Recent Updates

Financial Tips: 市況速遞 25/7

Jul 25, 2011 , Posted by Diamond Recruit at 5:22 PM





北美市場
美國科技股上升,因企業盈利改善,刺激納斯達克指數上升至10以來高位,及標準普爾全週升幅擴大。然而,Caterpillar Inc.業績遜於預期,則拖累道瓊斯工業平均指數收低。


美國眾議院發言人John Boehner向共和黨議員表示,尚未就於82日最後期限之前提高聯邦債務上限的計劃達成共識。一位共和黨議員稱,Boehner正在繼續透過電話商談。標準普爾721日表示,鑒於債務問題的僵局,標準普爾於3個月內下調美國AAA級信貸評級的可能性上升至50%

歐洲市場
歐洲股市於上週上升,終止兩週跌勢,因歐元區領袖同意向希臘提供第2輪援助,藉以結束區內債務危機。

惠譽稱,在歐元區領袖達成新的希臘援助協定後,希臘面臨「限制性違約」。協議中包括債券持有人的參與。

德國7月份投資者信心下降至9個月以來最低水平,因歐洲債務危機及環球需求放緩削弱經濟前景。

日本市場
日經225平均指數創下今個月以來最大升幅,因希臘新一輪援助方案推出,緩解市場對歐洲債務危機擴散的擔憂,降低金融及出口企業盈利的不明朗因素。

亞太市場
亞洲股市上升,基準指數收復今年跌勢,因新的希臘救援計劃緩解市場對歐洲債務危機蔓延的擔憂,亦降低金融企業盈利前景的不明朗因素。

印度股市於上週上升,因歐洲領袖通脹希臘援助計劃,舒緩有關區內債務危機可能擴散,從而威脅經濟增長的憂慮。部分企業業績亦利好投資者信心。

台灣6月份失業率下降,連續第9個月低於5%水平,增加央行加息的可能性。

中國/香港
中國股市走高,基準指數全週跌幅收窄,因新的希臘救援方案緩解市場對歐洲債務危機蔓延的擔憂。

香港股市創近兩個月最大漲幅,新的希臘救援計劃緩解市場對歐洲債務危機蔓延的擔憂,提振與歐洲經濟關係密切的股票。

新興市場
巴西股市於3週以來首度上升,此前歐洲通過新一輪希臘援助計劃,舒緩債務危機擴散的憂慮。

債券市場
美國國庫券於3週以來首度下跌,因總統奧巴馬及眾議院議長博納就以減赤措施換取提升債務上限的談判破裂。


U.S. Market
U.S. technology stocks rallied on improving earnings, sending the Nasdaq-100 Index to a 10-year high and extending a weekly gain for the Standard & Poor’s 500 Index, while lower-than-estimated results at Caterpillar Inc. dragged the Dow Jones Industrial Average lower.

House Speaker John Boehner told Republicans that there was no agreement on a plan for raising the ceiling before a default threatened for Aug. 2. A Republican congressional official said Boehner, speaking by telephone to lawmakers, is reporting that discussions are continuing. The impasse has boosted the chance S&P will cut the U.S. credit rating from AAA within three months to 50 percent, the company said July 21.

European Market
European stocks climbed last week, snapping two weeks of losses, as euro-region leaders agreed on a second bailout package for Greece in a bid to end the region’s debt crisis.

Fitch Ratings said Greece faces “restricted default’' after euro-area leaders agreed on a new bailout for the nation that would involve contributions from bondholders.

German business confidence fell to the lowest level in nine months in July as the European debt crisis and weakening global demand damped the economic outlook.

Japan Market
The Nikkei 225 Stock Average rose by the most this month as a bailout plan for Greece eased concern Europe’s debt crisis will spread, reducing uncertainty over earnings at financial companies and exporters.

Asia / Pacific Market
Asian stocks rose, with the regional benchmark index erasing its loss for the year, as a new aid plan for Greece eased concern Europe’s debt crisis will spread, reducing uncertainty over earnings at financial companies.

India’s benchmark stock index rose over the week as European leaders agreed on aid for Greece, easing concerns the region’s debt crisis may spread and threaten global growth and as some earnings boosted sentiments.

Taiwan’s unemployment rate declined in June, holding below 5 percent for the ninth straight month and bolstering the case for further interest-rate increases.

China/ Hong Kong
China’s stocks advanced, paring a weekly loss by the benchmark index, as a new aid plan for Greece eased concern Europe’s debt crisis will spread.

Hong Kong stocks rose the most in almost two months, as a new aid plan for Greece eased concern Europe’s debt crisis will spread, boosting shares of companies tied to the region.

Emerging Markets
The Bovespa stock index posted its first weekly gain in three after a new aid plan for Greece eased concern Europe’s sovereign debt crisis will spread.

Bond Market
Treasuries fell for the first week in three as talks collapsed between President Barack Obama and House Speaker John Boehner over a deficit-reduction package as part of an agreement that would lift the nation’s debt ceiling.


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