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未能受惠大行看好内银倒跌 招行由纪录高倒跌逾4%
阿思达克 11-30 15:44
大摩指,内地个人收入增长正面,加上在利率正常化下可降低内银利润压力。该行认为从事零售和财富管理业务内银,例如兴业银行(601166.SH),平安银行(000001.SZ)和招行(03968.HK)等重点银行将从中受益最大。此外,瑞信也指,受惠内地经济持续复苏,对内银股前景正面。

不过,本港内银股今天先急涨後急回,尤其是招行先续升至53.25元纪录高遇压,掉头倒跌逾4%报49.1元,成交增至1,994万股;其A股也由高位47.77元人民币新高,掉头倒跌3.6%收44.2元人民币。

蓝筹中行(03988.HK)及交行(03328.HK)由今早高位2.87元(刚为牛熊线)及4.48元,掉头倒跌逾2%,分别报2.72元及4.24元。建行(00939.HK)续涨4.4%至6.37元创逾四个月高遇压,掉头低见6.05元,现造6.07元(刚为牛熊线),倒跌0.5%。工行(01398.HK)曾涨7.6%至5.24元,现掉头倒跌0.2%报4.86元,牛熊线(5.02元)得而复失,成交进一步急增至7.95亿股,为近几年罕见。

恒指跌破10天线,报26,383,急吐511点或1.9%,成交额1,460亿元。

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