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《亞洲股市》越南、新加坡及日股跌0.8%-1%跑輸 印尼及滬深逆彈0.3%-0.7%
美國2月密歇根消費費信心初值創13個月高兼消費者短期通脹預期再度顯著升溫至4.2%均超預期,美元匯指數及美債息率上升,納指逆市三連跌後,納指一百期貨續跌0.4%報12,295,標普五百期貨及道指上周五反覆彈0.2%-0.5%後,期貨報4,085及33,787,回吐逾0.3%。亞太股市今天幾乎全面下跌,但低位見承接。美元兌日圓於亞洲回升0.5%報132.07,日經低見27,266,現報27,391,回吐279點或1%。 其餘下跌市場目前跌幅均少於1%,其中新西蘭50指數吐近0.9%報12,072。新加坡去年末季及全年GDP終值意外下修,新加坡海峽時報指數跌0.8%報3,333。越南(VNI)吐近0.9%報1,046。 港股兩連跌,恆指承上周五急吐2%勢,今早在以折讓近三成「世紀供股」淨籌185億元的領展(00823.HK)曾急瀉逾16%、盈警料去年業績「見紅」的九倉置業(01997.HK)曾續挫半成,以及傳統藍籌地產股普遍捱沽拖累,曾續挫390點或1.8%至20,799獲承接,在終止三連挫倒升2.4%百度(09888.HK)、貼國際油價走高的「三桶油」及內需股普遍造好支撐,曾回升至21,125,半日收21,090,僅續吐99點或不足0.5%。 然而,內地1月人民幣新增貸款達4.9萬億人民幣創紀錄高及社會融資規模5.98萬億人民幣創一年高均超預期。滬指及深成半日收3,278及12,060,反覆逆彈0.5%及0.7%。此外,印尼雅加達綜指也反覆回升0.3%報6,902。
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