恆指反覆逼近29,200遇壓 騰訊、阿里及三隻恆指新貴捱沽 金融股隨外圍造好
美國3月密歇根大學消費者信心初值創一年高及PPI錄得近兩年半最大同比升幅均高預期，市場憧憬疫情後美國經濟強勁復甦，道指上周五在經濟周期性的工業及金融股受捧帶動續升293點或0.9%高收32,778，六連漲兼第五天創紀錄高；但美國10年期債息曾見1.642%再創逾一年高，納指在權重科技股主導逆吐0.6%。美股期貨全面升0.2%-0.3%。
國統局數據公布帶動內地經濟增長「三頭馬車」2月數據，其中今年首兩月零售銷售額按年急升33.8%，優於市場預期升32%；工業生產按年急升35.1%，優於市場預期升32.2%。不過，今年首兩個月固定資產投資按年升35%，不及市場預期升40%。亞太區股市個別發展，深成回吐2%報13,617，上證反覆回吐0.6%報3,432；菲股急挫3.1%報6,521。新西蘭續升1.3%，日經、澳股及星馬股市反覆回升0.3%-0.6%。
恆指繼上周五低收倒跌645點或2.2%，今早在獲美國法院暫撤投資禁令的小米(01810.HK)繼續急升及保險和油股帶動高開184點或0.6%報28,923，早段曾反覆倒跌23點低見28,716獲支持，再度抽升突破10天及50天線(29,057及29,163)，曾急漲439點或1.5%，高見29,178，現造28,856，升116點或0.4%，成交額826億元。
藍籌股逾半向好，小米續漲9.5%曾高見25.5元。中石化(00386.HK)、中海油(00883.HK)、銀娛(00027.HK)及金沙(01928.HK)升逾1%-2%，前者最強曾高見4.45元。
金融股除港交所(00388.HK)反覆逆跌1%報448.8元，全面造好，尤其是績後獲花旗重申「買入」評級看116元友邦(01299.HK)回升2.9%曾高見99.75元。銀行股全部隨外圍造好，尤其是建行(00939.HK)及工行(01398.HK)升2%及1.5%，分別高見6.55元及5.6元。
三隻今天起正式「染藍」阿里健康(00241.HK)、龍湖(00960.HK)及海底撈(06862.HK)反覆逆市續跌逾1%-2.5%，分別報23.65元、48.1元及56元。此外，餘下科技及新經濟股普遍受壓，阿里(09988.HK)、或成為下一個金融監管目標的騰訊(00700.HK)反覆續跌1.5%及2.8%，分別報222.6元及632元。
百威亞太(01876.HK)、安踏(02020.HK)及藥明生物(02269.HK)反覆跌1.5%-3.5%，後兩者最傷分別報119.9元及88元。
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