《亞洲股市》日經收升398點創逾八個月高 全月累漲2.9% 圓匯挫1%
日本央行行長植田和男主持上任後首個議息會議,宣布維持貨幣政策不變,通過維持短期利率目標在負0.1厘不變,符合市場預期;議息結果公布後,圓匯跌逾1%創逾一個半月低,美元兌日圓升報135.38。日經今早(28日)高開248點,早市高位整固,半日升198點;午後升幅擴大,全日升398點或1.4%,近高收報28,856,連升兩日,並創逾八個月收市高。全周累升292點或1%;全月累升814點或2.9%。
利率正常化憧憬落空,主要銀行股午後反覆走低,三菱日聯、三井住友及瑞穗倒跌0.8%至1%,Resona控股逆升1.1%。主要車股午後升幅擴大,三菱汽車、豐田及日產升1.8%至2.8%。
權重股上行,樂天、迅銷、Z Holdings微升0.6%至0.7%,東京電力、SONY、軟銀升1.5%至3%。
業績股方面,全球最大晶圓基片製造企業信越化學逆市收跌4.4%,其截至3月底止末財季經營溢利按年跌3%至約1,900億日圓,略高於高盛及市場預期。
此外,日立收跌2%,其上財年末季及現財年經調整經營利潤指引低於高盛預期,但現金生成強勁。
自動化設備生產商基恩士(Keyence)收跌1.5%,其末財季經營溢利約1,299億日圓,符預期;高盛料其亞洲業務最差時間已過去,未來銷售趨勢將正常化。
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