《亞洲股市》亞太股市普遍反覆向好 日經續升0.9% 港股輕微倒升
阿思達克 08-15 09:43
美國通脹有見頂跡象，市場憧憬聯儲局放慢加息步伐，加上8月密歇根消費信心初值連升兩個月遠勝預期，刺激美股三大指數上周五(12日)高收升1.3%至2.1%，均創逾三個月高，權重股亞馬遜(AMZN.US)、蘋果(AAPL.US)、Alphabet(GOOGL.US)、奈飛(NFLX.US)及特斯拉升2.1%至2.7%，加上費城半導體指數回升3%，帶動納指及標指追彈2.1%及1.7%，收13,047及4,280；30隻道指成份股僅強生(JNJ.US)逆跌1.1%，其餘普遍升約1%至3%，季績勝預期的迪士尼(DIS.US)持續跑贏逼近四個月高，帶動道指三連升，收33,761，漲424點或1.3%。
美股期貨全面回吐0.2%至0.3%，其中道指期貨報33,652，回吐66點或0.2%。然而，亞太區主要股市今早(15日)普遍反覆向好。日本次季季調後GDP初值恢復增長0.5%略遜預期，美元兌日圓於亞洲吐近0.2%報133.22，日經繼上周五假後復市高收追彈2.6%結束兩連跌後，今早續升260點或0.9%，報28,807。
台灣次季未季調實質GDP年率下修放緩至3.05%創兩年低，當局隨即將全年GDP增長預測由原先3.91%，下調至3.76%。然而，台灣加權指數連升第三天，報15,347，升0.4%。韓股三連升，報2,528，續升0.2%。澳洲200高見7,074，現報7,061，回升0.4%。新西蘭7月BNZ服務業指數由前值54.7，續降至51.2創五個月低。然而，新西蘭50指數回升0.5%，報11,794。吉隆坡綜指兩連升後，今早靠穩報1,506。
內地7月新增貸款僅6,790億人民幣遠低預期。另內地昨日(14日)新增本土確診病例692例，新增本土無症狀感染者1,620例。滬指及深成延續上周五(12日)回軟勢頭，今早低開逾0.2%，報3,268及12,392，最低見3,261及12,386獲承接，現報3,282及12,480，回升0.2%及0.5%。
本港次季GDP按年續萎縮1.3%(前值萎縮3.9%)，港府年內第三次下調全年GDP預測至僅增長0.5%至萎縮0.5%。港股由近三個月低位連升兩個交易天後，今早在友邦(01299.HK)、阿里-SW(09988.HK)、中海油(00883.HK)、中芯(00981.HK)、中海外(00688.HK)、中國平安(02318.HK)和擬將ADR從紐交所退市國壽(02628.HK)低開1%至2%等拖累，恆指今早低開137點或0.7%，報20,038獲承接，在各分類(金融除外)指數普遍倒升支持，掉頭高見20,260，現報20,182，倒升7點。
然而，新加坡海峽指數繼上周五(12日)回吐1%結束兩連升後，今早續跌0.2%報3,263。
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