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恆指突破二萬一曾漲469點 舜宇、美團及海底撈漲逾6%-8%
美國近期一連串主要經濟數據遜預期,加上被聯儲局視通脹目標的核心PCE物價指數連續兩個月放緩,高盛指美國通脹有見頂先兆料利好美股,環球資金重投股市,美股三大指數於長周末假前夕在大型科網股、芯片及藍籌百花齊放推動高收續漲1.8%-3.3%,道指六連漲。亞太主要股市今早全面造好,尤其是日經續漲2%半日高收27,309;韓菲台股續升1.1%-1.6%。 港股兩連漲,恆指承上周五急彈2.9%勢,今天於期結日高開236點或1.1%,早段曾回順至20,885(剛為50天線)拒絕再下,掉頭曾抽升469點或近2.3%高見21,167,現報21,087,續漲390點或1.9%,成交額已達665億元。 藍籌股普遍向好。上海推出重振經濟方案,其中包括全力助企(尤其是餐飲和零售業)紓困、促進消費,對置換純電動汽車個人消費者給予一次性1萬元人民幣補貼。內需股以李寧(02331.HK)及潤啤(00291.HK)表現最好,前者股價重越10天及20天線,最高見57.6元,現報56.9元,續升8.1%;後者股價突破50天線(45.7元),報47.55元,續升7.2%;安踏(02020.HK)及蒙牛(02319.HK)重越10天及20天線,最高見86.2元及40.25元,現報85.6元及39.75元,續升4.4%及2.4%。比亞迪(01211.HK)四連升,最高見276.8元,現報272.2元,續升1.3%。美團(03690.HK)及海底撈(06862.HK)高見175.9元及14.56元,現報174.6元及14.48元,續漲6.6%及8.2%,前者股價重越20天及10天線,後者股價升破50天線。 蘋果(AAPL.US)上周五續漲4%為最強藍籌,手機股舜宇(02382.HK)高見120.8元,現報118.6元,續漲6.1%。阿里巴巴(09988.HK)、騰訊(00700.HK)及京東(09618.HK)續漲約2%-4%,分別高見93.2元、350元及219.2元。 中港原則上同意ETF互聯互通,最快兩個月後實施。金融股以港交所(00388.HK)表現最好,股價三連升兼重越10天及20天線,最高見344.4元,現報340.8元,續升3%。匯控(00005.HK)、建行(00939.HK)、友邦(01299.HK)及兩大藍籌內險股升逾1%。然而,公用分類指數逆市反覆跌0.2%。
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