恆指倒跌近300點 美團、創科、百威、龍湖及阿里挫4%-5% 東方海外逆升近半成
美國次季GDP初值意外續萎縮0.9%技術性陷入衰退,期內核心PCE物價指數升幅明顯放緩兼低預期,市場憧憬聯儲局放慢加息步伐,指標十年期美債息率曾挫至不足2.7厘創逾三個低,美股繼昨晚全面高收續升1%-1.2%後,期貨全面續升0.1%-1.3%,蘋果(AAPL.US)及亞馬遜(AMZN.US)季績勝預期,股價盤後分別續升近3%及14%,帶動納指一百期貨及標普五百期貨跑贏,報12,907及4,100,續升1.3%及0.7%。亞太股市今早普遍造好,但升幅均少於1%;菲律賓及中港股市更反覆逆跌。
港股三連跌,恆指今早高開24點或0.1%報20,647欠承接,掉頭倒跌294點或1.4%,報20,328即市低位,總成交額395億元。
藍籌股普遍受壓,美國次季經濟技術性陷入衰退,出口股創科(00669.HK)挫逾4%曾低見86.2元,失守10天及20天線。績後遭美銀證券削價至28元的百威亞太(01876.HK)回吐半成報22.5元,結束連日上升。此外,內需股潤啤(00291.HK)、李寧(02331.HK)及安踏(02020.HK)跌逾2%;但吉利(00175.HK)逆彈逾2%報15.7元。
四大藍籌內房全面受壓,尤其是龍湖(00960.HK)三連挫報26.5元,挫4.7%;碧桂園(02007.HK)跌3.8%曾低見3.01元再創逾6年低。
權重新經濟股騰訊(00700.HK)、網易(09999.HK)、京東(09618.HK)、美團(03690.HK)及阿里(09988.HK)挫2.5%-5%,後兩者最傷報180元及94.15元,挫4%-5%。
然而,東方海外(00316.HK)回升4.7%報275.6元:信義光能(00968.HK)回升5.4%報13.34元。防守股領展(00823.HK)升1.8%報66.35元;電能(00006.HK)升1.4%報51.6元。
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