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憧憬降準撐經濟內需股跑贏大市 青啤(00168.HK)和潤啤(00291.HK)漲逾半成
美銀證券上周尾指,基於疫情嚴峻衝擊下,預計內地3月零售銷售額將轉降3%。國務院總理李克強表示,將適時降準加大實體經濟支持。內需股今天跑贏恆指(反覆升0.4%)及國指(升近0.7%),汽車股及啤酒股表現較好。 昨天獲摩通重申「增持」評級仍看91元的青啤(00168.HK)三連升,今早升破10天及20天線,最高見63.85元,半日收63.25元,續升5.4%。藍籌潤啤(00291.HK)重越10天線(45.7元),最高見46.45元,半日收46.3元,回升5.3%。百威亞太(01876.HK)三連升兼突破10天線,最高見20.8元,半日收20.5元,續升1.7%。 主要體育用品股普遍升1.7%-3.5%,其中藍籌李寧(02331.HK)反覆回升3.5%半日收62.6元。
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