恆指考驗23,400獲承接漲逾200點越23,700 匯控與騰訊及醫藥板塊領漲
美股三大指數上週五繼續反覆受壓,美國12月非農就業新增職位意外連續第二個月放緩至19.9萬個創一年低,但期內失業率急降至3.9%創22個月低兼工資漲幅均勝預期,反映勞工市場依然吃緊,市場仍然預期聯儲局最快今年3月加息,美國10年期債息上週五曾觸及1.8%爲2020年1月以來最高,銀行及能源股逆市造好,支持道指僅反覆跌4點,但科技、晶片及非必需消費股繼續捱沽,拖累納指及標普續跌0.4%及近1%。美股期貨個別發展,道指期貨報36,071,跌0.1%;但已四連跌的納指一百期貨回升0.2%報15,614。此外,日股今天假期休市,亞太區股市個別發展,新西蘭及南韓股市跌逾1%;但新加坡海峽時報指數三連升,今早曾升逾1%。
恆指三連升,繼上週五在金融與地產分類指數受捧及權重新經濟股推動高收續漲1.8%後,今早在騰訊(00700.HK)及匯控(00005.HK)高開逾1%支撐,高開30點或0.1%報23,523欠承接,在美團(03690.HK)及上週五火車頭之一阿裏巴巴(09988.HK)倒跌逾2%拖累,掉頭曾倒跌94點低見23,399拒絕再下,再度節節抽升214點或0.9%,報23,708即市高位,成交額584億元。
藍籌股個別發展,匯控隨美同業今早高見51.75元創22個月高,現報51.45元,續升2.7%;旗下恆生(00011.HK)高見156.5元,創半年高,現報156.3元,續升3.1%。中銀(02388.HK)及建行(00939.HK)續升逾1%,高見28.5元及5.73元,分別創近四個月及七個月高位。然而,友邦(01299.HK)及董事長王濱涉嚴重違法受查的國壽(02628.HK)回吐逾1%-2%,分別低見79.25元及13.12元。
醫藥板塊表現強勁,尤其是阿裏健康(00241.HK)由逾三年半低位連升第三天兼突破10天及20天線(6.67元),報7.05元,急漲12%;藥明生物(02269.HK)、石藥(01093.HK)及中生製藥(01177.HK)依次續升3%-7%,分別報83.15元、9.37元及6.27元,後兩者股價升破百天線。
騰訊三連升,高低見453.6元/442.4元,現報453元,續升2.3%;美團反覆三連升,高低見208元/198.3元,現報206.8元,反覆升1.4%。
新奧燃氣(02688.HK)重越牛熊線及百天線(137.05元及139.2元),最高見143元,現報140.3元,回升3.3%。內需股以蒙牛(02319.HK)表現最好,股價繼上週五反彈逾6%重越牛熊線後,今早進一步升破百天線(46.45元),最高見48.2元,現報47.95元,續升3.8%;恆安(01044.HK)回升3.7%報41.6元;但李寧(02331.HK)三連跌,最低見72.8元,創近半年低,現報74.15元,續跌2.3%。
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