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恆指跌幅擴至逾200點 網易及理想跌逾5%至6% 中海油漲近4%再探頂
內地今年首兩月按美元計出口及進口按年各升7.1%及3.5%均勝預期。然而,恆指繼昨天(6日)回升1.7%後,今天(7日)反覆重失20天線(約16,336),午後跌幅擴至205點或1.2%,報16,232,總成交額712億元。此外,恆生科指繼昨天反彈2.6%後,今天反覆回吐1.8%,現報3,350。 藍籌股個別發展。美國參議院委員會以大比數通過生物安全法案,醫藥股普遍捱沽,尤其是藥明系急挫11%至22%,藥明生物(02269.HK)跌幅最大,股價失守10天及20天線,午後跌幅擴至22%,報16.9元,為表現最差藍籌;藥明康德(02359.HK)也跌破10天及20天線,午後低見45元,現報45.8元,急挫逾19%。 理想-W(02015.HK)沽壓顯超同業,股價午後低見142.2元,現報143.7元,挫逾6%。中升(00881.HK)跌逾4%報12.98元;百威亞太(01876.HK)跌4.2%報12.2元。安踏(02020.HK)跌3%報73.1元。海底撈(06862.HK)跌3.7%報13.68元,股價失守10天及20天線。 藍籌內房及物管股全面跌逾2%至3%,龍湖(00960.HK)及碧服(06098.HK)沽壓最大,分別報9.32元及5.47元,齊跌逾3%;中海外(00688.HK)九連跌,最低見10.1元創近十二年半低,現報10.26元,跌2.8%。 新經濟股以網易-S(09999.HK)沽壓最大,股價挫逾半成報160.6元。騰訊(00700.HK)、阿里-SW(09988.HK)、百度-SW(09888.HK)及舜宇(02382.HK)跌逾1%至4%,後者沽壓最大報47.6元。 相反,京東-SW(09618.HK)末季業績勝預期,獲多間大行維持正面評級,麥格理更升京東目標價14%至105元,該股連續第二天急升兼重越50天線,最高見97.85元,現報94.2元,續升5.6%。 創科(00669.HK)去年少賺9.4%,但末期股息按年增加8.9%至98港仙。該股承昨天漲近6%勢頭,今早進一步升逾6%至98元(受制去年8月初所創52周高位98.35元),現升幅收窄至1.6%,現報93.7元。 九倉置業(01997.HK)去年扭虧轉賺47.66億元,第二次中期股息維持61仙。該股午後倒升高見25.95元,現報25.85元,倒升4.2%。 績優股信義光能(00968.HK)高見5.68元,創近五個月高,現報5.45元,續升3.4%。資源股全面向好,尤其是宏橋(01378.HK)升4.3%報6.78元。中海油(00883.HK)再探頂,最高見17.56元,創逾12年高,現報17.36元,續升近4%。 金融股以中銀香港(02388.HK)及匯控(00005.HK)表現較好,股價現報21.1元及58.75元,升近1%及1.2%。然而,港交所(00388.HK)續跌2%報233.8元。
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