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權重新經濟股帶動恆指升幅擴至逾400點 醫藥相關股受捧 盈喜阿里健康漲一成
美國最新一連串數據均遠遜預期,市場繼續憧憬聯儲局放慢加息步伐,美股三連漲,三大指數昨晚升1.1%-2.3%,納指跑贏。然而,來季展望收入遜預期德州儀器(TXN.US)、季績遜預期Alphabet(GOOGL.US)及上季邊際利潤率及智慧雲服務收入遜預期微軟(MSFT.US)股價盤後急吐逾5%-6.5%,拖累納指一百期貨回吐1.9%報11,488。亞太股市今早全部造好,尤其是滬指及深成升1.5%及2.2%報3,021及10,874;日經及星股也升逾1%。 港股扭五連跌,今早在科指倒升4.8%報3,022,以及餘下主要分類指數齊升1.2%-3.5%推動,恆指由低位15,041,掉頭高見15,584,現報15,574,急彈408點或2.7%,總成交額575億元。 阿里健康(00241.HK)發盈喜指,受醫藥自營業務用戶規模持續增長、精細化營運帶來議價和定價能力提升和經營效率優化,以及平台規模經濟推動效率提升和成本攤薄推動,預計中績由去年同期蝕2.23億人民幣,轉賺至少八千萬人民幣。該股繼昨天再度考驗上市低位3元不破倒升後,今早一舉升破10天及20天線(3.41元及3.54元),最高見3.67元,現報3.63元,急漲10%,為最強藍籌,成交5,127萬股。 同業京東健康(06618.HK)和平安好醫生(01833.HK)也續彈5.5%及4.6%,報45.3元及15.04元。 藍籌醫藥股也全面報升,中生(01177.HK)、翰森(03692.HK)、石藥(01093.HK)及藥明生物(02269.HK)也升逾4%-7%,後者最強曾高見41.95元。
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