恆指跌幅擴至近400點考驗19,600 金融及新經濟股領跌
美國最新經濟數據及企業季績表現參差。美股昨晚個別發展,道指反覆逆升0.2%;但權重科技及銀行股普遍受壓,拖累標普及納指回吐不足0.5%。惠譽調低美國主權信貸評級至「AA+」。美股期貨全面跌0.2%-0.3%。亞太股市今早全面受壓,尤其是日經急吐615點或1.8%半日收32,861。
本港6月零售總額按年升幅進一步加快至19.6%(前值升18.5%),略勝市場預期,且已連升七個月。恆指繼昨天續受制20,400倒跌結束三連漲後,今早指低開108點或0.5%報19,902,早段曾收窄跌幅高見19,981無以爲繼,最低見19,612,現報19,626,續吐385點或1.9%,總成交額472億元。恆生科技指數低見4,424,現報4,428,續吐2.4%
藍籌股幾乎全面反覆向下,跌幅普遍逾1%-3%。中績多賺近79%增派息的恆生(00011.HK)遭高盛維持「沽售」評級略降價至116元,以反映其估值較同業有溢價。該股繼昨天藉好消息先行獲利回吐後,今早進一步失守四條移動平均線(111.4-111.5元),最低見110.2元,現報110.7元,續吐4.3%;績勝預期的母企匯控(00005.HK)也由逾五年高位回落低見65.2元,現報65.5元,回吐1.2%。
中銀(02388.HK)、招行(03968.HK)、工行(01398.HK)、建行(00939.HK)、港交所(00388.HK)、中國平安(02318.HK)及友邦(01299.HK)也挫逾1.5%-2%,後者最傷曾低見75.25元。
「兩桶油」中海油(00883.HK)及中石油(00857.HK)倒跌1.7%-2.6%,報12.5元及5.62元。
新經濟股阿里(09988.HK)、網易(09999.HK)、攜程(09961.HK)、京東(09618.HK)、騰訊(00700.HK)、百度(09888.HK)及美團(03690.HK)跌2%-4%,後兩者最傷報147.2元及139.5元,挫逾3%-4%。
然而,料中績或略倒退賺23.18-25.76億元人民幣的碧服(06098.HK)擬回購不少於3.37億股或佔發行股份總數10%股份,該股扭兩連吐兼重越50天線,今早曾飆21%高見10.16元,現報9.7元,急彈15%。母企碧桂園(02007.HK)反彈2.7%曾高見1.57元。創科(00669.HK)續升1.1%報91.3元。
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