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《亞洲股市》新加坡及日經回升0.6%-1.3%跑贏 越南及港股續跌逾1%
美國末季GDP增速意外下修,但首領及持續申領失業金人數意外降,加上被聯儲局視為通脹指標末季核心PCE物價指數終值意外上修至按季升4.3%,市場憂慮聯儲局延長加息周期抗通脹。美股三大指數繼昨晚反覆升0.3%-0.7%後,期貨全面跌0.1%-0.3%,納指一百期貨沽壓較大,報12,175,回吐近0.3%。亞太股市今天個別發展,日經假後重開回升1.3%收27,453。新西蘭、澳洲、印尼及新加坡股市反覆升0.1%-0.6%,後者彈力最強報3,285,結束四連跌。 然而,越南(VNI)四連跌,現報1,039,跌1.3%。菲律賓、南韓、馬來西亞、台灣及泰國反覆跌0.2%-0.8%。滬指及深成現報3,271及11,799,續跌0.5%及0.7%。 港股四連跌,今天在地產指數及科指主導,最多挫逾300點至20,006(接近牛熊線19,993)喘定,現報20,099,續跌252點或1.2%。藍籌股普遍下跌,末季盈利遜預期的網易(09999.HK)急吐近一成曾低見124元失守50天線;碧服(06098.HK)、京東(09618.HK)、阿里(09988.HK)、百度(09888.HK)及吉利(00175.HK)也挫逾4%-5%;東方海外(00316.HK)、績後獲大摩看好銀娛(00027.HK),以及強烈否認沽空機構指控公司誇大盈利的創科(00669.HK)漲2.6%-5%。
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