在岸人幣一度升穿7.1關 港股及深成續升逾2% 內房AH股強勢
市場憧憬美聯儲明年展開減息周期,美匯指數最新跌至100.72創近半年低。在岸人民幣今日(28日)午後一度升穿7.1關,高見7.0983兌一美元;現報7.1049,升391點或逾0.5%。離岸人民幣高見7.1029兌一美元,現報7.1101,升338點或近0.5%。
內媒日前引述光大銀行金融市場部宏觀研究員周茂華稱,全年看,人民幣匯率整體平穩,繼續在合理均衡水平附近雙向波動。人民幣對一籃子貨幣匯率基本持平。眼下美聯儲加息接近尾聲、經濟前景亦趨弱等因素下,美元上行空間受制約。反觀人民幣匯率積極因素持續積累,且匯率有堅實基本面支撐,繼續看好人民幣走勢。
收爐在即,亞太區主要股市今日午後續普遍上升。人民幣走高利好港股及A股投資氣氛。內地A股兩市承上日升勢,今早小幅低開各約0.1%後倒升,滬綜指收升40點或1.4%,報2,954;深成指跑贏區內,全日收升249點或2.7%,報9,441。期結日港股承上日升勢,今早高開53點後升幅擴大,午後曾升461點或2.8%,高見17,086;現報17,047,續升422點或逾2.5%,成交逾1,006億元。
對人匯敏感的內房股強勢,藍籌內房中海外(00688.HK)、潤地(01109.HK)及龍湖(00960.HK)午後升4.6%至5.5%;藍籌物管股碧服(06098.HK)及萬象生活(01209.HK)分別升7%及3.8%。保利發展(600048.SH)、金地(600383.SH)、萬科A(000002.SZ)及綠地控股(600606.SH)全日收升3.6%至5.5%。
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