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恆指倒跌逾百點 龍湖、東方海外、藥明生物及京東健康跌逾3%-4.5%
市場關注美國本周公布CPI及美聯儲局議息結果,亞太股市今天個別發展,台股及日經續升0.6%及0.8%,前者報16,984再創逾一年高,後者報32,520;但韓股創52周高後倒跌0.5%,新西蘭續跌0.8%;滬指回吐0.4%報3,217。 恆指繼上周累升440點或2.3%連彈兩周後,今早高開51點或近0.3%報19,440欠承接,掉頭曾倒跌126點低見19,263,現報19,282,倒跌107點或0.5%,總成交額366億元。科指今早高開近0.4%報3,949欠承接,掉頭低見3,895,現報3,914,回吐0.5%。 藍籌股以京東健康(06618.HK)沽壓最大,股價重失10天及20天線,最低見47.65元,現報48.5元,回吐4.7%;阿里健康(00241.HK)、中生(01177.HK)、石藥(01093.HK)及藥明生物(02269.HK)也跌1.5%%-3.5%,後者最傷報43.25元。 在岸人民幣兌美元跌穿7.14關,離岸人民幣跌穿7.15關,齊再創逾半年低。藍籌碧桂園(02007.HK)及龍湖(00960.HK)現報1.65元及18.54元,分別續吐2.9%及回吐3.1%。 波羅的海乾散貨指數由逾三個月低位五連彈兼累升近15%,上周五升1.4%收1,055。然而,東方海外(00316.HK)今天跑輸同業,曾考驗10天線(98.2元),最低見98.15元,現報99.8元,續吐3.1%。 內需股以潤啤(00291.HK)及李寧(02331.HK)表現較弱,股價跌2%-2.8%,報51.95元及45.2元。然而,百威亞太(01876.HK)續升1.7%報21.4元;康師傅(00322.HK)及比亞迪(01211.HK)續升逾1%,報12.02及254.4元;蒙牛(02319.HK)回升逾1%。 新經濟股以美團(03690.HK)、百度(09888.HK)及京東(09618.HK)表現較差,股價跌逾1%;但騰訊(00700.HK)高開逾1%報340元欠承接,曾倒跌低見334.2元,現報337元,升0.3%。 金融股方面,首五個月原保險費收入按年升5.1%的國壽(02628.HK)沽壓最大,股價續吐2.4%報13.22元,略失守10天線(13.39元)。 中海油(00883.HK)及中石化(00386.HK)隨國際油價跌逾2%。然而,信義光能(00968.HK)續升3%報8.65元,股價重越50天線。仍受惠季績勝預期獲大行看好的攜程(09961.HK)三連升兼創逾個半月高,最高見292.8元,現報290.6元,續升2%。娛銀(00027.HK)跑贏濠賭股,報51.75元,續升2.3%。
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