恆指受制10天線倒跌 騰訊及阿裏倒跌2%-2.6% 九倉置業續升逾2%
阿思達克 08-05 11:00
美股昨晚個別發展，美國首領失業金總人數再逼近去年11月高位，市場觀望今晚非農就業新增職位數據，加上油價挫至半年低位，標普能源指數挫3.6%，逾三分二藍籌受壓，拖累道指回軟；但費城半導體指數續升0.9%及亞馬遜漲逾2%，支持納指反覆逆升0.4%。美股期貨全面升約0.3%。亞太主要股市今早普遍向好，尤其是臺灣加權指數急彈1.9%報14,978，日經及韓股續升0.7%-0.8%。
然而，港股繼昨天續彈近2.1%後，今早高開109點或0.5%報20,283欠承接，受制10天線(20,286)，在貼國際油價走弱中石油(00857.HK)和中海油(00883.HK)跌逾2%，以及績後阿裏(09988.HK)倒跌拖累，恆指最低見20,112，現報20,133，倒跌40點或0.2%，總成交額383億元。此外，反映中概股的納斯達克中國金龍指數昨晚升2.3%，帶動科指今早高開1.1%報4,429欠承接，曾輕微倒跌0.3%低見4,367，現報4,379，僅跌2點。
藍籌股普遍造好，中期基礎盈利年增3%至33.73億元兼中期股息年增4.5%至70仙的九倉置業(01997.HK)獲美銀證券升價至40元。該股承昨午漲逾6.5%勢，今早升破百天線(36.7元)，高見37.3元，現報37元，續升2.6%。此外，碧服(06098.HK)由逾三個月低位連彈兩天，最高見15.1元，現報14.64元，續彈3.4%。
中芯(00981.HK)、聯想(00992.HK)及舜宇(02382.HK)續升2.3%-2.8%，後者最強曾高見115.7元，現報114.9元。此外，東方海外(00316.HK)及信義玻璃(00868.HK)彈逾3%，報264.8元及15.48元。
然而，騰訊(00700.HK)承過去兩連彈勢，今早高見314元無以爲繼，掉頭低見304.2元，現報305.8元，倒跌2%。
阿裏巴巴季績勝預期，多間大行維持正面評級，該股承昨天急彈逾半成勢，今早高開升至95.65元無以爲繼，掉頭低見91.9元，現報92.55元，倒跌2.6%，暫爲最弱藍籌和科指成份股；阿裏(BABA.US)昨晚ADR升近1.8%，但盤後股價回吐0.4%報97.04美元。
阿裏昨天收市後公佈，截至6月止首財季收入按年大致維持2,055.55億元人民幣(下同)，優於市場預期。期內，按非公認會計準則淨利潤按年降30%至302.52億元，高於本網綜合6間券商預測中位數288.63億元；經調整EBITDA按年降15%至411.14億元；首季股東應佔淨利潤按年降50%至227.39億元，高於本網綜合4間券商預測中位數219.46億元人民幣。
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