Recent Updates

Financial Tips: 市況速遞 22/6

Jun 22, 2010 , Posted by Diamond Recruit at 10:19 AM



美國市場

美國股市上升,標普普爾500指數第2週上升,並創下自11月以來最大兩週升幅,因市場預期歐洲成功控制區內債券危機。



歐洲市場

歐洲股市第4週上升,因有關區內主權債務危機的憂慮得到舒緩。



英國財政赤字相對經濟師所預期為少,因經濟增長增加稅收。



日本市場

日本股市下跌。消費貸款商下跌,並拖累銀行股下跌,因貸款規則收緊影響業界的盈利前景。Daikin Industries Ltd上升,因Credit Suisse Group AG上調其評級。



亞太市場

亞洲股市全週上升,摩根士丹利亞太指數創下自12月以來最大升幅,因美國經濟數據舒緩歐洲政府赤字將拖慢環球經濟復甦的憂慮,及證券商調高企業投資評級。



台灣加權指數下跌,終止5日升勢。Apple相關股份方面,Apple Inc的iPad及iPhones零件生產商Wintek Corp上升至自5月10日以來最高水平,此前Morgan Stanley於報告中指出,明年iPhone客戶數目可能超過1億。生產手機相機的Largan Precision Co造好。



南韓Kospi指數上升。向發電廠提供維修服務的Korea Plant Service & Engineering Co上升5.8%,因外交部表示,南韓及印度同意就核電合作展開對話。南韓最大電力設備生產商Doosan Heavy Industries & Construction Co上升,而設計核電廠的Korea Power Engineering Co亦上升。



南韓大型百貨公司銷售於5月份連續第15個月上升,顯示有關環球經濟復甦乏力的擔憂未有削弱當地需求。



中國/香港

中國股市創下3週以來最大跌幅。製藥、科技及消費股下跌。由於政府可能推出更多緊縮政策及經濟增長有機會放緩,投資者擔心股市估值過高。



大部分香港股票上升,恆生指數上升至5週以來最高水平,此前西班牙債券銷情理想,舒緩市場對歐洲債務危機的擔憂。



新興市場

巴西股市第2日下跌,扭轉早段升勢。商品價格下跌拖累商品股表現。雷亞爾第2週上升,為自4月以來最長升勢。



債券市場

美國國庫券全週上升,因市場揣測通脹溫和將促使聯儲局維持基準利率於紀錄低位不變,提升國庫券的需求。  

U.S. Market

U.S. stocks rose, with the Standard & Poor’s 500 Index advancing for a second week for the biggest back-to-back weekly gain since November, amid speculation Europe’s efforts to contain its debt crisis are succeeding.



European Market

European stocks rose for a fourth week as concern about the region’s sovereign debt crisis waned.



Britain posted a smaller fiscal deficit than economists forecast as growth lifted tax receipts.



Japan Market

Japan’s stocks fell with consumer lenders sliding and dragging down banks as a stricter lending rule clouded earnings prospects. Daikin Industries Ltd. gained after an upgrade by Credit Suisse Group AG.



Asia / Pacific Market

Asian stocks rose over the week, driving the MSCI Asia Pacific Index up the most since December, as U.S. economic reports eased concern that deficits in Europe will slow a global recovery, and brokerages boosted investment ratings.



Taiwan’s Taiex index fell, snapping five days of gains. Apple-related stocks: Wintek Corp., a component maker for Apple Inc.’s iPad and iPhones, rose to the highest since May 10, after Morgan Stanley said in a report the iPhone customer base may top 100 million users next year. Largan Precision Co., a maker of camera modules for mobile phones, advanced.



South Korea’s Kospi index rose. Korea Plant Service & Engineering Co., which provides power plant-maintenance services, advanced 5.8 percent. South Korea and India agreed to begin talks on nuclear cooperation, South Korea’s foreign ministry said. Doosan Heavy Industries & Construction Co., the country’s biggest power- equipment maker, rose. Korea Power Engineering Co., which designs nuclear-power plants, also added.



Sales at South Korea’s major department stores increased in May for a 15th month, showing domestic demand have not yet been hurt by concern that the global rebound may falter.



China/ Hong Kong Market

China’s stocks fell the most in three weeks as pharmaceutical, technology and consumer companies slid on concern valuations are excessive given the prospect of further monetary tightening and slowing economic growth.



Most Hong Kong stocks rose, driving the Hang Seng Index to a five-week high, as a Spanish bond sale eased concerns about Europe’s debt crisis.



Emerging Markets

Brazil’s Bovespa stock index fell for a second day, erasing an earlier advance, as a decline in commodities prices dragged down producers. The real rose for a second week, the longest stretch of gains since April.



Bond Market

Treasuries gained for the week on speculation subdued inflation will persuade the Federal Reserve to keep the benchmark interest rate at a record low, supporting demand for government securities.


聲明:

上述資料只應作為個人投資風險程度的分析及指引,不應作為 投資結論。
以上資料僅供參考之用,投資選擇過去的業績並不代表將來表現。
由於投資組合頗多元化,加上匯率及利率浮動,投資選擇單位 及收益回報可升亦可跌。






More on Financial Tips...

Currently have 0 comments:

Leave a Reply

Post a Comment