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恆指隨A股曾跌逾330點失24,500 惟騰訊(00700.HK)績前反彈逾2%高見477.6元
內地10月通脹年率由半年低位0.7%,急速加快至1.5%逾一年高略超預期。期內,PPI年升更進一步加快至13.5%(前值升10.7%),創26年高,也高於市場預期升12.3%。上證及深成跌幅曾擴至逾1.5%,分別低見3,448及14,302,半日收3,464及14,393,均回吐1.2%。 恆指繼昨天反覆回升0.2%後,今早在金融股拖累低開25點或0.1%報24,787,在今天放榜的騰訊(00700.HK)回升逾2%重越10天線高見477.6元支撐,恆指於接近10時曾倒升21點,高見24,834無以為繼,掉頭曾挫331點低見24,481,創逾一個月低,現報24,542,跌270點或1.1%,成交額620億元。 藍籌股幾乎全面向下,Tesla(TSLA.US)昨晚急挫12%,本港電動車股全面下挫,藍籌比亞迪(01211.HK)失守20天及10天線,最低見291.2元,現報293.8元,回吐5.4%。小鵬汽車(09868.HK)及理想汽車(02015.HK)回吐逾8%,分別報169.2元及113.3元,股價均失守10天及20天線。 吉利(00175.HK)跌3.6%報25.1元,股價失守百天、50天及20天線(25.3-25.9元)。此外,信義光能(00968.HK)及信義玻璃(00868.HK)跌逾4%及3.5%,分別低見13.72元及19.54元。此外,藥明生物(02269.HK)承昨天大幅反彈10%勢,今早進一步升至105元(受制10天線),掉頭低見100元,現報100.4元,倒跌逾2%。 官媒《經濟日報》發文指,內地奶業市場高端化導致乳製品均價偏高,為國外乳製品不受運輸成本阻擋進入國內市場提供空間,不利提高對國產乳製品信心。蒙牛(02319.HK)曾一舉失守4條移動平均線(牛熊線為45.07元),最低見44.8元,現報45.85元,挫6.1%。 金融股以友邦(01299.HK)沽壓最大,股價低見82.6元,現報83元,續跌3%。匯控(00005.HK)、港交所(00388.HK)及建行(00939.HK)等餘下藍籌金融股全部跌逾1% 舜宇(02382.HK)10月手機鏡頭出貨量按年跌近28%,但中金昨天將舜宇納入該行明年首選組合之一,該股承過去兩天跌勢,今早進一步考驗牛熊線(198.7元),低見196.9元獲承接,掉頭高見209.6元,現報204.2元,倒升1%。創科(00669.HK)也續升逾1%曾高見166.5元。
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