北水迴歸內需股普遍受壓 李寧及中免回吐逾8%至10%
A股今日(19日)復市,北水重啓。恆指繼過去三個交易日累漲近3.8%後,今早輕微低開5點報16,334欠承接,最低見16,147,現報16,173,回吐166點或1%,總成交額338億元。
春節期間,內地本土遊消費按年升47.3%至6,327億人民幣,較2019年同期升7.7%。然而,本港內需股今早(19日)普遍回吐,且沽壓普遍超大市,尤其是中國中免(01880.HK)失守百天線(82.3元),現報77.8元即市低位,回吐9.8%。中升(00881.HK)曾挫7.5%至13.02元獲承接,現報13.52元,僅回吐4%。美東汽車(01268.HK)低見2.9元,現報3.04元,回吐5.3%。
主要體育用品股跌逾2%至8%,李寧(02331.HK)沽壓最大,最低見19.38元,現報19.46元,回吐8.4%。
主要餐飲相關股跌逾1%至5%,海底撈(06862.HK)及九毛九(09922.HK)沽壓最大,現報13.5元及4.82元,回吐4.9%及5.7%;美團-W(03690.HK)現報72.7元,反覆回吐2.6%。百勝中國(09987.HK)回吐不足1%。
藍籌潤啤(00291.HK)及蒙牛(02319.HK)現報30.3元及18.68元,回吐4.3%及3.4%。此外,東方甄選(01797.HK)回吐近6%報23.95元。
汽車股以藍籌吉利(00175.HK)表現較差,現報8.04元,回吐3%;比亞迪(01211.HK)及理想-W(02015.HK)回吐近2%。然而,五菱汽車(00305.HK)承接上週五急漲21%強勢,今早進一步升百天線(0.455元),最高見0.5元,現報0.465元,續漲24%。北汽(01958.HK)及東風(00489.HK)續升逾1%,現報2.15元及3.13元,後者股價重越20天及10天線(各約3.1元)。
此外,將於下月4日正式納入科指成份股的同程旅行(00780.HK)高見18.12元創逾五個月高,現報17.8元,反覆續升1.7%。
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