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恆指曾挫500點考驗萬六關 科指曾挫4.8%再尋底 百度及藥明生物挫9%-10%
美國9月新屋動工按月轉降8.1%遜預期,加上美國指標十年債息升破4.1厘創14年來新高,納指繼昨天反覆回吐近0.9%結束兩連彈後,納指一百期貨續跌112點或1%報11,041。亞太股市今早全面向下,港股及台股表現最差,台灣加權指數曾續挫逾2%失守12,700創逾兩年低。 港匯再度觸及弱方兌換保證,金管局今晨於於紐約時段再承接30.62億港元沽盤,令明天本港銀行體系結餘降至1,001.66億港元,屢創逾兩年低。此外,市場對特首李家超上任後首份《施政報告》有關樓市「減辣」憧憬落空。恆指承昨天低收吐逾400點結束三連彈勢,今早跌破2011年歐債危機時所造低位(16,170),最多再挫500點低見16,010喘定,現報16,092,續跌418點或2.5%,總成交額已達606億元。此外,科指及國指曾續挫4.8%及3.3%分別低見3,042(面世新低)及5,413(14年低)喘定,現報3,081及5,444,續跌3.5%及2.7%。 藍籌股普遍下跌,新經濟股繼續捱沽跑輸,尤其是百度(09888.HK)低見89.6元再創上市新低,現報90.7元,續挫約9%;權重騰訊(00700.HK)、阿里(09988.HK)、京東(09618.HK)、美團(03690.HK)及網易(09999.HK)續挫逾4%-6%,股價分別低見231元(約五年半低)、68元(上市新低)、158元(上市新低)、133.7元(半年低)及102.2元(上市新低)。 藥明生物(02269.HK)續挫10%報42.5元創七個月低;但翰森製藥(03692.HK)繼昨天整固後,今早股價反覆回升1.8%報13.66元 藍籌內需股以李寧(02331.HK)沽壓最大,股價續挫逾5%曾低見48.55元創逾年半低。潤啤(00291.HK)、蒙牛(02319.HK)、農夫山泉(09633.HK)、百威亞太(01876.HK)、比亞迪(01211.HK)及吉利(00175.HK)跌逾3%-5%,後者最傷曾低見9.23元創逾五年半低。非藍籌的科指成份股小鵬(09868.HK)、理想汽車(02015.HK)及蔚來(09866.HK)續挫約5%-7%,前者及後者股價分別低見29.3元及83.25元齊創上市新低。 金沙(01928.HK)及海底撈(06862.HK)續挫逾4%,報14.62元及13.44元。至於金融股以友邦(01299.HK)及中國平安(02318.HK)沽壓最大,股價跌逾2%,後者曾低見36.5元創逾六年低。 藍籌舜宇(02382.HK)跑輸手機股,股價低見69.5元(暫守穩上周所創近三年半低位69.25元),現報71.6元,續跌4%。相反,非藍籌手機設備股高偉(01415.HK)及比亞迪電子(00285.HK)反覆回升5%及3.8%,報11.44元及19.86元;中興(00763.HK)反覆回升1.2%報14.62元。
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