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恆指蒸發485點升幅倒跌曾失25,100 招行/中信/龍湖挫約5%-6%
美股繼昨天全面反覆續升0.2%-0.6%齊創紀錄高,期貨全面輕微回吐。亞太區股市今天個別發展,滬指及深成午後跌幅急速擴至1.8%及1.5%,分別報3,481及14,264;但除韓股續升1.2%,其餘市場升跌均少於0.8%。 本港第三季GDP初值按年增速續放緩至5.4%(前值年增7.6%),遜於市場預期增長5.7%;季調後按季轉增0.1%(前值轉降0.9%),低於市場預期轉升0.6%。恆指五連跌後,今天高開454點或1.8%報25,609,升幅曾擴至485點高見25,639無以為繼,掉頭輾轉滑落,午後更倒跌低見25,086,現報25,132,倒跌21點或0.1%,成交額1,064億元。 藍籌股午後普遍受壓。穆迪指,多家內房出現債務違約問題,將加快市場拋售內房高息債券令行業再融資風險高企,在融資環境緊張等因素下,料未來內房未來6-12個月銷售維持疲弱。藍籌內房中海外(00688.HK)/潤地(01109.HK)/龍湖(00960.HK)續跌2.5%-6.2%,後者沽壓最大,股價四連跌報34.65元,挫6.2%。碧桂園服務(06098.HK)由高位60.6元,掉頭續跌2.5%報57.1元。非藍籌的融創中國(01918.HK)曾更挫逾一成低見14.62元,現報15.04元,挫8.6%,股價七連跌。 金融股以招行(03968.HK)表現最差,股價今天高開報67.75元欠承接,掉頭低見63.55元,現報63.8元,回吐4.8%,一舉失守50天、百天及10天線(64.13-66.3元)。中國平安(02318.HK)也倒跌1%報56元;建行(00939.HK)及中銀(02388.HK)倒跌0.6%,分別報5.3元及24.85元。 內需股以恆安(01044.HK)沽壓較大,最低見39.9元,現報40元,跌2.4%。遭高盛降級至「沽售」兼削價至7元的中信股份(00267.HK)挫6.1%報7.38元,股價創七個月低。 重磅股騰訊(00700.HK)早段反彈至482元無以為繼,掉頭再度考驗昨天盤中低位265元暫守穩,現報466元,倒跌0.8%。 然而,阿里巴巴(09988.HK)、阿里健康(00241.HK)及美團(03690.HK)高見166.9元、9.66元及285.4元,現報161.7元、9.21元及274.6元,反彈1.4%-2.8%。 美國最大電動車生產商Tesla(TSLA.US)近日股價勢如破竹屢創紀錄高,本港上市同業比亞迪(01211.HK)繼昨天趁高配股「抽水」逾137億元,股價四連吐守穩配股價後,今天反彈高見302.2元,現報295.2元,回升2.8%。
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