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恆指跌幅擴至近250點 保險及出口股疲弱
帶動內地經濟增長「三頭馬車」去年12月數據及去年末季GDP均優於市場預期。然而2022年全年GDP初值年增放緩至2.9%。恆指終止四連升,由逾半年高位反覆回落,最高見21,797,其後最多回吐253點或1.2%一度低見21,493,現報21,507,回吐239點或1.1%,總成交額611億元。 藍籌股普遍受壓,尤其是遭大股東折讓3.9%每股71元減持5,600萬股的藥明生物(02269.HK)由逾五個月高位曾回吐5.8%一度低見69.6元,現報70.3元,回吐4.9%。信義玻璃(00868.HK)下滑4.4%一度低見16.54元。 金融股以國壽(02628.HK)及中國平安(02318.HK)沽壓最大,前者股價由年半高位回吐3%報14.46元;中國平安股價最低見58.9元,現報59.15元,續跌2.7%;友邦(01299.HK)回吐2%,股價失守10天及20天線(87.85元及86.67元),曾低見85.75元。港交所(00388.HK)兩連跌後,今早最低見356.2元,現報357.2元,續跌1.7%。 出口股創科(00669.HK)回吐3.1%報100.4元;申洲(02313.HK)回吐3.3%報99.6元。 新經濟股以百度(09888.HK)及京東(09618.HK)表現較弱,股價跌3%及2.6%,曾分別低見129.4元及237.2元;網易(09999.HK)股價最低見131.1元,現報132元,續跌1.3%。傳獲維權投資者兼GameStop(GME.US)主席Ryan Cohen入股的阿里巴巴(09988.HK),阿里巴巴續升至116.8元創半年高遇壓,掉頭低見112.8元,現報113.2元,倒跌0.2%。騰訊(00700.HK)及美團(03690.HK)今早股價曾各高見375.6元及169.8元無以為繼,掉頭低見366.2元及163元,現報366.4元163.2元,分別跌1%及1.4%。 然而,舜宇(02382.HK)續彈逾3%曾高見104.6元,里昂引述舜宇管理層指智能手機產品出貨量未見回升,但庫存恢復到健康水平,價格競爭基本穩定;中芯(00981.HK)續升2.1%報17.68元。
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