2006年8月28日全球金融市场周报（独家双语版）

　　Asia Pacific 亚洲

　　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.

　　上周太平洋股市表现不俗，市场憧憬美国息口见顶，支持出口股回升；内部股则受区内经济增长加快刺激。

摩根士丹利亚太(日本除外)指数以美元计升1.8%，以当地货币计则升2.1%。美国核心消费物价指数较预期疲软，刺激亚洲出口股上升。三星电子(Samsung Electronics)、起亚汽车(Kia Motors)及台积电分别升8.4%、9.5%及3.8%。惠普(HP)和应用材料(Applied Materials)等美国巨企盈利大幅增长，亦刺激区内科技股表现。鸿海精密(+9.0%)、Hynix(+7.2%)和Chartered Semiconductor(+12.0%)升势领先。不过，

原油价格回落至两个月低位却拖累能源相关股下跌，中国海洋石油跌3.1%。

　　受出口股造好刺激，南韩证交所指数升3.0%至11周高位。Hyundai Heavy Industries宣布接获中国巨额造船订单，股价创新高。台湾加权指数升2.3%，主要有赖科技股大幅回升。澳洲所有普通股指数(+2.0%)则受到公司业绩良好和合并传闻支持，零售集团Coles Myer可能成为收购对象。

　　中国增长有放缓之虞，香港恒生指数走势牛皮，仅微升0.5%。不过，息口有望见顶，地产股继续上升，将恒指推上六年高位。上海A股跌0.5%。投资者对中国国航上市反应一般，以招股价收市，是6月份恢复新股上市以来最疲弱的表现。印度SENSEX指数(+2.4%)上升动力充沛。大市成交续见好转，外国机构投资者买盘回升，指数稳守11,000点心理关口之上。上周外国机构投资者买盘净额达3.95亿美元，创出5月份市况调整以来的新高。

(以上资料全部来源于JF Asset Management)

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