《半日總結》恆指跌25點 阿里巴巴重上100元 教育股揚
恆指今早回軟。恆指低開76點後反覆上落,曾倒升90點一度高見21,744點,半日跌25點或0.12%,報21,628點;國指升1點或0.02%,報7,501點;恆生科技指數升23點或0.51%,報4,625點。大市半日成交總額811.21億元,滬、深港通南下交易半日分別淨流入5.54億及15.98億元人民幣。
新經濟股方面,阿里巴巴(09988.HK)半日股價升3.7%報100.5元。同系阿里健康(00241.HK)升6%報4.27元。京東(09618.HK)獲大摩重申為中國電商行業首選,指受直播電商的競爭影響最小。股價升4.8%報243元。騰訊(00700.HK)升1.1%報371.8元,小米(01810.HK)跌1.3%報12.18元,網易(09999.HK)及百度(09888.HK)各跌2.4%及2.1%。
快手(01024.HK)及平安好醫生(01833.HK)各升2.7%及3.2%。樂享(06988.HK)擬先舊後新折讓12.8%配股淨籌5.9億元,股價挫34.7%報2.35元。
手機相關股方面,瑞聲(02018.HK)分拆誠瑞光學上交所上市申請獲受理,股價仍倒跌1.4%。舜宇(02382.HK)及鴻騰(06088.HK)各跌4.6%及4.3%,比亞迪電子(00285.HK)跌3%。內需股蒙牛(02319.HK)、農夫山泉(09633.HK)、海爾智家(06690.HK)、頤海(01579.HK)及潤啤(00291.HK)各跌2.5%至3.1%。汽車股蔚來(09866.HK)股價上揚5.4%。
內地多市續公布樓市鬆綁措施,內房股旭輝(00884.HK)及合景泰富(01813.HK)各升6.6%及4%。水泥股海螺水泥(00914.HK)及中建材(03323.HK)各反彈2.3%及3.8%。醫藥股普遍反彈,康希諾(06185.HK)及康方生物(09926.HK)各升6.3%及6.6%,藥明生物(02269.HK)、藥明康德(02359.HK)、康哲藥業(00867.HK)及白雲山(00874.HK)各升2.6%至3.2%。
教育股抽升,新東方在線(01797.HK)及新東方(09901.HK)各升8.7%及7.2%,宇華(06169.HK)、中國東方教育(00667.HK)、希望教育(01765.HK)及新高教(02001.HK)各升10.3%至14.3%,中教(00839.HK)升23.9%。
航運股東方海外(00316.HK)及中遠海控(01919.HK)各升2.7%及3.5%,中遠海能(01138.HK)升8.5%。
金融股方面,匯控(00005.HK)跌1.3%報51.95元,港交所(00388.HK)升1.7%報353.6元,友邦(01299.HK)跌0.9%報81.6元。
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