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《全日總結》恆指升518點 車股及科技股領漲 長汽彈逾12%
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。美股期貨在亞洲時段上升,道指及納指期貨均升逾200點,港股隨外圍造好,恆指高開235點後升幅擴大,全日升518點或2.68%,收19,898點;國指升212點或3.22%,收6,807點;恆生科技指數升174點或4.5%,收4,038點。大市全日成交總額1,166.48億元,滬、深港通南下交易分別淨流入22.75億及22.57億元人民幣。 科技股領漲,騰訊(00700.HK)升3%報354.4元,阿里巴巴(09988.HK)升2.8%報82.2元,美團(03690.HK)升6.8%報167.6元,小米(01810.HK)升6.6%報11.04元,京東(09618.HK)升4%報199.6元,百度(09888.HK)升6.2%報111元,網易(09999.HK)升4.6%。此外,快手(01024.HK)升8.4%報67.8元,阿里健康(00241.HK)升10.8%,眾安在線(06060.HK)及京東健康(06618.HK)各升8.6%及8%,平安好醫生(01833.HK)及中軟(00354.HK)各升6.3%及7.7%。 晶片股中芯(00981.HK)首季純利按年增長1.8倍,全日股價升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,股價升9.6%。手機相關股比亞迪電子(00285.HK)升6.8%,丘鈦(01478.HK)及舜宇(02382.HK)各升3.7%及2.5%。 市場憧憬內地新一輪汽車下鄉政策,汽車股反彈,長城汽車(02333.HK)升12.5%,吉利(00175.HK)及理想(02015.HK)各升8.1%及6.9%,小鵬(09868.HK)及廣汽(02238.HK)各升8.3%及6.8%,蔚來(09866.HK)、東風(00489.HK)及比亞迪(01211.HK)各升逾5%。其他消費股亦上升,中國旺旺(00151.HK)、統一企業中國(00220.HK)、潤啤(00291.HK)、康師傅(00322.HK)、貓眼娛樂(01896.HK)及JS環球生活(01691.HK)各升3.2%至3.8%,新秀麗(01910.HK)升5.4%。 內房股上升,旭輝(00884.HK)、碧桂園(02007.HK)及中海外(00688.HK)各升6.3%至6.9%,潤地(01109.HK)升5.5%,龍湖(00960.HK)及萬科(02202.HK)各升4.2%。物管股碧服(06098.HK)升10.4%。 金融股方面,匯控(00005.HK)升2.1報47.75元,港交所(00388.HK)升2.4%報328.6元,友邦(01299.HK)升1.1%報73.25元。中銀香港(02388.HK)及渣打(02888.HK)各升2.8%及3.5%,工行(01398.HK)及招行(03968.HK)各升2.2%及2.4%。
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