恒指升幅扩至逾400点 友邦/阿里/腾讯升3.5%-4%
美国8月Markit综合PMI扩张加快至年半高及成屋销售强劲均远胜预期,市场对美国经济摆脱疫情影响走上复苏之路乐观情绪增强,加上苹果及Tesla上周五股价续升5.2%及2.4%屡创纪录高,带动纳指连续第二天再创历史新高,标普也再破顶,道指续弹0.7%。
本港恒生科技指数也连升第三天,今早曾升1.6%高见7,286,现造7,238,续升约1%。此外,恒指延续上周五弹势,今早突破10天线後,在重磅股腾讯(00700.HK)及友邦(01299.HK)续涨4.2%和3.5%报539.5元及77.7元,以及其余蓝筹股普遍升逾1%-2%推动,升幅扩至429点或1.7%,报25,542,成交额432亿元。
据报阿里巴巴-SW(09988.HK)多个主要投资者把所持ADR股份转为港股。该股今早扭两连跌,暂受制7月9日所创上市高位263.6元,现造262元,回升3.6%。《彭博》引述消息报道,包括淡马锡、巴美列捷福及铭基亚洲的阿里巴巴多个主要投资者,因应美国可能强制在当地上市的中概股除牌,把所持阿里ADR转换成港股。
腾讯旗下微信遭美国政府封杀或有缓和迹象。该股三连升,今早续升4.2%报539.5元即市高位,为表现最好蓝筹。美国总统特朗普8月6日下令禁止45天後美国个人或实体与微信进行任何交易,但未有给出具体指引。据《彭博》报道,特朗普政府私下向苹果等多家美企保证可继续在中国通过微信进行交易。报道还引述知情人预计,微信不会在美国完全消失。此外,美国微信用户联盟上周五向旧金山联邦地区法院提起诉讼指上述行政命令违宪,试图阻止特朗普针对微信禁令。
京东-SW(09618.HK)五连涨股价屡创上市新高,最高见295元,现造292.6元,续升1.7%。小米-W(01810.HK)继上周五续升至18.62元创近两年新高遇压倒跌结束七连涨後,今早股价再破顶,最高见18.76元,现造18.5元,回升1.9%。微盟(02013.HK)也回升5.1%报11.56元,股价重越20天线。
不过,上季多赚1.5倍至22.1亿元人民币优於市场预期的美团点评-W(03690.HK)承上周五再破顶势,今早低开1元,回吐至236.2元获承接,掉头回升至249.2元再创上市新高无以为继,再度回吐0.6%报243.8元。
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