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恆指曾跌逾200點 醫藥及內房股捱沽 惟獲摩通看好周大福逆漲近8%
市場憂慮包括美聯儲全球主要央行持續加息或致經濟陷入衰退。美股三大指數兩連跌,美股期貨仍全面反覆跌0.1%-0.4%,納指一百期貨續跑輸,最高見11,950,現報11,886,跌47點或0.4%。亞太股市除上週五急吐1.9%印尼雅加達綜指逆彈0.3%外,全部續受壓,尤其是大馬股價續跌1.4%報1,446;菲股五連跌,報6,464,跌1.3%。 港股兩連跌兼創半年低,恆指今早低開66點或近0.4%報18,695欠承接,在科指跌幅曾擴至逾2%,以及內房捱沽,尤其是龍湖(00960.HK)和碧桂園(02007.HK)和碧服(06098.HK)續挫4.8%-5.5%等拖累,跌幅曾擴至233點或1.2%低見18,528創半年低,現報18,598,跌163點或0.9%,總成交額458億元。 內地343種藥品通過醫保藥品目錄形式審查。國家醫保局表明,該藥品只有順利通過目錄調整所有環節,才能最終被納入國家醫保藥品目錄。然而,醫藥股捱沽,藍籌藥明生物(02269.HK)低見48.6元創半年低,現報49.55元,續跌4.4%;石藥(01093.HK)及上週五回購90萬股中生製藥(01177.HK)跌逾3.5%及5.9%,報7.34元及3.7元,分別創逾三個月及四個月低。 非藍籌康方生物-B(09926.HK)、三葉草生物-B(02197.HK)、開拓藥業-B(09939.HK)、金斯瑞生物(01548.HK)、信達生物(01801.HK)、康希諾生物藥(06185.HK)、君實生物(01877.HK)、百濟神州(06160.HK)及騰盛博藥-B(02137.HK)跌逾2%-5%,後者最傷曾低見報6.32元。 非藍籌內房以合景泰富(01813.HK)、富力(02777.HK)及旭輝(00884.HK)回吐壓力最大,股價挫逾6.5%-9%,分別低見1.41元、1.52元及報1.61元。 據《東方日報》引述消息指本港「0+7」檢疫實行在即,新措施或本週內公佈。獲摩通大幅升級至「增持」看19元的周大福(01929.HK)逆升7.9%報15.62元,股價重越50天線(15.45元),爲最強藍籌。此外,中銀(02388.HK)、領展(00823.HK)、長實(01113.HK)及九倉置業(01997.HK)升逾1%-2.5%,後者最強報38.7元。
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