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恆指升擴至近400點重越10天線 阿裏及內房物管股全面急彈
美國8月耐用品訂單升幅超預期,加上紐約期油2%至逼近三年高及美國10年債息曾升破1.5%創三個月高,道指繼昨晚在金融、工業及油股支撐逆升0.2%曾越三萬五關四連漲後,期貨仍反覆續微升0.1%。然而,北韓向東部海域再發射至少一枚不明飛行物。亞太區股市今早普遍受壓,但跌幅均少於1%,其中韓臺澳股跌0.9%。 不過,恆指繼昨天反覆回穩後,今早在美團(03690.HK)/匯控(00005.HK)/阿裏巴巴(09988.HK)高開1.4%-2.5%帶動,高開114點或0.5%報24,323,升幅擴大,最高見24,620,重越10天線24,595,現報24,599,續升390點或1.6%,成交額586億元。 四大藍籌內房股扭兩連跌急彈,大摩指內房違約風險增但可控,龍湖(00960.HK)、碧桂園(02007.HK)、潤地(01109.HK)及中海外(00688.HK)急彈逾5.5%-7%,分別高見34.35元、7.85元、32.4元及17.92元。非藍籌融創(01918.HK)澄清從未向政府求助並指建設營運正常,今早股價急彈16%重越10天線曾高見15.58元。此外,碧桂園服務(06098.HK)急彈9%報57.15元,股價重越20天線(56.35元)。恆地(00012.HK)及長實(01113.HK)升2.4%及1.9%,分別報29.65元及43.9元。 至於重磅股匯控、平安(02318.HK)及招行(03968.HK)升逾1%-3%,分別高見41.25元、55.3元及61.4元。騰訊(00700.HK)、美團及屢尋底阿裏巴巴升近2%-6%,後者彈力最強,股價回升5.8%曾重越10天線(150.48元),高見150.8元。 澳門第二次全民核酸檢測基本完成暫未發現感染病例。濠賭股今早彈2%-6%,藍籌金沙(01928.HK)彈力最強報15.76元,銀娛(00027.HK)彈力最弱報39.55元。 內需股以安踏(02020.HK)彈力最強,股價回升近4%高見145元,結束三連跌。不過,醫藥板塊除藥明生物(02269.HK)續升2.9%報125.4元外,全部受壓,尤其是阿裏健康(00241.HK)續跌2.4%報10.74元。
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