《半日总结》恒指升180点 友邦领涨 比亚迪系受压
苹果及脸书季绩胜预期，带动美股期货亚洲早市造好。港股早市在保险股带动下上升。恒指高开196点後，早段曾升333点见29,405点，其後升幅曾收窄至133点见29,204点，半日升180点或0.6%，报29,251点；国指升42点或0.4%，报11,057点；恒生科技指数跌37点或0.4%，报8,495点。大市半日成交总额682.2亿元，沪、深港通南下交易因内地「五一」长假期暂停。
内险股国寿(02628.HK)首季纯利按年增67.3%，早市股价升1.8%报15.96元，财险(02328.HK)首季纯利升40.7%获瑞银唱好，早市股价升6.5%。人保(01339.HK)首季纯利升42.1%，早市股价升3.9%。中国太平(00966.HK)及太保(02601.HK)各升3.4%及2.1%。於中港有业务的友邦(01299.HK)升3.3%报103.1元，单股推升恒指93点。
其他金融股方面，港交所(00388.HK)绩後遭券商下调目标价，股价跌1.7%报480.6元。汇控(00005.HK)升0.9%报47.9元。内银股招行(03968.HK)及邮储行(01658.HK)各升2.4%及1.7%，内地券商股广发证券(01776.HK)、中信证券(06030.HK)及海通证券(06837.HK)各升3.4%至4.1%。
科技股方面，阿里巴巴(09988.HK)跌0.2%报231.2元，腾讯(00700.HK)升0.8%报633元，美团(03690.HK)跌1.4%报305元，小米(01810.HK)跌1%报25.05元，京东(09618.HK)升1%报307.6元，百度(09888.HK)跌0.6%报210.6元。此外，美图(01357.HK)跌3.6%，明源云(00909.HK)及金蝶(00268.HK)各跌2.2%及2.7%，携程(09961.HK)及网易(09999.HK)各升3.2%及2.3%。
手机股比亚迪电子(00285.HK)挫12.3%，瑞信指比亚迪电子首季毛利率按季跌3.5个百分点至6.4%，远逊市场预期的10.1%。鸿腾(06088.HK)跌2.4%。晶片设备股ASM太平洋(00522.HK)回吐3.1%，个人电脑生产商联想集团(00992.HK)升2.9%，电讯股中移动(00941.HK)升0.9%报52.25元。
汽车股比亚迪(01211.HK)公布季绩後跌4.1%，美银指公司须增研发投资应对市场竞争。北汽(01958.HK)首季盈利较去年同期重述後盈利升51倍，早市股价升11.9%。内需股统一企业中国(00220.HK)、百胜中国(09987.HK)及百威亚太(01876.HK)各升2.1%、2.5%及3.1%。医药股复星医药(02196.HK)升2.8%，信达生物(01801.HK)跌2.5%。
濠赌股澳博(00880.HK)及美高梅中国(02282.HK)各升2.4%及2.1%。
中石化(00386.HK)首季亏转盈，早市股价升2.3%。新奥能源(02688.HK)首季天然气零售销量按年升30%，早市股价升5.3%。资源及金属股回稳，山东黄金(01787.HK)、紫金(02899.HK)、江铜(00358.HK)、五矿资源(01208.HK)及中铝(02600.HK)各升3.1%至4.6%，中国黄金国际(02099.HK)升5.8%。煤炭股中煤能源(01898.HK)及神华(01088.HK)各升4.1%及2.8%，钢铁股马钢(00323.HK)升4.8%。综合类股中信(00267.HK)亦升2%。
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