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新經濟及內需股急彈帶動恆指午後曾倒升逾300點
中證監及國資委等聯合發出通知,支持上市公司大股東、董事及高層等在股價大跌時積極增持,審慎制訂減持計劃。受困於疫情嚴峻的滬指及深成繼昨天低收挫2.6%及近3.7%後,今天高收3,213及11,756,反覆回近1.5%及2.1%,後者結束四連跌。 恆指承半日市反覆續跌0.5%勢,午後初段進一步低見20,988獲承接,在新經濟及內需股帶動,再度抽升曾兼突破今早高位,考驗20天線(21,512),最多回升310點,高見21,519,現報21,258,回升50點或0.2%,成交額1,134億元。 藍籌股以新經濟股及內需股彈力最強,內地時隔8個月重啟遊戲版號審批,里昂認為是一個好的開始,顯示內地網遊監管環境正常化標誌,大摩也指此舉意味著互聯網行業監管出現拐點。騰訊(00700.HK)及網易(09999.HK)高見372.6元及151.6元 ,現報364.6元及147.8元,回升3.1%及3.8%。此外,美團(03690.HK)及京東(09618.HK)高見159.2元及229.2元,現報152.7元及224.2元及,回升3.5%及4.1%。海底撈(06862.HK)回升7.8%曾高見14.02元。 內需股以潤啤(00291.HK)、安踏(02020.HK)及李寧(02331.HK)表現最好,股價反彈逾5.5%-7%,分別高見46.6元、92.85元及63.35元。百威亞太(01876.HK)升3%曾高見20.7元;農夫山泉(09633.HK)回升2.7%曾高見43.15元。此外,銀娛(00027.HK)及金沙(01928.HK)也反覆回升逾1.5%-3.5%,分別報45.25元及17.82元。 然而,地產分類指數續跌1.3%,其中新世界(00017.HK)、長實(01113.HK)及四大藍籌內房跌近1%-3%,碧桂園(02007.HK)及中海外(00688.HK)沽壓最大,分別報6元及25.45元。此外,聯想集團(00992.HK)續挫逾4%報7.78元。
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