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《半日總結》恆指升387點 科技股、車股及內房股造好
港元匯價跌至弱方兌換保證,金管局紐約時段承接逾28億港元沽盤。港股早市上升,恆指高開235點後升幅擴大,曾升444點一度高見19,825點,半日升387點或2%,報19,767點;國指升153點或2.33%,報6,748點;恆生科技指數升150點或3.9%,報4,015點。大市半日成交總額628.48億元,滬、深港通南下交易半日分別淨流入12.31億及13.58億元人民幣。 科技股領漲,騰訊(00700.HK)升3.1%報355元,阿里巴巴(09988.HK)升2.8%報82.25元,美團(03690.HK)升4.4%報163.9元,小米(01810.HK)升5.8%報10.88元,京東(09618.HK)升4.3%報200.2元,百度(09888.HK)升5.6%報110.4元,網易(09999.HK)升4.4%。此外,快手(01024.HK)升7.8%報67.4元,阿里健康(00241.HK)及眾安在線(06060.HK)各升7.8%及8.6%。京東健康(06618.HK)及平安好醫生(01833.HK)各升6.6%及5.2%,中軟(00354.HK)升7%。 晶片股中芯(00981.HK)首季純利按年增長1.8倍,半日股價升1.4%報15.98元,華虹半導體(01347.HK)董事會批准建議人民幣股份發行,半日股價升8.7%。手機相關股瑞聲(02018.HK)稱分拆誠瑞光學進展順利,股價升3.4%。比亞迪電子(00285.HK)升4.2%。 汽車股反彈,長城汽車(02333.HK)及理想(02015.HK)各升7.4%,小鵬(09868.HK)及蔚來(09866.HK)各升6.5%,吉利(00175.HK)升5.1%。其他消費股亦上升,貓眼娛樂(01896.HK)及JS環球生活(01691.HK)各升4.1%,新秀麗(01910.HK)升5.7%。 內房股上升,旭輝(00884.HK)升5.8%,碧桂園(02007.HK)及中海外(00688.HK)各升4.1%,龍湖(00960.HK)、潤地(01109.HK)及萬科(02202.HK)各升2.4%至2.6%。物管股碧服(06098.HK)升3.9%,雅生活(03319.HK)及華潤萬象(01209.HK)各升5.9%及6.8%。本地地產股造好,領展(00823.HK)擬斥9.47億人幣收購長三角倉庫物業,半日股價升2.9%。新地(00016.HK)股價升4%。 金融股方面,匯控(00005.HK)升1.9報47.65元,港交所(00388.HK)升1.9%報327元,友邦(01299.HK)升0.3%報72.65元。中銀香港(02388.HK)及渣打(02888.HK)各升2.2%及2.3%,工行(01398.HK)及招行(03968.HK)各升2%。 波羅的海指數連升九日,航運股上揚,東方海外(00316.HK)及中遠海能(01138.HK)各升7.4%及6%,中遠海控(01919.HK)及太平洋航運(02343.HK)各升4.3%及4.9%。
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