恆指午後曾跌逾300點 惟藥明生物及舜宇升3%-4%
世衛指南非發現Omicron值得關注的新變種病毒株再感染風險可能更高,多國陸續實施旅遊入境限制。美股三大指數繼上周五急挫逾2%,期貨全面反彈近0.7%-1.2%,道指期貨報35,112,回升254點或0.7%,標普五百期貨及納指一百期貨報4,640及16,249,回升1%及1.2%。亞太區股市以印度孟買表現最好,承上周五急挫2.9%勢,今早進一步跌至最低位56,382,掉頭高見57,616,現報57,548,倒升0.8%,深成及印尼也倒升0.2%及0.6%,分別報14,810及6,599;但受累於圓匯急漲的日經反覆續跌1.6%收28,283。
港股兩連跌,恆指承上周五急吐近2.7%,今早曾收復續跌逾200點所有失地倒升高見24,134無以為繼,午後沽盤重現,最多跌306點,低見23,774(暫守穩上月初所創約一年低位23,681),現報23,855,跌225點或0.9%,成交額1,213億元。
藍籌股普遍繼續受壓,美團(03690.HK)第三季業績盈轉蝕兼超預期遭券商削價,該股今早低開8.8%報240.4元獲承接,現報242.8元,續挫7.9%。澳門中介業股東周焯華被捕事件引發沽壓的濠賭股銀娛(00027.HK)及金沙(01928.HK)跌破20天線,最低見42.1元及17.52元,現報43.5元及18.72元,續挫5.7%及5.1%。
內需股以安踏(02020.HK)及吉利(00175.HK)表現最差,股價低見121.7元及23.65元,現報122.7元及23.9元,續跌2.7%及3.2%;申洲(02313.HK)反覆續跌2%報151.9元。反觀,蒙牛(02319.HK)低見44.55元獲承接,倒升1.8%報45.45元。
地產股以長實(01113.HK)及九倉置業(01997.HK)表現最差,最低見45.2元及40.2元,現報45.25元及40.5元,續跌2.7%及2%;但恆隆地產(00101.HK)反覆回升0.5%報16.12元。
舜宇(02382.HK)高見240.2元創近三個月高,現報239.6元,升4.4%。於武漢成立企管公司的小米(01810.HK)由低位反彈逾1%報19.3元;阿里巴巴(09988.HK)扭轉上周五尋底弱勢,最高見133.2元,現報130.6元,回升1.2%。藥明生物(02269.HK)隨疫苗股高見110.5元,現報106.5元,回升3%。此外,防守性強的公用股也錄小量升幅。
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