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恆指升幅曾擴至逾400點 金融股及新經濟股領彈 美團曾漲逾半成
美國首領失業金人數急降至近年半低遠勝預期,引發市場重憂聯儲局會否提早「收水」,加上多間航空公司因應Delta變種新冠疫情蔓延下調業務表現預測,不利投資氣氛,美股三大指數昨晚反覆續跌不足0.5%,藍籌指數四連跌,納指僅反覆續吐不足0.3%。不過,美股期貨全面微彈0.1%-0.2%。亞太區股市早段普遍反覆向好,其中日經回升339點或1.1%半日收30,347再創逾五個月高。 恆指繼昨天在遭內地監管當局約談重磅新經濟股急吐主導急挫逾600點或2.3%力守25,700後,今早扭轉兩連跌兼重越10天(26,008)及20天線,在友邦(01299.HK)和港交所(00388.HK)高開、以及美團(03690.HK)/阿里巴巴(09988.HK)/騰訊(00700.HK)高開1.4%-2.3%領彈,高開154點或0.6%報25,870,升幅曾擴至429點或1.7%,高見26,145,現報26,100,回升384點或1.5%,成交額631億元。 藍籌股普遍反彈,阿里巴巴挑戰20天及10天線(165.2元-166元),最高見167.2元,現報165元,回升2.5%。美團重越10天線(250.1元),最多升5.6%高見262.6元,現報259.4元,回升4.3%;海底撈(06862.HK)重越10天線(31.66元),股價回升5.8%報32.8元。 內媒報道指網易(09999.HK)CEO丁磊於公司內聯網闢謠指媒體有關當局擬暫停審批遊戲報道不實,該股扭轉昨天急挫勢,高見139.7元,現報137.5元,回升2.7%;藍籌重磅股騰訊挑戰50天及10天線(492.7元-492.9元),高見494.8元無以為繼,曾回順至481.2元,現報485.6元,回升1.2%。 銀行股全面升近0.8%-3.5%,招行(03968.HK)最高報68.95元,回升3.6%,匯控(00005.HK)及建行(00939.HK)回升1%及1.6%,報40.8元及5.77元。友邦及港交所高見94.8元及506元,現報94.55元及505元,回升1.3%及2.6%。 李寧(02331.HK)及安踏(02020.HK)分別續升1.2%及回升3%,分別高見106.4元及167.5元,後者股價重越20天及100天線(162.4元)。 阿里健康(00241.HK)升3.5%報13.1元,中生(01177.HK)及石藥(01093.HK)也升約1.5%;但藥明生物(02269.HK)逆同業反覆續跌1.8%報117.7元。此外,銀娛(00027.HK)及8月經調整物業EBITDA虧損千四萬美元的金沙(01928.HK)續吐逾1%及2%,分別報52.65元及26.1元。 內房中海外(00688.HK)、碧桂園(02007.HK)、龍湖(00960.HK)及潤地(01109.HK)升近2%-4%,後兩者最強分別報36元及30.3元,股價重越10天線。相反,九倉置業(01997.HK)續跌1.2%報41.15元。此外,比亞迪(01211.HK)反覆續跌2.7%報255.2元。
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