恆指跌幅擴至逾200點失守17,400 港交所、美團、創科及京東健康跌逾2%-5%
紐約期油昨晚續漲逾3%至逾一年高,加上美國明尼阿波利斯聯儲總裁卡什卡里指美聯儲為達通脹目標有四成機會需要大幅加息,美國十年期債息曾升至4.642厘再創16年高,美匯指數高見106.84。道指昨晚曾反覆跌逾300點至近四個月低位喘定,收市僅續跌0.2%。亞太股市今天個別發展,但升跌均不足1%,港股除外。「十一國慶」黃金周長假前夕,滬指及深成承昨天反彈勢,今早進一步升至3,121及10,155遇阻,現報3,111及10,092,分別續彈0.1%及倒跌0.1%。
期結日,恆指繼昨天由近十個月低位反彈0.8%結束兩連挫後,今早低開24點或0.1%報17,587,曾倒升15點高見17,627無以為繼,最低見17,380,現報17,390,回吐221點或1.1%,總成交額368億元。此外,恆生科指及國指報3,773及5,999,回吐1.6%及1.2%。
藍籌股普遍向下,尤其是京東健康(06618.HK)挫5.5%報37.05元;阿里健康(00241.HK)跌3.7%報4.41元。新經濟股以美團(03690.HK)及網易(09999.HK)沽壓最大,股價跌3.3%及3%,分別報110.9元及150.6元。騰訊(00700.HK)、阿里(09988.HK)及京東(09618.HK)跌逾1%,前者曾低見296.4元再創年內新低。
內需股蒙牛(02319.HK)、潤啤(00291.HK)、百威亞太(01876.HK)、金沙(01928.HK)及銀娛(00027.HK)也跌逾2%-4%。
藍籌內房及物管股以龍湖(00960.HK)及碧服(06098.HK)沽壓較大,股價跌逾2%。然而,大摩指本港地產股估值便宜,加上財爺陳茂波「疑似」放風減辣指樓市現況與引入辣招時不同。傳統地產股普遍逆升,尤其是新地(00016.HK)及恆隆地產(00101.HK)也升逾1%。
金融股以港交所(00388.HK)沽壓最大,股價跌逾2%報283.8元;友邦(01299.HK)及中國平安(02318.HK)也跌約1.5%,報63.05元及44.25元。
出口股創科(00669.HK)挫逾4%報73.9元;但申洲(02313.HK)續彈近2.5%報69.65元。此外,東方海外(00316.HK)也升1.7%報104.9元。
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