恆指跌幅擴至逾300點 瑞聲跌幅擴至近一成
美股三大指數昨晚在銀行及晶片股主導反覆續微升0.1%-0.2%,標普及納指跑贏屢創紀錄高。不過,市場觀望今晚起一連三天Jackson Hole全球央行年會,聯儲局主席鮑威爾對何時「縮表」有沒啟示。美股期貨全面微吐0.1%-0.2%。日韓台、中港及澳紐股市今早反覆受壓,尤其是中港股市跑輸,滬指及深成現報3,518及14,517,跌0.6%及1.2%。
恆指繼昨天受制20天線倒跌0.1%結束兩連漲後,今早低開20點或近0.1%報25,673,跌幅擴大315點或1.2%,報25,378,成交額630億元。
藍籌股幾乎全面受壓,尤其是績後遭花旗削價至45元瑞聲(02018.HK)表現最差,股價扭兩連升兼一舉失守10天線、牛熊線及20天線,最低見42.2元,現報42.25元,急吐9.8%。同業舜宇(02382.HK)也回吐3%報217.6元,股價失守10天線。
中績多賺17%及中期股息年增17.5%至47分人民幣的龍湖(00960.HK)遭Jefferies削價至51.1元,該股扭兩連升重失10天及20天線,最低見35.7元,現報35.8元,跌3.8%。
比亞迪(01211.HK)於濟南成立半導體公司註冊資本49億人民幣,該股今早反覆回吐3.3%報257.6元,重失10天及20天線。小米(01810.HK)中績多賺1.4倍至160.6億元人民幣勝預期,但維持不派息,該股承過去三連升勢,今早高開報26.05元欠承接,掉頭倒跌3.7%報24.4元,失守10天線(24.6元)。
受累於越南疫情嚴峻於當地部分廠房被迫停工導致近期股價跑輸大市的申洲(02313.HK)低見161.5元(暫守穩牛熊線159.3元),現報162.4元,挫近5%。安踏(02020.HK)及藥明生物(02269.HK)續跌2.7%及4.5%,分別報155.2元及115.7元。至於新經濟股以阿里巴巴(09988.HK)及美團(03690.HK)表現較弱,股價反覆吐逾1%分別報162.3元及224.2元。
金融股以友邦(01299.HK)及中國平安(02318.HK)沽壓較大,報94.2元及62.1元,分別跌逾1%及2%。不過,蒙牛(02319.HK)中績多賺1.4倍,股價曾逆市續漲逾7%報47.2元,現報45.35元,續升3.5%。此外,仍受惠於澳門放寬檢疫期限的濠賭股銀娛(00027.HK)及金沙(01928.HK)續升1.4%及0.8%分別報49.1元及24.55元。
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