港股升幅扩至逾600点科技、金融及濠赌股领涨
美国上月非农就业新增远逊市场预期,市场联储局减息预期升温。此外,美国与墨西哥达成协议无限期暂停向後者货品加徵关税,并延迟两周向中国货加徵关税。美股上周五全面累弹3.9%-4.7%,美股期货全面续升0.3%。亚太区股市(菲股窄幅逆软除外)今全面延续上周五升势,尤其是日经续涨1.1%重越21,000关之上。
中国5月底止外汇储备意外扩至31,010亿美元。此外,中国以美元计价5月出口额按年意外转升1.1%,市场原先预期跌幅扩至3.9%,进口额按年转降8.5%(前值升4%),超市场预期转降3.5%。期内,顺差环比扩至416.5亿美元,远超市场预期顺差扩至223亿美元。沪指及深成长周末假後复市回升1%及1.5%,分别报2,855及8,714。
港股於长周末假後重开延续之前两天弹势,高开241点或0.9%,升幅持续扩至611点或2.3%,报27,576,突破20天线(27,496),成交额426亿元。
蓝筹股除中移动(00941.HK)及港铁(00066.HK)反覆逆软外,全部造好,升幅普遍逾1%-3%。摩通看好濠赌6月博彩收入,上调银娱(00027.HK)、美高梅(02282.HK)、新濠(00200.HK)及永利(01128.HK)评级至「增持」及首选两大蓝筹银娱及金沙(01928.HK),濠赌股今早全面升逾3%-5.5%,金沙及银娱升幅最大,报49.8及37.1元,急弹逾6%,前者股价重越10天线,後者股价重越10天及20天线。
重磅股腾讯(00700.HK)、两大手机股瑞声(02018.HK)及舜宇(02382.HK)依次升逾3%-6.5%,高见341.4元/42.55元/72.3元,现造340.8元/42.8元/72.15元,升3.1%/5%/6.8%,後两者股价重越10天线。
於美国有较多业务的万洲(00288.HK)及贴价走中海油(00883.HK)也升逾5%及4.5%,分别报7.59元及12.72元。
金融股以工行(01398.HK)、建行(00939.HK)、港交所(00388.HK)、友邦(01299.HK)、中国平安(02318.HK)及国寿(02628.HK)表现最好,股价依次涨近3%-4.5%,後者股价报18.44元,重越10天及20天线。
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