恆指曾跌逾300點 匯控/中移動/蒙牛/聯通跌約2%-4.5%
美國7月耐用品訂單初值環比升幅意外擴至11.2%，市場憧憬聯儲局主席鮑威爾今天將發表持續寬鬆貨幣政策講話，加上大型科技股網股有業績利好消息支持受捧，下周一正式成為道指成份股的Salesforce(CRM.US)季績勝預期兼調高全年營收，股價飆升26%破頂，Tesla、fb及Netflix分別升6.4%/8.2%/11.6%，前兩者股價再破頂，微軟續升2.2%破頂，蘋果彈近1.4%，帶動納指及標普續升1.7%及1%屢創紀錄高，道指反覆回升0.3%創半年高。不過，美股期貨全面回吐0.3%-0.4%。
本港7月出口額按年跌幅擴至3%，且已連跌五個月，但符市場預期，進口額按年跌幅收窄至3.4%，不及市場預期跌幅，但已連跌20個月。期內，有形貿易逆差環比收窄至298億元，但仍高於市場預期逆差208億元。另外，美國商務部將包括中交(01800.HK)旗下5間子公司等24間中國企業列入制裁實體清單，反制中國將南海軍事化。
港股繼昨天反覆回穩後，今早低開22點報25,469，在匯控(00005.HK)主導失守10天線(25,276)，跌幅曾擴至305點或1.2%，低見25,186，現造25,213，跌278點或1.1%，成交額547億元。
藍籌股普遍受壓。金融股以匯控沽壓較大，股價曾挫2.5%至見33.1元，現造33.3元，續跌1.9%；旗下恆生(00011.HK)也跌1.2%曾低見119元。國壽(02628.HK)半年少賺18.8%至305.35億人幣及新業務價值按年增6.7%至368.89億人幣，兩者均符合預期，但股價今早高開挑戰10天線(19.16元)，最高見19.24元無以為繼，掉頭失守20天線(18.8元)，曾低見18.36元，現造18.54元，續吐1.5%。中國平安(02318.HK)高開報84.7元欠承接，掉頭續跌1.1%報83.25元，失守20天及50天線(83.3元)。
地產股以恆隆地產(00101.HK)及全年核心盈利跌2.4%至45.57億元維持末期息41仙的信置(00083.HK)沽壓最大，前者報21.55元，回吐2.7%，後者高開略回升至9.48元無以為繼，掉頭倒跌2.6%報9.11元。
聯通(00762.HK)連吐第四天，今早高開見6.25元乏力，掉頭失守牛熊線(6.16元)，最低見5.85元，現造5.9元，續挫4.5%；昨天火車頭之一中移動(00941.HK)高開報57.9元欠承接，掉頭倒跌1.9%報56.35元。但昨天火車頭重磅股騰訊(00700.HK)僅反覆微吐0.3%報550元。
蒙牛乳業(02319.HK)半年少賺近42%至12.12億元人民幣，股價承昨天強勢高開升至38.1元創新高後遇阻，掉頭曾一舉失守10天及20天線(35.4-35.6元)，最低見35.15元，現造35.5元，倒跌2.6%。旺旺(00151.HK)也跌逾2%報5.32元，股價失守10天線。
此外，「三桶油」也隨外圍同業回吐1.5%-3%，中海油(00883.HK)最弱報8.87元。
不過，昨天午放榜中績多賺23%及恢復派發中期息兼送紅股的石藥集團(01093.HK)續升2.3%，曾高見17.28元，暫受制去年11月所創52周高位18元。
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