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《亞股》日經未企穩四萬二關 全日續升655點或1.6% 銀行股炒上
據報歐盟與美國即將達成關稅協議,美國總統特朗普亦稱,將對世界其他大部分國家徵收15%至50%的簡單關稅。亞太區主要股市今日(24日)普遍上升。 日圓在亞洲時段升幅收窄至約0.2%,美元兌日圓跌報146.18。日本7月標普綜合PMI初值按月持平於51.5。美國近日與日本達成貿易協議,日經指數今早大幅高開486點後升幅擴大,曾突破42,000點關口,午後高見42,065點,直逼去年7月創下的歷史高位42,426點,午後升勢略回順,全日收報41,826,再創一年收市高位,升655點或1.6%,連續兩日顯著上升。 主要銀行股午後升幅擴大,三井住友金融(8316.JP)、瑞穗(8411.JP)、三菱日聯(8306.JP)上升3.5%至4.7%,Resona控股(8308.JP)上升6.4%。 權重股支撐大市上揚,軟銀(9984.JP)、迅銷(9983.JP)上升2.4%至2.8%。線上求職平台瑞可利(6098.JP)上升5%。 核電工程概念持續發酵,日本製鋼所(5631.JP)、三菱重工(7011.JP)上升5.6%至6.7%,日立(6501.JP)上升3.9%。東電(9501.JP)微跌0.1%。 汽車股午後升幅收窄,日產(7201.JP)及馬自達(7261.JP)各升約1.6%,三菱汽車(7211.JP)微升0.2%、本田(7267.JP)靠穩、豐田(7203.JP)收市倒跌0.4%。 花旗首次覆蓋花王(4452.JP),給予「買入」評級,列個人護理品行業首選股,全日股價升2%。花旗料花王過去兩年重組將開始展現成果,但認為市場尚未有充分認識其潛力。該行料在未來每季度業績上將見到盈利增長可見度改善,並預期有創紀錄規模的股份回購。花旗亦首次予獅王(4912.JP)「買入」評級,全日股價升0.7%。 花旗首次覆蓋資生堂(4911.JP)予「中性」評級,全日股價升0.5%。
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