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恆指午後升幅擴至逾200點 中資餐飲內需股續受捧 青啤、美團及奈雪漲逾5%-11%
內地5月官方製造業及非製造業PMI彈幅超預期。恆指三連升,今天於期結完畢低開17點後,在科指及工商分類指數反覆續升2.7%及2%帶動,午後由今早最低位21,029,曾抽高至21,344,現報21,333,反覆續升209點或1%,成交額973億元。 內地疫情緩和,上海周三起放寬防疫措施,中資餐飲及零售股繼續受惠深滬先後出台刺激消費等重振經濟措施,尤其是奈雪的茶(02150.HK)升破百天線(5.8元),最高見6.47元,現報6.41元,續漲11%。內地最大連鎖酒館海倫司(09869.HK)更四連升,股價承昨天急漲14%勢,今早高見13.5元,為4月初以來最高,現報13.24元,續漲6.4%。 九毛九(09922.HK)繼昨天漲近一成突破四條移動平均線後,午後高見18.54元,創近3個月高,現報收18.52元,續漲8.2%。呷哺呷哺(00520.HK)重越50天線(3.53元),午後高見3.57元,現報收3.56元,續彈5.3%。百勝中國-S(09987.HK)三連升兼突破百天線(352元),午後見359.8元,現報359.2元,續升3.9%。頤海(01579.HK)承昨天升重越10天線勢,午後高見24.2元,現報24元,續彈6.7%。 藍籌美團(03690.HK)三連漲,今天股價升破百天線(177.5元),午後高見186.1元,現報185.2元,續升5.8%。同為藍籌海底撈(06862.HK)繼昨天彈近一成突破50天線後,午後高見15.52元,現報15.48元,續升5.5%。 內需股以特步(01368.HK)升幅最大,股價三連升,曾重越牛熊線(11.78元),最高見11.82元,現報11.64元,續升6.2%。 青啤(00168.HK)四連升,今天股價曾重越牛熊線(68.3元),午後高見68.7元,現報68.5元,續升5.3%。復星國際(00656.HK)公布以每股62元悉售所持青啤H股,料出售所得淨額約41.29億元。富瑞認為有關出售可消除陰霾,有利青啤收窄H股與A股價差,給予H股目標價96元。 安踏(02020.HK)、潤啤(00291.HK)及李寧(02331.HK)續升逾2%-4.5%,獲大摩吹笛李寧最好,午後高見61.7元,現報61.3元,續升4.9%。
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