港股午後沽盤重現失守26,700 中資電訊股及兩大手機股挫逾2%-4%
阿思達克 02-26 14:22
港股扭轉昨天反覆回穩勢，今早跟隨外圍大裂口低開413點或1.5%報26,479獲承接，在新一份《財政預算案》宣布推出涉及逾千二億元逆周期措施撐企業、保就業、振經濟及紓民困後，恆指跌幅收窄至不足0.5%半日高收26,760，但下午重開沽壓重現，現造26,654，跌238或近0.9%，成交額878億元。
藍籌股普遍受壓，昨天彈幅較強的兩大手機股瑞聲(02018.HK)及舜宇(02382.HK)低見54.7元及127.6元，現造54.85元及127.8元，回吐3.8%及4.1%。重磅股騰訊(00700.HK)反覆回吐0.9%，報398元。
此外，中移動(00941.HK)及聯通(00762.HK)低見62.5元及6.28元，現造62.8及6.31元，續挫2.8%及2.5%，股價分別失守100天線(64.14元)及創近11年低。
吉利(00175.HK)、旺旺(00151.HK)、創科(00669.HK)、金沙(01928.HK)、恆安(01044.HK)及蒙牛(02319.HK)也跌逾1%-2%，後者最傷曾低見28.05元，創九個月低。
金融股以中國平安(02318.HK)沽壓較大，最低見86.9元，現造87.75元，跌1%；中午公布全年多賺約1%符預期但第二次中期股息按年減2.6%至2.99元的港交所(00388.HK)下午反覆跌0.9%報259.4元。不過，地產股普遍反覆微升0.1%-0.9%。
本港新一份《財政預算案》推出涉及逾千二億元逆周期措施，包括向滿18歲永久市民發放1萬元涉逾700億元刺激消費，以及動用總值183億元撐企業，預計本港明年度財赤超過1,390億元為歷來最高，且未來五年預測仍呈赤字，預計至2025年3月底，本港財政儲備為9,371億元，相當於本地生產總值26.5%或15個月政府開支。
財政司司長陳茂波指，過去一年風高浪急、荊棘滿途，去年初已預見中美貿易摩擦及其他外圍因素，會令香港經濟充滿不確定性，但是沒法預見年中開始發生社會事件損經濟，在沒來得及梳理，突然又遇上新冠肺炎疫情。因此，新一份預算案將重點放在「撐企業、保就業、振經濟、紓民困」，縱使推出大規模逆周期措施將使下年度財赤創新高，但相信只有這樣，才能在市場和企業努力克服難關之際，為大家提供幫助。
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