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Expo 2019-08-30T14:46 財經茄呢啡 但港股無力跟,一來系大市前日下午跌幅收窄,局部反映中美過完兩招,又出口術令氣氛紓緩,同一時間顯示本地社會運動擔憂未散,投資氣氛仍然弱底。
Expo 2019-08-27T15:03 財經茄呢啡 外貿航運股:出口為主或美國業務占比較重全線向下。萬洲國際挫7.3%;今天放榜的申洲曾挫6.4%,半日跌幅縮至1.2%;創科挫5.3%;敏華跌4.2%;偉易達挫3.9%。汽車零件股方面,敏實跌2.6%;耐世特跌2.9%。航運股方面,中遠海控跌3.6%;太平洋航運挫4.5%;中遠海能跌2%;中遠海運港口挫2.4%;中遠海發跌2.2%。
Expo 2019-08-27T15:03 財經茄呢啡 中美貿易戰惡化,加上本港修例紛爭無緩和跡象,港股裂口低開後窄幅徘徊,藍籌股全線下降,出口股及手機設備股成重災區。
Expo 2019-08-27T15:03 財經茄呢啡 道指高收269點.港股今早高開35點後,大市進入好淡交戰,半日市暫高見25764點,最低報25609點,波幅只有155點,而成交亦明顯縮窄.內房股及奶業股有追捧,部分出口股繼續受困,申洲國際跌2.8%,為半日最差藍籌.最終恆指收報25707點,升26點或升0.10%,主板成交397.14億元.國企指數報10039點,升25點或升0.26%。
Expo 2019-08-23T14:59 財經茄呢啡 在一片人心惶惶之下,港股在上星期四終於找到短線的技術支撐。短線支撐港股的利好因素,包括美國總統特朗普延遲向3,000億美元中國進口關稅加征10%關稅,美國向華為的技術出口禁令亦暫緩執行,以及周末中國人行變相減息的行政安排,惟除了最後一項影響較長遠之外,前兩項不過是短期措施,在完成挾淡倉之後,升勢或難以持久。
Expo 2019-08-20T14:55 財經茄呢啡 美國向中國加征關稅,人民幣貶值的確有助紓緩中國的出口壓力,但對股市肯定會帶來震蕩。好像上星期一,美元兌人民幣在岸價「破7」,即時震散港股,令恆指跌至26,000點水平。不過,他直言,人民幣跌穿「7算」,其實符合他一直的估計,而中國也做好了長期斗爭的准備。
Expo 2019-08-20T14:55 財經茄呢啡 地產股連續兩日急升,港府以191億派糖,紓緩企業及市民,新世界發展全日急升6.33%,收10.42元,出口股申洲國際緊隨其後,即日升4.75%,收110.3元,長實及新地各升4.08%及3.64%,收於53.6元及116.8元,今星期各大地產商發聲明及廣告表忠,今日就連退休後李嘉誠亦以「一個香港市民」名義登不同版本廣告,吁放下戾氣,上市旗艦長和全日亦升2.03%,收67.9元。
Expo 2019-08-16T14:59 財經茄呢啡 中美貿易戰降溫,但香港的自身問題仍然復雜,昨晚機場亦發生多個不愉快事件;所以,超賣的港股雖有條件反彈,亦不會是否極泰來,策略上絕不宜過度進取。出口股、人幣敏感股、手機設備及 5G 有關股會是短多的對象。創科、南航、舜宇及鐵塔均可考慮。另外,市場今日的焦點應會落在騰訊的業績上。
Expo 2019-08-16T14:59 財經茄呢啡 港股隨外圍低開,但跌幅逐步收窄,中資電訊股、地產股及中資產融股支持大市,匯控等環球金融股大幅回落,出口股及5G股跌勢亦顯著。
Expo 2019-08-13T15:43 財經茄呢啡 但對於出口貿易有關的出口股、手機、航空等股權不利,而人民幣在如今低位亦消減內地旅客外游及來港購物的意欲,令本已面臨社會政治問題造成經濟放緩的香港,更是雪上加霜,本地零售、地產有關股仍應審慎。
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