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Financial Tips: 市況速遞 7/7

Jul 7, 2011 , Posted by Diamond Recruit at 12:05 PM





北美市場

美國股市上升,基準指數上升至自5月以來最高水平,
並創下近兩年以來最大單週升
幅,因美國製造業意外增長。



美國製造業於6月份意外地加速增長,
支持聯儲局對經濟將於今年下半年加速增長的預
期。



歐洲市場


歐洲股市於上週創下1年以來最大單週升幅。銀行及採礦股領漲,
此前希臘議會通過5年
期減赤措施,令該國得以獲得進一步援助。



歐洲6月份製造業以近兩年以來最緩慢的速度增長,
進一步顯示區內經濟動力放緩。



日本市場


日本日經225平均指數上漲至2個月以來最高位,
因市場更為憧憬希臘將避免債務違約,
及美國6月份製造業擴張速度優於預期,
舒緩日本兩大出口市場經濟放緩的疑慮。



日本企業計劃增聘人手及增加投資,因今年需求回升。
3月份的大地震一度令短觀指數
創下自2009年以來最大跌幅。



亞太市場


亞洲股市上漲,基準指數將創下自2月以來最長升勢。
市場憧憬希臘避免債務違約,及6
月份美國製造業意外地加速增長,
減低銀行盈利風險及出口業放緩的隱憂。



台灣加權指數上升,結束3週跌勢。Foxconn Technology Co.上漲,創下自4月18日以來

最大升幅。Masterlink Investment Advisory 副總裁Tom Tang稱,繼5月份銷售下滑
後,該股跌幅實屬過大。該公司公佈5月銷售下滑53%後,
自6月10日至30日以來股價下
挫14%。



南韓Kospi指數上升。汽車股方面,
當地最大汽車生產商Hyundai Motor Co.上升。根據
該公司的公告顯示,6月份銷售按年上升。6月份銷售上升的Kia Motors Corp.亦上升。



印度股市下跌,因部分投資者認為近期的升勢過急,
及當地製造業以9個月以來最緩慢
的速度增長。



中國以至南韓等亞洲國家的製造業增長放緩,
促使央行考慮加息以壓抑通脹。中國物流
與採購聯合會的採購經理指數下降至自2009年2月以來最低水平
,而印度的匯豐及
Markit Economics採購經理製造業指數亦下降至9個月以來低位。
南韓出口創下20個月
以來最低升幅。



中國


大部分中國股票走高,基準指數連續第2週上漲,
此前公佈的資料顯示,製造業增長下
降至自2009年2月以來新低,投資者揣測政府不會再度加息。



保利地產率領地產股上漲,因大城市房價有所回落,
市場預計中國政府不會加大房市調
控措施力度。伊利股份攀升至3週高位,
此前中國上調個人所得稅起徵點。工商銀行下
跌,受累于投資者對發放給地方政府融資平台貸款的擔憂。



新興市場


巴西股市上升,創下近1年以來最大單週升幅,
因其第2大貿易夥伴美國製造業指數意外
上升,及投資者減低該拉丁美洲最大經濟體系加息的憂慮。



債券市場


美國國庫券下跌,10年期國庫券孳息率升抵自5月以來最高水平,
因報告顯示上月製造
業意外地加速擴張,舒緩經濟復甦停滯的憂慮。
 
 
U.S. Market

U.S. stocks advanced, sending benchmark indexes to their highest levels
since May and the biggest weekly gains in almost two years, amid an
unexpected pickup in American manufacturing growth.

U.S. manufacturing unexpectedly accelerated in June, supporting the Federal
Reserve’s forecast that the economy will strengthen in the second half of
2011.



European Market

European stocks surged last week by the most in a year, led by a rally in
banks and mining companies after Greek lawmakers passed a five-year
austerity package, qualifying the country for further aid.

European manufacturing expanded at the weakest pace in almost two years in
June, adding to signs that the region’s economy is losing some momentum.



Japan Market



The Nikkei 225 Stock Average rose to its highest level in two months amid
optimism Greece will avoid default and after U.S. manufacturing unexpectedly
expanded at a faster pace in June, easing concern that two of Japan’s
largest export markets will slow.




Japanese companies forecast increased hiring and investment as demand picks
up this year after the March earthquake that triggered the biggest plunge in
the Tankan survey of sentiment since 2009.



Asia / Pacific Market



Asian stocks rose, sending the regional benchmark index to its longest
winning-streak since February, on optimism Greece will avoid default and
after U.S. manufacturing unexpectedly expanded at a faster pace in June,
lessening risk for bank earnings and exports.



Taiwan’s Taiex Index rose, halting three consecutive weekly losses. Foxconn
Technology Co. surged, the biggest advance since April 18, on speculation
the stock had dropped “too much” after a decline in the company’s May
sales, said Tom Tang, an assistant vice-president at Masterlink Investment
Advisory. The shares fell 14 percent from June 10, when it said sales sank
53 percent, to June 30.



South Korea’s Kospi Index rose. Automakers: Hyundai Motor Co., South
Korea’s largest automaker, climbed. The company’s sales rose in June from
a year earlier, according to a filing. Kia Motors Corp., which reported gain
in June sales, advanced.



India’s benchmark stock index fell, as some investors judged the rally
excessive and as the nation’s manufacturing grew at the slowest pace in
nine months.



Manufacturing growth is slowing in Asian economies from China to South
Korea, creating a dilemma for central bankers considering higher interest
rates to combat inflation. The Purchasing Managers’ Index by the China
Federation of Logistics and Purchasing fell to the lowest level since
February 2009, while a gauge by HSBC Holdings Plc and Markit Economics for
India showed manufacturing in June grew at the slowest pace in nine months.
South Korean exports rose the least in 20 months.



China



Most Chinese stocks rose, capping a second week of gains for the benchmark
index, on speculation the government will refrain from raising interest
rates after manufacturing expanded at the slowest pace since February 2009.



Poly Real Estate Group Co. led an advance for developers on the prospect
China won’t intensify housing curbs as home prices eased in major cities.
Inner Mongolia Yili Industrial Group Co. climbed to a three-week high as
China raised its income tax threshold. Industrial & Commercial Bank of China
Ltd. slid on concern about industry loans to local government financing
vehicles.



Emerging Markets



The Bovespa stock index advanced, posting its biggest weekly gain in almost
one year, after a manufacturing index unexpectedly rose in the U.S.,
Brazil’s second-biggest trading partner, and traders pared bets for higher
borrowing costs in Latin America’s biggest economy.



Bond Market



Treasuries fell, pushing 10-year note yields to the highest level since May,
after a report showed manufacturing unexpectedly expanded last month at a
faster pace, reducing concern the economic recovery is stalling.

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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