恆指升幅擴至逾200點曾越24,400 中資金融股及阿里/小米領彈 石藥及中生挫逾4%
美國上周就業首領失業金人數意外急增5.3萬至逾兩個月高及10月紐約製造業指數擴張放緩速度遠超預期,但美國總統特朗普同意將白宮提出1.8萬億美元新刺激經濟方案加碼,美股三大指數昨晚由曾續跌1.2%-1.8%,收窄至僅跌不足0.1%-0.5%。美股期貨全面回升0.2%-0.3%。亞太區股市今早普遍偏軟。
不過,本港與新加坡就建立雙邊「航空旅遊氣泡」達成原則性多項框架協議。星股回升0.6%報2,539。
港股也扭轉昨天急吐逾500點曾低見24,102頹勢,今早高開35點或0.1%,升幅持續擴大,最高見24,436,現造24,377,回升218點或0.9%,成交額521億元。
藍籌股個別發展。傳美國國務院建議將阿里巴巴-SW(09988.HK)旗下金融科技公司螞蟻集團列入貿易黑名單。不過,花旗今天將阿里目標價升至340元重申「買入」評級,阿里繼昨天股價由上市高位急吐逾4%失守10天線(286.8元)後,今天收復10天線失地,最高見294元,現造292元,回升2.5%;小米-W(01810.HK)也扭轉昨天吐逾3%勢,最高見23.5元,現造23.25元,回升3.6%;重磅股騰訊(00700.HK)扭轉昨天紀錄高位急吐3.7%勢,最高見563.5元遇壓,現造556.5元,回升0.8%。
中資金融股全面向好,美銀日前指內銀最壞時期或已過去,料第三季業績可能成催化劑。四大藍籌內銀今早隨逆市造好A股同業急彈2%-3.6%,建行(00939.HK)最強報5.45元(剛為50天線)。國壽(02628.HK)彈逾2%報18.22元,股價重越10天線。匯控(00005.HK)及友邦(01299.HK)也微彈0.3%及0.2%,分別報30元及78.5元。此外,中信股份(00267.HK)也升2.8%報5.79元。
不過,石藥(01093.HK)及中生製藥(01177.HK)續挫逾4%,分別報9.25元及7.8元。此外,吉利汽車(00175.HK)也續吐2.5%報16.28元。
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