《亞洲股市》日經及港股倒跌0.1%及0.6% 新加坡及韓股升0.6%
美股三大指數昨晚先升後軟,美國3月建築開支及4月ISM製造業指數彈幅超預期,加上摩通(JPM.US)落實收購被政府接管第一共和銀行(FRC.US),化解後者一旦無序倒閉對市場產生衝擊,摩通股價升逾2%,航空及三大郵輪股全面造好,尤其是挪威郵輪(NCLH.US)漲近9%,帶動三大指數早段全面造好,但市場對美聯儲本周議息結果再加息25點子預期升溫,債息大幅抽升,加上地區銀行捱沽,近三分二藍籌也反覆受壓,拖累道指由曾升159點,轉跌46點或0.1%收34,051,結束兩連升;納指反覆微吐0.1%結束三連升。
美股期貨全面窄幅續軟,其中道指期貨報34,131,續吐21點。亞太股市今早個別發展。美元兌日圓昨晚曾升0.9%至近兩個月高後,今早輕微回吐報137.4,日經承過去三連升勢,今早曾升破52周高位29,222,最高見29,278遇阻,掉頭低見29,092,現報29,097,微吐25點或0.1%。
澳洲200扭兩連升,最低見7,308,現報7,319,回吐0.2%。新西蘭50指數繼昨天再度回軟後,今早高低見12,027/11,965,現報11,990,續吐0.1%。
內地4月官方製造業PMI意外重陷收縮,由前值51.9,降至49.2,市場原預期僅降至51.5。期內,非製造業活動指數由前值創近12年高位58.2,降至56.4,遜於市場預期57。港股繼上周及4月份分別計累跌0.9%及2.5%後,今早於5月首個交易日復市延續過去三連彈勢,高開228點或1.1%報20,122,最多升391點高見20,286受制百天線(20,353),掉頭輾轉滑落,最低見19,762,現報19,774,倒跌119點或0.6%。
然而,南韓(KOSPI)長周末假後復市延續過去兩連升勢,最高見2,522,現報2,518,續升0.6%。台灣加權指數長周末假後復市延續過去三連升勢,最高見15,651,現報15,604,升近0.2%。菲律賓(PSEI)長周末假後復市延續過去兩連升勢,最高見6,655,現報6,648,續升近0.4%。新加坡海峽時報指數長周末假後復市終止四連跌,曾升逾1%高見3,309,現報3,289,回升0.6%。吉隆坡綜指長周末假後復市報1,421,回升0.4%。
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