恒指低开0.38% 风电股与光伏太阳能盘前领涨
今日开盘,港股恒指低开0.38%,报25627.83点;国企指数跌0.28%,报10054.81点;红筹指数跌0.36%,报4141.07点。
主板盘前成交18.31亿港元。从板块表现看,风电股与光伏太阳能盘前领涨,手游股、煤炭股、家电股、体育用品股纷纷高开,濠赌股跌幅最大,蓝筹地产股、汽车股、航空股、华为、苹果概念明显走低。
个股方面,腾讯高开近1%;石药集团、电能集团领涨恒指;中国神华、中石化、中国平安小幅上涨;银河娱乐跌2.24%领跌蓝筹;新鸿基地产、金沙中国、吉利汽车、舜宇皆走低;新奥能源大跌5%为最差国指;港股通标的股兖州煤业绩后飙升15.6%;李宁高开逾3%。华能新能源涨20%,控股股东考虑要约收购H股以私有化。中国交通建设涨超1%,拟回购至多10%H股。
专家观点:
耀才证券植耀辉表示,业绩期后,港股焦点将集中于经济数据身上。内地制造业PMI数据逊预期,本周美国亦会公布就业数据,料会对美国经济以至联储局月中议息有更大启示。笔者依然对后市看法审慎,回落至25,000点机会相当高,亦重申现水平值搏率不高,部署上仍以逢反弹减持。
个别板块方面,澳门政府博彩监察协调局昨日公布,8月博彩收入按年下跌8.6%至242.62亿澳门元,表现逊市场预期,并为连续两个月按年录得下跌。由于数据欠佳,加上人民币汇率疲弱,同时香港因素某程度上亦会减少内地旅客港澳游意欲,相信未来赌收数字难有起色,故相关板块暂不宜考虑。
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