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恆指受制17,800曾倒跌 美團、京東、新世界及小米逆跌1.5%-4%
聯儲局會議紀錄多數委員認同在未來放慢加息步伐,美匯指數昨晚曾跌逾1%至106邊,美股三大指數昨晚於感恩節假期前夕繼續反覆續升近0.3%-1%,納指跑贏。亞太股市今天普遍隨美股造好,尤其是馬來西亞股市及假後復市日經升近1.4%及1.2%,後者曾重越28,500關。 國家總理李克強於國務院常務會議稱,適時適度運用降準等政策工具保持流動性合理充裕。此外,人行及銀保監發布「金融16條」通知,要求穩定房地開發貸款投放,支持優質房企發債融資。然而,內地疫情持續升溫。滬深及港股高位遇阻,上證及已六連跌深成今早分別續升至3,113及回升至11,061遇阻,半日收3,093及10,970,均倒跌0.1%。 恆指承昨天反覆回升0.6%結束五連跌勢,今早在新經濟及金融股帶動高開160點或0.9%報17,684,最多升235點或1.3%高見17,759遇阻,掉頭曾倒跌6點低見17,517,現報17,532,僅續彈8點,總成交額473億元。 人行發文撐內房業,今天除淨中期息的龍湖(00960.HK)曾漲14%至21.35元,現報20.45元,續升9%;碧桂園(02007.HK)及旗下碧服(06098.HK)曾高見2.65元及17.22元,現報2.6元及16.48元,續彈10%及5%。然而,新世界(00017.HK)跌近3%報17.28元。 金融股以匯控(00005.HK)及中銀(02388.HK)表現最好,股價升1.3%及1.8%曾分別高見46.1元及24.9元。藍籌內銀及內險也有小量升幅。 新經濟股以百度(09888.HK)及網易(09999.HK)表現較堅挺,股價升1.6%-1.9%曾分別高見95.75元及108元。然而,京東(09618.HK)受制206.8元,掉頭倒跌2.2%報199.7元;明天放榜的美團(03690.HK)受困於內地疫情嚴峻,股價四連跌,現報136.3元,反覆續跌1.5%。 舜宇(02382.HK)隨納指升3.3%報89.6元;但上季盈轉蝕14.76億人民幣的小米(01810.HK)四連跌,最低見9.25元,現報9.42元,續挫3.9%。
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