新經濟股累 恆指跌幅擴至逾460點考驗二萬五 金沙跌幅擴至30%
帶動中國經濟增「三頭馬車」8月數據遜預期,其中工業生產及零售銷售額按年升幅繼續放緩至5.3%及2.5%,遜於市場預期年升放緩至5.8%及7%;首8個月城鎮固定資產投資年升放緩至8.9%,略低於市場預期升9%。深成三連跌,報14,497,續跌0.9%;滬指反覆續吐0.5%報3,643。
恆指三連跌,午後在新經濟及濠賭股主導跌幅擴至462點或1.8%,報25,039,成交額1,056億元。此外,恆生科指續跌2.9%報6,312。
藍籌股普遍下跌,澳門政府就修改博彩法展開諮詢,市場憂慮當局加強監管濠賭業,摩通下調濠賭股目標價,相關股全面急挫18%-30%,遭摩通大削價至20元的金沙(01928.HK)跌幅最大,最低見17.2元創逾八年低,現報17.4元,急挫30%;銀娛(00027.HK)挫18%曾低見39.6元創逾年半低。遭摩通分別劈價至6.5元及7元的美高梅中國(02282.HK)及永利澳門(01128.HK)急挫25%及28%,分別報5.92元及6.47元。
新經濟股以騰訊(00700.HK)及美團(03690.HK)沽壓最大,股價續挫逾4%,分別報452.4元及234.6元,後者股價跌破50天及20天線(241.3元及236.2元);阿裏巴巴(09988.HK)股價低見154元,現報154.4元,續跌2.5%。
阿裏健康(00241.HK)及中生製藥(01177.HK)續跌2.7%及3.3%,分別報11.44元及6.45元,後者股價失守20天線(6.57元)。
信義玻璃(00868.HK)跌3.1%低見27.6元;但信義光能(00968.HK)回升1.5%高見18元。
陷入財困的中國恆大(03333.HK)股價續挫5.7%報2.8元創逾七年半低;連帶四大藍籌內房也續跌逾2%-9%,碧桂園(02007.HK)最傷,報7.15元,續挫9.3%,創近四年半低。碧桂園服務(06098.HK)續跌3.8%報54元。
不過,內需股蒙牛(02319.HK)及李寧(02331.HK)逆市曾高見49.8元(逾半年高)及103.9元,現報48.25元及101.2元,回升1.9%及2.3%。
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