恆指倒升逾百點 騰訊、美團、藥明及地產股領漲
高盛將聯儲局今年加息次數預測由原先3次上調高4次,美國10年期債息昨晚曾升破1.8%創兩年高,美股三大指數昨晚早段在藍籌、芯片及大型科網股普遍捱沽下齊挫1.6%-2.7%,其後10年期債息回順至1.78%,投資者趁低吸納已連日遭拋售科技股,納指收復早段急挫2.7%所有失地逆市倒升6點,結束四連挫;標指及道指由曾挫2%及1.6%,收窄至僅續跌0.1%及不足0.5%。此外,美股期貨全面反覆微升約0.1%。然而,日本政府證實北韓一周來第二次試射疑似彈道飛彈。亞太區股市個別發展,日經長周末假後重開曾續挫逾1%跑輸。
恆指三連升後,今早在安踏(02020.HK)、昨天急升阿里健康(00241.HK)、阿里巴巴(09988.HK)和李寧(02331.HK)低開近2%-2.5%及友邦(01299.HK)低開0.9%拖累,低開67點或近0.3%報23,678,跌幅曾擴至145點低見23,600獲承接,掉頭反覆高見23,863,創近一個月高,現報23,853,反覆續升106點或0.4%,成交額691億元。
藍籌股個別發展,藥明生物(02269.HK)反覆三連升,最高見88.3元,現報87.3元,續升5.6%;昨天急漲阿里健康扭轉早段曾吐近3%至6.76元所有失地,倒升3.7%報7.22元,連升第四天。
地產分類指數繼昨天續漲1.6%,今早再升逾1%。上月尾至本月初再獲李嘉誠增持的長實(01113.HK)三連升,最高見51.6元,創逾四個月高,現報51.2元,升3.4%。恆地(00012.HK)續升2.4%報33.8元。四大藍籌內房升逾1%-3%,中海外(00688.HK)最強回升4.5%見23.1元再創逾一年高;附屬擬發行不超過28億人民幣公司債的龍湖(00960.HK)反覆六連升,報41.9元,升2.6%。此外,碧桂園服務(06098.HK)續升4.7%報45.8元,股價挑戰20天線(46.05元)。
內需股以恆安(01044.HK)表現最好,股價續升3.5%曾高見43.4元,創近三個月高;蒙牛(02319.HK)續升1.6%報48.3元。出口股創科(00669.HK)升2.5%曾高見145.5元,但遭大和降目標價的申洲(02313.HK)反覆回吐1.5%報142.2元。
然而,萬洲(00288.HK)市前有兩宗合共1.172億股以每股5元(較昨天收市價折讓4.8%)非自動對盤上板,股價回吐2.7%報5.11元。
比亞迪(01211.HK)、吉利(00175.HK)、阿里巴巴及小米(01810.HK)跌逾1%,前者股價五連跌曾低見240元。騰訊及美團四連升,報460.6元及211.4元,續升1.6%-2.3%。
金融股以友邦沽壓較大,股價跌1.4%曾低見78.55元;但建行(00939.HK)續升逾1%曾高見5.85元創半年高。
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