帶動內地經濟增長「三頭馬車」4月數據遜預期 中港股市倒跌 美團倒跌逾4%
阿思達克 05-16 10:52
國總局數據顯示，帶動內地經濟增長「三頭馬車」4月數據均遜於市場預期，其中4月零售總額按年降幅擴至11.1%(前值轉降3.5%)，遠超市場預期降6.6%，工業生產按年意外轉降2.9%(前值續升5%)，市場原預期續升0.5%；首4個月固定資產投資年升放緩至6.8%(前值升9.3%)，遜於市場預期升7%。滬指及深成由高位3,102及11,296，掉頭倒跌0.6%，報3,066及11,096。
本港首季實質GDP終值確認按年重陷萎縮4%(前值增長4.7%)，結束連增4季；季調後終值略下修按季萎縮3%(前值零增長)。港府因應首季經濟表現遜於預期，調低全年GDP預測由《財政預算案》公佈增長2%-3.5%，下調至僅增長1%-2%。
恆指承上週五急彈518點或近2.7%勢，今早在新經濟股、內房及濠賭股帶動，高開232點或1.2%報20,131，最多升274點，高見20,173無以爲繼，在金融、科指及工商分類指數跌0.2%-0.5%拖累，掉頭曾倒跌92點，低見19,806，現報19,812，倒跌86點或0.4%，成交額430億元。
藍籌股個別發展，內地疫情緩和，海底撈(06862.HK)回升4.4%曾高見14.3元；但美團(03690.HK)蒸發曾漲3%所有升幅，最低見159.3元，現報160.6元，倒跌4.2%。此外，權重股騰訊(00700.HK)由高位362.4元，掉頭低見34899元，現報348.8元，倒跌1.6%。阿裏巴巴(09988.HK)由高位86.25元，曾回順至83.35元，現報83.55元，續升1.6%。
人行下調首套房貸利率20點子。四大藍籌內房逆升，其中碧桂園(02007.HK)及龍湖(00960.HK)高見4.87元及38.3元，現報4.6元及37.15元，續升3.8%及2.5%。相反，傳統地產股普遍反覆受壓，長實(01113.HK)及新世界(00017.HK)倒跌逾1%，分別報52.85元及28.2元。
內地4月零售額連跌兩個兼遠遜預期，內需股恆安(01044.HK)、蒙牛(02319.HK)及農夫山泉(09633.HK)倒跌近1%-2%，後者最傷39.9元。
首四個月保費收入按年微升0.7%的中國平安(02318.HK)、國壽(02628.HK)及港交所(00388.HK)倒跌0.8%-1.1%；但友邦(01299.HK)高見74.1元，現報73.65元，升0.5%。
藥明生物(02269.HK)及阿裏健康(00241.HK)續升逾2%，分別報53元及4.21元。
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