恆指跌幅曾擴至逾600點 平安、招行、美團及兩大體育用品股挫5%-11%
俄烏戰事持續,世銀將全球今年GDP增長由1月時預測4.1%,下調至僅增長3.2%,加上美國標十年期債息曾升至2.884厘創2018年12月以來新高,美股昨晚假後重開反覆續軟。然而,美股期貨全面回升0.2%-0.4%。亞太區股市今天普遍向好,但現時升幅均少於1%。然而,中港、新西蘭及印尼股市逆跌。
內地首季GDP初值年增再度加快至4.8%(前值年增4%),優於市場預期年增4.4%。然而,3月零售總額按年轉降3.5%,遜於市場預期轉降1.6%。此外,人行下周一(25日)起正式降準25點子,降幅低於市場預期。
港股終止三連升,今早於長假後復市在各分類指數均捱沽下,恆指曾急吐621點低見20,896,現報20,987,急吐530點或2.5%,成交額571億元。
藍籌股普遍捱沽。掌舵招行(03968.HK)近9年田惠宇被免去行長職務,摩通料對股價短期有壓力。該股今早曾急挫12.5%低見52.3元,現報53.3元,急跌11%,為最傷藍籌,成交激增至6,581萬股。
金融股以中銀(02388.HK)、國壽(02628.HK)、建行(00939.HK)、友邦(01299.HK)、港交所(00388.HK)及瑞信料首季新業務價值受壓的中國平安(02318.HK)沽壓最大,股價跌近2%-5%,後者沽壓最大報54.45元,挫約5%。
四大藍籌內房回吐逾2%-4%、潤地(01109.HK)沽壓最大,曾低見37.15元;傳統地產以長實(01113.HK)及恆地(00012.HK)沽壓最大,報53.95元及32.95元,跌1.9%及2.7%。
新經濟股以網易(09999.HK)、騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)沽壓最大,股價跌近3%-5%,後者最傷,報147.6元。
內地3月零售總額按年轉降3.5%遠遜預期,內需股以安踏(02020.HK)及李寧(02331.HK)沽壓最大,股價挫逾5%-7%,報88.3元及59.15元;潤啤(00291.HK)及蒙牛(02319.HK)跌逾3%-3.5%,分別報44.8元及41.7元。
然而,貼國際油價走高的「三桶油」逆市續升,尤其是中石油(00857.HK)及中海油(00883.HK)高見4.18元及11.82元,現報4.15元及11.78元,續升1.7%-1.9%。此外,收租股領展(00823.HK)續升0.8%報68.15元。
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