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Financial Tips: 市況速遞 1/3

Mar 1, 2011 , Posted by Diamond Recruit at 2:46 PM





北美市場

美國股市於上週下跌,標準普爾500指數錄得3個月以來最大跌幅,因油價上升,此前利
比亞爆發內戰,觸發市場憂慮經濟增長將會放緩。



美國第4季經濟按年增長2.8%,低於預先數字及市場預期,因州政府及地區政府進一步
削減開支。



歐洲市場

歐洲股市創下7個月以來最大單週跌幅。航空及汽車股領跌,因利比亞動亂導致中東及
北非局勢進一步緊張,並刺激油價上漲。



英國第4季經濟收縮幅度高於原先預期,令英倫銀行陷入兩難局面,因當局就應否撤出
刺激經濟措施進一步出現分歧。



日本市場

日本股市上升,因油價回軟及經濟數據向好,舒緩有關中東政局動蕩的憂慮。



日本1月份通縮回落至21個月以來最低水平,因環球能源及食品價格上升,促使企業將
成本轉嫁予消費者。



亞太市場

亞洲股市繼連續4日下跌後走高,隨著對中東地區原油供應隱憂得到舒緩,油價回落至
每桶100美元以下水平。晶片製造商上漲。



台灣加權指數上升。基準指數下跌。全球第3大電腦記憶晶片生產商Elpida Memory Inc
日掛牌,上漲。該公司於東京證交所公告指出,每單位定價21.3元新台幣。公司社長?
本幸雄表示,併購台灣記憶晶片公司的計劃已經取消,因併購目標反對。



南韓Kospi指數上升,全週下跌。全球第2大記憶晶片生產商Hynix Semiconductor Inc.
上升,創下自1月28日以來最大升幅。LIG Investment & Securities Co. 表示,電腦
記憶晶片的合約價格可能於3月份上升,及分析員將調高該公司的首季盈利預測。



南韓1月份經常帳盈餘收窄至11個月以來最低位,因經濟復甦及能源需求上升,帶動進
口增加。



新加坡1月份工業生產意外地加速增長,因電子產品生產商增產,並抵銷製藥股的跌
幅。



中國/香港

大部分中國股票下跌,基準指數於逾1個月以來首度錄得單週跌幅,因市場憂慮中東局
勢緊張導致油價上升,將會削弱企業盈利增長。



香港股市上漲,終止4日跌勢。航空股造好,因油價下跌至每桶100美元以下水平。友邦
保險上揚,受惠於盈利較預期為高。



新興市場

巴西股市於3週以來首度下跌,因市場更為憂慮,通脹加快導致利率上升,從而有機會
削弱經濟增長。



俄羅斯央行宣佈調高處於紀錄低位的再融資利率,為自2008年以來首次加息,出乎市場
預期。當局亦連續第2個月調高準備金率,藉以壓抑通脹。



債券市場

美國10年期國庫券錄得9個月以來最大升幅,因利比亞政局動蕩,促使投資者追捧較安
全的美國債券,並導致市場憂慮,油價上升有機會阻礙經濟復甦。




U.S. Market

U.S. stocks fell last week, driving the Standard & Poor’s 500 Index to the
biggest drop in three months, after surging oil amid speculation Libya is
heading for civil war spurred concern that economic growth will slow.



The U.S. economy grew at a 2.8 percent annual rate in the fourth quarter,
slower than previously calculated and less than forecast as state and local
governments made deeper cuts in spending.



European Market

European stocks posted the biggest weekly retreat in seven months, led by
declines in airlines and automakers, as Libya’s violent uprising boosted
tension in North Africa and the Middle East and sent oil soaring.



Britain’s economy shrank more than initially estimated in the fourth
quarter, complicating the task of the Bank of England as a split deepens
among policy makers on whether to withdraw stimulus.



Japan Market

Japanese stocks rose as oil retreated and economic reports tempered concern
about turmoil in the Middle East.



Japan’s deflation eased to the slowest pace in 21 months in January as
increases in global energy and food prices prompted companies to pass on
costs to shoppers.



Asia / Pacific Market

Asian stocks rose after a four-day selloff as crude oil fell below $100 a
barrel amid easing concern about supply disruptions in the Middle East, and
as chipmakers climbed.



The Taiex Index rose. The benchmark fell. Elpida Memory Inc., the world’s
third-largest maker of computer-memory chips, gained on its first day of
trading on the Taiwan Stock Exchange. The Tokyo-based chipmaker sold shares
for NT$21.30 each, according to a statement to the Tokyo Stock Exchange. The
company’s Chief Executive Officer Yukio Sakamoto said it scrapped plans to
merge with Taiwanese chipmakers after opposition from the target companies.



The Kospi Index rose, ending lower than the last week. Hynix Semiconductor
Inc., the world’s second-largest computer-memory chipmaker, rose, the most
since Jan. 28. Contract prices for computer-memory chips may climb in March
and analysts will boost their estimates of Hynix’s first-quarter earnings,
LIG Investment & Securities Co. said.



South Korea’s current-account surplus narrowed to an 11-month low in
January as imports surged amid an economic recovery and rising energy
demand.



Singapore’s industrial production growth unexpectedly accelerated in
January as electronics manufacturers increased output, offsetting a decline
in pharmaceuticals.



China/ Hong Kong

Most China stocks fell, adding to the benchmark index’s first weekly drop
in more than a month, on concern higher oil prices caused by Middle East
tensions will curb earnings growth.



Hong Kong stocks rose, halting a four-day drop, as airlines gained after
crude oil fell below $100 a barrel, and AIA Group Ltd. climbed after
reporting better-than-estimated earnings.



Emerging Markets

The Bovespa stock index fell for the first week in three as concern mounted
that accelerating inflation will lead to higher borrowing costs that may
derail economic growth.



Russia’s central bank unexpectedly lifted the refinancing rate from a
record low, the first increase since December 2008, and boosted reserve
requirements for a second month to curb inflation.



Bond Market

Treasury 10-year notes gained the most in nine months as political turmoil
in Libya drove investors to the safety of U.S. debt and raised concern that
surging oil prices may restrain a fledgling economic recovery.

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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