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恆指午後跌幅曾擴至逾300點 九倉置業、招行創九個月低
內地最新經濟數據遜預期,拖累滬深及港股連跌第四天,尤其是恆指午後跌幅曾擴至319點或1.7%低見18,261,現報18,328,續跌252點或近1.4%,總成交額700億元。 藍籌股普遍下跌。金融股以匯控(00005.HK)、中國平安(02318.HK)、國壽(02628.HK)及招行(03968.HK)表現較差,股價跌2.5%左右,前者股價曾低見59.4元,後者跑輸股價八連跌曾低見31.55元創九個月低。 煤氣(00003.HK)中績多賺9%但收入倒退,花旗績後重申煤氣「沽售」評級兼削價至5.5元。該股三連跌,最低見6元(再觸及去年10月所創52周低位),現報6.02元,續跌3.1%。 內需股以受困於行業減價戰比亞迪(01211.HK)、安踏(02020.HK)及李寧(02331.HK)表現較差,股價續跌2.5%-3.3%,報229.6元、80.4元及39.7元。然而,中升(00881.HK)由近四年低位21.6元,掉頭倒升2.7%報22.5元。 新經濟股以百度(09888.HK)沽壓最大,股價連跌第五天,最低見129.3元,現報130.3元,續跌3%;阿里(09988.HK)低見88.9元,現報89.35元,續跌2%。美團(03690.HK)、京東(09618.HK)及放榜前的騰訊(00700.HK)續跌逾1.2%,後者現報328.4元,續跌近1.3%。 昨天遭摩通劈目標價至27元的九倉置業(01997.HK)三連跌,最低見31.8元,屢創逾九個月低,現報32.25元,續跌3.3%。然而,內房股反彈,尤其是龍湖(00960.HK)反覆彈半成報17.94元;碧桂園(02007.HK)由上市低位反覆續彈逾2%報0.85元;碧服(06098.HK)續彈4.3%報7.28元。
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