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內地7月零售數據遜預期 內需股普遍下跌 惟小鵬及TCL電子逆升逾2%-5%
帶動內地經濟增長「三頭馬車」7月數據均遜預期,其中零售銷售額按年升幅續放緩至2.5%(前值升4.4%),為去年12月以來最低增速,也遜於市場預期年升4%。 內需股今天普遍跑輸大市,內地最大連鎖酒館海倫司(09869.HK)四連跌,最低見8.27元,現報8.32元,續跌3.8%。九毛九(09922.HK)失守10天及百天線(14.74元及415.1元),現報14.6元即市低位,續吐4.3%。藍籌海底撈(06862.HK)低見22.55元,現報22.65元,續吐3.2%;美團(03690.HK)低見133元,現報133.2元,續跌1.6%。 蒙牛(02319.HK)低見25.55元創逾八個月低,現報25.7元,續跌2.5%。中升(00881.HK)低見21.8元創近四年低,現報21.9元,續跌2.7%。 東風(00489.HK)、長汽(02333.HK)、北汽(01958.HK)、廣汽(02238.HK)及比亞迪(01211.HK)續跌逾1.5%-2%,後者股價三連跌曾低見229.4元,創逾兩個月低。此外,百威亞太(01876.HK)及周大福(01929.HK)三連跌及四連跌,最低見16.88及11.7元,分別創逾九個月及八個月低,現報17.08元及11.92元,續跌逾3.5%。 李寧(02331.HK)低見40.7元,現報41.15元,續跌1.7%。361度(01361.HK)中午公布半年多賺28%兼四年再度恢復派發中期股息6.5仙,惟該股由上市高位連吐第三天,午後曾急挫23%至3.8元喘定,現報4.65元,僅反覆續跌6%。 然而,TCL電子(01070.HK)反覆續升5.1%報3.92元,股價重上50天及10天線(3.8元及3.9元)。小鵬(09868.HK)扭六連跌,今天股價反覆回升2.3%報65.55元。 恆指及國指現報18,572及6,360,續跌201點或1.1%及1%,總成交額僅487億元。
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