恆指反覆回升近170點 宏橋急漲12% 中移動及聯通破頂
高盛及美銀均料聯儲局今年再加息3次,市場繼續憂慮美國通脹壓力持續或致聯儲局再度加大加息幅度或延長加息周期,十年期債息上周五曾升至3.929厘,拖累美國大型科技及芯片板塊持續受壓,納指上周五最多跌1.5%,但收市僅續吐0.6%。美股今晚假期休市。亞太股市個別發展,新西蘭50指數挫近1.7%報11,942,但台灣、南韓及越南股市升0.4%-1%,滬指及深成扭轉上周五低收弱勢,半日高收3,255及11,803,回升約1%及0.8%。
恆指繼上周五低收跌近1.3%後,今早低開38點或0.2%報20,681,在兩大中資電訊股破碩推動反覆回升,高低見20,899及20,606,現報20,889,反覆回升169點或0.8%,成交額580億元。
藍籌股普遍反覆回升,中移動(00941.HK)及聯通(00762.HK)升逾3%-4%,股價曾高見59.35元及6.13元分別創近兩年半及逾兩年高。
大摩指雲南電解鋁減產及內地市場潛在需求復甦將支撐鋁價,中國宏橋(01378.HK)續升12%曾高見9.4元;非藍籌中國鋁業(02600.HK)續升7.9%曾高見4.4元。小米(01810.HK)升1.9%報12.94元。
上季少賺近32%仍略勝市場平均預測聯想(00992.HK)獲瑞信、摩通及麥格理升價至6.5元/6.6元/8.67元,該股繼上周五績後回吐守穩10天線後,今早回升約半成高見7.27元,股價重越牛熊線。
四大藍籌內房及兩大物管股升逾2%-3.5%,碧桂園(02007.HK)最強報2.65元,升3.9%。金融股以匯控(00005.HK)、平安(02318.HK)、國壽(02628.HK)及招行(03968.HK)表現較好,股價升1%-2.8%,後兩者升幅最大報13.9元及45.2元。
新經濟股以美團(03690.HK)、網易(09999.HK)及百度(09888.HK)升幅較大,股價升近2%-2.7%,報146.8元、138.9元及145.1。
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