《亞洲股市》港韓股回吐0.4%-0.7% 大馬及澳股續升0.5%-0.8%
阿思達克 07-26 10:31
美股昨晚繼續反覆向好，IMF調高全球今年GDP增長預測0.2個百分點至3%，美國最新經濟數據勝預期，其中7月諮商會消費信心續升至兩年高，但聯儲局一連兩天議息，投資者態度審慎，近半藍籌受壓，金融股跌幅居前，但季績勝預期兼上調盈測的3M(MMM.US)急漲5.3%，部分工業及科技股也升逾1%，帶動道指反覆連升12天兼屢創逾15個月高，高低見35,527/35,365，收35,438，反覆續升26點；季績勝預期通用電氣(GE.US)漲6.3%，費城半導體指數回升1.7%，帶動標普及納指高見4,580(逾15個月高)及14,201，收4,567及14,144，續升0.3%及0.6%。歐洲方面，礦務股受捧，帶動泛歐600續升近0.5%，德英意股續升不超0.2%，其中富時及意股六連升；但CAC及西班股市逆市續軟。
美股期貨全面回軟，季績勝預期Alphabet(GOOGL.US)盤後續漲6%報129.6美元，但上季銷售增長放緩的微軟(MSFT.US)盤後回吐3.7%報338美元，拖累納指一百期貨回吐0.2%報15,641。亞太股市今早繼續個別發展。美元兌日圓於亞洲續軟報141.15後，日經繼昨天收市僅微吐後，今早反覆受壓，高低見32,724/32,488，現報32,664，續吐17點。
南韓7月綜合消費信心意外升至15個月高。南韓(KOSPI)兩連彈後，今早回吐0.7%報2,617。台灣加權指數扭兩連彈，報17,158，回吐0.2%。菲律賓(PSEI)報6,647，回吐0.2%。
本港6月出口額及進口額連跌14個月及12個月，但按年跌幅分別收窄至11.4%(前值降15.6%)及12.3%(前值降16.7%)，少於市場預期降15.1%及17.5%；期內，有形貿易逆差566億元，超過預期逆差424億元。此外，中央釋出更積極超預期穩經濟政策利好信號，人民幣匯價進一步走強，刺激港股昨天飆升4.1%兼成交創逾一個月高後，恆指今早在新經濟股主導低開93點或0.5%報19,340欠承接，進一步考驗250天線(19,325)，最多回吐145點至19,289獲承接，現報19,350，回吐84點或0.4%。
滬指及深成繼昨天內房及金融板塊飆升推動高收回升2.1%-2.5%後，今早分別低開0.1%及0.2%，報3,228及11,001，最低見3,222及10,960，現報3,225及及10,988，回吐0.2%及0.3%。
然而，澳洲200連升第二天，最高見7,403，現報7,398，續升0.8%。新西蘭50指數繼昨天回吐0.7%結束兩連升後，現報11,952，微彈近0.2%。新加坡海峽時報指數報3,294，續彈0.2%。吉隆坡綜指延續連日升勢，報1,444，續升0.5%。
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