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內銀內險發力帶動恆指升幅擴至逾400點 龍湖漲8%
人行昨天(20日)下調五年期LPR利率25點子,降幅遠超預期撐內房及投資。深成及滬指五連升後,今早分別低開近0.9%及0.6%後反覆倒升,現報9,051及2,968,均倒升1.6%。 恆指承上日升勢,今早低見16,138獲承接,掉頭高見16,694,創約一個半月高,現報16,672,倒升425點或2.6%,總成交額541億元。此外,國指高見5,701,現報5,698,急升4%。 藍籌股近乎全面造好。人行減五年期LPR利率25點子,降幅遠超預期。內房受捧,龍湖(00960.HK)續升8%報9.9元;中海外(00688.HK)反覆續升5.1%報12.36元;潤地(01109.HK)回升4.1%報25.4元,股價重越50天線(25.1元)。物管股碧服(06098.HK)及華潤萬象(01209.HK)反覆續升3.8%至4.2%。 傳統地產股恆地(00012.HK)、新地(00016.HK)、新世界(00017.HK)及恆隆地產(00101.HK)各升逾2%至5%,後兩者跑贏,股價曾高見9.87元及8.7元。 內需股以美團-W(03690.HK)表現最好,股價重越50天線(74.1元),由早段低位72.6元,掉頭倒升6.7%,報78.3元。李寧(02331.HK)反覆回升逾6%報20.4元,股價重越10天線。聯想集團(00992.HK)及理想-W(02015.HK)升幅擴至7%及5.9%,報8.82元及133元。 潤啤(00291.HK)及中升(00881.HK)各升5.7%及6.2%,報32.2元及14.12元;京東-SW(09618.HK)及蒙牛(02319.HK)各升逾4%,報95.4元及19.7元。 四大藍籌內銀中行(03988.HK)、建行(00939.HK)、工行(01398.HK)及招行(03968.HK)升逾2.5%至5%,後者跑贏報31.45元。 中國平安(02318.HK)及國壽(02628.HK)漲5.9%及5.1%,報35.75元及10.06元,前者股價重越10天線。友邦(01299.HK)升2.5%報65.35元;港交所(00388.HK)升2%報249.6元,股價重越50天線(約247元)。 今天放榜的匯控(00005.HK)現升1.1%報63.35元;同日放榜的恆生(00011.HK),以及中銀香港(02388.HK)則分別升3.1%及2.5%,報84.4元及19.88元。 藍籌醫藥股以藥明生物(02269.HK)及藥明康德(02359.HK)升幅最大,報18.36元及49.2元,續升6.6%及8.7%。然而,周大福(01929.HK)跑輸,逆市跌1.8%報11.76元。
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