內地8月零售數據勝預期 北汽、JS環球及華晨漲近6%-9%
內地8月零售銷售總額按年升幅加快至4.6%(前值僅升2.5%),遠勝市場預期升3%。內需股普遍造好,JS環球生活(01691.HK)三連彈,最高見1.52元,現報1.41元,升6.8%。
車股以華晨(01114.HK)表現最好,股價升近9%曾高見3.86元創近五個月高;北汽(01958.HK)股價升破10天線,最高見2.38元,創近七個月高,現報2.32元,續升5.5%。小鵬(09868.HK)及蔚來(09866.HK)升近4%,報73.95元及82.75元。比亞迪(01211.HK)升約2%報249.6元。
體育用品股以落後的李寧(02331.HK)彈力較強,股價由近三年低位回升3.5%報37.05元。安踏(02020.HK)升1.5%報90.65元。潤啤(00291.HK)及蒙牛(02319.HK)升逾2%,報45.35元及27.85元。餐飲股以海底撈(06862.HK)、美團(03690.HK)及百勝(09987.HK)表現較好,股價升逾2%-3%。
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