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恆指二萬六有支持 跌幅由最多381點收窄至不足百點 潤地/中海外續升2%
阿思達克 12-03 10:29

美國11月ISM製造業指數收縮意外惡化及10月建築開支意外連降兩個月,加上美國總統特朗普宣布即時恢復對巴西及阿根廷加徵鋼鋁進口關稅以及中美貿易談判前景不明朗,美股昨晚在科技、工業及金融股主導全面續跌近0.9%-1.1%,道指低收失守27,800關;歐元區主要股市更挫逾2%。亞太區股市今早除台股反覆靠穩外,全面向下,尤其是澳股急吐2%,日經也曾吐逾1%;滬指及深成跌0.5%,分別報2,862及9,556。

本港10月零售銷售額按年跌幅再度擴至24.3%為有紀錄以來最傷,也超過市場預期跌幅擴至21.8%,且已但連跌九個月。港股繼昨天微彈不足0.4%後,今早低開128點或近0.5%,跌幅曾擴至381點或1.4%,低見26,063,接近10月11日上升裂口位(25,809-25,976)獲承接,現造26,348,跌95點或0.4%,成交額260億元。

藍籌股普遍受壓,地產收租股以太古A(00019.HK)沽壓最大,報69.15元,挫2.5%;領展(00823.HK)、港鐵(00066.HK)及長實集團(01113.HK)也跌逾1%,分別報79.1元、43.35元及51.45元。此外,長和(00001.HK)也跌逾1%報70.15元。

中美貿易談判前景不明朗,萬洲(00288.HK)及恆安(01044.HK)跌逾1%,分別報8.02元及50.95元。另外,石藥(01093.HK)跌2%報17.48元;但中生製藥(01177.HK)扭四連跌,股價回升1.2%報10.18元。

內房業11月銷售勝預期,藍籌內房潤地(01109.HK)及中海外(00688.HK)延續昨天強勢,報36元及27.5元,續升2%。此外,瑞聲(02018.HK)回升逾2%報55.2元,股價重越10天線(55.3元)。

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