恆指曾跌近200點 申洲、創科、銀娛、金沙、藥明生物及吉利跌約3%-4.6%
阿思達克 08-23 11:12
上周多名美聯儲官員發表「鷹派」言論，Jackson Hole全球央行年會本周尾召開，市場對聯儲局激進加息預期升溫，美匯指數及指標十年期債息分別升破109及3厘，美股三大指數昨晚仍在高增長權重科網及芯片股捱沽主導續挫1.9%-2.6%，納指續跑輸。相反，VIX漲15.5%至23.8曾創兩周高。然而，美股期貨全面微彈不足0.3%。亞太股市今天全部受壓，但除日經及菲股續跌1.2%外，餘下跌幅均少於1%。
人民幣兌美元中間價今天繼續下調325點，報6.8523屢創近兩年低。此外，本港通脹連續第二個月升溫，7月綜合通脹年率續略升溫至1.9%，但低於市場預期升2%。港股兩連跌，恆指今早低開12點19,644，掉頭高見19,701無以為繼，跌幅曾擴至193點或約1%低見19,463，現報19,523，續跌133點或近0.7%，總成交額346億元。
藍籌股普遍受壓，市場重新憂慮聯儲局下月繼續激進加息抗通脹導致美國經濟陷入衰退，出口股創科(00669.HK)及申洲(02313.HK)跌近4%及3%，分別低見96.7元及82.8元，前者股價兩連跌兼重失10天線(97.8元)。
汽車股幾乎全面受壓。中金指藍籌吉利(00175.HK)中績遜預期，但憧憬下半年新能源車銷售加快，維持看22.9元。該股兩連跌，報16.44元，續跌4.6%暫為最傷藍籌；比亞迪(01211.HK)四連跌，報273.8元，反覆續跌1.5%。非藍籌長汽(02333.HK)發布哈弗H6售價14.98萬人民幣起，股價繼昨天急漲後，今早反覆回吐4.3%報11.66元。
四大醫藥相關股跌近1.5%-4%，藥明生物(02269.HK)最傷，股價三連跌，最低見64.5元，現報65.2元，續挫3.9%。
科技股以舜宇(02382.HK)表現最差，股價五連跌，最低見108.2元，現報108.9元，續跌3%。
瑞銀下調澳門今年賭收預測25%，濠賭股今天全部跌逾1%-3%，藍籌金沙中國(01928.HK)及銀娛(00027.HK)沽壓最大，股價分別六連跌及四連跌，分別報16.2元及44元，跌3.2%及3.5%。
金融股以中國平安(02318.HK)及上半年不良貸款率上升的招行(03968.HK)沽壓最大，股價報42.7元及39.3元，續跌1.8%及2.1%。然而，仍受惠人行降LPR的內房潤地(01109.HK)及碧桂園(02007.HK)續升逾2%-3%，報31.85元及2.65元。
紐約期油昨晚收復曾挫4.6%大部分失地，「兩桶油」造好，尤其是中海油(00883.HK)升2.3%報10.06元。
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