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Financial Tips: 市況速遞 28/6

Jun 28, 2011 , Posted by Diamond Recruit at 3:28 PM





北美市場

美國股市走低,因市場擔心意大利的銀行業,
並成為歐洲債務危機的焦點;此外,
Oracle Corp.率領科技股下跌。



美國5月份耐用品訂單升幅高於預期,
顯示繼上半年經濟增長放緩後,製造業可能是其
中一個出現反彈的行業。



歐洲市場


歐洲股市第8週下跌,創下自1998年以來最長跌勢,
因投資者更為憂慮希臘債務違約,
及美國聯儲局調低該全球最大經濟體系的增長預測。



日本市場


日本股市上升,東證股價指數創下近1年以來最大單週升幅,
此前歐洲各國領袖表示,
希臘接近達到獲得救助的條件,
舒緩投資者對該國違約從而影響區內金融體系穩定性的
憂慮。



亞太市場


亞洲股市上漲,地區基準指數終止連續7週跌勢,
因市場揣測中國可能不會採取進一步
措施為經濟降溫,
而且有關歐洲債務危機將損及銀行業績的憂慮得到緩解。



台灣加權指數下跌,並連續第3週低收。Inotera Memories Inc.下跌,此前晶片價格連

續第7日下跌。TrendForce Corp.的DRAMExchange資料顯示,DDR3 2G DRAM價格於週四
收盤下跌。Taiwan Semiconductor Manufacturing Co.下跌,收於4月27日以來最低水
平,因Bank of America Merrill Lynch調低該公司評級,由中立下調至落後大市。



南韓Kospi指數上升,全週造好。石油相關股份方面,SK Innovation Co.下跌,並率領

煉油股下跌。油價於上週四下挫,因國際能源組織表示,
將會動用石油儲備。航空股則
上升。



南韓6月份消費者信心自5月份的3個月以來高位回落,
而通脹繼續迫近央行的4%目標範
圍上限。



印度股市上升,抹去全週跌幅,
因油價下滑舒緩能源成本上升可能導致央行收緊政策的
憂慮。



新加坡5月份工業生產下跌,
為自2009年以來首次連續第2個月下降,因隨著環球需求降
溫,製藥商及電子產品生產商減少生產量。



中國/香港


中國股市走高,創下4個月以來最大漲幅,因投資者猜測,
在中國國務院總理溫家寶表
示抑制通脹的努力已經奏效後,中國央行可能不會加息。



金融業分類指數飆升,因貨幣市場利率下跌。中信證券攀升,
並率領證券股上升。中國
國航創下8個月以來最大升幅,受油價下挫所提振。
上海汽車上漲至兩個月以來高位,
此前每日經濟新聞報導稱,
部分政府機構正在申請調整或取消各地限制汽車消費的政
策。



香港股市上漲,基準指數於6週以來首度收高,
因油價下跌利好企業業績前景,推高航
空股,同時市場對歐洲債務危機蔓延的擔憂減輕。



國泰航空上漲。中國農業銀行上漲,
中國總理溫家寶稱中國已成功戰勝通脹。中國移動
上漲,上海日報報導稱,該公司將從9月份開始推出Apple Inc.的iPhone手機。廣州汽
車集團帶動汽車股走高,此前有報導指出,
中國政府有意改變或撤銷車輛購買限制。



新興市場


巴西股市下跌,連續第3週回落,
因市場憂慮環球經濟增長放緩將削弱當地商品出口需
求。



債券市場


美國國庫券上升,兩年期國庫券孳息率距離紀錄低位僅數點子,
因市場憂心歐洲主權債
務危機惡化,及聯儲局調低美國經濟增長預測。
 
 
U.S. Market

U.S. stocks retreated as concern about Italian banks kept Europe’s debt
crisis in focus and Oracle Corp. led technology shares lower.

Orders for durable goods climbed more than forecast in May, signaling
manufacturing may be one of the first areas of the U.S. economy to rebound
from a first-half slowdown in growth.



European Market

European stocks fell for an eighth week, the longest stretch of losses since
1998, as concern grew that Greece will default and the Federal Reserve cut
its growth forecast for the world’s largest economy.



Japan Market

Japanese stocks rose, sending the Topix index to its largest weekly gain in
almost a year, after European leaders said Greece is getting closer to
meeting conditions for a rescue, easing concern the country will suffer a
default that destabilizes the region’s banking system.



Asia / Pacific Market



Asian stocks rose, with the region’s key index snapping seven straight
weeks of declines, amid speculation China may not take further steps to cool
its economy, and on diminishing concern that Europe’s debt crisis will hurt
bank earnings.



Taiwan Taiex Index fell, and recorded the third week of losses. Inotera
Memories Inc. slid as chip prices fell for the seventh consecutive day. The
price of DDR3 2-gigabit dynamic random-access memory declined at Thursday’s
close, according to data by TrendForce Corp.’s DRAMExchange. Taiwan
Semiconductor Manufacturing Co. lost to the lowest close since April 27,
after Bank of America Merrill Lynch lowered the company to “underperform”
from “neutral.”



Korea Kospi Index rose, ending the week higher. Oil-related shares: SK
Innovation Co. fell, leading a drop among refiners. Oil tumbled on Thursday
after the International Energy Agency said its members would release crude
from strategic reserves. Airlines rallied.



South Korean consumer confidence declined in June from a three-month high in
May and inflation expectations held near the Bank of Korea’s 4 percent
target ceiling.



India’s benchmark stock index rose, erasing a weekly loss, after a slump in
oil eased concerns that higher energy costs may lead to further monetary
tightening.



Singapore’s industrial production fell for a second month in May, the first
back-to-back decline since 2009, after pharmaceutical and electronic
manufacturers reduced output as global demand eased.



China/ Hong Kong



China’s stocks rallied the most in four months on speculation the central
bank will refrain from raising interest rates after Premier Wen Jiabao said
efforts to stem inflation have worked.



A gauge of financial companies surged as money- market rates dropped. Citic
Securities Co. climbed, leading gains for brokerages. Air China Ltd.
advanced the most in eight months after oil slumped. SAIC Motor Corp. jumped
to a two-month high as the National Business Daily said government agencies
are seeking to remove limits on vehicle purchases.



Hong Kong stocks rose, driving the benchmark index to its first weekly
advance in six, as airlines jumped on an improved outlook for earnings after
oil prices fell, and as concern eased that Europe’s debt crisis will
spread.



Cathay Pacific Airways Ltd. gained. Agricultural Bank of China Ltd. rose as
Premier Wen Jiabao said efforts to stem inflation have worked. China Mobile
Ltd. jumped after the Shanghai Daily reported the company will offer Apple
Inc.’s iPhone from September. Guangzhou Automobile Group Co. led carmakers
higher after a report the Chinese government is seeking to change or remove
purchase limits on vehicles.



Emerging Markets



The Bovespa stock index declined, capping a third weekly drop, on concern a
slowdown in global growth may damp demand for Brazil’s commodity exports.



Bond Market



Treasuries rose, pushing two-year note yields to within a basis point of the
record low, on concern Europe’s sovereign-debt crisis is getting worse and
as the Federal Reserve cut its forecast for U.S. growth.


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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