG.US)及英特爾(INTC.US)股價逆挫逾6%-8.5%，道指上週五收32,845，升315點或1%；標普及納指更漲1.4%及1.9%。總結七月份，美股順利「七翻身」，道指、標指及納指彈近6.7%、9.1%及12.3%。
美股期貨全面回吐約0.3%。亞太股市早段個別發展。美元兌日圓於亞洲續跌0.6%報132.35，日經繼上週五微吐結束兩連升後，今早反覆回升，高低見27,901/27,751，現報27,883，反覆回升0.3%。
南韓7月出口年升加快至9.4%符預期，南韓(KOSPI)五連升後，今早反覆續升，高低見2,460/2,437，現報2,457，升0.2%。澳洲200五連升，報6,971，升0.4%。新西蘭50指數繼上週五續彈1.5%後，今早再升0.2%報11,520。新加坡海峽指數繼上週五回軟結束三連升，今早回升0.6%報3,232。
然而，內地7月官方製造業PMI意外重陷收縮，由前值50.2，降至49.9；非製造業商務活動指數由前值54.7，降至53.8略低預期。滬指及深成繼上週五回吐0.9%-1.3%後，今早均低開0.2%，分別報3,246及12,243欠承接，最低見3,225及12,158，現報3,232及12,219，跌幅擴至0.6%及0.4%。
港匯再度轉弱觸及弱方兌換保證，金融管理局先後上週五收市後歐洲時段及上週末晨紐約時段承接96.56億及19.23億港元沽盤，令本週二(2日)銀行體系結餘降至1,535.79億元。港股繼7月累挫1,703點或近7.8%後，今天延續過去三連跌勢，今早在遭美列入預定除牌名單阿裏巴巴(09988.HK)(BABA.US)隨ADR股價低開5.4%報88.1元、申洲(02313.HK)、騰訊(00700.HK)、京東(09618.HK)、藥明生物(02269.HK)、及友邦(01299.HK)低開低開1.5%-2.8%拖累，恆指低開129點或0.6%，報20,026，在科指和及地產分類跌幅擴至1.9%，以及其他分類指數普遍跌逾1%主導，最低見19,895，現報19,928，跌227點或1.1%。
臺灣加權指數扭轉上週五回升0.7%勢，最低見14,886，現報14,970，回吐0.2%。吉隆坡綜指扭三連升，報1,491，微吐1點。
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