恒指升幅扩至逾200点曾越24,400 中资金融股及阿里/小米领弹 石药及中生挫逾4%
美国上周就业首领失业金人数意外急增5.3万至逾两个月高及10月纽约制造业指数扩张放缓速度远超预期,但美国总统特朗普同意将白宫提出1.8万亿美元新刺激经济方案加码,美股三大指数昨晚由曾续跌1.2%-1.8%,收窄至仅跌不足0.1%-0.5%。美股期货全面回升0.2%-0.3%。亚太区股市今早普遍偏软。
不过,本港与新加坡就建立双边「航空旅游气泡」达成原则性多项框架协议。星股回升0.6%报2,539。
港股也扭转昨天急吐逾500点曾低见24,102颓势,今早高开35点或0.1%,升幅持续扩大,最高见24,436,现造24,377,回升218点或0.9%,成交额521亿元。
蓝筹股个别发展。传美国国务院建议将阿里巴巴-SW(09988.HK)旗下金融科技公司蚂蚁集团列入贸易黑名单。不过,花旗今天将阿里目标价升至340元重申「买入」评级,阿里继昨天股价由上市高位急吐逾4%失守10天线(286.8元)後,今天收复10天线失地,最高见294元,现造292元,回升2.5%;小米-W(01810.HK)也扭转昨天吐逾3%势,最高见23.5元,现造23.25元,回升3.6%;重磅股腾讯(00700.HK)扭转昨天纪录高位急吐3.7%势,最高见563.5元遇压,现造556.5元,回升0.8%。
中资金融股全面向好,美银日前指内银最坏时期或已过去,料第三季业绩可能成催化剂。四大蓝筹内银今早随逆市造好A股同业急弹2%-3.6%,建行(00939.HK)最强报5.45元(刚为50天线)。国寿(02628.HK)弹逾2%报18.22元,股价重越10天线。汇控(00005.HK)及友邦(01299.HK)也微弹0.3%及0.2%,分别报30元及78.5元。此外,中信股份(00267.HK)也升2.8%报5.79元。
不过,石药(01093.HK)及中生制药(01177.HK)续挫逾4%,分别报9.25元及7.8元。此外,吉利汽车(00175.HK)也续吐2.5%报16.28元。
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