恆指升幅收窄至70點 新地(00016.HK)跌逾2%
人民幣兌美元中間價連續第二天上調,今天上調128點報7.1926。然而,內地6月通脹年率意外近兩年半首錄零增長,期內PPI年降擴至5.4%。恆指繼過去三連跌累挫逾千點後,今早在新經濟股主導曾急彈415點或近2.3%至18,781後無以為繼,其後掉頭回落,午後一度低見18,417,現報18,436,僅回升70點或不足0.4%,總成交額565億元。此外,恆生科指一度回升3.2%至4,025遇阻,午後曾低見3,926,現報3,926,僅回升0.6%。
藍籌股榮辱互見,早前遭摩通降級至「中性」及削價至100元的新奧能源(02688.HK)跌至八個月低位後,今天股價止跌回升,最高見90.45元,現報89.85元,回升6%。萬洲(00288.HK)扭三連跌,股價重越10天線(4.13元),報4.15元,回升4.3%。
京東健康(06618.HK)及阿里健康(00241.HK)股價重越10天及20天線,各最高見52.55元及5.02元,現報51.25元及4.87元,回升3.6%及4.3%。
人行對螞蟻集團、支付寶及騰訊(00700.HK)旗下財付通私等多個平台開出巨額罰單,中證監表示對平台企業金融業務轉入常態化監管。阿里巴巴(09988.HK)連升兩天,最高見89元,現報86.2元,續升2.3%;騰訊高見335.8元(受制10天線),現報328.6元,僅回升0.6%。
京東(09618.HK)及美團(03690.HK)各高見139.8元及123.9元,現報136.1元及120.9元,回升1%及1.5%。攜程(09961.HK)及李寧(02331.HK)扭三連跌,股價高見271.8元及40.9元及,現報265.6元及39.7元,回升1.2%及1.8%。
然而,港府放寬部分按揭貸款比例,但多間大行看淡其效用。傳統地產股今天普遍受壓,尤其是新地(00016.HK)三連跌後,今日最低見92.15元創逾七個月低,現報92.6元,續跌2.6%;新世界(00017.HK)續跌1.4%。
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