蓝筹地产股跑赢大市 长实及恒地创近年半高
恒指扭六连跌,今天在本周起正式「染蓝」比亚迪(01211.HK)和信义光能(00968.HK)升逾7%及6%曾分别高见217元和14.48元,以及美团(03690.HK)曾反弹逾4%至305.2元推动,曾反弹211点至28,954(受制百天线),现造28,803,仅回升60点或0.2%,成交870亿元。
本港首季经济大幅反弹及近期疫情明显缓和,加上美国10年期债息连续第二天显着回落至1.489%,本港蓝筹地产股近期跑赢恒指,尤其是长实集团(01113.HK)连升第五天,今早曾升破上月下旬所创52周高位53.05元,最高见53.15元,创近年半高,现造52.95元,续升2.6%;新地(00016.HK)四连升,最高见124元,创近两个月高,现造123.7元,续升1.3%;恒地(00012.HK)连续第二天探顶,最高见38.85元,创近年半高,现造38.7元,反覆续升0.8%;新世界(00017.HK)四连升,最高见42.5元,暂受制52周高位43元,现造42.35元,升1.1%。九仓置业(01997.HK)连升第三天,股价重越20天、50天及10天线(44.97-45.1元),最高见45.6元,现造45.4元,续升1.9%。
此外,三大蓝筹内房升逾0.5%-1.5%,中海外(00688.HK)升幅最大,股价三连升兼重越50天线(19.35元),最高见19.54,现造19.5元,续升1.6%。
港府上月公布,首季GDP终值意外略上修按年恢复增长7.9%(前值萎缩2.8%)为11年来最强,结束连续六季萎缩;季调後按季增速加快至5.4%(前值增长0.5%)。
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