金融股帶動恆指升幅擴至近200點 獲券商看好蒙牛急漲9%破頂 惟騰訊及手機股逆跌
美股昨晚個別發展，美國多項經濟數據普遍勝預期，聯儲局一如預期採用「平均通脹目標」容許通脹可於短暫高於2%目標，意味著低息環境將會維持較長時間，但美國國會兩黨就新一輪刺激經濟措施分歧仍然很大，加上美國大型科網股跌1.2%-3.9%，拖累納指創新高後逆市倒跌0.3%結束連續五天破頂，道指由曾漲302點，收窄至僅續升160點或0.6%未能企穩28,500，標普反覆續升0.2%連續五天破頂。股份方面，美國三大藍籌銀行股跟隨債息升逾1%-3%，Travelers、微軟夥拍沃爾瑪競購TikTok美國業務，三者股價升2.5%-4.4%，微軟屢破頂。
美股期貨全面反覆升0.1%-0.4%，納指期貨續跑輸，道指期貨報28,593，升125點。亞太區股市普遍向好，尤其是韓股及星股分別彈1.1%及1.5%報2,370及2,557，日經彈0.4%；但澳洲200跌近1%。
港匯再次觸及強方兌換保證，金管局於昨天傍晚及紐約時段再承接美元沽盤向市場合共注資46.5億港元。港股繼昨天由曾挫305點至25,186，收窄至僅吐210點或0.8%後，今早高開49點或0.2%報25,330，升幅曾擴至191點或近0.8%，報25,472，成交額560億元。
藍籌股普遍靠穩。半年少賺近42%的蒙牛乳業(02319.HK)獲瑞信升價至44元及重申「跑贏大市」評級，該股繼昨天創新高倒跌後2.6%後，今早股價再破頂，最高見39.1元紀錄高，現造38.7元，急漲9%，成交已達1,138萬股。
金融股以友邦(01299.HK)表現最好，股價扭三連吐，回升3.7%報80.35元。匯控(00005.HK)扭兩連跌，股價隨美國同業曾彈逾2%重上10天及20天線(33.95元及34元)，最高見34元，現造33.8元，彈1.5%；旗下恆生(00011.HK)扭三連跌重越20天及10天線(121.4元及122.1元)，最高見123.4元，現造122.9元，回升2.4%。
中績多賺23%及恢復派發中期息兼送紅股的石藥(01093.HK)獲麥格理升價至21.1元及重申「跑贏大市」評級，該股三連漲，最高見17.54元，暫受制去年11月所創52周高位18元，現造17.46元，續升2.7%。此外，兩大濠賭股銀娛(00027.HK)及金沙(01928.HK)也升逾2.5%，分別報61.8元及34.15元。
不過，三大科技股騰訊(00700.HK)、瑞聲(02018.HK)及舜宇(02382.HK)逆跌逾1%，曾分別低見549元/48.55元/115.8元。
反觀，面世滿月的恆生科技指數三連升，今天突破8月6日所創高位7,579，最高見7,595新高，現造7,583，續升0.6%。首隻追蹤恆生科技指數ETF--南方恆生科技(03033.HK)今日首日面世，股價開報20元欠承接，最低見7.565元，現造8.17元，成交已達1.21億股，涉資9.63億元。
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