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恆指跌幅擴至近190點 惟長和、長實、渣打及保誠隨鎊匯反彈
市場繼續憂慮包括美聯儲在內各央行持續進取加息或令經濟陷入衰退,美匯指數升破114屢創近廿年半高,美國兩年期及十年期債息分別創逾15年高及近12年半高。相反,美股反覆五連跌,尤其是道指及標指昨晚跌1.1%及1%齊創近兩年低。亞太股市今天個別發展。 港股反覆五連跌,雖然港府昨天起放寬入境旅客檢疫措施,但本港8月貿易數據遜預期,尤其是出口額四連跌,且按年跌幅擴至14.3%為2020年1月以來最傷。恆指今早曾反覆彈49點至17,904無以為繼,在科指及公用分類指數反覆跌1.5%及1.7%拖累,掉頭失守昨天所創逾十年半低位17,727,報17,666即市低位,跌188點或1%,總成交額320億元。 英國政府推出被視為50年來最激進減稅方案,預期至2027年將令庫房減收450億英鎊,今個財年也會增加發債720億英鎊,政府舉債撐經濟,專家警告此舉或令政府未來數年債務飆升1,500億英鎊至難以持續負擔水平,英鎊承上周五呈斷崖式下挫勢,昨天於亞洲兌美元曾續挫逾4%至1.0349美元(折港元失守8.2元)創紀錄低喘定,交易員押注英倫銀行可能即將大幅加息甚至入市干預撐鎊匯,英鎊兌美元繼昨晚收市僅跌逾1%後,今早於亞洲回升0.8%報1.0771。 受累於鎊匯創新低昨天捱沽急挫的本港相關股,今天逆市反彈或回穩,尤其是長實(01113.HK)由年內低位曾反彈3.1%至49.7元,現報49.25元,回升2.2%;長和(00001.HK)由至少逾八年低位曾反彈3%高見45.75元,現報45.15元,回升1.7%;長建(01038.HK)由逾年半低位反彈,高低見42.6元/41.6元,現報42元,回升0.2%。 保誠(02378.HK)由兩年半低位反彈,最高見80元,現報79.7元,回升2.4%。渣打集團(02888.HK)由五個月低反彈,最高見49.5元,現報49.1元,回升0.7%。然而,藍籌匯控(00005.HK)由近一年低位反彈,最多升2%高見43.1元無以為繼,最低見42.05元,現報42.2元,無升跌。
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