2006年8月28日全球金融市場周報（獨家雙語版）

　　Asia Pacific 亞洲

　　Pacific stock markets had a strong week, after exporters rallied on the back of hopes that US interest rates have peaked, while domestic stocks rose as expectations grew for faster economic growth across the region. The MSCI Pacific ex Japan index rose 1.8% in USD but 2.1% in local currency terms. Asian exporters rose in reaction to a softer-than-expected reading of US core CPI. Samsung Electronics, Kia Motors and TSMC rose 8.4%, 9.5% and 3.8%, respectively. Tech issues also rose after US bellwethers including HP and Applied Materials surprised markets with good earnings results. Hon Hai Precision (+9.0%), Hynix (+7.2%) and Chartered Semiconductor (+12.0%) led the gains. Energy-related counters, however, fell as crude prices retreated to the lowest level in almost two months. CNOOC was down 3.1%. Korea's KOSPI rose 3.0% to an 11-week high, boosted by strong export stocks. Hyundai Heavy Industries rose to a record high after announcing a large shipbuilding order from China. Taiwan's TWSI rose 2.3% thanks largely to a strong rally in the tech sector, while Australia's All Ordinaries (+2.0%) continued to receive support from strong corporate earnings (engineering conglomerate, United Group, was among the companies to report better than expected results), and from merger speculation, as hopes emerged of a possible bid for retail group, Coles Myer.

　　Hong Kong's Hang Seng struggled compared to the other markets, rising only 0.5% on worries over a slowdown in Chinese growth. Nevertheless, property stocks continued to make headway thanks for hopes of a peak in interest rates, helping the index to its highest level for six years. Shanghai's A shares fell 0.5%. Air China's market debut drew a lackluster response from investors, closing unchanged from its IPO price. It was the weakest performance for a mainland IPO since new share offering resumed in June after a year-long hiatus. India's SENSEX (+2.4%) maintained its rising momentum. Market turnover continued to improve, and with a perceptible pickup in purchase by foreign institutional investors (FIIs) the benchmark index managed to hold above the psychological 11,000-level. FIIs made a net purchase of USD395m last week, which was the largest since the May correction.

　　上周太平洋股市表現不俗，市場憧憬美國息口見頂，支持出口股回升；內部股則受區內經濟增長加快刺激。

摩根士丹利亞太(日本除外)指數以美元計升1.8%，以當地貨幣計則升2.1%。美國核心消費物價指數較預期疲軟，刺激亞洲出口股上升。三星電子(Samsung Electronics)、起亞汽車(Kia Motors)及臺積電分別升8.4%、9.5%及3.8%。惠普(HP)和應用材料(Applied Materials)等美國巨企盈利大幅增長，亦刺激區內科技股表現。鴻海精密(+9.0%)、Hynix(+7.2%)和Chartered Semiconductor(+12.0%)升勢領先。不過，

原油價格回落至兩個月低位卻拖累能源相關股下跌，中國海洋石油跌3.1%。

　　受出口股造好刺激，南韓證交所指數升3.0%至11周高位。Hyundai Heavy Industries宣布接獲中國巨額造船訂單，股價創新高。臺灣加權指數升2.3%，主要有賴科技股大幅回升。澳洲所有普通股指數(+2.0%)則受到公司業績良好和合并傳聞支持，零售集團Coles Myer可能成為收購對象。

　　中國增長有放緩之虞，香港恒生指數走勢牛皮，僅微升0.5%。不過，息口有望見頂，地產股繼續上升，將恒指推上六年高位。上海A股跌0.5%。投資者對中國國航上市反應一般，以招股價收市，是6月份恢復新股上市以來最疲弱的表現。印度SENSEX指數(+2.4%)上升動力充沛。大市成交續見好轉，外國機構投資者買盤回升，指數穩守11,000點心理關口之上。上周外國機構投資者買盤凈額達3.95億美元，創出5月份市況調整以來的新高。

(以上資料全部來源于JF Asset Management)

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