恆指跌幅擴至逾260點考驗22,400 騰訊及阿里挫4.5%-5% 濠賭股急挫 煤氣漲半成
美聯儲所關注的通脹指標最新核心個人消費物價按年升幅回落至逾一年低,加上密歇根消費信心終值及12月成屋銷量均勝預期,美股三大指數繼上周五在權重科技股及季績勝預期信用卡板塊造好支撐反覆續升近0.3%-1%後,美股期貨全面微吐0.2%-0.3%。亞太股市今天個別發展,台股及滬深股市兔年首個交易日復市追升紅盤高開,尤其是加權指數曾飆近3.6%至15,465,現報15,351,急漲2.8%;滬指及已七連升深成曾再升1.4%及2.2%至3,310及12,246分別逾半年及逾五個月高遇壓,現報3,279及12,136,續升0.5%及1.3%。受惠圓匯回軟的日經反覆續升0.3%報27,470;但已五連升的韓股今早再逼近上周五盤中所創逾五個月高位遇阻倒跌逾1%。
港股繼上周五高收22,688創近11個月高三連升後,今早於期結日在科指及國指低開0.8%及0.7%拖累,恆指低開109點或0.5%報22,579,早段收窄跌幅高見22,623無以為繼,最低見22,400,現報22,421,回吐267點或近1.2%,總成交額727億元。此外,科指跌幅擴至2.2%報4,707。
藍籌股榮辱互見,新經濟股以阿里巴巴(09988.HK)沽壓最大,股價承上周五回吐勢,今早失守10天線(114.06元),報111.4元即市低位,續吐5%;權重股騰訊(00700.HK)終止六連漲,股價由近11個月高位回吐曾低見393.4元,現報396.4元,回吐4.5%;京東(09618.HK)扭三連升,低見243.2元,現報243.6元,回吐3.1%。已三連升百度(09888.HK)低開回吐至133元獲承接,掉頭探頂高見144.9元創近五個月高,現報141.7元,倒升3.7%;美團(03690.HK)反覆四連彈兼突破20天線(175元),今早低開逾1.5%報172元獲承接,掉頭高見181.1元,現報178.3元,倒升1.9%。
澳門農曆新年期間逾45萬旅客入境,酒店入住率近86%。然而,濠賭股今天全面回吐,藍籌金沙(01928.HK)回吐4.4%報29.2元,正考驗10天線(29.15元);新濠(00200.HK)、澳博(00880.HK)、永利(01128.HK)及美高梅(02282.HK)更急吐5%-9%,後者跑輸報9.65元。
季績遜預期兼繼續看淡今年行業前景的英特爾(INTC.US)上周五最多急挫11%,收盤仍回吐6.4%,盤後股價續吐0.5%報28.03美元;費城半導體指數也吐0.7%。本港華虹半導體(01347.HK)及兩連吐兼考驗10天線,最低見31.05元及17.5元,現報31.2元17.68元,續吐5.6%及3.5%。手機設備股舜宇(02382.HK)吐逾4%報111.4元。
中指研究院統計數據顯示,春節假期,包括滬深、長沙及武漢等11個代表城市在內的新房成交規模保持低位,較去年春節假期下降約21%。藍籌內房股普遍重現沽壓,尤其是碧桂園(02007.HK)及龍湖(00960.HK)終止四連升,報3.02元及26.85元,回吐6.8%及4.8%;中海外(00688.HK)吐2.6%報22.25元。碧服(06098.HK)終止四連升,股價吐逾半成曾低見21.35元。然而,本港藍籌傳統地產股全面升逾1%,其中新地(00016.HK)八連升兼屢探頂,最高見115.9元創年半高,現報115.5元,升1.9%;恆隆地產(00101.HK)續升2%曾高見15.96元創九個月高。
長和(00001.HK)升破牛熊線(50.85元),最高見51.3元,創約五個月高,現報51.25元,回升2.5%,系內藍籌股份也全面升逾1%;其餘公用股全面升逾1%-5%,煤氣(00003.HK)最強報8.22元,逾五個月高。
金融股以恆生(00011.HK)及中銀(02388.HK)表現最好,股價漲近2.5%及2%,前者股價曾高見135.4元創逾半年高;友邦(01299.HK)回升1%曾反覆高見90.65元;但中國平安(02318.HK)及國壽(02628.HK)由高位續吐約2%曾分別低見62.7元及14.76元。
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