金融股带动恒指升幅扩至近200点 获券商看好蒙牛急涨9%破顶 惟腾讯及手机股逆跌
美股昨晚个别发展,美国多项经济数据普遍胜预期,联储局一如预期采用「平均通胀目标」容许通胀可於短暂高於2%目标,意味着低息环境将会维持较长时间,但美国国会两党就新一轮刺激经济措施分歧仍然很大,加上美国大型科网股跌1.2%-3.9%,拖累纳指创新高後逆市倒跌0.3%结束连续五天破顶,道指由曾涨302点,收窄至仅续升160点或0.6%未能企稳28,500,标普反覆续升0.2%连续五天破顶。股份方面,美国三大蓝筹银行股跟随债息升逾1%-3%,Travelers、微软夥拍沃尔玛竞购TikTok美国业务,三者股价升2.5%-4.4%,微软屡破顶。
美股期货全面反覆升0.1%-0.4%,纳指期货续跑输,道指期货报28,593,升125点。亚太区股市普遍向好,尤其是韩股及星股分别弹1.1%及1.5%报2,370及2,557,日经弹0.4%;但澳洲200跌近1%。
港汇再次触及强方兑换保证,金管局於昨天傍晚及纽约时段再承接美元沽盘向市场合共注资46.5亿港元。港股继昨天由曾挫305点至25,186,收窄至仅吐210点或0.8%後,今早高开49点或0.2%报25,330,升幅曾扩至191点或近0.8%,报25,472,成交额560亿元。
蓝筹股普遍靠稳。半年少赚近42%的蒙牛乳业(02319.HK)获瑞信升价至44元及重申「跑赢大市」评级,该股继昨天创新高倒跌後2.6%後,今早股价再破顶,最高见39.1元纪录高,现造38.7元,急涨9%,成交已达1,138万股。
金融股以友邦(01299.HK)表现最好,股价扭三连吐,回升3.7%报80.35元。汇控(00005.HK)扭两连跌,股价随美国同业曾弹逾2%重上10天及20天线(33.95元及34元),最高见34元,现造33.8元,弹1.5%;旗下恒生(00011.HK)扭三连跌重越20天及10天线(121.4元及122.1元),最高见123.4元,现造122.9元,回升2.4%。
中绩多赚23%及恢复派发中期息兼送红股的石药(01093.HK)获麦格理升价至21.1元及重申「跑赢大市」评级,该股三连涨,最高见17.54元,暂受制去年11月所创52周高位18元,现造17.46元,续升2.7%。此外,两大濠赌股银娱(00027.HK)及金沙(01928.HK)也升逾2.5%,分别报61.8元及34.15元。
不过,三大科技股腾讯(00700.HK)、瑞声(02018.HK)及舜宇(02382.HK)逆跌逾1%,曾分别低见549元/48.55元/115.8元。
反观,面世满月的恒生科技指数三连升,今天突破8月6日所创高位7,579,最高见7,595新高,现造7,583,续升0.6%。首只追踪恒生科技指数ETF--南方恒生科技(03033.HK)今日首日面世,股价开报20元欠承接,最低见7.565元,现造8.17元,成交已达1.21亿股,涉资9.63亿元。
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