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恆指跌幅擴至近200點考驗25,900 潤地及阿里健康挫逾7%及11%最傷
美股昨晚全面升0.2%-0.9%,美國10月達拉斯製造業指數反彈幅度遠勝預期,加上獲大額訂單兼獲大摩唱好升價至千二美元的Tesla(TSLA.US)急漲近13%屢破頂兼市值首破萬億美元,支持標指及納指回升0.5%及0.9%,前者再創紀錄高,道指在逾半藍籌造好支持反覆續升0.2%屢創紀錄高。美股期貨全面向好,尤其是納指一百期貨續追升0.5%,報15,569,標普五百期貨續升0.2%報4,566。不過,亞太區股市個別發展,日股大幅跑贏,日經急漲505點或近1.8%曾高見29,160;台股及韓股回升0.8%-0.9%。 港股今早在季績勝預期匯控(00005.HK)、第三季平台同店銷售按年升20%-30%的李寧(02331.HK)及屢破頂比亞迪(01211.HK)分別高開逾1%-5%支撐,高開102點或0.4%報26,234欠承接,掉頭反覆向下,午後跌幅曾擴至226點或近0.9%報25,905喘定,現報25,938,回吐194點或0.7%,惟成交額僅835億元。 藍籌股普遍受壓,阿里健康(00241.HK)發盈警料中績轉蝕最多3.2億人民幣,股價急挫11.5%報10.9元,一舉失守20天、10天及50天線。阿里巴巴(09988.HK)午後低見168.1元,現報168.9元,續跌2.9%。 騰訊(00700.HK)、美團(03690.HK)及舜宇(02382.HK)反覆跌逾1%-2%,分別報497.4元、282.4元及205.6元,前兩者股價均失守10天線。 仍受困於內地擬推房產稅的四大藍籌內房碧桂園(02007.HK)/中海外(00688.HK)/龍湖(00960.HK)/潤地(01109.HK)續跌3.5%-7.2%,後者最傷報31.05元,四者股價除龍湖外均失守10天及20天線。 海底撈(06862.HK)續挫5.6%報25.05元,創逾兩年半低。此外,內需股以安踏(02020.HK)沽壓較大,股價反覆失守10天線(127.7元),現報125.8元,反覆續吐2.7%,李寧高見98元,現報93.65元,回升2.3%。百威亞太(01876.HK)隨中資啤酒股反彈逾4%曾高見20.15元。獲聯交所確認可分拆非全資子公司半導體於深交所上市的比亞迪三連漲(曾累升15%),高見324.6元新高,現報308.8元,續升2%。 濠賭股銀娛(00027.HK)及金沙(01928.HK)回升1.7%及4.1%,分別報42.6元及17.88元。此外,匯控高見47.4元,創逾四個月高,現報47.25元,續升1.2%。招行(03968.HK)升逾1%報67.7元。相反,三大保險股受壓,尤其是中國平安(02318.HK)跌1.9%報60.45元。
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