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恆指反覆彈逾200點 友邦/舜宇/騰訊彈逾2%-3%
阿思達克 03-17 11:43
中國境外新冠肺炎確診個案持續飆升,聯儲局兩周內突然第二次緊急減息幅度達1%兼擬重啟總額7千億美元量化寬鬆計劃,另多國央行也加入緊急減息行列,反映疫情或已難以控制,加上3月紐約製造業指數意外急降至負21.5重陷收縮兼創11年低,美國總統特朗普更警告疫情或令經濟陷入衰退,加劇市場恐慌情緒,VIX昨晚飆升43%曾高見83.56再創08年金融危機以來新高。相反,美股三大指數昨晚在金融、科技及房地產板塊重現拋售下再度暴瀉12%-13%為1987年10月股災以來最傷兼創逾一至三年低。雖然美股期貨全面彈近3.4%-3.7%。不過,昨天已率先下挫的亞太區股市普遍仍反覆受壓,其中韓台及印尼股市續挫2%-4.5%;但澳洲200扭轉昨天瀉近一成為歷來最傷頹勢,反彈3.3%。

特首宣布港府將於今天內向中國境外發出紅色外遊警示。港股繼昨天急挫969點或4%四連跌後,今早表現反覆,恆指低開61點,曾掉頭倒升337點或近1.5%至23,401無以為繼,再度向下,最多跌387點,低見22,676,守穩上周五盤中所創近三年低位22,519,現造23,273,倒升210點或0.9%,成交額815億元。

藍籌股個別發展。重磅股騰訊(00700.HK)曾高見354.8元,現彈3.4%報353.4元。全年多賺60%末期股息年增28%至72.8分人民幣的舜宇光學(02382.HK)高見115.2元,現造106.4元,彈3%。

金融股以友邦(01299.HK)表現最好,股價反覆彈2.2%報67.5元。中銀(02388.HK)及港交所(00388.HK)也反覆彈1.5%及1.1%,分別報22.95元及231.2元。

新地(00016.HK)、恆地(00012.HK)、新世界(00017.HK)、港鐵(00066.HK)及信置(00083.HK)反彈1%-2.8%。相反,三大藍籌內房股也全部受壓,尤其是潤地(01109.HK)及碧桂園(02007.HK)續跌逾1.5%。

澳門重現新冠肺炎確診個案,加上疫情於全球持續蔓延,澳門今日起對所有外國入境人士實施14天醫學觀察。濠賭股普遍繼續尋底,藍籌銀娛(00027.HK)續跌2%報43.15元;非藍籌美高梅(02282.HK)、永利(01128.HK)及澳博(00880.HK)依次續跌逾1.5%-4.5%,分別低見8.2元/11.42元/6.64元,分別逾四年/三年及近年半低。此外,「三桶油」隨油價跌1.1%-2.4%。

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