恆指收復逾450點所有失地倒升近百點 地產及金融股領漲
阿思達克 09-29 14:10
美國多項經濟數據普遍遜預期，加上聯儲局主席鮑威爾於國會作證時警告未來幾個月通脹仍會上行風險，市場料央行快將「縮表」，美債息率續升，10年期債息昨晚曾升至1.5652釐逾三個月，美國大型科網股繼續捱沽，標普11個主要板塊除能源逆升外，全部向下，拖累美股三大指數昨晚下挫1.6%-2.8%，已兩連跌的納指沽壓最大，跌幅爲半年來最傷。然而，美股期貨全面反彈0.5%，其中道指期貨報34,353，回升178點。亞太區股市今天幾乎全面向下，尤其是日經三連跌，最多急挫2.8%，收29,544，僅挫2.1%；臺股續挫1.9%；中韓澳股跌1.3%-1.6%，韓股及滬指曾挫逾2%。
不過，港股三連升，恆指今天於期結日，在阿裏巴巴(09988.HK/藥明生物(02269.HK)/比亞迪(01211.HK)/騰訊(00700.HK)/美團(03690.HK)及貼價吐「三桶油」主導，曾急吐454點或近1.9%低見24,045獲承接，在地產、金融及公用股造好支撐持，逐步收復失地，午後更倒升131點或0.5%高見24,632，現報24,593，倒升93點或0.4%，成交額839億元。
藍籌股榮辱互見，中國恆大(03333.HK)以近百億元售盛京銀行(02066.HK)近兩成持股予國企還債，加上傳中央要求國企購買部分中國恆大資產，刺激該股三連彈漲11%高見3.12元，紓緩投資者對債務違約憂慮， 四大藍籌內房中海外(00688.HK)、碧桂園(02007.HK)、龍湖(00960.HK)及潤地(01109.HK)反覆續升2%-4%，後兩者最強分別報32.4元及35.25元。此外，再斥最多33億人民幣收購彩生活(01778.HK)核心資產的碧桂園服務(06098.HK)反覆續漲4%報58.5元。
藍籌地產收租股也全面升近2%-4%，新世界(00017.HK)及九倉置業(01997.HK)升幅最大，分別報31.9元及39.1元。此外，銀行股全面升逾1%-3%，建行(00939.HK)、中銀(02388.HK)及招行(03968.HK)升幅最大，分別報5.55元、23.55元及62.1元。友邦(01299.HK)反彈3%報89元，股價重越10天線。
另外，阿裏巴巴、美團及藥明生物跌幅收窄至不足1.7%；騰訊、舜宇(02382.HK)及比亞迪跌幅收窄至2.2%-2.9%。此外，油價昨晚由近三年高掉頭倒跌，中海油(00883.HK)、中石化(00386.HK)及中石油(00857.HK)跌幅依次收窄至1.7%-4.3%，後者扭轉連日升勢，最低見3.7元，現報3.76元，回吐4.3%。
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