以上来源:天禄财经社区
11月8日消息,上周五美股道指涨0.08%,今日A股沪指高开0.35%后窄幅震荡。恒生指数(24842.29,-34.53,-0.14%)早盘低开38.60点,报24838.22点,跌幅为0.16%,大市成交24.76亿港元;国企指数(14107.29,158.80,1.14%)报14137.99点,高开30.70点,涨幅为0.22%。
个股表现:
分类指数方面,恒生金融分类指数(37517.72,636.39,1.73%)低开0.49%,报37335.23点;恒生公用事业分类指数高开0.17%,报42986.05点;恒生地产分类指数(33457.01,-69.12,-0.21%)高开0.44%,报33604.83点;恒生工商业分类指数高开0.04%,报13513.07点。
从盘面上看,蓝筹股21只高开,15只低开。汇丰控股(86.45,-1.70,-1.93%,经济通实时行情)低开1.93%,领跌蓝筹,中国移动(82.8,0.50,0.61%,经济通实时行情)高开0.12%。
地产股走势靠前,恒基地产(60.5,0.70,1.17%,经济通实时行情)高开1.17%,中国海外发展(16.58,0.20,1.22%,经济通实时行情)高开0.73%,恒隆地产(38,0.30,0.80%,经济通实时行情)高开0.66%,华润置地(16.12,0.08,0.50%,经济通实时行情)高开0.50%,太古A(127.9,0.00,0.00%,经济通实时行情)高开0.47%,长江实业(130.5,0.50,0.39%,经济通实时行情)高开0.38%,新鸿基地产(146,0.00,0.00%,经济通实时行情)平开。
中资银行股走势疲软,工商银行(6.87,0.13,1.93%,经济通实时行情)高开0.89%,中国银行(4.88,0.03,0.62%,经济通实时行情)、建设银行(8.3,0.00,0.00%,经济通实时行情)平开,交通银行(8.98,0.00,0.00%,经济通实时行情)低开0.67%。
资源股走势分化,其中中国神华(37.5,0.45,1.22%,经济通实时行情)高开1.21%,中国平安(89.6,0.70,0.79%,经济通实时行情)高开0.79%,中国石油(10.3,0.06,0.59%,经济通实时行情)高开0.20%,华润电力(15.16,-0.02,-0.13%,经济通实时行情)低开0.13%,中海油(17.8,0.12,0.68%,经济通实时行情)低开0.34%,中国铝业(7.76,-0.08,-1.02%,经济通实时行情)低开1.15%,中煤能源(14.28,0.00,0.00%,经济通实时行情)低开0.56%。
机构及专家观点
南华集团(0.59,0.00,0.00%,经济通实时行情)预料资金充裕及低息环境短期内不会扭转,故港股应可维持目前大涨小回格局。但投资者须留意内地或会再次加息以压抑通胀,对港股造成短期压力。
海通国际证券中国业务部副总裁郭家耀认为,港股预托证券向个别发展,预料恒指早段或现轻微回吐。受联储局推出第二轮量化宽松措施刺激,港股连日上升,一度迫近25,000点大关,但由于已累积颇大升幅,短期或出现整固,下方支持在24,000点水平。
凯基证券亚洲营运总裁邝民彬认为,本周港股有调整的可能,但相信调整的幅度不会太大,恒指在24,000点有较大支持,投资者若看好后市的话,可伺机购入资源及航运股。另外,内地银行及保险股亦可趁低吸纳。