港股低位見承接跌幅曾收窄至435點 惟兩大手機股跌幅擴至7%-9%
繼美英後,挪威及加拿大央行上周五也加入緊急減息半厘行列,尤其是後者罕有不足十天第二次減息累計達1厘,各國政府及央行因應新冠肺炎疫情嚴峻聯手大幅放水撐經濟,美股上周五在金融和科技及旅遊相關股帶動全面反覆高收急彈逾9%為逾11年最強。不過,中國境外周日新冠肺炎確診個案繼續飆升,聯儲局兩周內第二次緊急減息,且幅度達1%兼重啟總額7千億美元量化寬鬆計劃,市場恐慌情緒再度升溫,美股期貨全面急挫逾4.5%觸發停板,其中道指期貨急吐1,041點報21,798。亞太區股市除日經反覆回穩外,全部向下。
內地首兩個月工業生產按年急降13.5%,遠差市場預期降3%;期內零售銷售按年急跌20.5%,遠差於市場預期僅跌4%;城鎮固定資產投資按年急挫24.5%,遠差於市場預期跌2%。滬深股市連跌第四天,滬指及深成今早高開0.3%,掉頭低見2,860及10,623,現造2,869及10,667,跌0.6%及1.5%。
港股繼上周累瀉2,113點或8.1%後,今早扭轉上周五由曾暴瀉近7.4%考驗22,519近三年低位獲支持,收窄僅跌1.1%勢,再度大裂口低開715點或3%,最低見23,265喘定,跌幅曾收窄至435點,高見23,597,現造23,480,僅跌552點或2.3%,成交額461億元。
不過,兩大手機股跌幅擴大,尤其是瑞聲(02018.HK)四連跌,最低見41.5元,暫守穩上周五盤中所創逾五個月低位41元,現造41.75元,續挫8.7%,為最傷藍籌;舜宇(02382.HK)繼上周五收復曾瀉13%至100.6元創逾半年低所有失地掉頭倒升2%後,今早股價再度下挫曾低見108元,現造110元,急吐7.2%,為表現第二差藍籌。
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