上海推重振經濟方案內需股受捧 青啤、潤啤及李寧續漲逾6%至9%
數據顯示美國通脹有見頂象,美股三大指數上周五(27日)於長周末假前夕續升1.8%至3.3%,道指六連漲,納指追升。亞太區主要股市今日(30日)全面造好。港股兩連漲,恆指於期結日在科指續漲3%,以及金融和工商分類指數續升1.4%至2.9%推動,突破二萬一關,最多續469點或近2.3%,高見21,167,現報21,100,續升403點或近2%。
繼國務院總理李克強要求各部門切實擔負起穩定宏觀經濟大盤重任後,上海宣布推出重振經濟方案,其中包括全力助企紓困及促進消費,對置換純電動汽車個人消費者給予一次性一萬元人民幣補貼,預計全年為市場主體減負3,000億元人民幣。
內需股今天以藍籌李寧(02331.HK)表現最好,股價三連升兼重越10天線(55.5元),最高見57.6元,現報57.55元,續升9.3%。潤啤(00291.HK)及青啤(00168.HK)三連漲,股價均一舉升破10天、20天及50天線,前者報47.5元即市高位,升7.1%;後者高見66元,現報64.65元,續升6.5%。
創維(00751.HK)、蒙牛(02319.HK)、特步(01368.HK)及藍籌安踏(02020.HK)各升逾2%至4%。
小鵬-W(09868.HK)及蔚來-SW(09866.HK)高見89.15元及133元,現報88.15元及132.6元,續升4.2%至5.5%。藍籌比亞迪(01211.HK)四連升,最高見276.8元,現報271.6元,續升1.1%。然而,理想汽車-W(02015.HK)及傳統車股全部跑輸,部分更倒跌。
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