未能受惠大行看好內銀倒跌 招行由紀錄高倒跌逾4%
大摩指,內地個人收入增長正面,加上在利率正常化下可降低內銀利潤壓力。該行認為從事零售和財富管理業務內銀,例如興業銀行(601166.SH),平安銀行(000001.SZ)和招行(03968.HK)等重點銀行將從中受益最大。此外,瑞信也指,受惠內地經濟持續復甦,對內銀股前景正面。
不過,本港內銀股今天先急漲後急回,尤其是招行先續升至53.25元紀錄高遇壓,掉頭倒跌逾4%報49.1元,成交增至1,994萬股;其A股也由高位47.77元人民幣新高,掉頭倒跌3.6%收44.2元人民幣。
藍籌中行(03988.HK)及交行(03328.HK)由今早高位2.87元(剛為牛熊線)及4.48元,掉頭倒跌逾2%,分別報2.72元及4.24元。建行(00939.HK)續漲4.4%至6.37元創逾四個月高遇壓,掉頭低見6.05元,現造6.07元(剛為牛熊線),倒跌0.5%。工行(01398.HK)曾漲7.6%至5.24元,現掉頭倒跌0.2%報4.86元,牛熊線(5.02元)得而復失,成交進一步急增至7.95億股,為近幾年罕見。
恆指跌破10天線,報26,383,急吐511點或1.9%,成交額1,460億元。
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