美國經濟數據勝預期利好出口股 耐世特午後曾漲近11% 創科及敏實升逾2%-3%
港股繼上周累彈逾千點後,恆指今天扭五連漲,在新經濟股、地產股及權重金融股主導,一舉失守250天、20天及50天線,最多急吐433點或2.2%低見18,979,現報19,022,回吐391點或2%,總成交額750億元。
美國上周五出爐7月密歇根大學消費信心及預期指數連續第二個月急升至近兩年及兩年高遠勝預期,昨晚出爐7月紐約製造業指數意外連續兩個月擴張。美國財長耶倫認為中國次季及上半年GDP增長遜預期,只會對美國經濟產生一些負面溢出效應,但料當地經濟不會衰退。本港出口股今天普遍逆升。上周獲大和維持「買入」評級的耐世特(01316.HK)由逾五個月高連吐兩天後,今天重拾升勢,午後升幅曾擴至近11%高見5.91元,現報5.67元,回升6.1%,成交已達2,179萬股。
藍籌出口股創科實業(00669.HK)三連升兼突破250天線(87.3元),最高見90.2元,現報89.1元,續升2.4%。敏實(00425.HK)今天反覆低見22元,考驗10天線(21.95元)獲支持,現報22.85元即市高位,回升3.2%。德昌(00179.HK)繼上周五創近16個月高倒跌後,今天股價除淨末期股息34仙後反覆回升,高低見11.2元/10.86元,現報11.06元,反覆回升0.7%。
然而,藍籌出口股申洲(02313.HK)今天隨大市回吐低見78.3元,現報79元,回吐2.8%。敏華控股(01999.HK)繼上周五扭五連升回落後,今天股價續吐2.3%報5.57元。
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