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恆指向上暫受制二萬二關 創科及舜宇曾漲6%-8% 惟美團七連跌
美國1月密歇根消費信心初值繼續急彈至八個月高遠勝預期兼受訪者對未來一年通脹預期降至4%創廿個月低,美匯指數今早於亞洲再度跌破102再創逾七個月低,報101.81;在岸及離岸人民幣今早雙雙升破6.7關齊創半年高。滬指及深成升幅擴至1.4%及2%,分別報3,239及11,840。 恆指早段受科指曾倒跌約1%拖累曾反覆倒跌6點低見21,731獲承接,再度曾抽升208點高見21,947屢創逾半年高遇壓,現報21,862,續升123點或近0.6%,總成交額660億元。 藍籌股個別發展;舜宇(02382.HK)繼上周五考驗10天線獲支持後,今早股價曾急彈逾8%高見103.5元創逾一個月高,現報99.55元,回升4.1%。 美國最新消費信心遠勝預期,紓緩美國經濟陷入衰退憂慮,本港出口股創科(00669.HK)曾漲6%高見103.4元創逾四個月,現報103元,續升5.6%;申洲(02313.HK)高見104.9元,現報104.2元,反覆續升3%。 金融股方面,招行(03968.HK)料全年多賺15%,瑞銀指表現勝預期,該股四連升,曾漲4.8%至50.2元創逾半年高,現報49.45元,續升3.2%;國壽(02628.HK)及中國平安(02318.HK)續升1.6%及1%,曾高見15.34元及63.1元分別創一年半及十個月高;持續探頂的匯控(00005.HK)今早隨上周五美國同業曾升至56.6元創逾十個月高,現報56.45元,續升1.7%。然而,旗下恆生(00011.HK)高開報129.5元欠承接,掉頭回吐0.7%報128.1元;中銀(02388.HK)反覆續吐0.5%報27.5元(剛為10天線)。 憧憬美聯儲放慢加息步伐,本港傳統地產股今早全面升逾1%-3%,新世界(00017.HK)終止四連跌,股價彈近4%重越10天線曾高見23.45元,恆地(00012.HK)回升3.2%報28.7元;但未能受惠人民幣上升的藍籌內房普遍反覆受壓,其中龍湖(00960.HK)報24.7元,倒跌1.2%。 內需和汽車股今天普遍跑輸,尤其是吉利(00175.HK)反覆續吐逾2%曾低見11.74元;比亞迪(01211.HK)反覆回吐1.5%曾低見224.4元。美團(03690.HK)七連跌,今早高低見172.6元/165元,現報166.5元,反覆續跌2.7%,考驗50天線(166.4元);海底撈(06862.HK)反覆考驗20天線(22.1元),最低見21.85元,現報22.05元,跌2.2%。第三財季零售額按年跌逾19%的周大福(01929.HK)回吐逾2.5%曾低見16.74元。然而,海爾智家(06690.HK)續升3.5%報30.6元,創逾八個月高。 公用股普遍升逾1%-2%,長建(01038.HK)及領展(00823.HK)跑贏,股價升逾2%,報43.75元及62.95元。 新經濟股以京東(09618.HK)及網易(09999.HK)表現較弱,股價反覆回吐逾1%。
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