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港股跌幅扩至近250点 惟汽车板块普遍升逾2%-4%
阿思达克 11-08 14:34

内地以美元计价10月出口额及进口额按年仅分别跌0.9%及6.4%,优於市场预期环比跌幅分别扩至3.9%及收窄至7.8%,期内,贸易顺差环比再度扩至428.1美元,超出市场预期顺差扩至401亿美元。不过,港股扭六连涨,今天高开报27,894,未能突破昨天盘中所创逾三个月高位27,900,掉头辗转向下,蓝筹股普遍下跌,拖累恒指跌幅扩至243点或0.9%,报27,603(即市低位),成交额仅584亿元。国指也由逾三个月高位回吐0.6%报10,868。

不过,汽车股板块全面造好,尤其是广汽(02238.HK)股价於最近七个交易日除周三微吐外,全部造好,今天最多涨5.6%,高见8.93元(逾半年高),较上周三收市价7.78元累涨近15%,现造8.83元,续涨4.4%,成交续增至4,122万股。日本电产上周五表示,与广汽旗下子公司广汽零部件於广州成立合营(分别持股51%及49%)生产汽车驱动马达。

比亚迪(01211.HK)落实与日本丰田於中国成立合营(各持股50%)研发纯电动车。该股今天重越50天线(39.4元),最高见40.2元,现造39.45元,续弹3%,成交增至724万股。

长汽(02333.HK)上月汽车销量按年升4.5%,首10个月累计销量按年升6.7%至839,128辆,大摩预期长汽全年可达107万辆销售目标,重申「增持」评级看8元。该股今天高见6.89元,创逾半年高,现造6.82元,续升3.3%,成交增至3,774万股。蓝筹吉利(00175.HK)高见15.78元,创半年高,现造15.72元,续升3%,为最好蓝筹。东风集团(00489.HK)高见8.15元,现造8.08元,回升2%,成交增至1,096万股。

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