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出口股升3%-5% 藍籌創科(00669.HK)及申洲(02313.HK)跑贏
雖然美國最新工廠訂單及ISM服務業指數急降幅度遠超預期,但美國上月非農就業新增職位僅放緩至22.3萬個,仍高於市場預期增加20.3萬個,期內失業率降至3.5%再觸及之前所創低位,反映美國勞工市場仍然熾熱,惟市場憧憬聯儲局將縮小加息幅度。美股三大指數繼上周五急彈逾2%後,期貨全面續升0.2%-0.4%。 本港出口股今天全面造好,尤其是獲花旗看125元藍籌創科(00669.HK)及獲花旗視為行業首選看115元申洲(02313.HK)曾漲逾6%分別重越20天線及牛熊線(94.4元),最高見94.3元及97.2元,現報93元及96.15元,回升5.1%。 德昌電機(00179.HK)重越牛熊線(10.36元),最高見10.5元,現報10.46元,回升3%。耐世特(01316.HK)六連漲兼突破牛熊線(5.76元),最高見5.91元,現報5.9元,續升4.4%。 恆指高見21,470創近半年高,現報21,373,回升381點或1.8%,總成交額1,233億元。
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