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恆指吐逾200點曾失20,600 阿里、創科及安踏跌3%-4% 東方海外逆升逾2%
美國多間大企業正為當地或出現經濟衰退做好準備放緩招聘及開支,甚至裁員,包括Tesla、Meta及Alphabet、高盛,以及擬報蘋果也計劃明年放慢部分招聘及開支增長,市場重燃美國經濟陷入衰退憂慮,美股三大指數昨晚由曾續彈1%-1.5%,轉降0.7%-0.8%。亞太主要股市今天普遍回軟,但日經假後重開追升0.7%。 港匯觸及7.85弱方兌換保證水平,金管局繼上周四度入市接港元後,昨天收市後於歐洲交易時段及今晨於紐約交易時段先後承接54.95億港元及80.7億港元沽盤,令本周三(20日)銀行體系結餘降至1,913.17億港元,為近兩年首次不足2,000億港元。 恆指繼昨天高收急彈2.7%結束五連跌後,今早在金融板塊主導低開126點或0.6%報20,719,最高見20,751無以為繼,跌幅曾擴至255點或1.2%,低見20,590,現報20,632,回吐213點或1%,總成交額317億元。 藍籌股普遍回吐,投資者對美國經濟衰退憂慮升溫,出口股創科(00669.HK)及申洲(02313.HK)回吐3.8%及1.7%,曾分別低見83.55元及84.05元。此外,內需股蒙牛(02319.HK)、吉利(00175.HK)、比亞迪(01211.HK)、潤啤(00291.HK)、李寧(02331.HK)及安踏(02020.HK)跌2%-4%,後者沽壓最大報90.6元,跌4.1%。 阿里巴巴(09988.HK)隨昨晚ADR回吐3%曾低見100.1元。碧桂園服務(06098.HK)繼昨天止跌回升受制25元後,今早跌逾3%曾低見23.05元。海底撈(06862.HK)跌3.6%報15.48元。濠賭股金沙(01928.HK)及銀娛(00027.HK)跌1.5%及2.6%,報17.04元及44.6元。 金融股以友邦(01299.HK)、匯控(00005.HK)及中銀(02388.HK)沽壓較大,股價跌逾1%。然而,波羅的海海岬型指數昨晚漲1.6%報2,967四連升創近一個月高。東方海外(00316.HK)逆市續升2.6%報253元。
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