車股普遍跑贏 吉利、比亞迪、長汽及五菱汽車漲逾5%-11%
歐洲央行昨晚議息後預告下月開始加息爲11年來首次,環球主要央行展開加息週期遏止通脹持續飆升,加上世銀日前警告全球經濟有陷入滯脹風險。歐美主要股市昨晚全面下挫近1.5%-2.8%,亞太股市今天也難獨其身,尤其是菲股急挫2.8%,臺韓澳、印度及日經也跌1%-1.5%。然而,內地最新通脹數據溫和並大致符合預期,給予未來央行減息空間,滬指及深成低位見承接, 現報3,282及12,021,倒升1.3%及1.8%,連帶恆指也收復曾續吐381點所有失地倒升0.1%,午後曾高見21,935,總成交額1,066億元。
汽車股今天普遍跑贏,尤其是發力拓展新能源乘用車領域的五菱汽車(00305.HK)急彈11%報1.36元,股價重越10天線(1.29元),成交急增至2,003萬股。五菱汽車日前表示將與工菱工業分別出資3.05億及3億元人民幣共同增資五菱新能源,重組後的五菱新能源將覆蓋整個新能源細分市場和產業鏈,包括涉足乘用車領域。此外,上汽通用五菱與大疆首個全球戰略合作成果昨天正式落地,全球首款搭載大疆車載系統的新能源量產車型即將上市。
長汽(02333.HK)承昨天回吐勢,今早低見13.5元(接近20天線13.4元)獲承接,掉頭重越10天及百天線(14.4元及15.23元),最高見15.56元,現報15.36元,倒升8%;長汽A股(601633.SH)也由低位34.95元人民幣,掉頭倒升3.4%曾高見37.2元人民幣。
藍籌吉利(00175.HK)由早段低位14.22元,掉頭重越10天線(14.99元),最高見15.5元,現報15.32元,倒升5.2%。
廣汽(02238.HK)低見7.46元獲承接,掉頭高見7.88元,現報7.83元,回升3.4%;廣汽A股(601238.SH)倒升3.7%曾反覆高見16.5元人民幣。
比亞迪(01211.HK)繼昨天回吐後,今天股價低開見294元獲承接,掉頭再探頂,最高見319.4元,暫受制去年10月所創紀錄高位324.6元,現報317元,倒升5.8%;比亞迪A股(002594.SZ)反覆高見349.8元再創新高,現報346.91元人民幣,倒升7.6%。
小鵬汽車(09868.HK)及理想汽車(02015.HK)由低位100.8元及114.5元,掉頭高見111元及123.7元,現報109.9元及122.8元,倒升4.3%及4.8%。
然而,蔚來(09866.HK)首季非公認會計準則經調整淨虧損按年增2.6倍至12.85億元人民幣。該股由約兩個月高位反覆兩連吐,高低見162.7元/146.9元,現報157.3元,逆同業續吐1.5%。
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