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恆指升幅擴至逾500點 比亞迪/招行/信義光能/美團/阿里巴巴漲逾5%-7%
美國9月非農就業新增職位遠少預期,但失業率降至4.8%及工資升幅均勝預期,市場仍預期聯儲局年內開始「縮表」。美股三大指數繼上周五反覆回軟後,期貨全面續跌0.1%-0.3%。亞太區股市今早普遍造好,日經由最低位27,893,掉頭最多倒升532點或1.9%高見28,581創一周新高,半日收28,488,續升440點或1.6%。 港股三連升,恆指繼上周累漲262點連升兩周後,今早在重磅股匯控(00005.HK)、騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)分別高開1.5%、2.2%、4.8%及5.5%支撐,高開323點或1.3%報25,161,升幅持續擴至525點或2.1%高見25,363,直逼50天線(25,461),成交額602億元。 藍籌股個別發展,新經濟股延續上周尾強勢。就「二選一」壟斷行為遭市監局處罰34.4億人民幣、消除不明朗因素的美團三連漲兼重越百天線(260.3元),最高見278元,現報272元,續漲6.3%,;獲股神巴菲特拍檔芒格(Charlie Munger)第三季於美國大舉增持ADR股份的阿里巴巴由上市低位連升第四天兼重越50天線(164.8元),最高見167.8元,現報166.5元,續漲7.1%;《英雄聯盟》手遊國服上線,騰訊連升三天,最高見498.6元,現報491元,續升1.9%。 金融股以招行(03968.HK)升幅最大,股價三連升兼重越50天線(63.4元),最高見64.55元,現報63.75元,續升5.7%,招行A股漲逾4%曾高見54.18元人民幣。 匯控五連漲兼重越百天線(44.04元),最高見45.1元,創逾兩個月高,現報44.55元,升1.6%;隨A股漲的中國平安(02318.HK)及國壽(02628.HK)分別四連升及五連升,最高見60.4元及13.94元,現報59.1元及13.8元,升2.2%及2.4%。 信義光能(00968.HK)反彈6.6%報15.5元,股價重越10天線(15.36元),同業福萊特玻璃(06865.HK)也漲7.4%報36.15元,重越10天及20天線(35.66元及36.1元)。 內需股以汽車股表現較好,股價全面升約1.5%-6%,長汽(02333.HK)最強高見31.65元,現報31.15元,續升6.1%;藍籌比亞迪(01211.HK)高見260.6元,現報259元,回升5.3%,挑戰50天線(257.15元);同為藍籌吉利(00175.HK)三連漲,升3.6%報23元。 然而,地產收租股普遍逆市受壓,尤其是恆地(00012.HK)、九倉置業(01997.HK)、碧桂園(02007.HK)及潤地(01109.HK)續跌逾1%;中海外(00688.HK)逆同業回升2.6%報17.9元。此外,公用股也普遍偏軟。
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