新經濟股累恆指急吐逾500點 美團/藥明生物/銀娛/金沙/九倉置業挫逾半成
中美兩國領袖通電話被視爲一個積極訊號,但美國8月PPI及核心PPI年升屢創紀錄高,令聯儲局何時開始「收水」存不確定性,加上與遊戲開發商Epic Games反壟斷訴訟失利的蘋果股價急挫逾3%,拖累美股上週五全面低收倒跌近0.8%-0.9%,其中五連跌的道指由曾彈224點,轉爲續跌271點或近0.8%。美股期貨全面微彈,但亞太區股市除澳紐及泰國股市升不足0.4%外,全面受壓,其中新加坡股市回吐0.8%。
港股表現最差,工信部有關業務部門上週四召開「屏蔽網址鏈接問題行政指導會」。會上提出有關即時通信軟件合規標準,要求限期內各平臺必須按標準解除屏蔽,否則將依法採取處置措施。當天參會的企業包括阿裏巴巴(09988.HK)、騰訊(00700.HK)、網易(09999.HK)、百度(09888.HK)、小米(01810.HK)、華爲、字節跳動、陌陌(MOMO)及360(601360.SH)等。
恆指今早扭轉上週五高收急彈489點或1.9%強勢,在重磅股騰訊/美團/阿裏巴巴低開2%-3.8%,以及重磅金融股友邦(01299.HK)/匯控(00005.HK)/建行(00939.HK)/中國平安(02318.HK)低開0.6%-1.5%主導,低開320點或1.2%報25,885,跌幅擴至533點或2%,報25,671,成交額658億元。
藍籌股普遍向下,騰訊低見472.6元(守穩20天線472.3元),現報475元,回吐3%;阿裏巴巴及美團低見160.3元及243.4元,現報161.2元及244.2元,回吐4%及5.9%,前者失守10天及20天線,後者失守10天線。
臨近「國慶」福建爆發本土新疫情,濠賭股全面挫逾3%-5%,藍籌銀娛(00027.HK)及金沙(01928.HK)齊挫逾5%,分別低見49.75元及24.95元,前者股價失守10天及50天線,後者失守10天線。九倉置業(01997.HK)更挫5.7%報38.8元。
碧桂圓服務(06098.HK)跌4.7%報57.9元。阿裏健康(00241.HK)挫6.3%報12.42元。藥明生物(02269.HK)挫逾5%報112.4元。
比亞迪(01211.HK)及信義光能(00968.HK)跌逾3%,分別低見252.2元及177.22元。此外,申洲(02313.HK)、安踏(02020.HK)及李寧(02331.HK)也跌逾3%-4%。
匯控(00005.HK)逆銀行股跌近1%報40.5元。內地8月人民幣新增貸款再度加快兼超預期,藍籌內銀全面反覆向上,尤其是中行(03988.HK)升逾2%報2.88元,中銀(02388.HK)也升1.4%報24.6元。此外,貼價走高的「三桶油」升逾1.5%-3%,中石油(00857.HK)跑贏升3.5%報3.53元。
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