恆指考驗24,400獲承接倒升曾重越24,800 騰訊、美團及內需醫藥股領彈
美股昨晚反覆個別發展,美國經濟數據表現參差,但零售銷售數據意外顯着反彈,美債息率上升,金融股受壓,逾三分二藍籌股也受壓,拖累道指及標普反覆跌近0.2%,但Salesforce升1.6%,微軟、亞馬遜及Tesla也反覆向好,支持納指反覆續升0.1%。亞太區股市今早個別發展,其中日經回升0.5%。
本港失業率連降6個月,截至8月三個月由5%,續降至4.7%,優於市場預期4.9%。港股承過去四連跌累挫逾千五點或近5.9%破底頹勢,今早低開78點或0.3%報24,589,跌幅曾擴至243點或近1%低見24,424屢創逾十個月低喘定,掉頭曾倒升176點,高見24,843,現報24,711,倒升43點或約0.2%,成交額481億元。
藍籌股個別發展,四大醫藥股全面反彈,尤其是阿裏健康(00241.HK)扭四連跌,曾高見11.78元,現報11.62元,回升5.2%;藥明生物(02269.HK)及石藥(01093.HK)高見119.5元及9.48元,現報117.9元及9.4元,回升逾1%及2%。
重磅股騰訊(00700.HK)扭四連跌,股價低見445.2元獲承接,掉頭高見467.6元,現報463元,倒升2.7%;美團(03690.HK)低見228.4元獲承接,曾高見241.4元,現報236元,倒升1.5%;瑞聲(02018.HK)及小米(01810.HK)反彈約1.5%,報40元及23元。
內地8月零售銷售數據遠差預期,憧憬當局推措施刺激內需,蒙牛(02319.HK)及李寧(02331.HK)升逾2%,曾分別高見49.75元及102.9元;百威亞太(01876.HK)升2%報18.94元。比亞迪(01211.HK)也倒升1.6%報253元。
連日捱沽藍籌內房普遍反彈,尤其是碧桂園(02007.HK)扭三天累瀉22%頹勢,股價由早段所創四年半低位6.52元,掉頭高見7.19元,現報7.17元,倒升7.5%;旗下碧桂園服務(06098.HK)扭轉過去4天累挫20%頹勢,股價由年內低位反彈曾高見50.4元,現報49.65元,回升2.6%。然而,中海外(00688.HK)續跌1.6%曾低見15.9元創八個月低;陷入財困(03333.HK)續挫6.8%報2.45元。此外,九倉置業(01997.HK)續跌逾2%報37.85元。
匯控(00005.HK)及內銀及保險股全面受壓,尤其是中國平安(02318.HK)續挫4.7%報54.7元創四年低;國壽(02628.HK)及匯控跌逾1%,報12.94元及39.45元,後者創今年內新低。
受累澳門當局將加強監管濠賭業的金沙(01928.HK)續挫2%曾低見14.64元;但銀娛(00027.HK)由逾年半低位反彈2.8%報40.2元。
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