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恆指反覆跌逾百點曾失二萬關 中芯及東方海外挫近5%及14% 惟海底撈倒升6.5%
美國上周布多項數據均顯示通脹有見頂跡象,市場憧憬聯儲局放慢加息步伐,加上8月密歇根消費信心初值連彈兩個月遠勝預期,美股三大指數上周五在權重科技股主導高收升1.3%-2.1%均創逾三個月高,納指追彈。然而,美股期貨全面回吐不足0.3%。亞太股市普遍反覆向好,但除日經續升1%半日高收28,830外,餘下升幅均少於0.8%。 然而,中國7月帶動經濟增長「三頭馬車」數據均遜預期,7月工業生產及零售總額按年分別升3.8%及2.7%,低於市場預期升4.3%及4.9%;首七月固定資產投資年升5.7%,遜於市場預期升6.2%。滬指及港股今早反覆逆軟。 本港次季GDP按年續萎縮1.3%(前值萎縮3.9%),港府年內第三次下調全年GDP預測至介乎增長0.5%至萎縮0.5%。恆指由近三個月低位連升兩天後,今早低開137點或0.7%報20,038獲承接,在科指曾倒升1%至4,394等帶動,掉頭曾倒升85點高見20,260無以為繼,再度回落曾低見19,984,現報20,068,回吐106點或0.5%,成交額375億元。 藍籌股普遍反覆受壓。上海出口集裝箱運價指數上周跌4.7%兼連跌九周,此外,波羅的海指數上周五也續挫5.1%報1,477。航運股捱沽,尤其是藍籌東方海外(00316.HK)一舉失守50天、20天及10天線,最低見223.8元,現報229元,挫近14%。非藍籌中遠海控(01919.HK)續跌4.8%報11.2元,失守20天及10天線;太航(02343.HK)跌4.3%報2.9元,股價失守20天及10天線;中遠海發(02866.HK)跌2.4%報1.21元。 次季少賺25%的藍籌中芯(00981.HK)兩連跌,今早一舉失守20天及10天線,最低見16.2元,現報16.28元,續挫4.7%。 擬將ADR從紐交所退市藍籌國壽(02628.HK)、非藍籌上石化(00338.HK)、藍籌中石化(00386.HK)及中石油(00857.HK)跌逾2%-3%,後者最傷報3.39元,跌3.7%。 新經濟股以騰訊(00700.HK)沽壓較大,股價跌1.3%曾反覆低見299.2元。然而,美團(03690.HK)倒升1.1%報181.1元;京東(09618.HK)也倒升0.6%報223.8元。 中績後獲多間大行升價的李寧(02331.HK)三連升,今早高低見71.45元/69.55元,現報71.25元,續升1.6%。 海底撈(06862.HK)發盈警料中績盈轉蝕2.25-2.97億人民幣,但該股今早低開報15.88元獲承接,掉頭高見17.66元,現報17.06元,倒升6.5%,為表現最好藍籌。非藍籌同業呷哺呷哺(00520.HK)也發盈警料中期虧損擴至2.7億人民幣,但該股今早低見3.07元獲承接,掉頭倒高見3.28元,現價3.2元,倒升1.3%。
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