人匯下挫內房物管股顯著回吐 碧桂園曾挫近12%
人行相隔七個月再宣布12月5日起正式下調金融機構存準金率25點子,預計為市場釋放5,000億元人民幣。然而,內地疫情持續升溫。人民幣兌美元中間價今天(28日)下調278點子,報7.1617。此外,在岸及離岸人民幣今早曾分別挫逾660點子及500點子,前者一度跌穿7.23關。滬指及深成今早曾挫逾2%,分別低見3,034及10,657。此外,港股恆指今早於期結日前夕,裂口低開573點或近3.3%,報17,000欠承接,在權重金融指數及科指主導,跌幅曾擴至739點或4.2%,低見16,833,隨後跌幅收窄,現報17,122,跌451點或近2.6%,總成交額497億元。
人行上周出招撐房企,內房股繼上周受捧跑贏大市,今早隨大市回落,藍籌碧桂園(02007.HK)及龍湖(00960.HK)扭三連漲,曾分別回吐11.6%及8%,低見2.74元及20.1元,現報2.91元及20.5元,回吐6.1%及6.2%。藍籌潤地(01109.HK)和中海外(00688.HK)扭四連升,最低見32.2元及19.36元,現報33.05元及19.88元,回吐3.5%及3%。此外,萬科(02202.HK)扭三連升,股價重失百天線(14.33元),最低見13.88元,現報14.28元,回吐3.8%。
旭輝(00884.HK)扭三連升,最低見1.21元,現報1.26元,回吐7.4%。合景泰富(01813.HK)、富力(02777.HK)及雅居樂(03383.HK)各回吐逾7%至8%,分別報1.69元、1.77及2.38元。
寶龍地產(01238.HK)、時代中國(01233.HK)及龍光(03380.HK)回吐逾7%至8%。此外,綠城中國(03900.HK)、美的置業(03990.HK)、遠洋(03377.HK)及金茂(00817.HK)回吐3%至4.6%。
另物管板塊中,旭輝永升服務(01995.HK)、中海物業(02669.HK)、新城悅服務(01755.HK)、融創服務(01516.HK)、時代鄰里(09928.HK)、合景悠活(03913.HK)、碧服(06098.HK)及雅生活(03319.HK)回吐5.5%至12%。
中行(03988.HK)上周表示,與十家內房包括萬科、碧桂園、龍湖、中海外、潤地、招商蛇口(001979.SZ)、金地集團(600383.SH)、綠城中國、濱江集團(002244.SZ)和美的置業簽署戰略合作協議,提供意向性授信金額合計逾6,000億元人民幣。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.