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《半日总结》恒指倒升89点 科技及电力股涨 快手弹5%
港股早市在科技股带动下反复上升。恒指低开107点后反弹,曾升134点一度高见19,898点,半日升89点或0.45%,报19,852点;国指升52点或0.78%,报6,752点;恒生科技指数升32点或0.79%,报4,225点。大市半日成交总额437.48亿元,沪、深港通南下交易半日分别净流入4.76亿及10.94亿元人民币。 网易(09999.HK)公布业绩后有券商关注网游业务增长前景,半日股价跌3.8%报136.6元。阅文(00772.HK)拟斥最高7亿人民币回购股份,股价炒高6.2%报30.9元。恒指收市后公布季检结果,被中金预测有机会「染蓝」的快手(01024.HK)炒高5%报74.2元。 其余科技股普遍造好,腾讯(00700.HK)升1.9%报318.6元,阿里巴巴(09988.HK)升2%报90元,美团(03690.HK)升1.2%报173.1元,小米(01810.HK)升0.3%报11.68元,京东(09618.HK)升0.3%报218.2元,百度(09888.HK)升0.4%报128.8元,明源云(00909.HK)、金融壹账通(06638.HK)及微盟(02013.HK)各升3.2%至3.6%,手机相关股信利(00732.HK)及鸿腾(06088.HK)各升近6%及4.2%。 国家电网表示,应对用电高峰试点推行电动汽车错峰充电,电动车股比亚迪(01211.HK)回吐2.3%,传统汽车股吉利(00175.HK)绩后获多间券商上调目标价,股价反弹3%报17.32元。内地部分地区限电刺激电力股,华电国际(01071.HK)升6.9%,润电(00836.HK)及大唐发电(00991.HK)各升4.7%及4.2%。华能(00902.HK)及中国电力(02380.HK)各升逾3%。光伏股协鑫科技(03800.HK)及新特能源(01799.HK)亦各升3.7%及4%。 消费股个别发展,维他奶(00345.HK)升5.1%,JS环球生活(01691.HK)及泡泡玛特(09992.HK)各升2.9%及3.1%,九毛九(09922.HK)及康师傅(00322.HK)各跌2.7%及2.1%。医药股药明生物(02269.HK)回吐5.2%。 内房股雅居乐(03383.HK)折让16%减持雅生活(03319.HK)近3.5%股权,套现逾3.4亿元。雅生活跌13.8%报7.2元。雅居乐跌0.8%报2.44元。其余内房股普遍上升,旭辉(00884.HK)、碧桂园(02007.HK)及万科(02202.HK)各升逾2%。 金融股方面,汇控(00005.HK)跌0.2%报50.35元,港交所(00388.HK)升0.5%报336元。
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