新經濟股帶動恆指升幅擴至逾380點 惟匯控及恆生逆軟
美股三大指數上週五在科技股有趁低盤吸納下全面高收倒升約1.7%-3.1%,道指彈力最弱,由曾續跌353點,轉升564點或近1.7%。美股期貨全面反覆續升0.1%-0.3%。亞太區股市普遍反彈,尤其是日經及菲股回升1.5%及1.3%。滬深及南韓股市今天起假期休市。
財新中國1月製造業PMI意外重陷收縮,由前值50.9,降至49.1遜預期,爲2020年3月以來最低,遜於市場預期。然而,中國官方1月製造業PMI由前值50.3,降至50.1,優於市場預期50;非製造業PMI由前值52.7,降至51.1,創五個月低,但仍高於市場預期51。
恆指兩連跌後,今天於牛年最後半個交易日,在新經濟股重現買盤支撐高開74點或0.3%報23,624,在金融分類指數跌1%拖累掉頭曾倒跌80點低見23,469獲承接,再度節節抽高,現報23,933,回升383或1.6%,成交額493億元。
藍籌股普遍造好,尤其是阿裏巴巴(09988.HK)、京東(09618.HK)及美團(03690.HK)反彈逾5%-6.5%,分別報115.7元、282.8元及221.6元。
權重股騰訊(00700.HK)重越10天及100天線(470.2元),報471.6元,回升2.5%。網易(09999.HK)高見156.1元,現報155.4元,回升4.6%。藥明生物(02269.HK)止跌回升3.3%報76.75元。
藍籌內房升逾1.5%-3%,潤地(01109.HK)及龍湖(00960.HK)最強分別報37.65元及46.6元,齊升3.2%,後者股價創逾半年高。
然而,匯控(00005.HK)及恆生(00011.HK)由高位回落低見54.25元及152.3元,現報55.1元及154.9元,逆市分別回吐0.9%及續吐0.6%。
百威亞太(01876.HK)續跌2.8%報20.85元。此外,三大公用股也偏軟。
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