《亞洲股市》韓股日經續跌0.8%-1.4% 港股反覆續跌0.2%
阿思達克 08-03 10:46
惠譽突然調低美國主權信貸評級至「AA+」，美國財政部提高發債規模，觸發市場避險情緒驟增，VIX飆近16%爲近五個月最大升幅，加上美國7月「小非農」就業職位增幅遠超預期，市場重燃加息憂慮，十年期國債息率倒升突破4.1釐創近九個月高，美股三大指數昨晚全面跌1%-2.2%，逾三分二藍籌下跌，道指由曾挫404點，收窄至僅回吐348點或1%收35,282；大型科技股普遍挫逾2%，本季收入預測遜預期超微半導體(AMD.US)挫7%，費城半導體指數挫3.8%，拖累納指及標指續挫2.2%及1.3%，收13,973及4,513。此外，歐洲主要股市由曾挫1.6%-1.9%，收窄僅續跌1.3%-1.8%，西班牙沽壓較大兼四連跌。
美股期貨好淡爭持，藍籌股指期貨回穩，其中道指期貨報35,432，彈29點。亞太股市今早個別發展。美元兌日圓於亞洲窄幅靠穩報143.35，但日經承昨天急吐2.3頹勢，今早進一步降至32,180喘定，半日收32,244，續挫463點或1.4%。
澳洲6月季調後出口轉降1.7%，期內貿易順差擴至113.21億澳元勝預期。澳洲200繼昨天回吐1.3%結束兩連彈後，今早續吐近0.6%報7,313。新西蘭50指數連跌第三天，報11,919，續跌近0.4%。南韓(KOSPI)繼昨天急吐1.9%結束四連漲後，現報2,595，續吐0.8%。吉隆坡綜指連跌第三天，報1,441，續跌0.2%。
財新中國服務業PMI意外略升至54.1。滬指承昨天跌0.9%勢，今早低開0.2%報3,254，高低見3,265/3,247，現報3,254，續跌0.2%；深成延續過去兩連跌勢，今早低開0.3%報11,067獲承接，最高見11,142，現報11,087，續跌0.1%。
標普香港7月PMI意外年內首陷收縮，由前值50.3，降至49.4。港股連跌第三天，恆指承昨天急挫近2.5%勢，今早低開113點或0.6%報19,404，最低見19,394獲承接，曾倒升55點高見19,572乏力，現報19,478，續跌39點或0.2%。
然而，菲律賓(PSEI)繼昨天急吐1.7%後，今早回升1%報6,551。印尼雅加達綜兩連跌後，現報6,883，反覆彈0.4%。新加坡海峽時報指數繼昨天跌近1.5%後，今早低見3,316獲承接，最高見3,329，現報3,328，倒升0.1%。越南(VNI)繼昨天逆市回升0.2%後，今早窄幅靠穩報1,220。臺股因颱風休市。
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