恆指跌幅擴至逾300點 惟手機股逆市續漲
聯儲局一如預期再減息25點子,但委員意見分歧為近五年最大,加上聯邦快遞下調全年盈測股價急挫近13%,道指於減息公布後曾挫逾200點,其後聯儲局主席鮑威爾指貿易爭端不斷起伏不利經濟,央行會採取適度行動以維持經濟增長,必要時會進一步減息及「擴表」時間或較預期早,道指在蘋果、微軟及金融股造好帶動掉頭續升0.1%收27,147跑贏。不過,亞太區股市個別發展,澳股、韓股及日經升0.6%-0.9%。
不過,恆指今早扭三連吐,高開66點或0.2%報26,820欠承接,在騰訊(00700.HK)、中移動(00941.HK)、恆生(00011.HK)、中銀(02388.HK)、中國平安(02318.HK)、友邦(01299.HK)及中石油(00857.HK)跌逾1%-2.5%拖累,掉頭倒跌305點或1.1%,報26,448,跑輸區內所有市場,成交額303億元。
反觀,中美副部級貿易談判今天於華盛頓舉行,加上憧憬蘋果新iPhone預售銷量理想,以及華為即將發布新手機。本港手機股今日逆市繼續受捧,尤其是藍籌瑞聲科技(02018.HK)繼昨天急漲10%重越10天線後,今早反覆續升6.5%高見47.3元,創兩個半月高,現造45.95元,續升3.5%,成交仍達1,439萬股。同為藍籌舜宇(02382.HK)反覆高見120.8元再創逾52周高,現造118.4元,續升1.3%。
丘鈦科技(01478.HK)、通達集團(00698.HK)、京信(02342.HK)及比亞迪電子(00285.HK)升2%-3%,分別報9.36元、0.71元、1.88元及12.46元。
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