憧憬人行「降準」 內房股舞高 碧桂園、寶龍、龍光及合景泰富漲10%-20%
加拿大央行昨晚意外重新加息,市場料美聯儲加息周期仍未完結。此外,內地5月出口額轉跌幅度顯超預期,人民幣兌美元中間價今天繼續下調84點報7.128屢創逾半年低。然而,四大國有行及交行(03328.HK)今天起下調存款利率,其中活期存款利率下調5點子至0.2%。
恆指繼昨天回升受制19,400後,今天低開24點,早段在新經濟股拖累曾反覆回吐164點低見19,087獲承接半日僅吐不足0.4%後,下午在內房及金融股推動曾再抽升87點高見19,339,現報19,243,微吐8點,總成交額582億元。
市場憧憬人行短期內「降準」,內房板塊全面抽升,碧桂園(02007.HK)股價三連升,最高見1.75元,現報1.73元,續漲10%,龍湖(00960.HK)高見19.46元,現報19.24元,回升5.8%;潤地(01109.HK)三連升,股價挑戰250天線(33.93元),最高見34.2元,現報33.9元,續升1.8%;中海外(00688.HK)回升逾2%報17.86元。
合景泰富(01813.HK)最強,股價三連漲升破50天線(0.96元),現報0.98元即市高位,續漲近20%;龍光(03380.HK)續漲14%報1元即市高位;時代中國(01233.HK)及寶龍(01238.HK)升逾7%-10%,後者跑贏報1.08元。
中國金茂(00817.HK)、美的置業(03990.HK)、越秀地產(00123.HK)、富力(02777.HK)及雅居樂(03383.HK)升逾4%-7%,後兩者跑贏報1.39元及1.46元。
物管股以世茂服務(00873.HK)、藍籌碧服(06098.HK)、保利物業(06049.HK)、新城悅服務(01755.HK)及合景悠活(03913.HK)升幅較大,股價升逾3%-6%,後者跑贏報0.98元即市高位。
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