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恆指跌幅擴至逾350點 內需及藥股捱沽 安踏、比亞迪、創科及藥明生物挫逾4%-6%
美國8月IBD經濟樂觀指數意外惡化再觸及6月所創近11年,加上晶片生產商先後發盈警,導致費城半導體指數續挫4.6%,拖累納指跑輸跌1.2%三連跌,道指及標指分別回吐0.2%及續跌0.4%。然而,市場觀望美國今晚通脹數據,美股期貨好淡爭持。 中國7月通脹年率升溫至2.7%創兩年高,但仍低於市場預期升2.9%;期內PPI按年升4.2%,也不及市場預期升4.9%。亞太股市除假後復市星股逆彈0.4%外,全部受壓,港股跑輸。 港匯續弱觸及弱方兌換保證,金融管理局於今晨紐約交易時段繼續承接14.92億港元沽盤,令明天(11日)銀行體系結餘降至不足1,248億港元。恆指連跌第三天,今早低開46點或0.2%報19,956欠承接,跌幅擴至354點或1.8%報19,649,總成交額276億元。 藍籌股幾乎全面向下。白雲山(00874.HK)旗下三間子公司涉虛抬藥價,股價挫近4%曾低見19.52元。四大藍籌醫藥相關股跌逾2%-6%,藥明生物(02269.HK)最傷,現報69.4元,挫6.8%。 內需股吉利(00175.HK)、李寧(02331.HK)、潤啤(00291.HK)、安踏(02020.HK)及比亞迪(01211.HK)跌逾2%-4%,後兩者最傷報81.55元及277.6元,均挫逾4%。此外,出口股創科(00669.HK)及申洲(02313.HK)挫4.5%及2.3%,報85.75元及77.3元。 阿里(09988.HK)、碧桂園服務(06098.HK)、舜宇(02382.HK)、美團(03690.HK)及京東(09618.HK)跌逾2%-3.5%,後兩者最傷分別低見169.3元及219.2元。此外,金融股以港交所(00388.HK)及中銀(02388.HK)沽壓較大,股價跌2.4%及1.9%,報344元及27.75元。然而,公用股中電(00002.HK)及電能(00006.HK)逆升1.1%及0.4%。
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