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滬深股市升幅擴至3.5%-4.3% 憧憬政策扶持長飛/中興/洛玻/海螺/金隅/中交「兩鐵」A股漲8%-10%
阿思達克 03-02 14:18
受累於新冠肺炎疫情肆虐衝擊,內地官方2月製造業PMI及非製造業活動指數分別由前值50及54.1,急降至35.7及29.6均為紀錄低,遠差於市場預期46及53.8。此外,中國財新2月製造業PMI由前值51.1,急降至40.3,為2004年4月有調查以來最低,也遠差於市場預期46。不過,內地新冠肺炎單日新增確診個案僅202宗為40天來最低,人民幣兌美元今天中間價續上調255點子報6.9811兩周高,人行早前透露將適時定向降準及市場憧憬中央加推基建救經濟。滬指及深成升幅擴至3.5%及4.3%,分別報2,981及11,452跑贏區內所股市。A+H全面受捧,升幅普遍逾2%-6%。金隅(601992.SH)漲停報3.71元人民幣,於本港金隅(02009.HK)曾一舉突破5條移動平均線(牛熊線為2.41元),最高見2.45元,現造2.38元,急漲8.7%,成交增至2,353萬股。海螺水泥(600585.SH)曾漲停高見60.35元人民幣,現造59.95元人民幣,急漲9.3%;本港海螺水泥(00914.HK)突破1月所創上市高位61.1元,最高見61.55元,現造60.15元,回升5.2%,成交增至1,675萬股。此外,中建材(03323.HK)急漲9.8%曾見10.1元創近七年高。中冶(601618.SH)曾漲停高見2.99元人民幣,現造2.98元人民幣,急漲9.6%;本港中冶(01618.HK)重越10天及20天線,最高見1.64元,暫受制50天線(1.65元),現造1.61元,回升6.6%。洛玻(600876.SH)漲停報15.6元人民幣;本港洛玻(01108.HK)回升4.7%報2.88元。受益於內地將加快5G商用建設的中興(000063.SZ)曾漲停高見55元人民幣,現造54.6元人民幣,急漲9.2%;本港中興(00763.HK)重越10天線,最高見35.5元,現造34.85元,回升8%,成交2,196萬股。長飛光纜(601869.SH)漲8%報36.08元人民幣,本港長飛(06869.HK)升破牛熊線(15.9元),最高見16.5元,現造16.4元,回升6.3%。中鐵建(601186.SH)、中鐵(601390.SH)及中交(601800.SH)均漲停,分別報10.45元/5.91元/9.6元人民幣;於本港中鐵建(01186.HK)、中鐵(00390.HK)及中交(01800.HK)分別重上牛熊線(9.11元)、百天線(4.7元)及百天線(6.04元),最高見9.6元、4.72元及6.31元,現造9.51元,4.7元及6.26元,回升6.6%-7.7%。銀河證券(601881.SH)及國泰君安(601211.SH)跑贏同業,股價升逾8%,分別報11.4元及18.4元人民幣;本港銀河(06881.HK)及國泰君安(02611.HK)回升逾3%及4%,分別報4.43元及13.56元。
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