新經濟股主導恆指曾吐逾500點考驗15,300 石藥回吐11% 聯通及恆隆地產逆升逾2%-3%
阿思達克 11-03 11:46
美聯儲昨晚如期連續第四次加息75點子，主席鮑威爾會後暗示最快或於下月縮小加息幅度，但強調未來仍會繼續加息及本輪加息周期最終利率水平或高於預期。美股三大指數在對息口敏感科技股反覆續捱沽及標普11個主要板塊全軍覆沒主導，由曾彈0.9%-1.3%，轉挫近1.6%-3.4%，納指沽壓最大，道指反覆(高低波幅逾900點)低收32,147，續挫505點或近1.6%。然而，美股期貨全面反覆微彈不足0.3%。亞太股市除印尼逆穩外，全面受壓，尤其是台股、菲股及澳股回吐1.1%-1.8%。
標普香港10月PMI由前值48，改善至49.3。然而，恆指由13年半低位連彈兩天累升7.8%重越15,800後，今早低開349點或2.2%3報15,477，早段曾收窄跌幅回升至15,623無以為繼，在金融、國指、工商及科指跌幅回吐逾2.5%-4%主導，曾回吐525點或3.3%低見15,301，現報15,333，回吐493點或3.1%，總成交額546億元。
藍籌股普遍回吐，尤其是昨天飆14%創逾一年高的石藥(01093.HK)回吐11%報8.94元；翰森製藥(03692.HK)、阿里健康(00241.HK)、藥明生物(02269.HK)和中生(01177.HK)也回吐逾3.5%-6.5%。
內房股碧桂園(02007.HK)、潤地(01109.HK)和昨天飆升18%的龍湖(00960.HK)回吐逾4%-6%，後者沽壓最大曾低見11.9元。
內需股以吉利(00175.HK)、潤啤(00291.HK)、安踏(02020.HK)和李寧(02331.HK)沽壓較大，股價吐逾4%-6%，後兩者分別低見72元及44.3元。此外，昨天續飆12%金沙(01928.HK)回吐逾6%曾低見15.96元。
新經濟股騰訊(00700.HK)、美團(03690.HK)、京東(09618.HK)、百度(09888.HK)、阿里(09988.HK)及網易(09999.HK)吐近4%-6.5%，前者股價曾低見220.2元。
金融股以友邦(01299.HK)、招行(03968.HK)、匯控(00005.HK)及港交所(00388.HK)沽壓較大，股價回吐逾2%-3%。
然而，信義光能(00968.HK)、與騰訊組合營拓CDN業務的聯通(00762.HK)，以及恆隆地產(00101.HK)逆升逾2%-3.5%。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
More Content
CS Hotline: +852 3018 4526
Trading days: 24 hours | Non-trading days: 9:00-18:00
