美國債息漲 本港主要銀行股受捧 匯控及郵行漲近3.5%-5% 招行再破頂
美國最新就業數據良好及反映美企資本開支前景核心耐用品訂單初值月升意外擴至2.3%,而聯儲局關注首季核心PCE意外上修升2.5%,憂慮通脹升溫令聯儲局提早「收水」,美國10年期債息再度升破1.6%,美國銀行股重現買盤。本港包括內銀的主要銀行股造好,尤其是匯控(00005.HK)扭兩連吐,股價再探頂,最高見50.8元,創逾14個月高,半日收50.65元,回升3.5%,成交增至3,620萬股。花旗認為,匯控昨天宣布出售美國零售銀行業務對改善盈利能力方向邁出正面一步。
匯控旗下恆生(00011.HK)也創逾14個月高,最高見166.3元,半日收165.7元,回升3.2%。中銀(02388.HK)半日高收28.7元,回升2.7%。內銀以郵儲銀行(01658.HK)表現最好,該股自本周二公布擬六個月內增持A股後,股價明顯造好,今早升破50天及百天線(5.47元及5.49元),最高見5.65元(較本周一收市價5.07元累漲逾11%),半日收5.62元,升4.7%,半日成交8,990萬股,涉資4.97億元;其A股漲5.4%報5.63元人民幣,半日成交2.33億股,涉資12.91億人民幣。
招行(03968.HK)回升2.8%半日高收72.4元,再創上市新高。建行(00939.HK)半日高收6.42元,回升2.1%,股價重越50天線(6.39元)。
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