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《半日總結》恆指升137點 藥明系受壓 百威亞太彈升7%
美儲局加息半釐符預期,美聯儲主席鮑威爾表明下次會議不會積極考慮加息四分三釐,觸發美股道指急升932點或2.8%,港股早市隨外圍上升。恆指高開293點,早段曾升415點一度高見21,284點,半日升137點或0.66%,報21,006點;國指升56點或0.79%,報7,193點;恆生科技指數升72點或1.69%,報4,337點。大市半日成交總額596.13億元,滬、深港通南下交易半日淨流入2.9億及4,640萬元人民幣。 科技股普遍上升,騰訊(00700.HK)升0.2%報369.2元,阿裏巴巴(09988.HK)升1.9%報98.35元,美團(03690.HK)升3%報169.5元,小米(01810.HK)升3.5%報11.78元。京東(09618.HK)宣派每股0.63美元特別股息,股價升2.2%報244.8元。百度(09888.HK)及快手(01024.HK)各升4.3%及3.9%,嗶哩嗶哩(09626.HK)升5.5%,金軟(03888.HK)及萬國數據(09698.HK)各升3.3%及3.5%。 消費股造好。百威亞太(01876.HK)首季純利升近30%,早市股價升7.1%報21.05元。海底撈(06862.HK)升2.3%,中國飛鶴(06186.HK)及呷哺呷哺(00520.HK)各升3.1%。體育用品股滔搏(06110.HK)升2.8%。汽車股小鵬(09868.HK)升5.1%。理想(02015.HK)及蔚來(09866.HK)各升3.9%及2.4%,比亞迪(01211.HK)升1.8%。 醫藥股方面,藥明生物(02269.HK)及藥明康德(02359.HK)各跌6.5%及7.8%,石藥(01093.HK)升3%。 金融股方面,匯控(00005.HK)續升1%報51.25元。港交所(00388.HK)升1.5%報342.4元,友邦(01299.HK)升0.5%報77.15元。中資金融股偏弱,郵儲行(01658.HK)回吐1.9%,交行(03328.HK)跌1.6%。中國太平(00966.HK)及新華保險(01336.HK)各跌1.9%及2.6%。 油價顯着上升,中石油(00857.HK)及中海油(00883.HK)各升2%及1.5%,中石化(00386.HK)升1.3%。金價反彈,山東黃金(01787.HK)及紫金(02899.HK)各升3.2%及3.1%,招金(01818.HK)升2%。
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