恆指反覆回軟 濠賭及醫藥相關股捱沽 阿里及美團曾漲5%-6%
全球三大央行美聯儲、英倫銀行及歐洲央行上周再加息半厘後均暗示未來仍會繼續加息抑制高企通脹,市場對環球央行持續加息將令明年經濟陷入衰退憂慮升溫。歐洲三大指數及美股全面三連跌。亞太股市今早反覆受壓,尤其是日經及菲股三連跌,最低見27,165及6,360,現報27,226及6,391,續跌1.1%及1.6%。深成及上證現報11,203及3,130,續跌0.8%及1.2%。然而,新加坡海峽時報指數反彈0.8%報3,266。
中央經濟工作會議上周提出明年將恢復及擴大消費擺在優先位置。港股今早在新經濟股帶動高開21點後,升幅曾擴至335點高見19,786遇阻,在金融和地產分類指數跌幅曾擴至逾1%及科指由曾急漲3.2%轉跌近1%主導,掉頭曾倒跌174點低見19,276喘定,現報19,413,僅倒跌37點或0.2%,總成交額548億元。
藍籌股普遍反覆受壓,尤其是醫藥相關股全面捱沽,阿里健康(00241.HK)倒跌7.8%報7.42元;翰森製藥(03692.HK)挫4.6%報14.06元;藥明生物(02269.HK)、中生(01177.HK)及石藥(01093.HK)跌近2%-4.2%。
新奧能源(02688.HK)挫半成報107.2元。濠賭股金沙(01928.HK)及銀娛(00027.HK)跌逾4%及3%,分別報24.8元及50.75元。
內房股以龍湖(00960.HK)沽壓最大,股價跌3%曾低見24.6元。金融股以友邦(01299.HK)、中國平安(02318.HK)及港交所(00388.HK)沽壓較大,股價反覆跌逾1%。
然而,PCAOB上周聲明決定降低阿里巴巴(BABA.US)及京東(JD.US)等中企從美退市風險後,瑞信及花旗都認為投資者未來將聚焦於中概股基本面。阿里(09988.HK)曾漲5%高見90.8元遇壓,現升幅收窄至2%報88.2元;網易(09999.HK)升逾1.5%曾高見115.7元;權重股騰訊(00700.HK)升逾1%曾高見328.8元;京東(09618.HK)高見234.2元遇阻,曾倒跌低見223元,現報226.2元,僅升0.5%。美團(03690.HK)曾升逾6%高見187元,現報180.8元,升2.8%。
舜宇(02382.HK)升逾2%報96.1元。公用股以中電(00002.HK)最強報55.7元,升2.1%。內需股蒙牛(02319.HK)及中升(00881.HK)升近2%-3.5%報35.25元及41.85元。
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