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恆指午後跌幅擴至逾300點失守二萬三關 惟銀行、石油及中資電訊股逆升
美股期貨全面跌近0.3%-0.6%,其中昨晚逆市破頂的道指期貨報36,576,回吐99點或0.3%。此外,上證及深成午後跌幅進一步擴大,最低見3,583及14,469,現報3,595及14,526,續跌1%及1.8%。 香港去年12月PMI由前值52.6,回落至50.8,再度觸及去年10月所造半年低位,但已連續11個月處於擴張區域。恆指今早高開33點或0.1%報23,323欠承接,掉頭輾轉下滑,午後失守二萬三關,最低見22,962,現報22,982,倒跌307或1.3%,成交額增至1,133億元。 藍籌股榮辱互見,美國長債息率持續抽升,本港銀行股隨歐美同業續漲,其中匯控(00005.HK)高見49.75元,現報48.8元,續升2.1%,創七個月高;旗下恆生(00011.HK)高見149.9元,創五個月高,現報149.5元,續升2.4%。中銀(02388.HK)高見27.55元,創約七個月高,現報27.4元,續升3.4%;四大藍籌內銀續升1%-1.8%,建行(00939.HK)升幅最大,高見5.62元,創逾三個月高。 油價和盟友決定按計劃下月起每日增產40萬桶,美國上週API原油庫存降幅遠超預期,油價昨晚齊升逾1%,其中布蘭特3月期油收80美元,爲逾一年收市高位。「三桶油」造好,尤其是中海油(00883.HK)及中石化(00386.HK)四連升,最高見8.58元及3.85元,現報8.4元及3.83元,續升2.4%及3%,前者股價重越牛熊線(8.34元)。 中資電訊股全面續升,中電信(00728.HK)及藍籌聯通(00762.HK)續升1.5%分別高見2.8元及4.09元。 擬於2月7日後回購H股的藍籌中移動(00941.HK)高見51.5元,創逾四個月高,現報50.15元,續升4.5%,成交激增至1.08億股;中移動(600941.SH)今天於上交所首掛,A股曾較發售價元57.58元人民幣升逾一成高見63.58元人民幣遇阻,現報58.61元人民幣,升1.8%。 申洲(02313.HK)由逾一年低位連續第二天回升兼挑戰10天線(146.9元),最高見147.8元,現報144.6元,續升4.3%。此外,瑞聲(02018.HK)高見33.75元,現報33.45元,反覆續升1.8%。 然而,美團(03690.HK)三連跌,股價午後低見195.8元,創逾四個月低,現報197.8元,急挫9.9%。網易(09999.HK)、重磅股騰訊(00700.HK)、藥明生物(02269.HK)、京東(09618.HK)、阿裏健康(00241.HK)及舜宇(02382.HK)跌逾3%-7%。此外,三連跌的碧桂園服務(06098.HK)挫逾8%曾低見39.6元,創約年半低。 汽車股除東風(00489.HK)逆升逾1.5%曾高見6.87元外,餘下全部捱沽,藍籌吉利(00175.HK)及比亞迪(01211.HK)報20元及253.6元,分別續跌近6%及回吐7%。
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