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內地7月「三頭馬車」數據遜預期 恆指續跌逾200點後喘定 九置曾挫逾8%
人行今早(15日)出乎預期宣佈減息,另今早出爐的內地經濟增長的「三頭馬車」7月數據均遜預期,其中零售銷售額及規模以上工業生產按年升幅分別收窄至2.5%及3.7%同遜預期;首七個月城鎮固定資產投資按年升幅放緩至3.4%,遜於市場預期升3.7%。 港股承過去兩日跌勢,恆指今早低開174點或1.9%,報18,599後,早段曾回升至見18,745無以爲繼,在內地經濟數據曝光後,跌幅曾擴至214點或1.1%低見18,559(守穩昨天盤中所創逾一個低位18,554),現報18,662,續跌110點或0.6%,總成交額328億元。 藍籌股普遍受壓,遭摩通降級至「減持」及削價至27元的九置(01997.HK)曾挫8.4%低見33.25元,創九個月低喘定,現報34元,續挫6.3%。本港及內地地產股同軟,恆地(00012.HK)、潤地(01109.HK)及中海外(00688.HK)續跌介乎1%至2.9%。然而,陷入財困的藍籌內房碧桂園(02007.HK)連日遭拋售屢創上市新低後,今早股價曾彈至0.88元,現報0.83元,回升3.8%;同系碧服(06098.HK)也由逾九個月低位反彈2.4%,曾高見7.14元。 內需股弱勢,蒙牛(02319.HK)、比亞迪(01211.HK)及百威亞太(01876.HK)續跌逾2%至3%,股價曾分別低見25.6元、229.4元及16.88元。海底撈(06862.HK)續吐2.4%報22.85元。周大福(01929.HK)續跌2.9%,曾低見11.92元創逾八個月低。 此外,藥明生物(02269.HK)跑輸同業,股價失守50天線,曾低見40.85元,現報41.5元,續跌2.5%;翰森製藥(03692.HK)跌1.9%,曾低見9.96元。京東健康(06618.HK)續跌2.1%報49.6元。 新經濟股以阿里-SW(09988.HK)沽壓較大,股價低見91.1元,現報91.65元,續跌1.2%。明天放榜的騰訊(00700.HK)低見330.6元,現報332元,僅續跌0.4%。金融股現以友邦(01299.HK)及中國平安(02318.HK)沽壓較大,股價各跌逾1%,曾分別低見70.2元及48.5元。 然而,潤電(00836.HK)及出口股創科(00669.HK)升1.6%至2%,報16.7元及82.9元。東方海外(00316.HK)及攜程-S(09961.HK)反覆升逾1%,報130.1元及319.4元。
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