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恆指倒跌0.4% 內房續捱沽 盈警碧桂園曾挫14%創新低 創科彈4%
美國7月通脹及核心通脹年率分別回升至3.2%及略降至4.7%均略低預期,加上美國上周首領失業金人數續增2.1萬遠超預期,聯儲局9月再加息預期降溫,刺激美股三大指數昨晚早段急彈1.3%-1.6%,但有聯儲局認為美國核心通脹距離目標仍然遙遠,市場重憂局方高利率仍需維持一段較長時間,三大指數收市僅彈不足0.2%。 恆指承過去兩天考驗萬九均獲支持倒升勢,今早在季績勝預期阿里巴巴(09988.HK)及中績略勝預期兼增派息中移動(00941.HK)高開3%及1%等支撐,恆指高開71點或0.4%,報19,319,最高見19,346無以為繼,掉頭低見19,155,現報19,169,倒跌78點或0.4%,總成交額269億元。 藍籌股普遍下跌,碧桂園(02007.HK)料中績轉蝕450億至550億人民幣,遭穆迪降評級及合約銷售預測,展望維持負面,另瑞銀給予碧桂園「沽售」評級,該股今早最多挫14%低見0.89元再創新低,現報0.92元,續挫11.5%;碧服(06098.HK)續跌3.2%曾見7.25元。潤地(001109.HK)、中海外(00688.HK)及龍湖(00960.HK)續跌近2%-3%。 金融股以中國平安(02318.HK)及國壽(02628.HK)表現較差,股價跌2.1%-2.7%,分別報51.8元12.74元。 然而,李寧(02331.HK)半年少賺3%但收入升13%兼11年來再次派中期股息36.2分人民幣,今早最多漲7.3%至46.5元,現報45.15元,續升逾4%。創科(00669.HK)繼昨天曾急挫逾20%低位獲承接後,今早股價回升4.5%報82.5元。
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