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《亞洲股市》韓澳股續軟 滬指及港股倒升0.4%及1%
美國4月ADP私企職位增幅意外再度加快至29.6萬創九個月高,美國4月ISM服務業指數增速加快兼略超預期,但美聯儲如期再加息25點子至16年高,並暗示會暫停加息,主席鮑威爾重申美國通脹仍高,現指加息周期已完結仍言之尚早,美股三大指數昨晚反覆低收跌近0.5%-0.8%三連跌,30隻藍籌有25隻下跌,安進(AMGN.US)及Walgreens(WBA.US)沽壓最大,股價續跌2.8%及4.6%,銀行股續捱沽,紐約期油續挫逾4%,藍籌雪佛龍(CXV.US)、埃克森(XOM.US)及康菲(COP.US)續跌2%-2.6%,下調全年盈測化妝品股雅詩蘭黛(EL.US)股價挫逾17%為歷來最傷,拖累道指及標指低收續跌0.8%及0.7%,收33,414及4,090;納指續跌不足0.5%。然而,較早收市歐洲主要股市普遍反彈0.2%-0.8%,但西班牙逆跌5點三連陰。 美股期貨窄幅上落,納指一百期貨報13,135,逆彈近0.3%;但道指期貨報33,480,續跌12點。日股今明兩天繼續假期休市。亞太股市今早個別發展。南韓(KOSPI)連跌第二天,最低見2,486,現報2,492,續吐0.4%。澳洲200三連跌,最低見7,141,現報7,180,續跌0.2%。新加坡海峽時報指數現報3,255,續吐0.2%。吉隆坡綜指續軟報1,425。 新西蘭3月季調後住宅營建許可量意外止跌回升7%,但新西蘭50指數繼昨天回吐1.1%後,現報11,898,窄幅續吐近0.1%。 財新中國4月製造業PMI意外降至49.5重陷收縮。深成及上證繼上周五高收均續升1.1%後,今天「五一」長假後復市低開0.2%及0.5%,報11,305及3,306,最低見11,284及3,302,現報11,293及3,335,分別回吐0.4%及倒升0.4%。 台灣加權指數繼昨天回軟結束四連升後,今早高低見15,578/15,523,現報15,566,反覆回升0.1%。菲律賓(PSEI)繼昨天回吐1%結束三連升後,現報6,639,回升0.5%。 港匯再度觸及弱方兌換保證,金管局今晨於紐約市時段承接46.71億港元沽盤,令明天(5日)本港銀行體系結餘降至445.27億元。此外,標普香港4月PMI由53.5,降至52.4。港股繼昨天反覆回吐1.2%結束四連升後,恆指今早低開3點報19,695獲承接,最多倒升271點或1.4%高見19,970,現報19,902,倒升203點或1%。藍籌普遍造好,尤其是內險、內銀及內房股升逾1%-5.5%,中國平安(02318.HK)升幅最大曾高見58.5元。
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