《亞股》亞股普遍走高 日經急漲逾千三點 星股破頂 港股屢創逾三年高
美國確認對日本及菲律賓的關稅;另美國財長貝森特下週將與中方官員在瑞典會面,舉行第三輪貿易會談,談判旨在延長雙方的關稅「休戰」,並擴大討論範圍。亞太區主要股市今早(23日)普遍走高,日經指數急漲逾3%創一年高,跑贏區內。新加坡股市破頂,港股亦創逾三年高。
內地A股兩市連日走高,滬綜指以半日高位收報3,608,升26點或0.75%,再創去年10月以來逾九個月高;深成指近高收報11,134,升34點或0.3%,創去年11月以來約八個月高。港股今早升見25,428屢創逾三年高,半日收報25,413,升283點或1.1%,成交1,734.29億元。臺股回升267點或1.2%,報23,255。臺積電(2330.TT)微升0.4%、鴻海(2317.TT)升2.2%、惟大立光(3008.TT)跌2.7%。
南韓Kospi微升4點或0.1%,報3,174。三星電子(005930.KS)微跌0.1%、SK海力士(000660.KS)微升0.6%。韓亞金融集團(086790.KS)跌1.2%。韓新遠洋船務(011200.KS)升1.9%。
日本首席貿易談判代表赤澤亮正確認,美國已同意降低對進口日本汽車及零件的關稅至15%,同時不會設定對日本進口汽車的配額。另《每日新聞》報道,日本首相石破茂向親信表示,決定在自民黨8月檢討參議院選舉總結報告後,於同月內表明辭職意向。日經指數午後升幅擴至1,355點或3.4%,報41,130創一年高。汽車股熱炒,豐田(7203.JP)、本田(7267.JP)、日產(7201.JP)、三菱汽車(7211.JP)、萬事得(7261.JP)及Subaru(7270.JP)急升9%至18.1%。核電概念續發酵,關西電力(9503.JP)續升2.6%,其計劃新設核電廠;同業東電(9501.JP)續升4.8%。
星股升17點或0.4%,報4,225,盤中升見4,227創歷史高。星展升1.4%,報47.92坡元創紀錄高。大華銀行及華僑銀行則升0.2%至0.7%。
印尼IDX升0.8%、菲律賓PSEI升0.5%、馬來西亞KLCI、越南VNI、印度孟買指數微升0.1%至0.3%。泰國SET 50指數急升2.5%,報798.38創約五個月高。
澳洲200指數尾市升0.8%,報8,746;紐西蘭50指數尾市續跌0.6%,報12,753。
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