03/08/2023
惠誉评级(Fitch Ratings)意外下调美国主权信用评级,市场风险情绪受到打击,华尔街股市星期三(8月2日)集体收低,美股收市,道指跌348.16点,跌幅为0.98%,报35282.52点;纳指跌310.47点,跌幅为2.17%,报13973.45点;标普500指数跌63.36点,跌幅为1.38%,报4513.37点。
星期三闭市马来西亚综合指数跌6.68点或0.46%,至1,444.56点,新加坡海峡时报指数跌 1.45% 至 3325.03 点,香港恒生指跌 2.47% 至 19,517.38 点,日本日经指数跌 2.30% 至 32,707.68点,韩国首尔综合指数跌 1.90% 至 2,616.47点,中国深圳综合指数跌 0.35% 至 11,104.15点,而上证指数则微跌 0.89% 至 3,261.69点。
投资者正寻找沽货获利的借口,市场真正担心的不是惠誉把美国降级,而是经济放缓的风险日益增加,美股跌势其实于周二已开始。
反映中国概念股表现的金龙指数急滑4.21%,欧股全线走低,英及德国股市齐挫1.36%,法股跌1.26%;日经指数收市插水2.3%。
个股方面,大型科技股普遍下跌,超微电子(AMD)跌逾7%,英伟达(NVDA)跌超4%,英特尔(INTC)跌近4%,特斯拉(TSLA)、谷歌(GOOG)、亚马逊(AMZN)和微软(MSFT)跌超2%。
半导体、太阳能板块跌幅居前,Sunworks(SUNW)跌超12%,纳微半导体(NVTS)跌超8%,阳光动力、日月光半导体(ASX)、安森美半导体(ONNN)跌超4%,美国超导(AMSC)跌近30%,基本回吐上日涨幅。
农产品、保险经纪板块走高,赛安诺科技(CYAN)涨超8%,安信龙保险(AIZ)涨超5%,邦吉(BG)则涨超4%。
热门中概股普跌,富途控股(FUTU)跌超7%,爱奇艺(IQ)、小鹏汽车(XPEV)跌超6%,唯品会(VIPS)、哔哩哔哩(BILI)、微博(WIBO)跌超5%,阿里巴巴(BABA)、腾讯音乐(TME)、京东(JD)、百度(BIDU)跌超4%,网易(NTES)则跌超2%。
Fitch Ratings (Fitch Ratings) unexpectedly downgraded the U.S. sovereign credit rating, the market risk sentiment was hit, Wall Street stocks on Wednesday (August 2) closed collectively lower, the U.S. stock market closed, the Dow fell 348.16 points, or 0.98%, at 35,282.52 points; the Nasdaq fell 310.47 points, or 2.17%, at 13,973.45 points; S&P 500 index fell 63.36 points, or 1.38 per cent, to 4,513.37.The Malaysian Composite Index fell 6.68 points, or 0.46 per cent, to 1,444.56 at Wednesday's close, while Singapore's Straits Times Index was down 1.45 per cent to 3,325.03, Hong Kong's Hang Seng Index was down 2.47 per cent to 19,517.38, Japan's Nikkei Index was down 2.30 per cent to 32,707.68, South Korea's Seoul Composite Index was down 1.90 per cent to 2, 616.47, and China's Shenzhen Composite Index was down 63.36 points, or 1.38 per cent, at 4,513.37. Japan's Nikkei fell 2.30 per cent to 32,707.68, Korea's Seoul Composite fell 1.90 per cent to 2,616.47, China's Shenzhen Composite fell 0.35 per cent to 11,104.15, while the Shanghai Composite edged down 0.89 per cent to 3,261.69.
Investors are looking for an excuse to sell for profit, the market is not really worried about the Fitch downgrade of the United States, but the growing risk of economic slowdown, U.S. stocks in fact began to fall on Tuesday.
The Golden Dragon Index, which reflects the performance of China's conceptual stocks, slid 4.21 per cent, while European stocks were lower across the board, with British and German stocks dropping 1.36 per cent, while French stocks fell 1.26 per cent. The Nikkei closed 2.3 per cent lower.In terms of individual stocks, large technology stocks generally fell, Super Microelectronics (AMD) fell more than 7%, NVIDIA (NVDA) fell more than 4%, Intel (INTC) fell nearly 4%, Tesla (TSLA), Google (GOOG), Amazon (AMZN) and Microsoft (MSFT) fell more than 2%.
Semiconductor, solar energy sector fell, Sunworks (SUNW) fell more than 12%, Nano Semiconductor (NVTS) fell more than 8%, sun power, Sun Micron Semiconductor (ASX), ON Semiconductor (ONNN) fell more than 4%, the United States Superconductor (AMSC) fell nearly 30%, basically back to the previous day's gains.
Agricultural products, insurance brokerage sector higher, Cyanor Technologies (CYAN) rose more than 8%, Assurant Insurance (AIZ) rose more than 5%, Bungay (BG) is up more than 4%.
Popular Chinese stocks fell, FUTU Holdings (FUTU) fell more than 7%, Aqiyi (IQ), Xiaopeng Automobile (XPEV) fell more than 6%, Vipshop (VIPS), Beili Beili (BILI), microblogging (WIBO) fell more than 5%, Alibaba (BABA), Tencent Music (TME), Jingdong (JD), Baidu (BIDU) fell more than 4%, NetEase (NTES) was fell more than 2 per cent.