恆指挫逾三百點後低位喘定跌幅收窄 保險股捱沽 中升及聯想彈逾3%
人行公布8月21日貸款市場報價利率(LPR),其中一年期LPR按月僅降10點子至3.45%,不及市場預期降15點子;五年期LPR按月維持4.2%,市場原預期降至4.05%。
恆指繼上周累瀉1,124點或5.9%後,今早延續過去六連跌勢頭,低開152點或0.8%報17,798,在金融板塊主導,跌幅曾擴至319點或1.8%創逾八個月低喘定,跌幅曾收窄至僅83點,高見17,867無以為繼,現報17,758,續跌192點或1.1%,總成交額468億元。
藍籌股普遍下跌,東方海外(00316.HK)中期純利按年急降80%至11.29億美元,中期股息按年減約80%至69美仙,特別股息按年減少93%至17美仙。該股今早一舉失守50天及100天線(115.8-116.2元),最多急挫13%至105元喘定,現報110.4元,挫8.5%,250天線(108元)失而復得。
金融股以保險股沽壓較大,友邦(01299.HK)低見67元,創逾九個月低,現報67.85元,續跌2.6%;中國平安(02318.HK)及國壽(02628.HK)低見43.5元及11.1元均創逾八個月低,現報44.2元及11.22元,續跌2.8%及3.1%。港交所(00388.HK)、中銀(02388.HK)及恆生(00011.HK)低見285.2元、20.95元及98.65元,現報285.6元、21.1元及99.8元,續跌逾2%。
信義玻璃(00868.HK)及信義光能(00968.HK)沽壓大,股價低見10.82元及6.5元(創逾三年低),現報10.86元及6.52元,續跌3.7%及5.2%。
地產及收租股以潤地(01109.HK)、九倉置業(01997.HK)及中海外(00688.HK)表現較差,股價續跌逾1.5%-2%。然而,將於9月4日起正式遭剔除恆指成份股的碧桂園(02007.HK)由上市低位反彈高見0.82元,現報0.78元,反彈2.6%;將於同日起遭剔除國指成份股的碧服(06098.HK)續彈1.8%曾高見7.36元。
中升(00881.HK)及聯想(00992.HK)表現較好,股價彈逾3%,分別報25.4元及7.56元。然而,吉利(00175.HK)及比亞迪(01211.HK)續跌逾2%,股價曾低見9.16元及219.2元,分別創逾兩個月及四個月低。
此外,京東健康(06618.HK)低見40.1元創近十個月低喘定,曾回升至42.4元,現報41.55元,倒升1%。
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