港股跌幅擴至近250點 惟汽車板塊普遍升逾2%-4%
內地以美元計價10月出口額及進口額按年僅分別跌0.9%及6.4%,優於市場預期環比跌幅分別擴至3.9%及收窄至7.8%,期內,貿易順差環比再度擴至428.1美元,超出市場預期順差擴至401億美元。不過,港股扭六連漲,今天高開報27,894,未能突破昨天盤中所創逾三個月高位27,900,掉頭輾轉向下,藍籌股普遍下跌,拖累恆指跌幅擴至243點或0.9%,報27,603(即市低位),成交額僅584億元。國指也由逾三個月高位回吐0.6%報10,868。
不過,汽車股板塊全面造好,尤其是廣汽(02238.HK)股價於最近七個交易日除周三微吐外,全部造好,今天最多漲5.6%,高見8.93元(逾半年高),較上周三收市價7.78元累漲近15%,現造8.83元,續漲4.4%,成交續增至4,122萬股。日本電產上周五表示,與廣汽旗下子公司廣汽零部件於廣州成立合營(分別持股51%及49%)生產汽車驅動馬達。
比亞迪(01211.HK)落實與日本豐田於中國成立合營(各持股50%)研發純電動車。該股今天重越50天線(39.4元),最高見40.2元,現造39.45元,續彈3%,成交增至724萬股。
長汽(02333.HK)上月汽車銷量按年升4.5%,首10個月累計銷量按年升6.7%至839,128輛,大摩預期長汽全年可達107萬輛銷售目標,重申「增持」評級看8元。該股今天高見6.89元,創逾半年高,現造6.82元,續升3.3%,成交增至3,774萬股。藍籌吉利(00175.HK)高見15.78元,創半年高,現造15.72元,續升3%,為最好藍籌。東風集團(00489.HK)高見8.15元,現造8.08元,回升2%,成交增至1,096萬股。
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