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恆指曾反覆續升近百五點 宏橋及藍籌內房物管股吐逾2%-4%
美國國會通過提高債務上限方案及5月非農新增職位遠超預期強勁,但期內失業率急彈至3.7%創七個月高超預期,市場料聯儲局本月會暫停加息再觀望未來數據。美股三大指收上周五全面續升1.1%-2.1%,追落後道指在工業股急漲主導飆逾700點為半年來最好。美國藍籌指數期貨窄幅續微升。亞太股市今天除深成及大馬股市逆軟外,全線造好,尤其是受惠圓匯弱的日經續升521點或近1.7%曾高見32,080再創近33年高;越南及澳股也升逾1%。 香港5月標普全球PMI由前值52.4,降至50.6。財新中國5月服務業PMI由前值56.4,意外升至57.1。恆指繼上周五率先由半年收市低位呈報復式反彈挾升4%重越10天線後,今早高開65點或0.3%報19,014,在權重新經濟股拖累曾倒跌53點低見18,896獲承接下,曾再抽升140點至19,090,現報19,028,續升78點或0.4%,總成交額503億元。此外,上周五飆5.3%的科指三連升,今早低開近0.3%,最多回吐1%至3,785獲承接,掉頭高見3,852,現報3,828,續升0.1%。 今天起增至80隻藍籌股,表現個別發展;恆指新貴攜程(09961.HK)曾升5.3%高見270.4元,現報268.4元,續升4.5%。 費城半導體指數上周五逆市回軟,本港芯片股幾乎全線升1.5%-4.5%,其中藍籌中芯(00981.HK)高見21元,現報20.7元,續升3.8%;ASMPT(00522.HK)續升4.5%報74.15元。 金融股以中銀(02388.HK)、建行(00939.HK)、工行(01398.HK)、匯控(00005.HK)、友邦(01299.HK)及恆生(00011.HK)表現最好,股價升逾1%-2%,後者最強報109.3元。此外,九倉置業(01997.HK)及長建(01038.HK)升逾1.5%-2%。 然而,四大藍籌內房及及兩大物管股吐逾2%-4%,碧桂園(02007.HK)及碧服(06098.HK)沽壓最大,報1.46元及9.1元,回吐3.9%及4.1%。此外,宏橋(01378.HK)回吐4.8%報6元。潤啤(00291.HK)、蒙牛(02319.HK)及百威亞太(01876.HK)跌逾1%-2%。 百度(09888.HK)、網易(09999.HK)、美團(03690.HK)及京東(09618.HK)反覆吐逾0.5%-1%,後者沽壓最大曾低見135元。
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