恒指午後升逾370点略突破今早高位见26,730 腾讯/舜宇续涨3.5%-5%
本港去年末季经济按年收缩略扩至2.9%,按季续降0.4%(前值转降3%),全年GDP收缩1.2%为十年来首见。此外,内地「武肺」疫情确诊个案已突破2万宗,达20,438人,死亡人数增至425宗。人民币兑美元中间价今天继续大幅下调530点子,报6.9779,为去年12月30日以来最低,跌幅更为逾年半最大。不过,人行连续第二天采取行动改善流动性,承昨天长假後展开历来最多单日达1.2万亿人民币逆回购操後,今天再进行共5,000亿人民币逆回购操作。沪指及深成承昨天长假後复市追挫7.7%-8.4%势,今天低开2.2%及2.1%分别报2,685及9,578获承接,掉头倒升1.3%及3.2%,报2,783及10,089。亚太区股市也普遍造好。
港股承昨天反覆微弹势,今早高开134点或0.5%,午後升幅扩至373点或1.4%,报26,730;国指更急升1.7%报10,444;总成交额1,080亿元。
蓝筹股普遍造好,手机股舜宇(02382.HK)高见135.3元,受制50天线(135.6元),现造134.8元,续涨5%;重磅股腾讯(00700.HK)曾一举重越10天及20天线(3389.2元),最高见393元,现造392.8元,续弹3.4%。
里昂指内需股下半年值憧憬,获里昂视为首选蒙牛(02319.HK)续涨4.6%报30.55元,同获里昂看好的非蓝筹中国飞鹤(06186.HK)续升4.3%,报10元,重越10天及20天线。
神华(01088.HK)、中信股份(00267.HK)、内房中海外(00688.HK)、润地(01109.HK)、石药(01093.HK)及中生(01177.HK)也涨逾2%-3.5%,分别报14.02元、8.9元、25.9元、33.75元、18.4元及11.1元。
金融及传统地产股以恒隆地产(00101.HK)、新地(00016.HK)、友邦(01299.HK)、港交所(00388.HK)、建行(00939.HK)、国寿(02628.HK)及中国平安(02318.HK)表现较好,股价涨近1.5%-2.5%,分别报16.46元、110.2元、79.6元、263.8元、6.11元、19.1元及89.65元。
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