恆指曾漲逾200點 保險/手機/內房收租股及吉利領漲
美國零售數據增長明顯放緩兼遜預期,加上新冠肺炎確診個案上升,重燃市場對經濟封鎖憂慮及已消化疫苗研發有望短期內面世,加上美銀建議投資者趁疫苗好消息沽售美股,美股昨晚扭兩連漲全面回軟,其中道指曾由紀錄高位急吐430點或1.4%至29,520獲承接,收市僅吐167點或近0.6%。美股期貨全面續軟。
不過,本港截至10月止三個月失業率環比維持6.4%(近16年高位),優於市場預期升至6.6%。恆指繼昨天反覆續微升0.1%後,今天高開19點,早段好淡爭持,曾回落至26,344獲支持,11時半急速抽高漲202點,高見26,618,再創逾四個月高,現造26,595,續升180點或0.7%,成交額719億元。
藍籌股以傳擬與戴姆勒合作研發新一代混合動力汽車引擎的吉利(00175.HK)表現最好,股價五連漲,今天急漲8.5%報22.9元,再創近兩年半高。
收租股九倉置業(01997.HK)及太古A(00019.HK)漲逾3%及4%,分別高見39.9元及46.2元,後者創近五個月高。內房藍籌中海外(00688.HK)、碧桂園(02007.HK)及潤地(01109.HK)升逾1.5%-3%,後者最強股價重越10天線(36.1元)高見36.9元。
兩大手機股瑞聲(02018.HK)及舜宇(02382.HK)升逾1.5%及2.5%,後者最高見曾高見163元,暫受制上周一所創52周高位167元。此外,三大保險股也反覆升逾1%,其中友邦(01299.HK)反覆升破上周所創紀錄高位90元,最高見90.9元,現造90.6元,升1.6%,平保(02318.HK)續升1.9%報89.6元,創逾四個月高。
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