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內需股逆市捱沽 青啤/潤啤/李寧/安踏/特步/長汽/廣汽/吉利挫逾4%-5%
瑞信指,內地9月上半月體育服裝銷售表現疲弱,加上繼福建爆發新冠疫情外,黑龍江也爆發疫情,哈爾濱市昨天錄得8宗本土確診病例。內需體育股今天逆市下挫,李寧(02331.HK)、安踏(02020.HK)及特步(01368.HK)倒跌逾4%-5%,分別報92.35元、143.2元及12.18元,前者及後者均失守50天線(93.33元及12.73元)。 吉利汽車(00175.HK)倒跌5.9%報22.95元,股價一舉跌破牛熊線及百天線(23.3元及23.9元)。長汽(02333.HK)及廣汽(02238.HK)倒跌4.9%及5.5%,分別報28.85元及7.24元,後者股價失守50天線(7.39元)。然而,北汽(01958.HK)逆市續升2.1%報2.8元。 青啤(00168.HK)及華潤啤酒(00291.HK)跌逾4%,分別低見57.6元及54.85元創近期新低。然而,百威亞太(01876.HK)反覆續彈0.8%報19.14元。 中國恆大(03333.HK)債務違約憂慮略紓緩,聯儲局如期維持利率及QE規模不變,但暗示或於11月開始「縮表」,消除不明朗因素,道指昨晚曾急彈520點,收34,258,反彈338點或1%。亞太區股市今天幾乎全面跟隨上升,其中恆指曾急漲605點至24,827遇阻,在內需股逆市捱沽及友邦(01299.HK)與阿里巴巴(09988.HK)與小米(01810.HK)反覆回吐1%-3.5%拖累,曾回順至24,313,現報24,418,續彈196點或0.8%,成交額1,452億元。
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