恆指升幅擴至逾400點挑戰20天線 新經濟、保險及車股領漲
中國4月工業生產及零售數據意外錄得逾兩年最大跌幅,加上美國5月紐約製造業指數意外急降至再呈收縮,市場擔憂拖累環球經濟放緩,美國高增長大型科技股及芯片板塊主導納指及標指昨晚回吐1.2%及0.4%,但道指在能源及醫保相關股造好支撐反覆續彈26點。
港匯觸及弱方兌換保證,金管局於昨天港股收市後再承接58.88億港元沽盤,為上周四早上逾三年首次買入港元以來第五度買入,累計買入175.85港元以捍衛聯匯,令周三本港銀行體系結餘降至不足3,200億元。然而,恆指三連升,尤其是今天跑贏區內,恆指在新經濟及保險股帶動高開243點或1.2%報20,193,回順至20,169拒絕再下,最高見20,377(接近20天線20,386),現報20,369,續升418點或2.1%,成交額458億元。
藍籌股普遍向好。騰訊(00700.HK)高開1.3%報354.4元獲承接,曾高見364.2元,現報359.8元,回升2.8%;騰訊音樂(TME.US)首季少賺34%至6.09億元人民幣。網易(09999.HK)曾一舉重越20天、10天及100天線(148.4元),最高見151.8元,現報147.9元,回升4.1%。京東(09618.HK)及阿里巴巴(09988.HK)續彈逾4%,分別高見211.4元及89.05元。美團(03690.HK)高見169.8元,現報169元,回升3.4%。
金融股以港交所(00388.HK)、中國平安(02318.HK)、國壽(02628.HK)及友邦(01299.HK)升幅最大,股價升逾2%-3%,分別高見335.6元、47.6元、11.32元及76.7元。匯控(00005.HK)高見48.75元,現報48.5元,升1.3%。
中汽協數據顯示,內地車企今年首4個月汽車出口按年升39.4%至72.3萬輛。汽車股全面升逾1.5%-8%,其中藍籌比亞迪(01211.HK)續升5.4%報250.4元,同為藍籌吉利(00175.HK)回升6.4%報13.34元;非藍籌長汽(02333.HK)及蔚來(09866.HK)更急升9%及8%,分別報12.48元及118.6元,前者股價升破50天線(11.77元)。
手機股以舜宇(02382.HK)最強,股價升破10天及20天線(103.4元及105.8元),最高見106.4元,現報106元,續漲6.9%;瑞聲(02018.HK)及小米(01810.HK)高見16.58元及11.42元,現報16.46元及11.3元,齊升1.6%。
內需股普遍升逾1%-2%,李寧(02331.HK)最強,最高見59.5元,現報58.8元,續升2.7%。然而,創科(00669.HK)反覆回吐0.8%報100.2元。此外,藥明生物(02269.HK)反覆回吐1.3%報52.4元。
碧桂園(02007.HK)就昨天股價急漲發不明升因公告,但確認擬於短期內發行最多5億人民幣公司債。該股承昨天急漲逾10%勢,今早高見4.98元遇阻,掉頭曾吐逾半成低見4.62元獲承接,現報4.79元,回吐1.8%。
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