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恆指升幅擴至逾400點逼近萬七關 美團、中升、中海外及龍湖升約5%-8%
美聯儲如期繼續維持利率不變,並調高今明兩年GDP及通脹預測,利率點陣圖顯示至今年底將維持減息3次,市場對美聯儲6月開始減息預期升溫。美股三大指數昨晚漲0.9%-1.3%齊創新高,期貨全面續升0.2%-0.5%。 港股發力追落後,恆指今早一舉重越百天線、20天及10天線,高開219點或1.3%,報16,762獲承接,升幅曾擴至430點或2.6%,最高見16,973,現報16,944,升401點或2.4%,總成交額489億元。此外,恆生科指重越百天線,最高見3,647,現報3,620,續升1.9%。 藍籌股除翰森(03692.HK)及未能受惠去年多賺逾五成增派息的潤電(00836.HK)逆軟外,全部造好,升幅普遍逾1%-8%;三大藍籌內房潤地(01109.HK)、中海外(00688.HK)及龍湖(00960.HK)現報25.65元、11.4及10.88元,升5.3%、7.8%及8.2%。傳統藍籌地產收租股也齊升逾2%-4%,恆地(00012.HK)表現最好,報23元,升4.5%。 金融股全面升逾1.5%-3%,國壽(02628.HK)及恆生(00011.HK)升幅最大,分別報9.74元及89.2元,均升逾3%。 內需股蒙牛(02319.HK)、潤啤(00291.HK)、安踏(02020.HK)及中升(00881.HK)升逾3%-7%,後者報14.24元,升逾7%。 騰訊(00700.HK)全年非國際財務報告準則純利按年升36.4%,末期股息按年增42%至3.4元。該股現報294.2元,升1.9%。 傳減持小鵬(XPEV.US)套逾3.2億元的阿里(09988.HK)、網易(09999.HK)、京東(09618.HK)及美團(03690.HK)升逾2%-4.5%,後者跑贏報93.1元,升4.8%。
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