恒指升逾200点重越24,500 长实/中移动及传统银行/公用股领涨 万洲/手机/油股逆市捱沽
内地3月进出口数据胜预期。港股继上周累弹逾千点或4.6%後,今天於复活节长周末假後重开延续假前升势,高开47点或0.2%报24,347,早段好淡争持,曾倒跌17点低见24,283拒绝再下,掉头曾升246点,高见24,546,创逾一个月高,现造24,507,升207点或0.8%,成交额442元。
蓝筹股个别发展,三大传统银行升1%-2%,汇控(00005.HK)升幅最大,报41.8元,恒生(00011.HK)及中银(02388.HK)分别报139.5元及24.6元。平安(02318.HK)报77.5元,升1.6%。
中移动(00941.HK)续升2%报62.85元;重磅股腾讯(00700.HK)高见397.6元,现造395元,续升0.9%。此外,三大公用股煤气(00003.HK)、中电(00002.HK)及电能(00006.HK)升2%-4.6%,分别报14.36元/81.55元/51.8元。
地产股以碧桂园(02007.HK)及长实集团(01113.HK)表现最好,股价升2.5%-2.9%,分别9.84元及47.85;润地(01109.HK)及九仓置业(01997.HK)也升逾1.5%,分别报33.3元及30.4元。港铁(00066.HK)及领展(00823.HK)升1.5%及1.9%,分别报42.95元及68.8元。
相反,万洲(00288.HK)旗下美国史密菲尔德厂房爆发新冠肺炎集体感染,有逾一半员工(238个)确诊,导致厂房至少关闭两周。该股今早曾急吐8%低见7.2元,现造7.49元,回吐4.2%。
苹果昨晚逆市升2%,本港手机股舜宇(02382.HK)高开报113.9元欠承接,掉头曾低见107.6元,现造109.6元,倒跌2.6%;瑞声(02018.HK)更三连跌,股价跌破20天线(39.87元),最低见38.6元,现造38.9元,续跌3.8%。
油组与俄罗斯等产油国终於达成减产协议,下月起每日减产970万桶规模为历来最大,但无助油价显着回升,分析也指减产难以弥补油价於疫情期间累跌幅度。纽约期油於亚洲仅升不足0.7%报22.56美元,布兰特期油续升1.4%报32.18美元。本港「两桶油」中石油(00857.HK)及中海油(00883.HK)分别低见2.85元及8.58元,现造2.9元及8.67元,吐2.7%及2.8%。
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