恆指低位見承接曾收復15,700失地 藥明系急挫12%-15% 濠賭股普遍揚
美國上月通脹高於預期,市場料聯儲局6月前不會減息,美匯及債息抽升,美股三大指數繼昨晚跌1.4%-1.8%後,期貨窄幅續軟,其中道指期貨現報38,310,續跌23點。亞太股市今早全面受壓。
恆指繼兔年累挫28.5%後,今天於龍年首個交易日復市延續跌勢,恆指低開167點或近1.1%報15,579,跌幅曾擴至290點或1.8%低見15,456獲承接,跌幅收窄至僅33點高見15,713,現報15,696,僅跌49點或0.3%,總成交額260億元。
藍籌股普遍向下。美國國會議員致函多個政府機構要求對藥明系展開調查並加入管制名單,藥明系股價三連跌兼尋底,其中藥明生物(02269.HK)及藥明康德(02359.HK)曾低見14.7元及39.2元,分別創逾五年低及約四年半低,現報15.22元及40元,急挫12%及15%;藥明合聯(02268.HK)低見12.08元屢創上市新低,現報12.6元,急挫14%。
減息預期降溫,地產收租股捱沽,新地(00016.HK)、新世界(00017.HK)及恆地(00012.HK)跌逾1.5%-2.5%,前兩者齊尋底,曾分別低見69.35元及8.99元,後者曾低見20元。藍籌內房中海外(00688.HK)及龍湖(00960.HK)續跌逾2%-3%,後者曾挫逾6%低見7.99元。
港鐵(00066.HK)三連跌,股價曾挫半成低見24.25元,現報24.65元,續挫3.5%。收購上海七寶萬科廣場餘下五成權益的領展(00823.HK)三連跌,最低見36.65元,現報37.2元,續跌2.9%。
金融股匯控(00005.HK)三連跌,股價曾低見59.7元,現報60.35元,續跌1.6%。友邦(01299.HK)及國壽(02628.HK)續跌逾1%。
然而,出口股創科(00669.HK)回升2.7%報85.3元。東方海外(00316.HK)回升1.5%報107.1元。攜程(09961.HK)及碧服(06098.HK)升逾2%,報311元及5.43元。
瑞銀料澳門農曆新年日均賭收高於去年10月國慶黃金周。濠賭股普遍升近2%-6%,藍籌銀娛(00027.HK)及金沙(01928.HK)續升3.4%及1.8%,報44.3元及23.25元;美高梅(02282.HK)續升5.7%曾高見11.94元創逾兩年半高,永利澳門(01128.HK)續升4.4%報7.16元創逾三個月高。
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