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恆指午後升幅收窄至209點 中銀香港逆挫近半成 美團及比亞迪倒跌逾1%
本港首三季實質GDP按年萎縮3.3%,港府將全年實質GDP由8月時預測的萎縮0.5%至增長0.5%,大幅下修至萎縮3.2%。此外,匯豐研究也將本港今年GDP預測由原先萎縮0.5%,大幅下調至萎縮3.1%。然而,市場憧憬聯儲局因應通脹降溫幅超預期未來或縮小加息幅度,加上中國地優化入境檢疫措施,人民幣匯價繼續彈,人民幣兌美元中間價今天上調1,008點,報7.0899;離岸和在岸人民幣兌美元盤中曾漲逾500點子及400點子,突破7.04及7.05關口。恆指及國指承上周五高收飆升勢,今早曾進一步升至18,011及6,137遇阻,恆指午後升幅繼續收窄至209點或1.2%,報17,534,國指升幅收窄至1.5%,報5,954,總成交額1,636億元。此外,滬指及深成午後倒跌0.2%-0.4%。 藍籌股仍以行業獲政策扶持的內房龍湖(00960.HK)及碧桂園(02007.HK)升勢最凌厲,今早股價曾飆升30%及55%,高見23.6元及3.48元,現報21.35元及3.13元,續漲17%及40%;中海外(00688.HK)及潤地(01109.HK)續漲逾7.5%及9%,分別高見20.7元及34.5元。此外,碧服(06098.HK)曾漲33%高見17.54元,現報15.98元,續漲21%。傳統地產股升近3%-9%,新世界(00017.HK)跑贏曾高見20.95元,現報20.45元,升近9%。 金融股以受惠內房勁彈的招行(03968.HK)及中國平安(02318.HK)走勢最強,股價高見37.4元及42.95元,現報36.1元及41.55元,續升7.9%及5.3%;港交所(00388.HK)、國壽(02628.HK)、友邦(01299.HK)及恆生(00011.HK)升至300元、10.8元、77.15元及125.6元遇阻,現升幅依次收窄至2.2%-4.4%,後兩者報75.35元及122.8元,續升逾3%-4%。然而,中銀(02388.HK)今早高開報25.9元欠承接,掉頭跌破10天及20天線,最低見24.2元,現報24.25元,逆挫4.7%;三大藍籌國有行也倒跌近1%。 權重新經濟股阿里(09988.HK)、騰訊(00700.HK)及美團(03690.HK)高見73.7元/276.6元/168元遇阻,曾倒跌低見70元/257.2元/156.3元,現報70.65元、259.4元及157.1元,分別倒跌0.2%、僅升0.4%及倒跌1.6%。 阿里健康(00241.HK)高見5.2元,現報5元,續漲16%。資源股除信義玻璃(00868.HK)突破百天線(14.3元),續漲13%高見15.36元外,全部跑輸,尤其是神華(01088.HK)高開23.35元欠承接,掉頭逆跌逾2%曾低見22.15元;中海油(00883.HK)也由高位10.56元,掉頭倒跌0.6%報10.26元。 比亞迪(01211.HK)由高位201元,掉頭倒跌1.4%報190.6元;萬洲(00288.HK)也倒跌2.6%報4.45元。
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