《亞洲股市》印度、日經、印尼及菲韓股跌1%-1.5% 港股反覆續跌0.4%
美國2月S&P服務業PMI初值意外八個月來首呈溫和擴張,市場憂慮聯儲局或延長加息周期,加上大型零售股展望欠佳。美股三大指數繼昨晚假後重開在零售、科技及工業股捱沽主導齊挫2%-2.5%後,期貨全面微彈0.1%-0.2%。亞太股市今天全部受壓,尤其是日經、印尼、菲股及韓股跌1.3%-1.5%,後者最傷報2,421;印度孟買四連跌,報60,064,跌1%。餘下市場跌幅均不足1%,其中滬指及深成現報3,289及11,896,回吐0.5%及0.6%。
本港新一份《財政預算案》預計全年實質GDP恢復增長3.5%-5.5%(去年萎縮3.5%)。港股反覆兩連跌,恆指今天高低見20,620/20,344,現報20,454,反覆續跌75點或0.4%。藍籌股普遍受壓,尤其是受累於主要客戶家得寶(HD.US)季績及展望均遜預期的創科(00669.HK)曾挫近8%至91.7元喘定,現僅續跌5.7%;騰訊(00700.HK)、已三連漲宏橋(01378.HK)、小米(01810.HK)、阿里(09988.HK)、平安(02318.HK)、申洲(02313.HK)及據報擬推巨額補貼搶佔市場的京東(09618.HK)續跌近2%-3.5%。然而,三大藍籌傳統銀行漲逾2%-5%。新一份《預算案》擬下調二千萬元或以下物業交易的首次置業印花稅,新地(00016.HK)及恆地(00012.HK)午後初段曾抽升3.4%及2.7%高見114.8元及28.2元;九倉置業(01997.HK)升2.6%曾高見44元。
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