《半日總結》恆指升243點 中資金融及煤股揚 招行彈逾5%
美股道指昨(27日)升61點或0.2%,港股早市隨亞太區股市上升。恆指高開172點,其後升幅曾擴大至340點見20,286點,半日升243點或1.22%,報20,190點;國指升88點或1.31%,報6,874點;恆生科技指數升26點或0.66%,報4,007點。大市半日成交總額567.11億元。滬、深港通南下交易因五一假期暫停,將於5月5日重開。
科技股方面,騰訊(00700.HK)升0.2%報335.4元,阿裏巴巴(09988.HK)升3.7%報87.65元,京東(09618.HK)升2.5%報225.4元,百度(09888.HK)升3.6%報117.8元,嗶哩嗶哩(09626.HK)、攜程(09961.HK)及衆安在線(06060.HK)各升逾3%。手機相關股比亞迪電子(00285.HK)跌2.5%。
中資金融股反彈,招行(03968.HK)升5.7%報46.95元,工行(01398.HK)及中行(03988.HK)各升1.9%及2%。中國太平(00966.HK)、新華保險(01336.HK)、人保(01339.HK)及財險(02328.HK)各升2.6%至2.9%。
醫藥股造好,國藥集團中國生物指Omicron新冠滅活疫苗臨牀研究需三至四個月完成,國藥(01099.HK)揚5%。石藥(01093.HK)、中生製藥(01177.HK)及信達生物(01801.HK)各升3.1%至4.1%。
內需及消費股個別發展,萬洲(00288.HK)獲大摩唱好,股價升4.8%。中國旺旺(00151.HK)升3.5%,農夫山泉(09633.HK)跌2.9%。餐飲相關股頤海(01579.HK)及呷哺呷哺(00520.HK)各跌5.1%及5.7%,體育用品股李寧(02331.HK)跌2.2%,汽車股吉利(00175.HK)及廣汽(02338.HK)各升3.8%。
煤炭股急漲,神華(01088.HK)及中煤能源(01898.HK)各升6%及7.8%,兗礦能源(01171.HK)升4%。鋼鐵股馬鋼(00323.HK)、鞍鋼(00347.HK)及重慶鋼鐵(01053.HK)各升3%至3.5%。基建股續受捧,中國中鐵(00390.HK)升3.8%,中鐵建(01186.HK)及中交建(01800.HK)各升2.4%及2.3%。
其他股份方面,匯控(00005.HK)升1.5%報48.8元,港交所(03888.HK)升1.6%報326.4元,友邦(01299.HK)升1.2%報77.45元。
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