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Consumer 2018-05-03T13:40 財經茄呢啡 中國華融 董事長賴小民上月出事,股價曾大幅回落,北水乘機大肆撈底,港股通持股增長2.7億股或36%,以4月均價計,相當於吸資9億元。另一獲北水掃起的股權為華虹半導體,4月港股通持股激增158%,股價亦升12.4%。蒙牛乳業上月則吸資8.3億元,其他內需股包括高鑫零售、李寧等亦全線吸資。
Consumer 2018-04-30T13:15 財經茄呢啡 恆指延續弱勢,多空雙方廝殺於三萬點。盤中,恆指一度貶破三萬點,雖然收盤收復部分失地,但已貶破所有短期均線系統,支持位反變壓力位,加上港股通已關閉、期指在周五結算,明日恆指反彈的可能性不大。在貿易摩擦中,一度成為資產避風港的內需股齊跌,盤中幾無熱點,行情走勢再次陷入危機。
Consumer 2018-04-30T13:15 財經茄呢啡 反觀內需股受重挫,蒙牛乳業回軟6.37%墊底,中國旺旺回軟2.36%。另外,中國平安第一季業績淨利成長幅度遜於同業,拖累股價回軟2.23%,報76.8港元。
Consumer 2018-04-30T13:15 財經茄呢啡 蒙牛乳業遭麥格理調降評級至「跑輸大市」,目標價下落到低於現價的20.80元,蒙牛暫為表現差藍籌,跌3.03%報25.65元.內需股普遍偏軟,萬洲跌1.33%,報8.13元;旺旺跌0.99%,報6.97元;吉利升0.72%,報20.9元。
Consumer 2018-04-28T13:31 財經茄呢啡 內需股重挫,蒙牛收報26.35元,回軟6.7%;旺旺收報6.76元,回軟6.2%;達利食品收報5.38元,回軟5.6%;康師傅收報14.86元,回軟4.1%;青島啤酒收報39.55元,回軟2.1%;華潤啤酒收報32.85元,回軟0.8%。
Consumer 2018-04-28T13:31 財經茄呢啡 食品飲品等內需股則受壓,蒙牛收報26.45元,回軟6.4%;達利食品收報5.36元,回軟近6%;康師傅收報15.02元,回軟3.1%;青島啤酒收報39.4元,回軟2.5%;旺旺收報7.04元,回軟2.4%。
Consumer 2018-04-28T13:31 財經茄呢啡 反觀內需股受重挫,蒙牛乳業回軟6.37%墊底,中國旺旺回軟2.36%。另外,中國平安第一季業績淨利成長幅度遜於同業,拖累股價回軟2.23%,報76.80港元。
Consumer 2018-04-28T13:31 財經茄呢啡 中石化昨升4.4%,為升幅最大藍籌股;兩只內需股蒙牛乳業及中國旺旺為表現最差藍籌,挫6.3%及2.3%。另外,美國財政部外國資金管理辦公室早前將俄鋁列入制裁名單,港交所向券商發通告,指證券商在5月7日後不應協助美籍客戶買賣俄鋁。俄鋁昨跌5.7%,收報1.98元。
Consumer 2018-04-28T13:31 財經茄呢啡 至於跌幅最大首三位藍籌股,首兩位均是內需股,蒙牛乳業挫6.3%,收報26.45元,中國旺旺跌2.3%,收報7.04元。第三位是內險股中國平安,該股發布季績後股價受壓,再跌2.2%,收報76.8元。
Consumer 2018-04-26T13:42 財經茄呢啡 萬洲國際昨天發布首季純利升22%至2.49億美元,但較市場估計為低,股價今天大挫近9%,報7.85元,為半日跌幅最大藍籌;同屬內需股的旺旺及蒙牛則逆市做好,分別升逾4%及1.2%。
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