《半日總結》恆指升200點 新能源車股彈 理想小鵬漲近一成
美聯儲主席鮑威爾承諾抗擊通脹,港股早市回升。恆指高開149點,早段升幅曾收窄至2點見21,010點,中午前升幅擴大,半日升200點或0.96%,報21,209點;國指升91點或1.25%,報7,426點;恆生科技指數升64點或1.42%,報4,617點。大市半日成交總額593.1億元,滬、深港通南下交易半日分別淨流入8.34億及14.7億元人民幣。
市場憧憬螞蟻或最快本月提交設立金融控股公司申請,阿里巴巴(09988.HK)升4.3%報105.9元,其他科技股方面,騰訊(00700.HK)升1.3%報374.8元,小米(01810.HK)升0.5%報11.68元,美團(03690.HK)跌0.5%報190.7元,京東(09618.HK)升0.7%報242.4元,百度(09888.HK)升0.8%報141.6元,網易(09999.HK)升2.4%報142.5元。
此外,雲音樂(09899.HK)及明源雲(00909.HK)各升6%及4.3%,京東健康(06618.HK)及萬國數據(09698.HK)各升2.7%及3.2%,新東方在線(01797.HK)升3.2%報20元。商湯科技(00020.HK)跌4.4%。手機相關股比亞迪電子(00285.HK)升3%,信利(00732.HK)則升10.4%。
國務院研究延長免徵新能源汽車購置稅,汽車股急漲,理想(02015.HK)及小鵬(09868.HK)各升9.9%,蔚來(09866.HK)及吉利(00175.HK)各升7.3%及7.5%,長汽(02333.HK)升6%,比亞迪(01211.HK)、北汽(01958.HK)及廣汽(02238.HK)各升4.7%至5.1%。消費股造好,潤啤(00291.HK)、百威亞太(01876.HK)及泡泡瑪特(09992.HK)各升2.9%至3.4%,體育用品股特步(01368.HK)及李寧(02331.HK)各升3.8%及3.2%。
內房股造好,旭輝(00884.HK)及合景泰富(01813.HK)各升3.7%及4.7%,潤地(01109.HK)、富力地產(02777.HK)及中海外(00688.HK)各升2.8%至3.4%。穆迪將碧桂園(02007.HK)評級降至「Ba1」垃圾級別,碧桂園股價跌0.4%報4.53元。
江銅(00358.HK)及洛鉬(03993.HK)各下滑6.6%及8%。波羅的海乾散貨指數下滑,東方海外(00316.HK)及太平洋航運(02343.HK)各跌逾7%,海豐國際(01308.HK)及中遠海控(01919.HK)亦各跌3.7%及4.7%。
金融股方面,匯控(00005.HK)升0.7%報51元,港交所(00388.HK)跌0.1%報359.6元,友邦(01299.HK)升0.5%報79.2元。
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