恆指跌幅擴至逾300點 比亞迪、吉利及藥明生物挫5%-6% 內房高位遇阻
內地10月通脹年率再度放緩至2.1%(前值升2.8%創近兩年半高),低於市場預期升2.4%;PPI按年轉降1.3%(前值升0.9%),為2020年底以來首降。此外,港匯觸及弱方兌換保證,金管局今早於紐約市尾段承接約9.11億港元沽盤,令明天(10日)本港銀行體系結餘將降至960.98億港元,創逾兩年半低。港股反覆兩連吐,今早在科指曾升1.6%,以及權重金融及地產分類指數曾漲近1%和4.5%帶動,曾倒升172點或1%高見16,730無以為繼,再度向下,午後跌幅曾擴至344點或2.1%低見16,213,現報16,243,續吐313點或1.9%,總成交額僅920億元。科指跌幅擴至2.7%報3,253。
藍籌股普遍向下。美國證券交易委員會轄下美國公眾公司會計監察委員會成員德斯帕德指,未完成中概股審計檢查及不清楚檢查結論。網易(09999.HK)、阿里(09988.HK)、京東(09618.HK)、騰訊(00700.HK)、百度(09888.HK)及美團(03690.HK)反覆跌逾2%-4.5%。
憂慮再遭股東巴郡減持的比亞迪(01211.HK)股價曾挫6.8%低見182.7元,現報186元,續挫5.2%;吉利(00175.HK)也急吐5.8%報10.34元。內需股李寧(02331.HK)續跌3.4%報50.3元。廣東新增本土確診病例持續上升,濠賭股銀娛(00027.HK)和金沙(01928.HK)回吐2.5%-3.5%,報42.5元及17.04元。
醫藥相關股全面跌逾2%-6.5%,藥明生物(02269.HK)及阿里健康(00241.HK)沽壓最大,股價低見43.5元及3.96元,現報44元3.98元,續跌6%及4.8%。
藍籌領展房產基金(00823.HK)中期可分派總額按年跌1.8%,每基金單位分派按年減少2.6%至155.51仙。該股繼今早升至52.75元遇阻後,午後跌幅擴大曾低見49.6元,現報49.8元,回吐4%。
然而,北京兩區商品房不再執行「雙限購」,加上人行出台支持民企債融資計劃,料可支持約2,500億元人民幣民營企業債券融資,美銀指計劃令人驚喜,中金也指若政策順利落地料內房融資壓力會得到緩解。內房今早曾集體爆發,藍籌龍湖(00960.HK)和碧桂園(02007.HK)曾急漲21%及31%分別高見16.22元及1.89元邏阻,現報13.94元及1.64元,僅升4%及14%;旭輝(00884.HK)曾飆52%至0.85元,現報0.7元,急漲25%。國企潤地(01109.HK)及中海外(00688.HK)曾漲近8%及9.6%高見29.6元及17.84元遇阻,現報27.95元及16.56元,僅升不足2%。碧服(06098.HK)曾急漲18%高見12.22元遇阻,現報10.72元,僅升3.5%。
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