恆指午後升幅曾擴至近350點 內需及新經濟股領漲
聯儲局一如預期宣布暫停加息,加上帶動內地經濟增長「三頭馬車」5月份數據增速回落幅度普遍超預期,市場憧憬中央推政策刺激經濟。恆指午後曾升破50天線(19,713),最多漲345點或1.8%高見19,753遇壓,現報19,660,升252點或1.3%,總成交額725億元。此外,科指五連升,午後曾漲2.8%高見4,166,現報4,141,急漲2.2%。
80隻藍籌僅11隻偏軟,升幅最大為申洲(02313.HK)及李寧(02331.HK),前者股價午後挑戰250天線(78.85元),最高見78.9元,現報78.3;後者升逾7%報49.2元。安踏(02020.HK)午後高見89.85元,現報89.9元,回升6%。中升(00881.HK)升近4%曾高見31.5元。
電動車股比亞迪(01211.HK)、小鵬(09868.HK)及理想汽車(02015.HK)續升近4%;但蔚來(09866.HK)吐1.5%報70.15元。
阿里巴巴(09988.HK)、京東(09618.HK)、美團(03690.HK)及海底撈(06862.HK)升近3%-4.5%,曾分別高見88.1元、154.6元、133.6元及18.44元。騰訊(00700.HK)及百度(09888.HK)升逾1.5%-2%,曾分別高見354元及144.4元。
人行先後下周逆回購利率、SLF利率及一年期MLF操作利率10點子。內房龍湖(00960.HK)、碧桂園(02007.HK)及碧服(06098.HK)升逾3%-5%。此外,京東健康(06618.HK)、藥明生物(02269.HK)及信義光能(00968.HK)升逾4%-5%。
然而,潤電(00836.HK)、康師傅(00322.HK)、中海油(00883.HK)及中石化(00386.HK)逆市跌逾1%。
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