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恆指升幅擴至340點 金融股主導大市 內需股普遍受壓
美國經濟數據及企業季績榮辱互見,加上美匯指數續升至5年高,但部分藍籌季績勝預期,支持道指及標指昨晚反覆回升0.2%,納指反覆逆軟。Meta(FB.US)首季盈利及日均活躍用戶勝預期,股價盤後急彈18%報207.04美元,帶動納指一百期貨反彈1.3%報13,183,標普五百期貨續升0.8%報4,212;道指期貨僅反覆續升不足0.2%報33,285。亞太股市今早段普遍向好,但除澳洲200回升1%及港股續升1.6%外,餘下升幅均少於1%。 恆指連彈第三天,今早高開172點或近0.9%報20,118,在金融及內需股拖累,升幅曾收窄至僅10點低見19,956拒絕再下,在科指升1.4%,以及地產、工商和金融分類指數漲1.2%-1.9%推動,升幅擴至340點或1.7%報20,286,成交額494億元。 藍籌股普遍升逾1%-2%,其中匯控(00005.HK)早段續跌至47.6元(剛爲牛熊線)獲承接,掉頭高見49元,現報48.8元,倒升1.5%,結束四連挫。國壽(02628.HK)首季少賺47%,大行削目標價但普遍維持正面評級,股價反覆回升1.8%報11.3元,結束三連跌;中國平安(02318.HK)旗下平安銀行首季多賺27%,股價反覆升1.7%報49.8元,結束四連跌。此外,四大內銀升1%-6.3%,招行(03968.HK)彈力最強,股價終止三連挫由逾一年低位回升6.4%報47.25元。 新經濟股以京東(09618.HK)及阿裏巴巴(09988.HK)表現較堅挺,最高見228.4元及88.55元,現報226元及87.8元,回升2.8%及3.8%;但美團(03690.HK)高開近3%報152.1元欠承接,掉頭低見144.2元,現報147.5元,倒跌0.3%。 內需股農夫山泉(09633.HK)、李寧(02331.HK)、申洲(02313.HK)及海底撈(06862.HK)均跌約2.5%。
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