恆指午後跌幅擴至逾400點 內地消費相關股沽壓重 中免(01880.HK)跌一成
期結日,恆指午後跌幅進一步擴大,最低見22,246,現報22,258,回吐430點或1.9%,總成交額1,060億元。科指跌幅擴至3.3%報4,654。
中金報告指,春節假期內地旅遊人次和收入恢復創疫後新高,免稅、優質目的地等局部亮點突出。總體而言,內地感染快速達峰後呈現較海外更快復甦速度、勢頭良好,並看好社服消費後續進一步向疫前水平恢復。
然而,內地消費相關股今天獲利回吐,尤其是獲中金升目標價38%至318元的中國中免(01880.HK)終止連日創紀錄高強勢,最低見245元,現報248.8元,急吐9.9%,成交增至174萬股,涉資4.4億元。
獲中金升目標價13%至25.6元的九毛九(09922.HK)回吐8.5%報20.5元;獲中金升目標價10.5%至21元的藍籌海底撈(06862.HK)回吐6.4%報21.85元;獲中金升目標價近24%至8.3元的呷哺呷哺(00520.HK)回吐6.4%報8.06元。
頤海國際(01579.HK)回吐4.6%曾低見28.45元。海倫司(09869.HK)回吐5.5%報15.44元。百勝中國(09987.HK)由近年半高位回吐4.3%報472.8元。春節期間全國門店訂單數年升1.2倍的奈雪的茶(02150.HK)反覆回吐2.4%報6.42元。然而,美團(03690.HK)高低見181.1元/172元,現報175.2,反覆續升0.2%。
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