亞太股市全面隨美股升造好 惟港股逆市倒跌0.4%
阿思達克 02-01 10:19
美國多項經濟數據及企業季績表現參差，其中諮商會1月消費信心意外降至107.1，上季勞工成本及工資升幅放緩至一年低，增添美儲局周三晚議息結果加息縮小至25點子期望，美股三大指數昨晚反覆高收回升1.1%-1.7%，30隻藍籌有26隻造好，其中16隻升逾1%-3%，高盛(GS.US)、聯合健康(UNH.US)及家得寶(HD.US)升幅居前，帶動道指回升368點或1.1%高收34,086；藍籌及權重科技股普遍升近1%-4%，費城半導體指數反彈1.9%，季度盈利超預期增派息兼擬回購股份的聯合包裹(UPS.US)升4.7%，帶動標指及納指回升近1.5%-1.7%。然而，歐元區末季GDP初值環比意外續增0.1%，市場料歐洲央行周四議息結果會再加息半厘。較早收市的歐元區主要股市個別發展，意股跑贏回升1%再創逾11個月高，法德股僅反覆回穩，但西班牙及泛歐600續跌不足0.3%；英國富時100續吐0.2%。
美股期貨全面回吐0.2%-0.4%，道指期貨沽壓最小，報34,081，回吐75點。亞太股市今早普遍造好。美元兌日圓於亞洲略軟報129.96，日經繼昨天回軟後，今早高見27,547，現報27,382，回升55點或0.2%。
南韓(KOSPI)終止連續兩天累吐逾2%勢，今早高見2,453，現報2,439，回升0.6%。台灣加權指數繼昨天回軟結束四連升後，今早高見15,405，現報15,354，回升0.6%。澳洲200最高見7,537，現報7,508，回升0.4%；新西蘭50指數回升0.8%報12,072。新加坡海峽時報指數終止兩連吐，報3,373，回升0.2%。菲律賓(PSEI)繼昨天續吐2.6%後，今早回升0.6%報6,836。
滬指及深成繼昨天回吐0.4%及0.8%後，今早高開0.2%及0.3%，報3,262及12,034，最高見3,268及12,105，現報3,257及12,048，回升0.1%及0.4%。
然而，港股由近11個月高位兩連吐至10天線之下後，恆指今早高開78點或近0.4%報21,920，最高見21,961(受制10天線21,975)，掉頭低見21,748，現報21,756，倒跌85或0.4%。藍籌股個別發展，權重股匯控(00005.HK)吐逾2%報56.65元，騰訊(00700.HK)反覆續跌1.8%報375.4元，恆生(00011.HK)、中銀(02388.HK)及港交所(00388.HK)也跌逾1%，三大保險股也偏軟。然而，昨天受惠盈喜逆升的比亞迪(01211.HK)表現最好，據報公司將全資接盤易安財險進軍車險業務，該股續升逾4%曾高見257.8元創逾五個月高。吉利(00175.HK)及出口股創科(00669.HK)回升2.7%-3.3%，後者報104元。東方海外(00316.HK)續升3%曾高見139元，同業非藍籌中遠海控(01919.HK)及太航(02343.HK)也續升逾3.5%-5%。
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