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恆指曾倒跌近300點 李寧及申洲挫逾半成 惟匯控及「三桶油」逆升1.5%-3%
美國8月商品貿赤擴至近733億美元創紀錄高,但帶動美國經濟增長引擎的9月ISM服務業指數意外再度加快擴張,美股三大指數昨天在金融及科技股主導回升0.9%-1.3%。不過,美股期貨全面回吐0.4%-0.6%,道指期貨沽壓較小,報34,042,僅回吐141點或0.4%。日經及澳臺韓股今早均先彈後倒跌0.3%-1%,日經及韓股跑輸,前者蒸發早段曾彈逾380點所有升幅,低見27,475,半日收27,544,倒跌278點或1%,連跌第八天。 行政長官鄭月娥將於今天11時發表本屆政府任內最後一份施政報告。恆指繼昨天在金融股等支撐收復曾續挫逾350點所有失地由一年低位23,681拗腰倒升0.3%後,今早在騰訊(00700.HK)/匯控(00005.HK)/美團(03690.HK)/屢尋底裏巴巴(09988.HK)依次高開0.9%-2.4%帶動,恆指高開155點或0.6%報24,259欠承接,掉頭最多倒跌291點或1.2%低見23,812,現報23,885,倒跌218點或0.9%,成交額382億元。 藍籌股普遍反覆向下,尤其是內需股李寧(02331.HK)及申洲(02313.HK)最低見85.05元及154元,現報85.6元及154.3元,齊吐5.5%,前者一舉失守百天及10天線(86.67元及89.62元),後者失守10天線(161.16元);蒙牛(02319.HK)跌逾3%報47.05元;比亞迪(01211.HK)及吉利(00175.HK)跌逾2%,分別報241元及21.55元。 手機股舜宇(02382.HK)回落3.8%報190.6元;瑞聲(02018.HK)續跌近2%曾低見35元(暫守穩昨天盤中所創52周低位34.1元);小米(01810.HK)繼昨天由逾一年低位19.86元掉頭倒升後,今早高見21.1元無以爲繼,最低見20.35元,現報20.55元,倒跌1.4%。 藥明生物(02269.HK)昨天反彈受制50天線,今早反覆回落2%報115.4元;石藥(01093.HK)、阿裏健康(00241.HK)及中生製藥(01177.HK)反覆續跌3%-4.5%,後者最傷三連跌曾低見5.62元創逾兩年低。 碧桂園服務(06098.HK)低見56.2元(剛爲10天線),現報57.35元,續跌3.8%;信義玻璃(00868.HK)扭轉昨天倒升勢,反覆回吐4%報20.65元;旗下信義光能(00968.HK)四連跌,最低見14.22元,現報14.48元,續跌2.8%。 相反,美國10年期債息升至1.529%,匯控(00005.HK)隨歐美同業升2.3%報42元,股價重越50天線(41.8元)。紐約期油昨晚續升曾逼近80美元創近七年高,「三桶油」中海油(00883.HK)、中石化(00386.HK)及中石油(00857.HK)續升1.5%-3.3%,後者最強曾高見4.2元。此外,阿裏巴巴扭四連跌,股價由上市低位曾彈至139.2元,現報136.4元,回升0.8%。
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