內地經濟數據遜預期恆指彈幅曾收窄至不足百點舜宇及萬洲績後榮辱互見
中美貿易緊張局勢有所緩和，美國將豁免及押後下月起加徵總值三千億美元中國貨10%關稅的部分產品(包括手機筆記本電腦等)。不過，國統局今早公布帶動內地經濟增長「三頭馬車」之一7月工業生產及零售銷售年增再度放緩至4.8%(前值升6.3%)及7.6%(前值升9.8%)，前者升幅為2002年初以來最低，兩者升幅均遜市場預期年增6%及8.6%。滬指及深成由早段最多回升1.1%及1.8%高見2,829及9,060遇阻，曾回順至2,814及8,998，現造2,819及9,010，彈0.8%及1.2%。
受困於政治亂局的港股扭轉昨日低收續挫543點或2.1%至逾七個月低勢，今早在藍籌股全面報升帶動跟隨美股及區內股市裂口高開429點或1.7%，最多漲436點見25,717無以為繼，掉頭回順，升幅曾收窄至不足百點低見25,378，現造25,420，僅彈139點或不足0.6%，成交額410億元。
藍籌股高位幾乎全面遇阻；其中重磅股騰訊(00700.HK)隨ADR高見345元遇阻，現造340.4元，彈1.9%。蘋果昨晚曾急彈近6%，收市仍彈逾4%，瑞聲(02018.HK)高見37.1元，現造36.5元，彈2.8%。
舜宇光學(02382.HK)公布上半年多賺21%至14.31億人民幣，營收及毛利年增30%及23%，獲多間大行唱好，其中野村及瑞信分別上調舜宇目標價至100元及103.7元，評級升至「買入」及「跑贏大市」。該股承過去兩天逆升強勢，今早大裂口高近10%報95元，曾回順至92.85元拒絕再下，買盤重現，最多飆升14%高見98.35元，現造96.2元，急漲11%，成交急增至1,779萬股，涉資16.96億元。
中美貿易緊張關係緩和，油價昨晚急彈4%-4.7%。本港「三桶油」中海油(00883.HK)、中石化000386.HK)及中石油(00857.HK)最高見12元/4.75元/3.95元，現造11.62元/4.7元/3.92元，分別彈1.4%/2.4%/3.7%。
地產相關股以太古A(00019.HK)及九倉置業(01997.HK)彈力最強，最高見77.2元及45.65元，現造77.1元及45.3元，齊彈逾2%；但長實集團(01113.HK)高開最多彈2.5%至52.7元無以為繼，掉頭低見49.9元，創逾兩年半低，現造50.15元，續跌2.4%。
萬洲(00288.HK)公布上半年生物公允價值調整前純利按年減少17%至4.63億美元，中期股息按年維持5港仙。績後大行意見分歧，其中花旗削萬洲目標價20%至5.55元及重申「沽售」評級，以反映公司因中美貿易戰次季核心淨利潤年跌13%，較該行預期低10%。該股今早跟隨大市高開最多彈3.6%高見6.96元遇阻，掉頭低見6.32元，創近七個月低，現造6.4元，續跌4.8%，連跌第三天，成交增至4,455萬股，涉資2.95億元。
長和(00001.HK)、電能實業(00006.HK)及長建(01038.HK)也由高位66.65元/54.1元/55.5元，掉頭倒跌1.5%-1.8%，分別報64.95元/52.8元/53.9元，後者創近五年低。
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