《全日總結》港股升735點 恆生科指彈逾5% 美團彈近一成
美共和黨提出延長暫停債務上限至12月,俄羅斯擬增加向歐洲供氣觸發天然氣價格回落,市場對美債上限及能源價格急升憂慮紓緩,加上傳中美元首年內進行視像會晤,刺激全球股市顯着反彈。港股高開高走。恆指高開372點後升幅擴大,尾市最多升774點見24,741點,全日升735或3.1%,收24,701點;國指升300點或3.6%,收8,713點;恆生科技指數升305點或5.2%,收6,172點。大市全日成交總額1,053.37億元,滬、深港通南下交易因內地國慶長假期暫停。
科技股顯着造好,騰訊(00700.HK)升5.6%報471.4元,阿裏巴巴(09988.HK)升7.3%報147.3元,美團(03690.HK)升9.7%報250.8元,小米(01810.HK)升3.9%報21.35元,京東(09618.HK)升6.1%報290元,百度(09888.HK)升4.9%,快手(01024.HK)及網易(09999.HK)各升8.5%及8.6%,嗶哩嗶哩(09626.HK)升7%。
此外,衆安在線(06060.HK)、萬國數據(09698.HK)、京東健康(06618.HK)及阿裏健康(00241.HK)各升4.6%至5.8%。明源雲(00909.HK)、微盟(02013.HK)及金山軟件(03888.HK)各升8.1%至8.9%。手機相關股比亞迪電子(00285.HK)及舜宇(02382.HK)各升4.9%及4.6%。
施政報告提出建立新界北部都會,相關概念股造好。獲大摩唱好的恆地(00012.HK)升7%,新地(00016.HK)及新世界(00017.HK)各升2.4%及3%,港鐵(00066.HK)升2.5%。建築股中國建築國際(03311.HK)急彈10%。施政報告亦提出設立特殊目的收購公司(SPAC)制度及容許港股通南向交易以人民幣計價,港交所(00388.HK)升1.6%報478.8元。
金融股造好,匯控(00005.HK)升1.9%報43.25元。友邦(01299.HK)升1%報90.3元,渣打(02888.HK)升2.8%。內銀股招行(03968.HK)及民行(01988.HK)各升2.7%及4.5%,內險股中國平安(02318.HK)顯着反彈7%報56.3元,太保(02601.HK)升2.4%。
內需股上升,華潤啤酒(00291.HK)及海底撈(06862.HK)各升5.1%及6.1%,百威亞太(01876.HK)、高鑫(06808.HK)、百勝中國(09987.HK)及九毛九(09922.HK)各升3.7%至4.4%。汽車股比亞迪(01211.HK)及長城汽車(02333.HK)各升3.7%及5.3%。油價回落,中石油(00857.HK)及中海油(00883.HK)各跌2.4%及3.5%。
恆大系方面,恆大汽車(00708.HK)及恆騰(00136.HK)各升4%及7.7%。其他內房股造好,富力(02777.HK)及世茂(00813.HK)各升3%及5%。建材股中建材(03323.HK)升5.4%。大股東提每股4元私有化建議,華置(00127.HK)升31.7%報3.82元。
譚仔國際(02217.HK)首日掛牌收報3.08元,較上市價3.33元低7.5%。
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