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《亞股》亞股普遍回軟 韓股跌1.6%跑輸 大摩料印度股市或顯著復甦
霍爾木茲海峽重開存在變數,伊朗不滿以色列持續攻擊黎巴嫩,伊朗指控美以違反停火協議,重新封閉海峽。美股三大指數期貨現跌0.4%至0.5%不等;國際油價反彈逾3%。亞太區主要股市上日急升後,今日(9日)普遍回軟。中國內地滬深兩市偏軟,滬綜指及深成指全日收跌0.72%及0.33%,報3,966點及13,996點。港股全日回吐140點或0.5%,報25,752點,成...
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《亞股》亞股普遍回軟 韓股跌1.6%跑輸 大摩料印度股市或顯著復甦
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霍爾木茲海峽重開存在變數,伊朗不滿以色列持續攻擊黎巴嫩,伊朗指控美以違反停火協議,重新封閉海峽。美股三大指數期貨現跌0.4%至0.5%不等;國際油價反彈逾3%。亞太區主要股市上日急升後,今日(9日)普遍回軟。

中國內地滬深兩市偏軟,滬綜指及深成指全日收跌0.72%及0.33%,報3,966點及13,996點。港股全日回吐140點或0.5%,報25,752點,成交較上日縮減逾34%至2,449.77億元。台股收升99點或0.3%,報34,861點。台積電收升0.3%、鴻海收跌0.7%。

日經指數收跌413點或0.7%,報55,895點。韓股收跌94點或1.6%,跑輸區內,報5,778點。

澳洲200指數收升21點或0.2%,報8,973點。新西蘭50指數收升19點或0.15%,報13,273點。

馬來西亞KLCI跌13點或0.8%,報1,683點。新加坡海峽指數現跌0.4%,報4,977點。印尼IDX微跌6點或不足0.1%,報7,272點。泰國Set 50跌0.3%,報983點。越南河內指數收跌0.9%、胡志明股指跌0.9%。菲律賓股市假期休市。

印度孟買指數跌1.2%,報76,659點。印度Nifty 50指數跌0.9%,報23,776點。

大摩發表報告指,印度股市有望在未來幾個月實現顯著復甦,理由包括滯後表現、估值、倉位和盈利等多重因素。該投資銀行指出,印度股市過去12個月的表現是其歷史上最差的之一,相對估值已觸及此前的低谷。Sensex指數以黃金計價已接近有史以來最便宜的水平。

大摩表示,外國組合投資者的倉位在最近幾個月有所減弱,而高頻數據顯示盈利周期已經恢復,但3月份因衝突導致的疲軟除外。該行補充稱,印度央行已經轉變了對盧比的情緒,而盧比仍被低估。

截至4月7日,海外投資者已連續23個交易日成為印度股市淨賣家,創下最長淨流出紀錄。從2月底到4月7日期間,由於市場日益擔憂全球能源危機對印度經濟的影響,外國投資者已淨撤出178億美元。(da/u)

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