恆指反覆回升250點 績後獲大行升價美團漲逾7% 惟內房股續捱沽
阿思達克 06-06 10:49
美國5月非農就業新增職位放緩速度不及預期，加上聯儲局副主席布雷納德上周四指看不到9月暫停加息理由，市場對局方9月繼續加息預期再度升溫，美股上周五在大型科網及芯片股等主導全面吐近1.1%-2.5%，納指最傷。然而，美股期貨全面回升0.4%-0.5%。亞太股市今天個別發展，中港股市假後重開跑贏。
財新中國5月服務業PMI由前值所創逾兩年低位36.2，止跌回升至41.4，遠低於市場預期46，且已連續3個月收縮。然而，中央推出一連串振興經濟措施，滬指及深成繼上周四高收分別回升0.4%及續升0.7%後，今天於長周末假後復市輕微高開，現報3,219及11,862，續升0.8%及2%。
標普香港5月PMI由前值51.7，急升至54.9，創逾11年高。此外，本港4月零售額按年意外止跌回升11.7%。恆指繼上周四由曾挫410點收窄至僅續吐212點或1%二萬一關及50天線失而復得後，今早長周末假後復市高開200點或近1%報21,282，掉頭曾倒跌52點低見21,030獲承接，再度曾抽升260點高見21,342，現報21,332，回升250點或1.2%，成交額526億元。
藍籌股榮辱互見，美團(03690.HK)首季收入按年升25%至462.7億人民幣及經調整後淨虧損按年收窄7.7%至35.9億人民幣均勝預期。匯豐、瑞銀、美銀及富瑞績後上調美團目標價至215-323元，後者最進取。該股今早高開6.5%報192元，曾回順至187.2元拒絕再下，再度抽升至194.3元，現報193.3元，回升7.3%，成交已達2,410萬股。
受惠國策的內需股以李寧(02331.HK)及安踏(02020.HK)表現最好，股價重越50天線，最高見63.5元及90.8元，現報62.55元及90.5元，回升4.3%及5.2%。潤啤(00291.HK)回升4%報50.3元。比亞迪(01211.HK)續升4.7%報297.8元，創半年高。京東(09618.HK)升2%曾高見229.2元。此外，藥明生物(02269.HK)續升近7%報60.95元。
傳統地產股新世界(00017.HK)及恆隆地產(00101.HK)反彈2.4%-3.2%，現報29.8元及14.26元。然而，上月尾遭大摩看淡普遍削價的內房股今早逆市續捱沽，其中四大藍籌內房潤地(01109.HK)、碧桂園(02007.HK)、龍湖(00960.HK)及中海外(00688.HK)續挫逾2.5%-4.5%，後兩者最傷曾分別低見35.75元及21.65元。
「三桶油」貼價造好，尤其是中海油(00883.HK)由逾兩年高位調整兩天後，今早高見12.42元，現報12.32元，回升2.3%。然而，信義玻璃(00868.HK)扭三連升，股價急吐9%報18.5元，股價重失100天及10天線(19.37元及19.45元)。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
More Content
CS Hotline: +852 3018 4526
Trading days: 24 hours | Non-trading days: 9:00-18:00
