恆指向上受制20,400曾倒跌 信義系績後吐近6%至9% 阿里曾觸及「紅底」
本港次季GDP初值按年增速放緩至1.5%,遠遜預期。另國家發改委正式出爐擴大消費「20條」。恆指繼7月份累飆1,162點或逾6%後,今早(1日)延續過去三連升勢,高開132點或近0.7%後,在新經濟股主導,早段曾反覆續升252點至20,331(受制昨天盤中所創逾三個月高位20,361),隨後曾倒跌低見20,061,現報20,115,僅續升36點或近0.2%,總成交額704億元。
藍籌股表現分化。半年少賺27%削派息,兼遭富瑞削價至5.67元的信義光能(00968.HK)曾急挫14%至7.22元,創逾九個月低,現報7.61元,回吐9.4%;同系中績少賺35%的信義玻璃(00868.HK)反覆回吐5.7%報12.14元即市低位。
內房行業趁反彈「抽水」,藍籌內房普遍回吐,據報取消23.4億元配股計劃兼昨天盈警中績「見紅」的碧桂園(02007.HK),承昨天由逾一個月高位倒跌勢頭,今早低見1.41元,現報1.48元,續跌6.3%;關連方碧服(06098.HK)反覆續跌2.5%報8.56元。昨天創逾三個月高的龍湖(00960.HK)反覆吐近3%報20.15元;但中海外(00688.HK)反覆回升1.5%報18.64元。
潤啤(00291.HK)、銀娛(00027.HK)、蒙牛(02319.HK)、康師傅(00322.HK)及東方海外(00316.HK)倒跌近2%至近4%,後兩者最傷報11.62元及124.8元。此外,藍籌金融股普遍倒跌。
然而,獲摩通升價至393元的攜程-S(09961.HK)、網易-S(09999.HK)及昨天盈喜獲多間大行升價的海底撈(06862.HK)續升逾2%至3%,前兩者股價分別高見324.8元及176.3元齊創52周新高,後者高見22.65元創近五個月高。阿里-SW(09988.HK)曾觸及「紅底」,高見100元,現報99.25元,續升1.8%。
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