《半日總結》恆指升24點 快手揚逾3% 水泥股受壓
美股在大型科技股推動下上升,納指升1.4%,港股早市上升。恆指高開142點,早段曾升213點一度高見20,788點,其後升幅收窄,半日升24點或0.12%,報20,598點;國指升14點或0.2%,報7,113點;恆生科技指數升16點或0.35%,報4,598點。大市半日成交總額465.64億元,滬、深港通南下交易半日分別淨流入6.19億及6.96億元人民幣。
特斯拉(TSLA.US)績後股價升一成,電動車股理想(02015.HK)及蔚來(09866.HK)各升2%及3.7%。市場憧憬網易(09999.HK)下周於中國發布手遊,網易高開2.2%後倒跌,半日跌1%。市場關注中芯(00981.HK)在美國制裁下仍成功提高晶片生產技術,中芯升1.7%。半導體設備商ASMPT(00522.HK)則跌2.1%。
其他科技股方面,騰訊(00700.HK)跌0.2%報333.4元,阿里巴巴(09988.HK)升0.7%報102.7元,小米(01810.HK)趺0.5%報12.94元,京東(09618.HK)及美團(03690.HK)各升0.2%及0.6%、百度(09888.HK)及嗶哩嗶哩(09626.HK)各升1.7%及1.6%,快手(01024.HK)獲大摩上調業績預測,股價升3.5%報85.25元。手機相關股方面,比亞迪電子(00285.HK)跌2.8%,鴻騰(06088.HK)升14.3%。
消費股方面,特步(01368.HK)大股東折讓8.5%售股減持套現逾10億元,股價低開8.6%後跌幅收窄,半日跌3.9%。維達(03331.HK)股價升3.9%報21.1元。百勝中國(09987.HK)、藍月亮(06993.HK)及九毛九(09922.HK)各升2.4%至2.8%。醫藥股藥明康德(02359.HK)料中期純利按年升73%,股價高開2.5%後倒跌,半日跌0.8%,同系藥明生物(02269.HK)升1.4%。
澳門財政司稱下月啟動首個百億經濟援助,另動用百億撐「後清零」復甦,濠賭股澳博(00880.HK)、永利澳門(01128.HK)、金沙中國(01928.HK)、美高梅中國(02282.HK)及新濠國際(00200.HK)各升1.8%至2.5%。
摩通下調水泥股目標價,料短期需求不會反彈,水泥股海螺水泥(00914.HK)及中建材(03323.HK)各跌5.7%及6.2%,潤泥(01313.HK)跌2.5%。資源股五礦資源(01208.HK)及洛陽鉬業(03993.HK)各跌4.2%及7.2%。
其他藍籌方面,匯控(00005.HK)升1.1%報48.75元,港交所(00388.HK)及友邦(01299.HK)各跌0.5%及0.6%。創科(00669.HK)及申洲(02313.HK)各跌3.1%及2.3%,東方海外(00316.HK)則升2.6%。
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