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《半日總結》恆指倒升19點 內房及內險股漲 藥股受壓
美上月通脹超預期,道指跌逾500點或1.5%,納指跌逾2%,港股早市在內險及內房股帶動下靠穩。恆指低開87點,早段跌191點一度低見24,732點後回升,半日升19點或0.08%,報24,943點;國指升30點或0.35%,報8,820點;恆生科技指數跌28點或0.5%,報5,638點。大市半日成交總額708.05億元,滬、深港通南下交易半日分別淨流入8.02億及10.77億元人民幣。 市場憧憬當局支持困境房企重組,內房股急彈。奧園(03883.HK)升9.8%,雅居樂(03383.HK)、中國金茂(00817.HK)、富力(02777.HK)及合景泰富(01813.HK)各升7.6%至8.6%,旭輝(00884.HK)及融創(01918.HK)各升5.9%及6.3%。世茂(00813.HK)及恆大(03333.HK)各升4.9%及4.5%。物管股碧服(06098.HK)升3.9%。 內險股造好,中國平安(02318.HK)及國壽(02628.HK)各升3.7%及3.6%,新華保險(01336.HK)及太保(02601.HK)各升3%及2.9%,衆安在線(06060.HK)升6%。 煤炭及鋼鐵股上揚,神華(01088.HK)及中煤(01898.HK)各升3.9%及3.6%,兗礦(01171.HK)升5.1%,鞍鋼(00347.HK)及重鋼(01053.HK)各升3.5%及2.8%。波羅的海指數抽升,中遠海控(01919.HK)及太平洋航運(02343.HK)各升4%及5%。 醫藥股受壓,信達生物跌5.7%,藥明生物(02269.HK)及藥明康德(02359.HK)各跌4.7%及6.3%。康希諾(06185.HK)、石藥(01093.HK)及中國中藥(00570.HK)各跌4.2%至5%。 科網股方面,騰訊(00700.HK)跌0.9%報480元,阿裏巴巴(09988.HK)跌0.2%報122元,小米(01810.HK)、百度(09888.HK)、快手(01024.HK)及京東(09618.HK)各跌0.2%至0.7%,美團(03690.HK)跌1.1%,網易(09999.HK)跌2%報161.3元。雲音樂(09899.HK)跌5.5%,舜宇(02382.HK)及閱文(00772.HK)各跌逾2%。晶片股中芯(00981.HK)料去年純利升近1.4倍,股價升3.8%報20.4元。 金融股方面,匯控(00005.HK)平收報58.75元,港交所(00388.HK)跌1%報445.4元,友邦(01299.HK)升1.4%報87.45元,招行(03968.HK)升2.9%。 餐飲股急漲,九毛九(09922.HK)及百勝中國(09987.HK)各升6.1%及5.8%,海底撈(06862.HK)升4.9%,呷哺呷哺(00520.HK)及頤海(01579.HK)各升4%及3.1%。乳業股蒙牛(02319.HK)跌2.6%。
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