恆指升幅擴至逾500點 平安、龍湖、美團及碧桂系漲7%-9%
港匯轉弱,連日觸及7.85弱方兌換保證水平,金管局於上周五歐洲交易時段及上周末清晨紐約交易時段先後再承接41.61億港元及64.13億港元沽盤,令本周二(19日)銀行體系結餘降至2,048.65億港元。然而,針對近期內地「爛尾樓斷供潮」問題,中國銀保監會要求銀行要主動承擔社會責任,千方百計推動「保交樓」的金融服務。深滬股市今早在非銀金融、券商、房地產及煤炭板塊升1.9%-3.9%帶動反覆回升,滬指及深成現報3,265及12,495,彈近1.1%及0.7%。
恆指繼上周累挫1,428點或6.6%後,今早工商、金融、國指、科指及地產分類指數反覆升2.5%-3.2%,回升530點或2.6%,報20,827,成交額566億元。
藍籌幾乎全面反覆向好,上周捱沽四大藍籌內房潤地(01109.HK)、中海外(00688.HK)、龍湖(00960.HK)、碧桂園(02007.HK)及旗下碧服(06098.HK)彈4.5%-9.4%,後三者彈力最強報29.95元、3.62元及24.85元,回升7%-9.4%。
三大藍籌保險股升逾1.5%-5%,中國平安(02318.HK)報49.25元。四大藍籌內銀升逾2%-3.5%,建行(00939.HK)及招行(03968.HK)彈力最強,報5.03元及42.6元。匯控(00005.HK)升2.7%報49元。
新經濟股以美團(03690.HK)彈力最強,報191.6元,回升6.9%;京東(09618.HK)彈逾3%報244.4元。騰訊(00700.HK)及阿里(09988.HK)反覆升逾1%。此外,宏橋(01378.HK)升6.1%報8.21元。
美國上周五經濟數據普遍騰預期,出口股申洲(02313.HK)及創科(00669.HK)升近3%-4%,報85.2元及85.7元。
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