恒指曾跌逾300点 汇控/中移动/蒙牛/联通跌约2%-4.5%
美国7月耐用品订单初值环比升幅意外扩至11.2%，市场憧憬联储局主席鲍威尔今天将发表持续宽松货币政策讲话，加上大型科技股网股有业绩利好消息支持受捧，下周一正式成为道指成份股的Salesforce(CRM.US)季绩胜预期兼调高全年营收，股价飙升26%破顶，Tesla、fb及Netflix分别升6.4%/8.2%/11.6%，前两者股价再破顶，微软续升2.2%破顶，苹果弹近1.4%，带动纳指及标普续升1.7%及1%屡创纪录高，道指反覆回升0.3%创半年高。不过，美股期货全面回吐0.3%-0.4%。
本港7月出口额按年跌幅扩至3%，且已连跌五个月，但符市场预期，进口额按年跌幅收窄至3.4%，不及市场预期跌幅，但已连跌20个月。期内，有形贸易逆差环比收窄至298亿元，但仍高於市场预期逆差208亿元。另外，美国商务部将包括中交(01800.HK)旗下5间子公司等24间中国企业列入制裁实体清单，反制中国将南海军事化。
港股继昨天反覆回稳後，今早低开22点报25,469，在汇控(00005.HK)主导失守10天线(25,276)，跌幅曾扩至305点或1.2%，低见25,186，现造25,213，跌278点或1.1%，成交额547亿元。
蓝筹股普遍受压。金融股以汇控沽压较大，股价曾挫2.5%至见33.1元，现造33.3元，续跌1.9%；旗下恒生(00011.HK)也跌1.2%曾低见119元。国寿(02628.HK)半年少赚18.8%至305.35亿人币及新业务价值按年增6.7%至368.89亿人币，两者均符合预期，但股价今早高开挑战10天线(19.16元)，最高见19.24元无以为继，掉头失守20天线(18.8元)，曾低见18.36元，现造18.54元，续吐1.5%。中国平安(02318.HK)高开报84.7元欠承接，掉头续跌1.1%报83.25元，失守20天及50天线(83.3元)。
地产股以恒隆地产(00101.HK)及全年核心盈利跌2.4%至45.57亿元维持末期息41仙的信置(00083.HK)沽压最大，前者报21.55元，回吐2.7%，後者高开略回升至9.48元无以为继，掉头倒跌2.6%报9.11元。
联通(00762.HK)连吐第四天，今早高开见6.25元乏力，掉头失守牛熊线(6.16元)，最低见5.85元，现造5.9元，续挫4.5%；昨天火车头之一中移动(00941.HK)高开报57.9元欠承接，掉头倒跌1.9%报56.35元。但昨天火车头重磅股腾讯(00700.HK)仅反覆微吐0.3%报550元。
蒙牛乳业(02319.HK)半年少赚近42%至12.12亿元人民币，股价承昨天强势高开升至38.1元创新高後遇阻，掉头曾一举失守10天及20天线(35.4-35.6元)，最低见35.15元，现造35.5元，倒跌2.6%。旺旺(00151.HK)也跌逾2%报5.32元，股价失守10天线。
此外，「三桶油」也随外围同业回吐1.5%-3%，中海油(00883.HK)最弱报8.87元。
不过，昨天午放榜中绩多赚23%及恢复派发中期息兼送红股的石药集团(01093.HK)续升2.3%，曾高见17.28元，暂受制去年11月所创52周高位18元。
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