騰訊/友邦撐恆指曾倒升逾180點 8月銷情強勁比亞迪漲6%越20天線
美國8月非農就業新增職位急速放緩至七個月低遠差預期,引發市場憂慮Delta變種病毒拖慢美國經濟復甦步伐,但支持聯儲局短期內不會「縮表」理據,納指上周五大型科網股支撐倒升0.2%三連漲兼創收市紀錄高;但道指在工業及金融等約三分二藍籌受壓拖累曾回吐174點,收市僅回吐74點或0.2%收35,369。美股今晚勞動節假期休市,但道指及標普期貨續跌0.1%,分別報35,321及4,529;納指期貨窄幅續微升。亞太區股市個別發展,持續受益於首相菅義偉放棄月底舉行執政自民黨總裁選舉的日經續漲510點或近1.8%上午收29,638創逾四個月高。深成扭五連跌,回升1.5%報14,398,滬指扭轉上周五回軟勢,反覆回升0.5%報3,600。
恆指承上周五回吐0.7%結束四連升勢,今早在舜宇(02382.HK)/百威亞太(01876.HK)/美團(03690.HK)依次低開1%-2.4%拖累,低開74點或0.3%報25,827獲承接,在騰訊(00700.HK)等帶動,掉頭曾倒升181點高見26,083,現報25,950,倒升48點或0.2%,成交額654億元。
比亞迪(01211.HK)8月汽車銷量按年升86.3%,其中新能源車銷量按年升逾3倍至61,409輛。該股回升6%報269.6元,股價重越10天及20天線。
重磅股騰訊扭轉上周五回軟勢,最高見507元,現報499.4元,回升2.3%。藥明生物(02269.HK)反覆續升2.5%報118.7元,股價重越10天及20天線。中海油(00883.HK)續彈1.7%報7.84元,股價重越10天線。
金融股以友邦(01299.HK)、工行(01398.HK)及中行(03988.HK)表現較好,股價反覆續升逾1%,前兩者報93.95元及4.47元;但今天正式「染藍」的招行(03968.HK)反覆回吐0.8%報65.55元;港交所(00388.HK)續吐0.8%%報483.6元。
地產股以潤地(01109.HK)及恆隆地產(00101.HK)表現較弱,報29.85元及18.58元,跌1.5%及1.1%。舜宇及美團低見228.2元及238.8元,現報230.6元及241.8元,跌2.9%及1.2%;海底撈(06862.HK)跌4.1%報30.4元。小米(01810.HK)吐逾2%報24.85元。阿里健康(00241.HK)續跌2.1%報13.02元。信義光能(00968.HK)續吐3%報17.68元,股價失守10天線(17.78元)。
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