恆指逆區內倒升曾逼近21,100 港交所、友邦、美團及京東撐市 惟創科續挫逾4%屢尋底
美國連日公布一連串主要經濟數據均遠差預期,昨天出爐反映大西洋沿岸中部地區6月製造業活動逾兩年首陷收縮,市場重燃美國經濟陷入衰退憂慮,美股三大指數昨晚在房屋、金融、工業及高增長股主導急挫2.4%-4.1%,道指曾挫逾900點年半來首次失守三萬關。亞太股市今早普遍跌逾1%-2%。然而,據報中美領導人或於今夏再通話,中港股市低位見承接曾齊倒升,滬指及深成高見3,302及12,276,現報3,268及12,086,均跌0.5%。
恆指承昨天倒跌2.2%勢,今早低開再考驗昨天盤中所造低位20,697不破,掉頭曾倒升248點高見21,094遇壓,現報20,972,逆區內倒升127點或0.6%,總成交額659億元。
藍籌股榮辱互見。美團(03690.HK)及京東(09618.HK)由低位187.5元及244.2元,掉頭曾高見197.6元及257.6元,現報194元及254.8元,倒升2.5%及3.5%;但阿里巴巴(09988.HK)反覆受壓,高低見104.1元/100元,現報101.9元,反覆續吐0.5%。
金融股以中銀(02388.HK)、平安(02318.HK)、港交所(00388.HK)及友邦(01299.HK)彈力較強,股價升逾1%-2%,後兩者跑贏報355.4元及79.7元,升1.9%及2.6%。
地產股以恆隆地產(00101.HK)表現最好,股價重越10天線,最高見15元,現報14.88元,回升3%;潤地(01109.HK)回升1.5%報33.15元。
吉利(00175.HK)股價升2.7%報14.96元;比亞迪(01211.HK)扭四連跌,高低見300元/286.4元,現報296.6元,反覆回升2%;李寧(02331.HK)今天除淨末期股息45.97分人民幣,股價高見64.3元,現報63.3元,回升1.3%。
然而,美國昨晚公布5月新屋動工量按月急降14.4%逾兩年最傷,市場憂慮聯儲局大幅加息或令美國經濟陷入衰退,出口股創科(00669.HK)五連跌屢尋底,今早曾挫6.5%低見80.1元,創近兩年低,現報81.75元,續挫4.5%,為最傷藍籌;申洲(02313.HK)九連跌,報91.8元,跌2.4%。此外,非藍籌德昌電機(00179.HK)續跌2.3%報9.56元,股價失守50天線。
匯豐研究指澳門新博彩法敲定正面,博彩稅上調1個百分點及收緊資本要求為意料之外。濠賭股今早全面跌逾1%-4%,其中金沙(01928.HK)報14.82元,跌2.6%;非藍籌永利(01128.HK)沽壓最大,報4.36元,續跌4.2%。此外,舜宇(02382.HK)續跌逾3%報111.6元,股價失守50天線(112.3元)。宏橋(01378.HK)續跌3.6%報8.94元。
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