恆指午後曾僅升123點 港交所曾倒跌近4% 中資電訊股弱
內地擬於今季增發1萬億元人民幣國債支持災後重建等工作。恆指扭四連跌,今天高開473點或2.8%報17,465欠承接,於本港特首李家超11時開始發表新一份《施政報告》後,升幅持續收窄,午後曾僅升123點低見17,114,現報17,165,回升173點或1%,總成交額704億元。
藍籌股普遍上升,但高位遇壓,其中權重股騰訊(00700.HK)、美團(03690.HK)及阿里(09988.HK)收窄至僅升逾2%-3%,各現報289元、110.1元及79.65元。然而,聯想集團(00992.HK)升幅擴至7.3%報8.93元。
內需股以蒙牛(02319.HK)表現最好,股價升4.1%報25.3元。百威亞太(01876.HK)也升逾4%報14.78元。此外,宏橋(01378.HK)續升5.3%報7.11元,股價重越20天線。
《施政報告》宣布將會下調股票印花稅稅率0.03個百分點至0.1%,證券及期貨專業總會認為,下調後稅率仍遠於其他市場,難吸引外資流入。港交所(00388.HK)午後蒸發今早曾升近2.8%所有漲幅,最多倒跌3.9%至278.8元創逾十個月低,現報280.6元,倒跌3.2%。匯控(00005.HK)轉跌0.3%報58.45元。
國際油價三連跌,上季少賺8%中海油(00883.HK)股價曾低見12.88元,現報12.98元,續跌3.3%;中石油(00857.HK)反覆續跌3.8%報5.32元。
上季業績遜預期的聯通(00762.HK)遭摩根大通下調目標價,今日股價最低見4.84元,創逾九個月低,現報4.87元,續挫7.6%。中移動(00941.HK)股價倒跌2.2%報61.95元。中電信(00728.HK)報3.47元,續跌3.6%。
信義光能(00968.HK)股價回升至5.23元無以為繼‧,一度掉頭低見4.78元,現報4.83元,倒跌4%。
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