中资金融股撑大市午後再度倒升 国寿/太保/新华保险及四大国有行升逾3%-4.5%
中资金融及电讯股今天成为港股火车头,惠誉预计中美未必会出现金融战,四大国有行急弹逾3%-4%,工行(01398.HK)及非蓝筹农行(01288.HK)升幅最大,分别报4.42元及2.61元,急弹4.7%及4.4%,股价重越10天线;中行(03988.HK)及建行(00939.HK)弹3.6%及3.1%,分别报2.58元及5.59元,两者股价均重越10天及20天线。非蓝筹招行(03968.HK)曾触及20天线(38.6元),现造38.45元,弹3.4%,股价升破10天线。
国寿(02628.HK)、太保(02601.HK)及新华保险(01336.HK)依次急弹3%-5%,分别报18.88元、22.3元及31.25元,股价均重越10天线。中国平安(02318.HK)、人保(01339.HK)、中国太平(00966.HK)及财险(02328.HK)弹逾1.5%-2%。
美国大选在即,市场关注对中美关系影响。惠誉亚太区主权评级主管Stephen Schwartz预期,无论美国大选结果如何,中美摩擦仍会持续,但相信两者问题仍会集中於贸易及科技层面上,未必会出现金融战。他又预计,内地今年GDP仍有2.7%增长。
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