恆指跌幅擴至近800點考驗24,100 本港地產股全面遭拋售急挫
阿思達克 09-20 10:11
美國9月密歇根大學消費者信心初值僅由逾九年半低略彈遜預期，但消費者對未來一年通脹率預期初值再度觸及7月所創2008年以來高位4.7%，美債息率顯著上升，10年期債息升至1.37%，令聯儲局「縮表」時間表存不確定性，加上市場憂慮Delta變種新冠病毒及企業稅上調，美股繼上周五於「四權」結算日全面跌0.5%-0.9%後，期貨全面反覆續跌近0.2%-0.5%，道指期貨跑輸報34,308，續跌154點或0.5%
日經今天假期休市、滬深及台股今明兩天中秋節假期休市；韓股周一至周三中秋節假期休市。恆指扭轉上周五由逾十個月低位掉頭高收倒升252點或1%重越24,900結束四連挫勢，今早在匯控(00005.HK)、騰訊(00700.HK)、工行(01398.HK)、友邦(01299.HK)、美團(03690.HK)、安踏(02020.HK)、建行(00939.HK)、國壽(02628.HK)、碧桂園服務(06098.HK)、恆地(00012.HK)、新地(00016.HK)、長實(01113.HK)及中國平安(02318.HK)依次低開0.9%-5.4%主導，恆指低開280點或1.1%報24,640，跌幅持續擴至793點或3.2%，報24,127，成交額366億元。
藍籌股無一倖免，地產股為重災區。據《路透》引述三位主要發展商和一位知情本港特區政府顧問指， 本港發展商獲告知要運用資源及影響力維護國家利益，更要回饋社會，協助解決住屋短缺問題。另發展商已被告知「遊戲規則已改變」，當局不再容忍「壟斷行為」。恆地今早股價失守牛熊線(33.3元)後，跌幅持續擴大，最低見29.6元，創年內新低，現報29.75元，急挫11%；新地及長實低見95.6元及42.4元，分別創逾一年及逾半年低，現報95.7元及41.8元，挫逾9%；新世界(00017.HK)低見30.35元，創逾15個月低，現報30.35，急挫12%；恆隆地產(00101.HK)跌4%報17.14元，創15個月低；非藍籌信置(00083.HK)及華置(00127.HK)挫逾8%，分別報9.81元及2.17元分別創十個月低及暫守穩上周五所創近七年低位2.16元。
陷入財困的中國恆大(03333.HK)續挫14%報2.18元屢創十年低；連帶四大藍籌內房也跌逾3%-4%，碧桂園(02007.HK)沽壓最大，低見6.53元(暫守穩上周五所創四年半低位6.52元)。碧桂園服務挫6%報46.85元。
騰訊及美團低見450.2元及231元，現報452.4元及233.8元，回吐2%及2.9%；阿里巴巴(09988.HK)跌2%報151.8元。小米(01810.HK)低見21.85元，現報21.9元，下挫4.8%。
同樣受累於恆大財困事件困擾的內銀續捱沽，中行(03988.HK)、工行、建行、招行(03698.HK)續跌逾2%-3.5%，後兩者最傷，分別低見5.46元及60.35元。友邦、國壽及中國平安跌幅擴至逾5%-8%，分別報83.35元、12.26元及50.05元。
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