中資金融股撐大市午後再度倒升 國壽/太保/新華保險及四大國有行升逾3%-4.5%
中資金融及電訊股今天成為港股火車頭,惠譽預計中美未必會出現金融戰,四大國有行急彈逾3%-4%,工行(01398.HK)及非藍籌農行(01288.HK)升幅最大,分別報4.42元及2.61元,急彈4.7%及4.4%,股價重越10天線;中行(03988.HK)及建行(00939.HK)彈3.6%及3.1%,分別報2.58元及5.59元,兩者股價均重越10天及20天線。非藍籌招行(03968.HK)曾觸及20天線(38.6元),現造38.45元,彈3.4%,股價升破10天線。
國壽(02628.HK)、太保(02601.HK)及新華保險(01336.HK)依次急彈3%-5%,分別報18.88元、22.3元及31.25元,股價均重越10天線。中國平安(02318.HK)、人保(01339.HK)、中國太平(00966.HK)及財險(02328.HK)彈逾1.5%-2%。
美國大選在即,市場關注對中美關係影響。惠譽亞太區主權評級主管Stephen Schwartz預期,無論美國大選結果如何,中美摩擦仍會持續,但相信兩者問題仍會集中於貿易及科技層面上,未必會出現金融戰。他又預計,內地今年GDP仍有2.7%增長。
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