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恆指曾急彈逾600點逼近24,600 阿里/恆地/美團漲6%-7%
美股連續第二天全面高收,美國9月私企就業新增職位加快至三個月高兼遠超預期,市場對聯儲局很快「收水」預期升溫,三大指數早段在工業、銀行及科技股主導等齊吐逾1%,其後共和黨領袖麥康奈爾同意將國債上限延長至12月,市場對國會兩黨最終可達成避免債務違約危機感樂觀,三大指數倒升0.3%-0.5%,納指跑贏,道指收復急吐459點或1.3%失地倒升102點或0.3%。美股期貨升幅全面擴至0.5%-0.8%,納指一百期貨升幅最大報14,879,續漲120點或0.8%,道指及標普五百期貨報34,453及4,379,續升0.5%及0.6%。亞太區主要股市全面反彈,尤其是日經、韓股及台股依次反彈1.7%-2%,前者半日收27,990,反彈461點,結束八連跌。 恆指扭轉昨天反覆吐近0.6%勢,今早在高開372點或近1.6%報24,339重越10天線後,在新經濟股升幅全面擴大主導,曾急彈624點,高見24,591,現報24,520,急彈553點或2.3%,成交額535億元。 藍籌股以新經濟股表現最強,尤其是美團(03690.HK)扭五連跌,股價一舉升破50天、10天及20天線(232.5-243.1元),最高見247元,現報245元,急彈7.2%;重磅股騰訊(00700.HK)也扭五連跌,股價重越10天線(459.98元),最高見464.2元,現報463元,回升3.7%。阿里巴巴(09988.HK)承昨天由上市低位反彈勢,今早股價挑戰10天線(143元),最高見146.1元,現報145.4元,續彈5.9%。 頻頻回購的小米(01810.HK)回升3.4%報21.25元,挑戰10天線(21.5元)。舜宇(02382.HK)重越牛熊線(191.8元),最高見195.4元,現報193.3元,回升2%;瑞聲(02018.HK)扭轉連日跌勢,股價由逾兩年收市低位反彈高見36.6元,現報36.15元,回升1.8%。 本屆政府最後一份《施政報告》對於備受關注房屋政策闡述著墨較多,大摩指對本港地產股正面,指現價吸引。藍籌傳統地產收租股全面升逾1%-6%,擁有較多農地的恆地(00012.HK)升幅最大,高見33.3元(暫受制牛熊線33.37元),現報32.4元,急升6.2%;新世界(00017.HK)及新地(00016.HK)升2.4%及3%,分別高見35.2元及104.7元,後者股價重越20天線。 金融股以中國平安(02318.HK)升幅最大,股價重越10天線,最高見54.95元,現報54.5元,續升3.6%;匯控(00005.HK)三連漲,最高見43.65元,現報43.5元,續升2.5%;招行(03968.HK)及工行(01398.HK)反彈2.3%及1.9%,分別高見59.8元及4.38元。國壽(02628.HK)續升1.6%報12.9元;港交所(00388.HK)高見479.2元,現報476元,升1%。
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