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內地LPR利率未見下調 內房股隨A股同業捱沽 碧桂園、萬科及綠城挫約5%-6.5%
IMF將中國今年GDP增長預測下調0.4個百分點至4.4%(遠低中央設定增長目標5.5%),以反映俄烏戰事及中國爆發疫情收緊防疫措施將令經濟持續放緩。此外,內地一年及五年期LPR利率維持3.7%及4.6%,未如市場預期降息。A股內房板塊今早挫3.5%居跌幅榜首,拖累深成曾續跌1.2%至11,496。 本港內房股也難獨善其身,其中四大藍籌內房連跌第二天,尤其是中國海外(00688.HK)、潤地(01109.HK)和碧桂園(02007.HK)跌逾2.5%-5%,分別報25.95元、36.6元及5.7元,前者股價失守10天線,後兩者股價均失守20天及50天線;龍湖(00960.HK)續跌2%報41.2元(剛爲50天線)。 綠城中國(03900.HK)續挫6.5%報14.46元;萬科(02202.HK)續挫4.8%報19.46元;中國金茂(00817.HK)及旭輝(00884.HK)續跌3.6%-5%,分別報2.68元及4.13元。 雅居樂(03383.HK)、富力(02777.HK)、中海宏洋(00081.HK)、合景泰富(01813.HK)、時代中國(01233.HK)、龍光(03380.HK)、寶龍地產(01238.HK)及綠景中國(00095.HK)跌約2%-4%。 恆指現報21,130,反覆回升102點或0.5%,成交額418億元。
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