恆指曾回吐逾300點 小米(01810.HK)跌4% 獲大行唱好九置(01997.HK)逆升6% 半新股週六福(06168.HK)椰子水IFBH(06603.HK)各挫約一成
市場觀望美國上月新增非農數據及《大而美法案》衆議院點票,另美國及越南締貿易協議,隔晚(2日)美股三大指數分化,納指及標普500各創歷史高,道指收市微跌10點。另6月財新中國服務業PMI降至50.6,創2024年10月以來最低。恆指承上日升勢,今早(3日)輕微高開12點,報24,234後,早市倒跌,曾跌301點,低見23,920,最新報23,959,回吐261點或近1.1%,成交905.27億元。
權重新經濟股拖累大市,小米-W(01810.HK)上日破頂後,今早回吐4%,報57.75元,暫屬跌幅最大藍籌,成交51.4億元;另阿里健康(00241.HK)、阿里-W(09988.HK)及新東方-S(09901.HK)各跌逾3%。快手-W(01024.HK)、美團-W(03690.HK)及京東-SW(09618.HK)各跌1.7%至2.1%、騰訊(00700.HK)跌1.3%。
權重金融股偏軟,招行(03968.HK)跌2.6%、港交所(00388.HK)、工行(01398.HK)跌1.4%至1.7%。國壽(02628.HK)及中行(03988.HK)各跌約1.1%及0.6%。匯控(00005.HK)及友邦(01299.HK)各微跌0.5%及0.2%。
本港5月零售銷售按年轉升2.4%,終止連跌14個月,並勝市場預期。摩通認爲本港零售銷售見底回升,不認爲會大幅反彈,但下半年按年計或會繼續趨穩,該行一舉上調九龍倉置業(01997.HK)評級由「減持」升至「增持」,目標價27.5元,並上調領展(00823.HK)目標價至49元﹛評級「增持」。大摩則指本港5月零售銷售勝預期,料九置及希慎(00014.HK)股價或有正面反應。九置今早高開2%後早段升幅擴大,現報23.95元,逆市升6.21%,暫屬升幅最大藍籌,成交7,051.79萬元。希慎現升1.8%,報14.76元,成交2,718.8萬元。領展現升0.6%,報42.45元,成交1.24億元。
另服飾板塊的申洲(02313.HK)及李寧(02331.HK)各升2.2%至3.6%。藍籌醫藥股翰森(03692.HK)及石藥(01093.HK)各升3.2%及2%。
部分焦點半新股顯着回落,上日破頂後倒跌的週六福(06168.HK)今日高開0.46%,最高見43.8元。現報38.2元,跌11.78%,成交577.81萬股,涉資2.26億元。現價較上市價24元仍高出約59%。
泰國椰子水品牌「if」母企IFBH(06603.HK)今日平開,最低見42.55元。現報42.95元,跌9.67%,成交458.62萬股,涉資2.05億元。現價較上市價27.8元高出約54.5%。
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