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恆指午後曾由低位彈逾500點失地 長實、電能、中海外及碧桂園升逾2%-6%
內地今年首兩個月出口額按年升16.3%,優於市場預期升15.7%;進口額按年升15.5%,不及市場預期升17%。期內,貿易順差按年擴大19.5%至1,159.6億美元。 恆指繼今早曾瀉1,078點低見20,826創逾五年半低喘定後,午後初段曾由最低位反彈逾500點,高見21,327無以為繼,沽盤重現,現報21,170,續挫735點或3.4%,成交額1,286億元。 藍籌股普遍捱沽,新經濟股以美團(03690.HK)沽壓最大,最低見147.4元,創廿個月低,現報150.4元,續挫8.7%;京東集團(09618.HK)低見240.2元,現報249元,續挫5.1%;阿里巴巴(09988.HK)低見93.4元屢創上市新低,現報97.4元,續跌1.6%;騰訊(00700.HK)低見381元創近兩年低,現報393.4元,續跌2.4%。 西方國家加強制裁俄羅斯金融業,匯控(00005.HK)隨歐美同業跌破百天線(49.5元),最低見47.75元,現報48.15元,續挫6.5%;非藍籌渣打(02888.HK)失守牛熊線(50.85元),最低見47.6元,現報48.05元,續挫7.2%。 內需股以吉利(00175.HK)沽壓最大,最低見11.96元,屢創逾年半低,現報12.04元,續挫8.2%;比亞迪(01211.HK)低見192元創近九個月低,報201.6元,續挫5%。蒙牛(02319.HK)及安踏(02020.HK)續挫逾4%,分別低見45.8元及107.4元。 澳門立法會建議博彩企業若涉及國家安全,收回賭牌擬行政處理。濠賭股今天全面挫逾6%-8%,藍籌金沙(01928.HK)及新濠(00200.HK)跌幅最大,前者股價失守百天線(19.2元),最低見18.1元,現報18.24元,續挫8.2%;後者股價低見6.83元創逾52周新低,現報6.93元,續挫8.5%。銀娛(00027.HK)續跌6.3%報39.5元。 歐美可能禁止入口俄羅斯石油,加上利比亞武裝分子關閉利比亞兩個油田,刺激油價今早於亞洲曾進一步飆升逾一成,布蘭特期油及紐約期油分別高見139.13美元及130.5美元。中海油(00883.HK)及中石油(00857.HK)逆市再探頂,最高見10.98元及4.49元,分別創近兩年及三年高,現報10.6元及4.45元,逆升1.7%及4%。 國務院總理李克強於「兩會」指出,因城施策,促樓市良性循環健康發展。內房股今天跑贏大市,尤其是與騰訊(00700.HK)持股網上醫療平台微醫達成戰略合作協議的碧桂園(02007.HK)三連升,最高見6.6元,現報6.47元,續升6.6%;中國海外(00688.HK)反覆回升逾3%報24.95元。 長建(01038.HK)及電能實業(00006.HK)確認英國電力資產獲洽購,兩者股價反覆續升1.4%及2.1%,分別高見51.25元(創逾52周高)及50.4元;長實(01113.HK)也反覆升2.4%報49.6元。此外,信義光能(00968.HK)扭四連跌,股價反覆回升1.9%報12.9元。
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