新經濟股主導恆指吐近200點 安踏及李寧跌逾4%
美國密歇根6月消費信心急彈至四個月高遠勝預期,有兩名聯儲局官員再發表「鷹派」言論,債息顯著回升,拖累美股三大指數上周五回吐0.3%-0.7%,納指及標普沽壓較大,結束五連升兼屢創逾一年高。美股今晚假期休市。亞太股市早段除澳股逆升外,全部跌不足1%。
恆指繼上周累升650點或近3.4%連升三周後,今早扭兩連升,在新經濟股主導低開56點或0.3%報19,983,曾回升至20,000無以為繼,跌幅擴至186點或0.9%,報19,853,總成交額276億元。此外,恆生科指扭六連升,報4,161,回吐1.7%。
藍籌股以新經濟及體育用品股沽壓較大,百度(09888.HK)由逾兩個月高位連吐第二天,最高見143.3元,現報140.1元,續吐3.4%。京東(09618.HK)、騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)回吐近2.5%-3%。
京東健康(06618.HK)及阿里健康(00241.HK)回吐2.2%-4%,報53.3元及4.96元。
李寧(02331.HK)股價續吐4.7%報47.2元;安踏(02020.HK)也吐4.6%報87.35元。中升(00881.HK)回吐2.5%報31.3元;百威亞太(01876.HK)吐2.5%報21.65元。
地產股以龍湖(00960.HK)及碧桂園(02007.HK)表現較差,股價回吐逾2%-4%,報20.05元及1.79元;碧服(06098.HK)回吐3%報10.64元。收租股九倉置業(01997.HK)回吐2.4%報42元,但領展(00823.HK)續升0.8%報46.6元。
傳統銀行股升不足0.5%,匯控(00005.HK)報61.25元,升0.4%。友邦(01299.HK)續升1%報82.6元。然而,中國平安(02318.HK)跌逾1%報52.2元。港交所(00388.HK)今天正式推出人民幣雙櫃台證券交易,共涉24隻股份。股價扭三連升,今早反覆回吐0.9%,現報314元。
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