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Financial Tips: 市況速遞 11/8

Aug 11, 2010 , Posted by Diamond Recruit at 12:21 PM








美國市場


美國股市下跌,標準普爾500指數全週升幅收窄,因企業新增職位增幅低於預期,進一步顯示經濟復甦放緩。



美國企業於7月份連續第7個月增加就業職位,但增幅顯示就業市場只會緩慢復甦。




歐洲市場


歐洲股市全週上升,因HSBC Holdings Plc及BNP Paribas等企業業績理想,抵銷美國經濟數據疲弱重燃市場對該全國最大經濟體系復甦力度的憂慮。


英國製造業產值於6月份連續第2個月上升,並創下逾10年以來最大單季升幅,因經濟加速復甦。


德國6月份工業生產意外下跌,因機械及貨車等產品產量下降。




日本市場


大部分日本股票上升,基準指數連續第3週造好,因空置率下降刺激地產股連續第2日上揚。以市值計算日本最大發展商Mitsubishi Estate Co上升,因一份私人報告顯示7月份東京辦公室空置率下降。



亞太市場


亞洲股市上升,摩根士丹利亞太指數連續第5週上升,因投資者預期區內企業盈利改善,抵銷有關美國就業市場放緩的憂慮。


台灣加權指數上升。China Airlines Ltd上升至自2008年6月26日以來最高水平。該公司於交易所申報中公佈,7月份銷售按年上升68%至132.4億元新台幣。Celxpert Energy Corp上漲6.8%至自2009年10月7日以來最高水平,因Dynapack International Technology Corp同意以58億元新台幣(1.82億美元)及換股方式收購該公司以增加客戶群。


南韓Kospi指數下跌,但連續第5週上升。當地建築商Daewoo Engineering & Construction Co上升。該公司於申報中表示,獲得4.38億美元訂單,為General Electricity Company於利比亞興建發電廠。


澳洲營建業於7月份以1年以來最快的速度收縮,進一步顯示央行由去年10月至今年5月連續6度加息削弱新工程需求。




中國/香港


中國股市反彈,基準指數連續第3週上漲,因投資者對銀行壓力測試的憂慮得到舒緩。農業股走高,因中國10年以來最嚴重的水災導致食品價格上漲。


香港股市上升,恆生指數創下4個月以來最大單週升幅,因長江實業及和記黃埔的業績較市場預期為佳,抵銷美國申領失業救濟人數意外上升的影響。




新興市場


巴西股市下跌,基準指數連續第3週的升幅收窄,因報告顯示美國就業職位增幅低於預期。美國是巴西第2大貿易夥伴。



債券市場


美國國庫券上升,兩年期國庫券孳息率首都下跌至0.50%以下水平,因政府就業報告顯示7月份就業職位流失高於經濟師預期。






U.S. Market

U.S. stocks tumbled, paring a weekly advance for the Standard & Poor’s 500 Index, after weaker-than- forecast growth in company payrolls added to evidence the economic recovery is slowing.



Companies in the U.S. added workers in July for a seventh straight month at a pace that suggests the labor-market recovery will be slow to take hold.



European Market

European stocks climbed over the week as earnings from HSBC Holdings Plc to BNP Paribas offset weaker- than-forecast U.S. data that reignited concerns about the strength of the recovery in the world’s biggest economy.



U.K. manufacturing increased for a second month in June in the best calendar quarter for factory production in more than a decade as the economic recovery strengthened.



Industrial production in Germany unexpectedly declined in June led by a drop in investment goods such as machinery and trucks





Japan Market

Most Japanese stocks rose, sending benchmark indexes to their third consecutive weekly advance, as lower vacancies boosted real-estate companies for a second day. Mitsubishi Estate Co., Japan’s biggest developer by market value, climbed after a private report showed Tokyo’s office vacancies fell in July



Asia / Pacific Market

Asian stocks rose, driving the MSCI Asia Pacific Index to its fifth weekly advance, as investor expectations of improving corporate earnings in the region overshadowed concerns that employment in the U.S. will falter.



Taiwan’s Taiex index rose. China Airlines Ltd. rose to the highest since June 26, 2008. The company’s July sales rose 68 percent to NT$13.24 billion from a year earlier, it said in an exchange filing. Celxpert Energy Corp. surged 6.8 percent to the highest since Oct. 7, 2009. Dynapack International Technology Corp. agreed to buy Celxpert for NT$5.8 billion ($182 million) in shares to add customers.



South Korea’s Kospi index fell, but rose for the fifth consecutive week. Daewoo Engineering & Construction Co., a South Korean builder, advanced 1.5 percent. Daewoo Engineering won a $438 million order to build a power plant from General Electricity Company of Libya, the Seoul-based company said in a regulatory filing.



Australia’s building industry shrank in July at the fastest pace in a year, adding to evidence the central bank’s six interest rate increases between October and May are eroding demand for new dwellings.



China/ Hong Kong Market

China’s stocks rebounded, extending gains for the benchmark index to a third week, as concerns eased about banks’ stress tests and agricultural companies advanced after the country’s worst floods in a decade boosted food prices.



Hong Kong stocks rose, lifting the benchmark index to its biggest weekly gain in four months, as better-than-estimated earnings from Cheung Kong (Holdings) Ltd. and Hutchison Whampoa Ltd. overshadowed an unexpected increase in U.S. jobless claims.



Emerging Markets

The Bovespa stock index fell, paring the measure’s third weekly gain, after a report showed employers added fewer jobs than forecast in the U.S., Brazil’s second- largest trading partner.



Bond Market

Treasuries rallied, pushing two-year note yields below 0.50 percent for the first time, after the government’s payrolls report showed the economy lost more jobs in July than economists forecast.




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。






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